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Ronald O'Hanley

Showing 1–6 of 6 transcripts.

  1. Milken Institute57 min

    The Future of Capitalism

    Zanny Minton Beddoes, Rebecca Henderson, David Hunt, Ronald O'Hanley, Raghuram Rajan, Zadie Minton-Bedders

    A panel of four prominent economists and business leaders critically reexamines the legacy of Milton Friedman's shareholder primacy model, diagnosing deepening market failures such as unpriced externalities, rising inequality, and eroded public trust. The group reached a consensus that pricing carbon and reforming antitrust regulations are essential prerequisites for sustainable growth, while debating the precise boundaries between corporate social provision and government responsibility. Ultimately, the discussion identified climate change, strengthening democracy, and rebuilding institutional resilience as the defining challenges for the future of capitalism.

  2. Milken Institute1h 24m

    LIVE: Part 1: A Conversation With Christine Lagarde | Part 2: The Investors' View

    Christine Lagarde, Michael Klowden, Gerard Baker, Stephanie Flanders, Tom Finke, David Hunt, Scott Minerd, Ronald O'Hanley, Lara Warner

    IMF Managing Director Christine Lagarde and a panel of investors convened to address global economic fragility characterized by synchronized growth slowdowns, persistent low inflation, and rising sovereign and corporate debt risks. Discussions highlighted divergent regional trajectories with the US showing resilience while Europe faces structural vulnerabilities, alongside critical concerns regarding China's Belt and Road sustainability and the potential for a US-China trade agreement. The event concluded with urgent calls for structural reforms in infrastructure, labor participation, and digital investment to combat inequality, warning that future crisis response capacity is limited by high debt levels and political polarization.

  3. Milken Institute59 min

    Asset Management Outlook

    Kate Kelly, Steven Goulart, Nobel Gulati, David Hunt, Ron Mock, Ronald O'Hanley

    Industry leaders from Two Sigma, PGIM, MetLife, and State Street convened to analyze the projected growth of global assets to $145 trillion by 2025 and the resulting strategic bifurcation between passive and active management. Participants detailed critical shifts in portfolio construction, noting a massive migration toward private assets and direct ownership by pension funds like Ontario Teachers' to overcome compressed public yields and liquidity constraints. The discussion further highlighted the urgent need for technological adaptation and specialized talent acquisition to navigate complex ESG mandates, AI capabilities, and regulatory changes threatening the traditional asset management ecosystem.

  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.

  5. Milken Institute1h 0m

    Activist Investors: Unlocking Value

    Justin Baer, Alex Denner, Ana Marshall, Ronald O'Hanley, Alex Roepers, Jeffrey Ubben

    Prominent investors including Jeffrey Ubin, Alex Ropers, and Anna Marshall convened to analyze the structural shifts in activism driven by the rise of passive index funds and the resulting necessity for constructive engagement. The panelists debated the evolution from transactional "hit-and-run" tactics toward sustainable governance changes, highlighting how permanent capital holders like State Street now prioritize long-term stewardship over short-term liquidity. Key discussions covered the strategic use of board interventions, the growing influence of ESG mandates, and the distinct approaches required to drive value in mature markets like Japan versus emerging economies where regulatory barriers currently limit intervention.

  6. Milken Institute1h 6m

    The Age of Asset Management: Harbinger of Stability or Chaos?

    Tracy Alloway, David Hunt, Jim McCaughan, Hilda Ochoa-Brillembourg, Ronald O'Hanley, Nouriel Roubini

    Experts including Jim McCaughan, Hilda Ochoa-Brillemburg, and Nouriel Roubini analyze how post-crisis re-regulation has shifted global capital flows from bank-dominated systems to asset managers, creating a structural disconnect between macro liquidity and market execution. This transition has fostered a liquidity paradox where ETFs and algorithmic trading amplify volatility while the correlation between equities and bonds inverts, forcing active managers to seek alpha in illiquid sectors like emerging markets. Ultimately, the panel concludes that investors must adjust return expectations downward and that future systemic risks stem primarily from political balkanization, cyber threats, and the need for multilateral institutional reform to sustain global capital mobility.