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Odi Lahav

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  1. Milken Institute57 min

    London Summit 2015 - Unlocking Europe's Capital Markets (I)

    Odi Lahav, Michael Berry, Mathew Cestar, Jim Galowski

    A panel of financial experts analyzed the European capital market's structural shift away from bank reliance toward institutional financing, noting that post-crisis deleveraging has driven high-yield issuance growth to levels five times that of the U.S. while regulatory frameworks like Solvency II have simultaneously constrained securitization and cross-border liquidity. Despite these hurdles, the discussion identified significant investment opportunities in direct lending and standardized credit products, provided that market participants can navigate fragmented legal jurisdictions and address a critical shortage of sophisticated corporate treasury talent.