October 19 at 10:15 am PDT/1:15 pm EDT

With markets inherently predicting the future and not the present, the perceived disconnect of markets and the current economy has been top of mind. This session will untangle the current market dislocation and opportunities in an economy driven by a public health crisis. Are markets correctly anticipating future earnings, or are they underestimating the economic fallout? And what does lower interest rates for longer mean for credit markets, price discovery, and the economic outlook at large?

Speakers

Afsaneh Beschloss
Founder and CEO, RockCreek

George G. Hicks
Co-Founder and Co-CEO, Värde Partners

Jonathan Sokoloff
Managing Partner, Leonard Green & Partners, L.P.

Neal Wilson
Co-CEO, EJF Capital LLC

Moderator

Michael Milken
Chairman, Milken Institute