Global Investors' View: United States (Invite only)

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The United States remains a central force in the global economy, with strengths in technology, finance, health care, and advanced manufacturing. Its economic engines continue to produce leading firms, investment capital, and cutting-edge breakthroughs, while its cultural and consumer influence extends across the world. At the same time, the US economy faces real challenges, from political polarization and shifting trade policies to rising costs and competitive pressure from abroad. This session explores where the most compelling opportunities lie for investors navigating a landscape marked by both resilience and volatility. Which sectors are likely to drive long-term value? And how should global investors approach risk and reward in the evolving American market? 

    Moderator

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    Jeff Valliere

    Executive Vice President and Chief Strategy Officer, Milken Institute

    Speakers

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    William Lee

    Chief Economist, Milken Institute
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    Paul M. Rosen

    Partner, Latham & Watkins
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    Kirk Wagar

    President, Wagar Global Advisors