Morris Mark
Showing 1–2 of 2 transcripts.
- Milken Institute58 min
How Will Technology Trends Impact Your Portfolio?
Dan Primack, Jason Greenberg, Colin Le Duc, Morris Mark, Nicole Musicco, Jeff Schumacher
Representatives from BCG Digital Ventures, Ontario Teachers, and Generation Investment Management discuss the embedded nature of technology across sectors, highlighting a structural shift where non-technology firms dominate M&A activity. The panel identifies blockchain protocols, sustainable mobility, and AI as key investment themes while warning that regulatory uncertainty and cultural mismatches between startups and traditional industries pose significant integration risks. Ultimately, the group concludes that exponential technological change requires asset managers to adopt long-term talent strategies and adapt to a landscape where value increasingly shifts to users and decentralized systems.
- Milken Institute1h 12m
Reading the Tea Leaves: Markets on the Edge of Order and Chaos
Nora Everett, John Calamos, Sarah Ketterer, Bob Krischef, Morris Mark, Cliff Robbins
Prominent investment strategists including John Calamos, Bob Krischef, and Cliff Robbins analyze the U.S. economy as a mid-cycle environment characterized by shallow recovery and persistent low rates rather than imminent recession. The panel identifies key themes for 2015-16 such as "friendly" corporate activism, the deconglomerization of firms, and demographic shifts driving demand in healthcare and defense, while highlighting specific opportunities in investment-grade CLOs and high-quality energy debt. Final recommendations include selecting companies with fortress balance sheets like Investors Bank Corp and Apple, or utilizing convertible bonds and utilities to navigate volatility in rising interest rate environments.