Skip to main content

Now live! Explore the program for the upcoming 2024 Global Conference, taking place May 5-8, 2024.

May 3 at 10:00 am PDT | Public Markets: Trends and Opportunities

May 3 at 10:00 am PDT | Public Markets: Trends and Opportunities

Persistently higher allocations to private markets, tighter monetary policy, and a gloomy economic outlook have painted a negative picture for public markets. But for investors with experience and the right skillset, these conditions create new opportunities to generate alpha. During this panel, we will discuss recent trends and future opportunities for investors in public markets. Which sectors will be most affected by continued inflation and which look the most attractive right now? How has ESG data been incorporated into investment decisions and will the value of ESG increase further as market conditions favor a more hands-on and selective approach? What is happening with growth companies and are we seeing a return of favor for fundamentals and value?


Charlie Gasparino
Senior Correspondent, Fox Business


Evril Clayton Jr.
Deputy Director of Global Equity, New York State Common Retirement Fund

Linda Gibson
CEO, PGIM Quantitative Solutions

William Lee
Chief Economist, Milken Institute

Alex Roepers
Founder and Chief Investment Officer, Atlantic Investment Management

Beth Williamson
Vice President, Head of Sustainable Equity Team Research, Calamos Investments