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Tom Fink

Showing 1–3 of 3 transcripts.

  1. Milken Institute55 min

    Lessons From the Great Recovery: How to Maintain Investment Momentum

    Scarlet Fu, Thomas Finke, William Ford, Jonathan Lavine, Emmanuel Roman, Steven Tananbaum, Steve Tannenbaum, Manny Roman, Bill Ford, Tom Fink

    Senior investment executives from PIMCO, Barings, and Bain Capital convened to analyze a late-cycle environment characterized by high valuations, rising volatility, and unsynchronized global credit cycles. While panelists identified critical risks including U.S.-China trade tensions, a potential wage-driven inflation spike, and the dangers of complacent leverage, they simultaneously highlighted opportunities in technology-driven digital transitions and Asian emerging markets. The consensus strategy emphasizes active management utilizing advanced data analytics to navigate complex credit structures, avoiding passive bets in illiquid assets or European high-yield debt while preparing for unforeseen macroeconomic dislocations.

  2. Milken Institute1h 8m

    Global Capital Markets: Deflation or Stabilization?

    Thomas Finke, Afsaneh Beschloss, Mohamed El-Erian, David Harding, Joseph Hooley, Steven Tananbaum, Tom Fink, Jay Holey

    Panelists including Jay Holey, Mohammed Al-Arain, and Steve Tannenbaum analyzed the global economy's structural slowdown and the divergent trajectories of advanced and emerging markets, noting that while central banks face policy limits, emerging economies retain fiscal capacity for growth. The discussion highlighted China's critical transition from an export-led model to a consumption-driven one, alongside the disruptive impact of fintech and digital platforms on traditional productivity metrics and banking infrastructure. Despite near-term political uncertainties like Brexit and anti-establishment movements, experts identified specific investment opportunities in distressed credit, quasi-sovereign bonds, and sectors combining digital innovation with unique content.

  3. Milken Institute52 min

    Asia Summit 2014 - U.S. Capital Markets: Smooth Sailing, but in What Direction?

    John Sokoloff, Samir Jain, Tom Fink

    Managing Partners John Sokoloff, Samir Jain, and Tom Fink analyze a credit environment where historical valuation precedents suggest the current boom is unsustainable despite mid-cycle economic expansion. The panelists identify a strategic pivot toward dividend recapitalizations and secondary market acquisitions as private equity firms navigate rising interest rate risks and a projected market correction. While Asian markets offer long-term growth opportunities through institutional capital flows, the experts warn that rapid rate hikes could trigger a violent downturn that fundamentally alters exit multiples.