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Marcie Frost

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  1. 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.

  2. 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.