Tom Tull
Showing 1–2 of 2 transcripts.
- Milken Institute1h 1m
Investing for the Long-Term
Ian Martin, Sophia Cheng, Azmil Zahruddin Raja Abdul Aziz, Michael Rolland, Tom Tull
Representatives from Texas ERS, OMERS, Kazana National Fund, and Cathay Financial convened to discuss capital management strategies for institutional pools exceeding $700 billion in combined assets. The panelists detailed shifts toward alternative asset allocation and direct private investments to counter demographic aging, low-interest rate environments, and rising market valuations. Key discussions highlighted the tension between strict ESG governance and financial performance, alongside the necessity of avoiding crowded markets through bilateral deal relationships and active risk management.
- Milken Institute1h 0m
Brazil: The Country of the Future?
Cate Ambrose, Flavia Buarque de Almeida, Renato Lulia-Jacob, Mario Mesquita, Piero Minardi, Tom Tull
Amidst a severe economic crisis triggered by the collapse of commodity prices and the Lava Jato corruption scandal, Brazil is preparing for the imminent impeachment of President Dilma Rousseff and a potential transition to Michel Temer's reformist administration. While short-term volatility persists due to fiscal emergencies and a liquidity crunch, global institutional investors and sovereign wealth funds are actively deploying capital into distressed debt and high-growth sectors like healthcare and agribusiness. The incoming government faces an urgent mandate to implement structural fiscal and political reforms within months to restore investor confidence and unlock a projected three-to-four-year recovery.