Mike Gitlin
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- Milken Institute1h 1m
The Future of Asset Management | Global Conference
Richard Ditizio, Raphael Arndt, Mike Gitlin, Matthew Harris, Bill Huffman, Jean Hynes
Amidst a fracturing macroeconomic landscape and shifting geopolitical dynamics, leading asset managers are pivoting toward active strategies and AI-driven decision-making to navigate stagflation risks and capitalizing on a projected $100 trillion infrastructure opportunity. The event highlights a strategic convergence of public and private markets, where demographic shifts and an incoming $70 trillion wealth transfer are driving demand for sustainable alternatives and retirement solutions extended to 90 years of life expectancy. Ultimately, industry leaders anticipate a decade of market broadening and productivity booms, positioning the fusion of technology and traditional asset allocation as the primary engine for future alpha generation.
- Milken Institute55 min
Part 2: Global Capital Markets | Global Conference 2024
Zanny Minton Beddoes, His Excellency Mohammed El-Kuwaiz, Jane Fraser, Mike Gitlin, Ron O'Hanley, Harvey Schwartz, Mohammed El-Kuwaiz
Senior financial leaders from Citi, State Street, Capital Group, and Carlyle, alongside representatives from the Saudi Capital Market Authority, analyzed the current market's high US valuations, the structural dominance of American capital markets, and the accelerating shift toward private assets. The panel highlighted massive capital mobilization needs for AI infrastructure and energy transitions while warning of systemic risks in private credit and the complexities of regulatory arbitrage. Looking ahead, the experts forecast a five-year return of trillions in cash to markets, the democratization of private equity, and the strategic integration of artificial intelligence into global financial infrastructure.