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Ron O'Hanley

Showing 1–4 of 4 transcripts.

  1. Milken Institute1h 0m

    Capital in Motion: Repositioning at Scale for the Next Cycle | Global Conference 2026

    Sara Eisen, Marcie Frost, Ron O'Hanley, Harvey Schwartz, Daniel Simkowitz

    Geopolitical conflicts and tariff pressures are driving a fundamental reprioritization of global capital toward national security, supply chain resilience, and AI infrastructure, fundamentally altering the fifty-year status quo of international markets. Leading institutional investors, including Carlyle, State Street, and Morgan Stanley, characterize the current private credit environment as a healthy cycle transition rather than a systemic risk while deploying significant resources to capture the estimated $3.2 trillion in shifting sovereign wealth and the emerging artificial intelligence sector. As the global economy pivots to prioritize defense and compute capacity, market participants are redefining portfolio allocations to focus on US innovation hubs, robust Asian markets, and rigorous underwriting standards to navigate rising capital demands and potential labor displacement.

  2. Milken Institute57 min

    Macroeconomic Outlook | Global Conference 2025

    Gregory Zuckerman, Khalid Al-Falih, André Esteves, Karen Karniol Tambour, Kathryn Koch, Ron O'Hanley

    Leading financial experts analyze the convergence of political volatility, trade uncertainty, and shifting geopolitical alignments that are driving a global reevaluation of U.S. exceptionalism and prompting investors to diversify into Asian markets, the UK, and the Middle East. The panel highlights critical macroeconomic headwinds, including a "baked-in" recession risk and a Federal Reserve constrained by tariff-induced inflation, which are forcing a repricing of Treasury yields and exposing vulnerabilities in risk assets. Amidst these challenges, private credit emerges as a vital, though stress-tested, innovation for risk dispersion, while advocates for conservative lending strategies and active management position themselves to capitalize on the expected rise in defaults and liquidity dislocations.

  3. Milken Institute55 min

    Part 2: Global Capital Markets | Global Conference 2024

    Zanny Minton Beddoes, His Excellency Mohammed El-Kuwaiz, Jane Fraser, Mike Gitlin, Ron O'Hanley, Harvey Schwartz, Mohammed El-Kuwaiz

    Senior financial leaders from Citi, State Street, Capital Group, and Carlyle, alongside representatives from the Saudi Capital Market Authority, analyzed the current market's high US valuations, the structural dominance of American capital markets, and the accelerating shift toward private assets. The panel highlighted massive capital mobilization needs for AI infrastructure and energy transitions while warning of systemic risks in private credit and the complexities of regulatory arbitrage. Looking ahead, the experts forecast a five-year return of trillions in cash to markets, the democratization of private equity, and the strategic integration of artificial intelligence into global financial infrastructure.

  4. Milken Institute1h 8m

    How to Accelerate Gender Diversity on Boards

    Celia Huber, Denise Morrison, Ronald O'Hanley, NV Tyagarajan, Rich Dottizio, Ron O'Hanley, SHARMINI PERIES, Kristen, Hope Tates, Amy Wilkinson, Nan Morris, Anna Chapman, Kelly Close, John Stackhouse

    At the Milken Institute's 20th Annual Global Conference, CEOs from State Street Global Advisors, Campbell Soup, and Genpak argued that gender-diverse boards are essential for solving complex problems and driving shareholder value. These leaders identified systemic barriers such as conservative search firm practices and risk aversion while outlining actionable strategies like expanding recruitment criteria and implementing rigorous diversity metrics. The event concluded with a consensus that deliberate change requires CEO accountability and institutional leverage to achieve the industry's "30% Club" target.