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, CoFounder, CoChairman and CoCEO, 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

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