Todd Boehly
Showing 1–8 of 8 transcripts.
- Milken Institute31 min
Conversation with Eldridge Ind. CEO Todd Boehly & MassMutual CEO Roger Crandall | Global Conference
Todd Boehly, Roger Crandall, Dani Burger
Industry leaders from MassMutual and Eldridge contrast their long-duration, policyholder-aligned ownership models against traditional banking systems to demonstrate the strategic advantages of private capital in financing U.S. infrastructure and mitigating maturity mismatches. While both firms address risks related to credit cycles and AI disruption through rigorous capital structure controls and multi-model technology partnerships, they emphasize their capacity to withstand liquidity shocks that threaten short-term financial vehicles. These perspectives highlight a shifting landscape where insurers act as the primary stabilizing capital source for the economy while adapting antiquated legacy systems to meet modern digital consumer expectations.
- Milken Institute46 min
The Next Generation of Investment Leaders | Global Conference 2025
Michael Arougheti, Todd Boehly, Michael Milken
On May 6, 2025, Ares' Michael Arrigetti and Eldridge's Todd Boley convened to discuss replicating Berkshire Hathaway's scale by building companies from scratch rather than acquiring existing ones. Their firms distinguished themselves through decade-long returns exceeding 67% for high-yield instruments and deep cultural investments in sectors ranging from private credit to sports franchises like the Baltimore Orioles and Los Angeles Dodgers. Both leaders project trillions in assets under management by leveraging undeployed capital, maintaining strict leverage discipline, and prioritizing long-term compounding over immediate financial necessity.
- Milken Institute22 min
A Conversation with Todd Boehly | Global Investors' Symposium Hong Kong 2025
Eldridge Industries recently restructured its private credit businesses into a unified asset management platform with $70 billion in assets under management to align incentives and compete with major firms like Blackstone and Apollo. The firm simultaneously acquired the Golden Globes to overhaul outdated governance and applied a rigorous finance-based valuation model to expand its portfolio in global baseball markets, real estate projects like the Aman Beverly Hills development, and alternative lending strategies. By prioritizing floating-rate assets over fixed-income bonds and focusing on standalone investment viability, Eldridge aims to capitalize on international growth while mitigating interest rate risks in a volatile economic environment.
- Milken Institute53 min
Asset Management: Vying for the Competitive Edge | Middle East and Africa Summit 2024
Michael Piwowar, Todd Boehly, Lawrence Golub, Martin Horne, Camilla Languille, Stephanie Rader, Mike Pivovar
Leading global investors, including Mubadala, Eldridge, Golub Capital, and Goldman Sachs Asset Management, discussed strategies for navigating a shifting landscape characterized by the convergence of artificial intelligence and energy infrastructure needs. The panel highlighted specific tactical shifts such as Mubadala's launch of the MGX AI fund, Eldridge's opportunistic crisis lending, and the region's urgent demand for private credit to support Saudi Vision 2030. Additionally, participants analyzed geopolitical diversification away from China toward India and emphasized the Middle East's role as a critical hub for attracting global AI talent and scaling sustainable technology investments.
- Milken Institute1h 1m
LIVE: Corner Office: Leading Organizations in an Era of Change
David Faber, Todd Boehly, Charles Scharf, Igor Tulchinsky, Devin Wenig, Meg Whitman
Executives from WorldQuant, BNY Mellon, and the Los Angeles Dodgers convened to discuss the logarithmic pace of technological disruption and the strategic imperative for organizations to embrace extreme flexibility, high failure tolerance, and radical diversification. The panel highlighted how industry leaders are leveraging data-driven decision-making, global talent sourcing, and demographic shifts to navigate an asymmetric environment, with specific examples including algorithmic sports management, exponential alpha generation, and the evolution of legacy financial institutions. Furthermore, the discussion underscored the critical need for diverse workforces to anticipate market trends, the impending arrival of unified national privacy legislation, and the expansion of predictive analytics into new verticals ranging from healthcare to space exploration.
- Milken Institute58 min
Investing in Volatile Markets
Manus Cranny, Todd Boehly, Joshua Harris, Mike Novogratz, Amanda Staveley, Cornelia Meyer, Mary Daly, Tim Gosher, Yusuf Kutsy
Mike Novogratz, Joshua Harris, Amanda Stavely, and Todd Boehly convened to analyze a market landscape defined by impending political volatility from the Mueller report, a slightly inverted yield curve, and aggressive private equity leverage levels. The panelists distinguished between transitory trade tensions and a persistent tech war, while highlighting divergent investment strategies ranging from high-yield litigation funding and UK infrastructure to specific allocations in Bitcoin as a hedge against sovereign debt crises. Ultimately, the discussion concluded that despite dislocated assets and recessionary pricing, central banks retain sufficient firepower to stabilize the economy through future downturns.
- Milken Institute56 min
The International Business of Sports
Shelley Smith, Dan Beckerman, Todd Boehly, Chris Park, Vivek Ranadivé
ESPN correspondent Shelley Smith moderated a panel featuring Sacramento Kings owner Vivek Ranadivé, Dodgers part-owner Todd Boehly, MLB executive Chris Park, and AEG CEO Dan Beckerman to discuss the technological and strategic transformation of sports franchises. The executives detailed shifts from transactional revenue models to subscription-based loyalty systems, highlighting innovations such as VR integration, real estate development, and the expansion of e-sports and international markets like India and Mexico. While participants agreed on the necessity of adapting to digital distribution and betting regulations, they diverged on the extent to which virtual reality will replace live communal experiences and the feasibility of scaling large entertainment districts in smaller cities.
- Milken Institute1h 2m
The Business of Sports (updated)
Todd Boehly, Jimmy Connors, Wayne Gretzky, Joseph Ravitch, Melinda Witmer, Jim Gray, Joe Ravitch
Guggenheim Partners acquired the Los Angeles Dodgers for $2.1 billion to operate as a global entertainment brand, while Time Warner Cable secured exclusive local media rights through a direct $10 billion agreement that bypasses traditional regional sports networks. Panelists including Todd Boley, Melinda Whitmer, Wayne Gretzky, and Jimmy Connors affirmed that live in-stadium events remain the premium product despite technological advancements in broadcast, citing superior fan engagement and physicality that home viewing cannot replicate. The discussion further highlighted that franchise valuations are driven by real estate potential and media scarcity rather than emotion, with experts predicting the inevitable return of an NFL team to Los Angeles and continued appreciation in major league sports assets.