Mitchell Julis
Showing 1–6 of 6 transcripts.
- Milken Institute59 min
Common Sense from Uncommon Investors
Michael Milken, Jonathan Coslet, John Danhakl, Mitchell Julis, Brian Sheth, Steven Tananbaum, Mike Milken
Industry leaders from Leonard Green & Partners, Canyon Partners, Vista Equity Partners, GoldenTree Asset Management, and TPG convened to discuss evolving strategies in private equity, corporate debt, and technology investing. These executives detailed critical shifts in their operational frameworks, ranging from Canyon's resistance to AI in bespoke financial structuring to Vista's data-driven talent acquisition and GoldenTree's transformation of CLOs into fund structures. The dialogue further examined the necessity of aligning investor and management interests through diverse ownership models and the strategic preference for absolute value over relative metrics in a shifting macroeconomic environment.
- Milken Institute1h 1m
Common Sense From Uncommon Investors
Michael Milken, Mark Attanasio, John Danhakl, Emanuel J. Friedman, George G. Hicks, Mitchell Julis
On May 1, 2018, moderator Michael Milken led a panel of five prominent investors, including Mitch Jewett of Canyon Partners and John Donahue of KKR, to discuss generating alpha through specialized expertise in distressed assets and private equity. The participants detailed their strategies for navigating complex restructurings like Caesars Entertainment and analyzing market inefficiencies caused by regulatory constraints and ETF dominance. This exchange highlighted how these firms leverage global reach and capital flexibility to achieve outsized returns while the panelists debated the timing of a banking sector recovery and the enduring value of alternative lending structures.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 7m
MI Summit 2013 - London: Global Capital Markets: The Forces Shaping the Future of Finance
Leon D. Black, Tom Finke, Mitchell Julis, Scott Minerd, David Zervos, Michael Milken, Mike Clouton
The panel analyzed how central bank policies incentivizing risk-taking are driving a structural shift from traditional banking to shadow banking and alternative asset classes like collateralized loan obligations. Industry leaders from Apollo and other institutions discussed strategies to navigate these changes, highlighting the need for insurers and Japanese households to move away from cash hoarding toward real assets and structured credit to meet yield targets. Despite the opportunities for innovation, speakers warned that prolonged quantitative easing creates market distortions and political risks that could lead to future inflationary instability.
- Milken Institute1h 2m
When Past Performance Is a Guide: Using History to Make Sense of the Post-Crisis World
Daniel Arbess, Ben Funnell, Mitchell Julis, Peter Thiel, Niall Ferguson, Mitch Julis
Peter Thiel, Mitch Julis, Ben Funnell, and Dan Arbus analyze a global economic landscape defined by stagnating technological innovation, regulatory bottlenecks, and a lack of non-IT productivity growth compared to the 1930s. The panelists converge on severe structural headwinds, including demographic shifts, deep income inequality, and a "balance sheet recession" where monetary stimuli have disproportionately benefited the top 1% without restoring broad real asset inflation. While diverging on immediate solutions—ranging from overt monetary finance to capital redeployment by legacy wealth—the group agrees that the U.S. faces a critical risk of entering a stationary state akin to Japan's predicament absent significant reforms to regulatory and innovation frameworks.
- Milken Institute1h 2m
When Past Performance Is a Guide: Using History to Make Sense of the Post-Crisis World
Daniel Arbess, Ben Funnell, Mitchell Julis, Peter Thiel, Niall Ferguson, Mitch Julis
A panel of prominent investors including Peter Thiel, Mitch Julis, Ben Funnell, and Dan Arbus debates whether current post-crisis economic conditions mirror the 1930s or represent a unique divergence driven by a lack of technological innovation and demographic headwinds. The discussion highlights critical risks such as the "disappearance of the future" in the West, structural stagnation in Europe, and a complex trilemma where fiscal policy is blocked while monetary stimulus yields diminishing returns. Consequently, the experts advocate for an investment strategy focused on capital preservation, specific innovation clusters, and potential "overt monetary finance" to navigate a landscape defined by non-linear complexity rather than historical equilibrium.