newsfilter.io

Morris Mark

Showing 1–3 of 3 transcripts.

  1. 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.

  2. 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.

  3. Milken Institute1h 11m

    Reading the Tea Leaves: Where Are Markets Headed?

    Stephanie Ruhl, Justin Slatky, Morris Mark, Jim Latinsky, John Kalamos, Michael Sembelos

    Leading investors from Shankman Capital, JHL Capital, and Kalamos Investments convened to assess a market characterized by compressed high-yield spreads and S&P valuations nearing historical peaks amidst an unprecedented era of negative real rates. Panelists identified critical risks including a surge in triple-C rated leverage, covenant-lite structures, and aggressive small-cap multiples, while projecting that future equity returns will likely rely primarily on earnings growth rather than multiple expansion. Despite these warnings regarding a potential shift in capital flows to overvalued segments, the group maintained a cautiously bullish outlook with a consensus expectation of strong long-term equity returns driven by diversification and avoidance of leverage.