Marcie Frost
Showing 1–3 of 3 transcripts.
- Milken Institute1h 0m
Capital in Motion: Repositioning at Scale for the Next Cycle | Global Conference 2026
Sara Eisen, Marcie Frost, Ron O'Hanley, Harvey Schwartz, Daniel Simkowitz
Geopolitical conflicts and tariff pressures are driving a fundamental reprioritization of global capital toward national security, supply chain resilience, and AI infrastructure, fundamentally altering the fifty-year status quo of international markets. Leading institutional investors, including Carlyle, State Street, and Morgan Stanley, characterize the current private credit environment as a healthy cycle transition rather than a systemic risk while deploying significant resources to capture the estimated $3.2 trillion in shifting sovereign wealth and the emerging artificial intelligence sector. As the global economy pivots to prioritize defense and compute capacity, market participants are redefining portfolio allocations to focus on US innovation hubs, robust Asian markets, and rigorous underwriting standards to navigate rising capital demands and potential labor displacement.
- Milken Institute59 min
Retirement Security in the Wake of COVID-19 - Conference Call Series
Paul Irving, Marcie Frost, Michael Milken, Penny Pennington, Michelle Seitz
The Milken Institute convened financial leaders to analyze the dual threats of the pandemic and a projected $150 billion rise in the U.S. retirement savings deficit. Experts from Edward Jones, CalPERS, and Russell Investments highlighted the critical need to shift from generic index targets to personalized strategies that address longevity risk and the aging demographic's healthcare costs. Participants agreed that mitigating the crisis requires structural adjustments to retirement age, diversified Social Security portfolios, and the widespread adoption of automated savings mechanisms for gig workers.
- Milken Institute1h 0m
Can America Afford to Retire?
Josh Barro, Andrew Biggs, Marcie Frost, Jarvis Hollingsworth, Dan Houston
A panel of public and private sector leaders, including CEOs from CalPERS and Texas Teachers Retirement System, examines the divergent financial realities of retirement affordability across defined benefit and contribution models. While current retirees enjoy record wealth, the discussion highlights critical structural vulnerabilities in public pension funding assumptions and the longevity risks facing workers in defined contribution plans. Experts propose policy interventions such as federal funding mandates, auto-enrollment mechanisms, and annuity integration to address projected solvency gaps and ensure long-term system stability.