Oscar Fahlgren
Showing 1–2 of 2 transcripts.
- Milken Institute1h 0m
Alternatives as Pillars of Multi-Asset Management | Global Conference 2025
Charles Gasparino, Jeff Aronson, Oscar Fahlgren, Robyn Grew, Edwin Jager, Anthony Yoseloff
Amidst heightened US market volatility and geopolitical uncertainty driven by tariff announcements, panelists advocate a strategic pivot toward emerging markets like Brazil and India to capitalize on distressed debt and special situations. While maintaining the United States as a critical hub for AI innovation, the discussion emphasizes the necessity of active management and "boots on the ground" local expertise to navigate complex regulatory frameworks and capture alpha in private credit. The conversation concludes with a cautionary outlook on the risks of democratizing alternatives for retail investors, warning that liquidity mismatches and product misunderstandings could precipitate a market correction if capital flows reverse.
- Milken Institute1h 11m
A Conversation with Central Bank of Brazil Governor Roberto Campos Neto
Roberto Campos Neto, Komal Sri-Kumar, Oscar Fahlgren, Raymond Sagayam, Bart Turtelboom, Lilian Zhou
Brazilian Governor Roberto Campos Neto outlined a strategy prioritizing private sector-led recovery and fiscal discipline over further stimulus, citing a robust credit boom and a liquid banking system as foundations for growth despite currency volatility. This stance was reinforced in a broader panel discussion where experts highlighted Brazil's relative stability against global peers, contrasting its emerging market resilience with China's consumption-driven recovery and structural shifts in hard currency debt. Collectively, the session emphasized that sustainable investment in these regions now relies on navigating fiscal fragility, leveraging imperfect information, and aligning capital allocation with long-term ESG and infrastructure priorities.