An abstract graphic of rounded lines forming a circle on a dark blue background. The lines are pink and blend into purple in an ombre circle, with just a portion of the circle showing on the screen. The graphic signifies the design of The Milken Institute's Global Conference 2025, an annual forum that brings together leaders from business, finance, and other fields to discuss economic and social issues.
Global Conference 2025

Common Sense from Uncommon Investors

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The future of capitalism is at a critical juncture, with increasing focus on inclusive growth and more equitable wealth distribution. Inflation has emerged as a significant concern, impacting consumer purchasing power and economic stability across various sectors. Interest rates, manipulated by central banks to combat inflationary pressures, are reshaping investment landscapes and influencing market dynamics. Market volatility combined with historically high yield spreads is challenging traditional investment strategies and risk management approaches. The AI boom, while promising transformative potential, raises questions about whether it represents sustainable growth or if it's another speculative bubble reminiscent of past tech-driven market frenzies. Amidst this turbulence, new investment opportunities are emerging, particularly in sectors driven by technological innovation and sustainability. 


Download Panel Slides (PDF)

    Moderator

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    Michael Milken

    Chairman, Milken Institute

    Speakers

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    Victor Khosla

    Founder and Chief Investment Officer, Strategic Value Partners
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    Marc Lipschultz

    Co-CEO, Blue Owl
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    Robert F. Smith

    Founder, Chairman and CEO, Vista Equity Partners
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    Jonathan D. Sokoloff

    Managing Partner, Leonard Green & Partners, L.P.
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    Anne Walsh

    Managing Partner, Chief Investment Officer, Guggenheim Investments