Kamal Bhatia
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- Milken Institute1h 2m
Global Asset Management and Alternatives | Global Conference 2025
Sarah Sandler, Jennifer Prosek, Kamal Bhatia, Kim Lew, Tony Minella, Rick Rieder, Daniel Simkowitz
Six industry leaders from PIMCO, Columbia, Morgan Stanley, and Eldridge Capital convened to assess a divergent U.S. economic outlook where sentiment ratings ranged from nervousness to bullish optimism regarding technology and demographics. The panel highlighted a structural shift in private market access for retirement plans, noting projections for allocations to triple while discussing converging returns in private credit and international opportunities in Japan and Brazil. Additionally, the experts advocated for specific policy reforms including Federal Reserve stability, fiscal discipline, and the protection of the R&D ecosystem to sustain long-term growth.
- Milken Institute1h 1m
The Asset Management Upheaval | Global Conference 2024
Matt Brown, Kamal Bhatia, Dan Bienvenue, Kathryn Koch, Jose Minaya, Tony Minella
Asset management leaders converge to analyze how persistent higher interest rates and a "higher-for-longer" environment are reshaping investment strategies toward senior secured lending and integrated public-private portfolios. The discussion highlights accelerating industry consolidation driven by the need for permanent capital through insurance partnerships, while simultaneously tracking the democratization of alternatives via 401(k) regulatory changes and a pivot toward outcome-based sustainable investing. Experts forecast a coming private credit distress cycle within 24 months that will separate top-tier managers from laggards, even as structural demographic shifts and AI-driven public market growth dominate long-term outlooks beyond short-term political cycles.