Romaine Bostick
Showing 1–4 of 4 transcripts.
- Milken Institute1h 2m
M&A Metamorphosis: How Private Capital and Tech Are Reshaping Financial Markets | Global Conference
Romaine Bostick, Anu Aiyengar, Aly Alibhai, Vanessa Dager, Jason Greenberg, Andrea Guerzoni, Ali
Driven by political uncertainty and tariff-related volatility following the new U.S. administration's policies, global M&A volumes have declined significantly despite a previously robust 57% CEO appetite for deals. Current market dynamics favor selective, smaller transactions under $5 billion and continuation vehicles as corporations prioritize internal resilience and navigate heightened regulatory scrutiny across tech and cross-border sectors. While deal processes have stretched to years due to valuation renegotiations, industry experts maintain cautious optimism that activity may normalize in the second half of the year once policy clarity emerges.
- Milken Institute54 min
The Future of Venture Capital: AI, IPOs, and Tech Investment | Global Conference 2025
Romaine Bostick, Raj Ganguly, Amir Husain, Dana Settle, Hemant Taneja
Venture capital leaders from B Capital, General Catalyst, and Greycroft discuss a strategic pivot away from the stalled IPO market toward inorganic growth and M&A as primary exit routes. The panel emphasizes that firms must evolve into "AI-native" entities to navigate geopolitical supply chain shifts and address liquidity constraints for the "long tail" of private companies. With a focus on deep industry transformation over application-layer speculation, investors are prioritizing technically elite founders capable of driving efficiency in hardware, robotics, and healthcare sectors.
- Milken Institute58 min
The Ebb and Flow of Public Markets | Milken Institute Global Conference 2024
Romaine Bostick, Todd Barker, Kelly Granat, George Maris, Pedro Furtado Reis
Representatives from Norway's Government Pension Fund Global and Citadel argue that public equity markets are undervalued relative to historical standards, presenting significant alpha opportunities driven by passive trading dislocations. The panel specifically advocates for a contrarian approach to China and India while prioritizing AI infrastructure over speculative model development amid growing geopolitical segmentation. Despite acknowledging risks such as demographic declines and regulatory uncertainty, the experts maintain that fundamental analysis remains essential for navigating a market structure increasingly dominated by algorithmic volatility.
- Milken Institute58 min
M&A: Moving On and Up | Milken Institute Global Conference 2024
Romaine Bostick, Anu Aiyengar, Andrew Bednar, Ron Eliasek, Andrea Guerzoni, Alan Tannenbaum
The global M&A market is rebounding in 2024 with over $1.5 trillion in projected volume and a 26% rise in billion-dollar deals, driven by valuation normalization and a strategic shift toward AI integration and portfolio rationalization. Private capital markets are deploying more than $4 trillion in dry powder to navigate stabilized but volatile financing conditions, prompting increased use of all-stock structures and creative exit strategies as regulatory scrutiny and geopolitical tensions suppress cross-border activity. Although large-scale take-private transactions and private equity volumes are surging, market leaders anticipate a gradual recovery trajectory rather than an immediate surge, expecting full maturity only between 2025 and 2026 as interest rates stabilize and structural market shifts resolve.