Part 1: A Conversation with Minister of Investment, Kingdom of Saudi Arabia HE Khalid Al-Falih | Part 2: Private Markets: More Capital than Opportunity?
October 19 at 11:30 am PDT / 2:30 pm EDT
This session will open with a conversation with His Excellency Khalid Al-Falih, Minister of Investment, Kingdom of Saudi Arabia, followed by a panel discussion. Excess liquidity inevitably drives valuations higher. For investors, however, the question is not about increased multiples, but about the underlying market drivers and their persistence. With monetary policy having changed available capital and increased allocation to private equity and credit, it has been hard to almost impossible to evaluate dislocations. At the same time, as the world continues to shift digital, it has become essential to find tech companies that are set to disrupt entire business models. With plenty of cash to go around, how can investors separate the growth opportunities from those that are over-hyped and likely to be short-lived? With the lines and purpose of public and private markets in such flux, is it still appropriate to limit access to retail investors?
Part 1
Guest
His Excellency Khalid Al-Falih
Minister of Investment, Kingdom of Saudi Arabia
Moderator
Brian Sullivan
Anchor and Senior National Correspondent, CNBC
Part 2
Moderator
Brian Sullivan
Anchor and Senior National Correspondent, CNBC
Speakers
Anne-Marie Fink
Chief Investment Officer, Private Markets and Funds Alpha, State of Wisconsin Investment Board
Rishi Kapoor
Co-CEO, Investcorp
Matthew Nord
Senior Partner, Apollo Global Management
Julian Salisbury
Global Head of the Asset Management Division, The Goldman Sachs Group, Inc
Anthony Yoseloff
Executive Managing Member and Chief Investment Officer, Davidson Kempner Capital Management LP