The rapid shift from low to high interest rates, coupled with vulnerabilities exposed in certain banks, has raised concerns about broader implications for the capital market. This panel aims to gather non-consensus views about financial markets and macroeconomic trends, offer unique insights into the global capital markets, and explore how these developments may shape investment potential in various geographies. Key questions to be addressed include: How are global investment practitioners reevaluating their capital structures to navigate potential future waves? How are financial and technology industries adapting and reshaping their strategies to ensure resilience in the face of evolving challenges? And how are fund managers adjusting their asset allocations and investment strategies in response to the evolving macroeconomic landscape?

Moderator

Jared Carney

Founder and CEO, Lightdale LLC

Speakers

Harshal Chaudhari

President and Chief Investment Officer, GE Investment Management

Ken Ota

Chief Investment Officer, Mitsui & Co. Pension Fund

Thomas Park

Co-CEO, Mirae Asset Global Investments

Hazman Hilmi Sallahuddin

Chief Investment Officer, Kumpulan Wang Persaraan

Kathy Sutherland

Partner and CEO, GoldenTree Asset Management LP