Molly Murphy
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- Milken Institute57 min
Middle Market Private Equity: The Smart Money's Next Move | Global Conference 2025
John L. Bowman, R. David Andrews, Dean Mihas, Molly Murphy, Scott Spielvogel, Andrew Weinberg
Managing nearly $25 trillion, the alternatives industry is pivoting from financial engineering to operational excellence and AI-driven value creation amid an elongated market cycle characterized by suppressed IPO activity and limited M&A supply. Industry leaders are refining differentiation strategies through aggressive AI deployment, specialized management screening by industrial psychologists, and creative exit tactics like recapitalizations to navigate geopolitical volatility and valuation dislocations. As the sector adapts to a future where 98% of finance jobs face AI disruption, general partners are evolving into long-term operating partners to capitalize on the impending $105 trillion wealth transfer while prioritizing earnings quality over gross multiples.
- Milken Institute1h 1m
Institutional Investors: Staying the Course or Catching the Wave | Global Conference 2024
Christopher Ailman, Amy Diamond, Allison Hill, Molly Murphy, Bei Saville, Liz Tulach
Five female Chief Investment Officers from Boeing, QIC, Advance Family Office, Orange County Retirement System, and the USC Endowment convened to debate investment strategies spanning private markets, geopolitical risk, and emerging trends. The panelists detailed their specific approaches to navigating high volatility and sticky inflation while balancing rigid mandates with opportunities in artificial intelligence, private credit, and supply chain reshoring. Their collective dialogue highlighted a shift toward "staying the course" in innovation while actively managing liquidity constraints and diversifying portfolios through secondaries and co-investments.