Common Sense from Uncommon Investors | Milken Institute Global Conference 2024

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. Moderator Michael Milken, Chairman, Milken Institute Speakers 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 Watch every public session from Global Conference 2024 : https://milkeninstitute.org/events/gl... #Global #MIGlobal