Mark Rowan
Showing 1–2 of 2 transcripts.
- Milken Institute1h 11m
Credit Markets: What's Next?
Mike Milken, David Warren, Steve Tannenbaum, Mark Rowan, Josh Friedman, Mark Antonazio, Richard Kanner
Representatives from Moody's, Apollo, and Golden Tree analyzed the current high-yield credit landscape, warning that stripped covenants and the dominance of liquidity-seeking ETFs are obscuring default risks despite historically low immediate default rates. The panelists outlined a strategic pivot toward direct origination and distressed opportunities in Europe's non-performing loan sector and China's underserved SME market to navigate the transition from a public to a private credit-driven era. Participants concluded that regulatory changes shrinking bank balance sheets and the shift away from traditional "Too Big to Fail" models will establish a "golden era" for alternative capital providers in infrastructure and structured products over the next decade.
- Milken Institute1h 12m
The Rise of Social Capital Markets: How Will They Change the World?
Alex Friedman, Ron Cordes, Rush Ramsey, Bobby Turner, Gene Case, Mark Rowan, Shari Berenbach, Eva
Social capital markets currently operate as an nascent asset class hindered by regulatory barriers, ambiguous definitions, and institutional resistance, despite a projected trillion-dollar opportunity that could bridge the growing gap between societal needs and declining government funding. Prominent figures like Bobby Turner and Ron Cordes are pioneering strategies to overcome these hurdles, exemplified by the Canyon Agassiz Fund's rapid fundraising success and the creation of public data infrastructure that connects high-net-worth demand with vetted impact managers. As generational values shift and technology enables retail participation through crowdfunding and securitization, the sector anticipates a "10-year overnight success" moment driven by blended finance models and potential regulatory mandates for social performance disclosure.