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Lou Feldman

Showing 1–4 of 4 transcripts.

  1. Milken Institute1h 7m

    What Online Lending Means for Banks, Businesses and Borrowers

    Amy Cortese, Jeff Bogan, Noah Breslow, Lou Feldman, Sam Hodges, Aaron Vermoot

    Marketplace lending is projected to surge from $9 billion to $20 billion by leveraging advanced machine learning underwriting and digital aggregators to bypass traditional banking inefficiencies. This growth is sustained by a shifting investor base dominated by institutional capital and a robust regulatory framework that enforces strict compliance while eliminating systemic moral hazard. As the industry expands globally into markets like China and Australia, established platforms are increasingly partnering with major banks and tech giants to address universal small business capital gaps without compromising risk management standards.

  2. Milken Institute1h 1m

    Global Opportunities in Commercial Real Estate (mobile v2)

    Peter Lowy, William McMorrow, Nicholas Schorsch, Barry Sternlicht, Sam Zell, Lewis Feldman, Lou Feldman, Bill McMorrow

    Prominent industry figures including Sam Zell, Barry Sternlich, and Bill McMorrow analyze a global real estate landscape characterized by $320 billion in capital flows and a strategic shift away from high-leverage speculation toward stable, yield-focused asset classes. The discussion highlights distinct regional opportunities such as Irish and Latin American growth against European recession, while addressing operational challenges like rising security costs and the integration of physical retail with digital channels. Ultimately, the panel concludes that the United States offers the superior risk-adjusted returns for the coming year, driven by currency stability and disciplined underwriting in staple sectors like multi-family housing and net lease properties.

  3. Milken Institute1h 1m

    Global Opportunities in Commercial Real Estate (mobile)

    Lou Feldman, Peter Loewy, Bill McMorrow, Nicholas Gorsch, Barry Sternlich, Sam Zell

    Prominent real estate executives including Sam Zell, Barry Sternlich, and Peter Loewy convened to analyze a global capital shift where $320 billion in direct real estate investment returned to 2013 levels, driven primarily by U.S. and secondary European markets. While investors pivoted toward risk-adjusted yields and debt structures in stable environments like the United States and Colombia, they identified significant headwinds in Brazil and Europe alongside evolving retail strategies that prioritize omnichannel integration and larger showroom formats. The discussion also highlighted critical security challenges and the impact of terrorism insurance expirations on capital flow, underscoring a broader trend of institutional consolidation amidst a fragmented regulatory landscape.

  4. Milken Institute1h 1m

    Global Opportunities in Commercial Real Estate

    Lou Feldman, Peter Loewy, Bill McMorrow, Nicholas Gorsh, Barry Sternlich, Sam Zell

    Leading real estate executives including Sam Zell, Peter Loewy, and Bill McMorrow analyzed a 2013 market defined by $320 billion in global capital deployment and a divergence between recovering asset classes and regional stagnation. While the United States offered risk-adjusted returns driven by a unique debt spread, specific opportunities emerged in Ireland's tax-advantaged tech sector, Mexico's manufacturing hub potential, and Brazil's resource-driven growth. The discussion concluded with strategic guidance on shifting capital toward boring, income-generating assets while navigating structural challenges like rising security costs and the lack of a U.S. terrorism insurance backstop.