Kim Lew
Showing 1–4 of 4 transcripts.
- Milken Institute19 min
Conversation with Columbia Investment Management Company CEO & President Kim Lew | Future of Finance
Columbia University manages the complex transition from traditional globalization-driven investing to a fragmented landscape defined by geopolitical risk, AI integration, and restrictive cross-border regulations. The institution deploys advanced artificial intelligence tools to rapidly analyze data, streamline operational dashboards, and provide an unbiased perspective within its Investment Committee, thereby distinguishing itself from over-allocated peers. Ultimately, the approach emphasizes building horizontal networks and cultivating future thought leaders to ensure mission-driven organizations can navigate volatile markets while maintaining long-term tactical flexibility.
- 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
Institutional Investors: Managing for the Long Term
Christopher Ailman, Jerry Albright, Jingdong Hua, Kim Lew, Amy McGarrity, Hiromichi Mizuno, Chris Ailman
Five CIOs managing over $1.6 trillion across diverse institutional structures, from Carnegie's $3.5 billion foundation to Japan's $1.6 trillion GPIF, convened to analyze how unique liability profiles and time horizons dictate long-term investment strategies. The panelists detailed operational shifts toward sustainable "universal ownership," highlighted the World Bank's leadership in green bond markets, and emphasized the critical need to align staff incentives and board education with multi-decade fiduciary duties rather than short-term volatility. Despite diverging views on the necessity of formal ESG mandates and the degree of market influence asset owners should wield, the group collectively identified global development gaps and market structure fragilities as paramount risks requiring coordinated action.
- Milken Institute58 min
Aligning Endowment Investments with Philanthropic Mission
Kerry Kennedy, Kim Lew, Brian O'Neil, Mark Suzman, Darren Walker, Shawn Wischmeier, Carrie Kennedy, Frank, Nelson, Daniel, Amy Christensen
Carrie Kennedy moderated a panel of foundation leaders, including Darren Walker of the Ford Foundation and Mark Sussman of the Gates Foundation, who detailed their strategies for aligning endowment capital with social missions through mission-related investments, program-related investments, and strict ethical screens. The discussion highlighted a divergence in approaches, with the Ford Foundation committing $1 billion to double-bottom-line strategies while Carnegie Corporation maintains a "do no harm" stance, though all participants agreed that integrating mission goals is financially viable and critical for institutional relevance. By addressing systemic biases through diversity initiatives and leveraging capital to build investment infrastructure, these organizations aim to transform the traditional fiduciary model to ensure endowments actively advance their charitable objectives rather than merely preserving wealth.