MICHAEL GREENSTONE
Showing 1–2 of 2 transcripts.
- Milken Institute1h 2m
The Alchemy of Finance: Portfolio Construction Strategies
Steven Toy, Brian Pellegrino, Hua Fan, Tim Hayward, Jane Buchan, Jennifer, HUA LIANG PENG YANG CHIU, DAVID LEVINSON, SHUO-CHUN LIU, DAVID KAPLAN, JULIANA GLEAVER, LIZ FONG, LIZ GARBUSKI, LIZ GAFFNEY, MICHAEL GREENSTONE
Distinguished investors from W.L. Ross, UPS, CIC, GAM, and PAMCO convened to analyze portfolio construction strategies within uncharted market conditions characterized by high valuations and fixed income volatility. Panelists detailed specific tactical shifts, including UPS's move to liability-matched private debt structures, W.L. Ross's focus on distressed energy and real assets, and coordinated views on avoiding overpriced European credit in favor of U.S. long-term bonds. The discussion underscored a consensus on prioritizing performance-based fees, managing liquidity for opportunistic deployment, and navigating regulatory-driven disintermediation across global asset classes.
- Milken Institute1h 1m
The Catalyst for Change: What's Working in Philanthropy -- and What's Not?
Rich, Paul, Rochelle, Tom, Adam, Tzitzi, Hulunrosho, Michael Greenstone
This session outlines a strategic shift in philanthropy from passive funding to impact-driven capital that prioritizes fiscal responsibility and measurable results across global challenges. Experts detail specific initiatives ranging from biometric verification for widows and orphans to government-backed pilot programs that transition communities from dependency to entrepreneurship through rigorous evaluation models. By highlighting successful mergers, pharmaceutical commercialization, and the critical need for professional talent development, the dialogue emphasizes a future where sustainable economic models replace temporary aid to solve systemic issues in education, healthcare, and disaster response.