Skip to main content

Stream every public session from the 27th annual Global Conference right here on our website.

Common Sense from Uncommon Investors

2024 Global Conference

Common Sense from Uncommon Investors

Monday, May 6, 2024
04:00 PM - 05:00 PM PDT

US equities appreciated 23 percent in 2023, adding more than US$9 trillion in market capitalization. Yet 70 percent of that growth (approximately US$6.2 trillion) is disproportionately attributable to just six American technology companies. With the number of private equity companies in the US outnumbering public companies twofold, where do investors look for diversification? Despite potential future rate cuts, the cost of capital will likely remain high. Where are investors doubling down for continued growth? What’s left in veteran investors’ playbooks? Join our panel and hear from expert investors who have succeeded over many credit cycles and where they see future opportunities.

Michael Milken
Chairman, Milken Institute
Joshua Friedman
Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC
Dan Ivascyn
Group Chief Investment Officer, Pacific Investment Management Company
Steven Tananbaum
Founder, Managing Partner and Chief Investment Officer, GoldenTree Asset Management
Anne Walsh
Managing Partner, Chief Investment Officer, Guggenheim Partners
Tony Yoseloff
Managing Partner, Davidson Kempner Capital Management