Institute Chairman Mike Milken moderates our annual discussion on the state of the credit markets, joining a panel of seasoned investors. The future model of the $10-trillion housing finance market is unclear as Congress debates plans to wind down Fannie and Freddie. What are the tradeoffs involved in denationalization, and what opportunities would it present for investors? Washington is also taking increased interest in the role of so-called non-bank-banks, which provide capital access for...

Institute Chairman Mike Milken sits down with legendary investors Kenneth Griffin of Citadel and Stephen Schwarzman of Blackstone Group to discuss not only their investment outlooks for various asset classes, but also the social and geopolitical trends informing those opinions. Among their many areas of concern and focus are America's competitiveness, education reform, the U.S.-China relationship, corporate governance, political polarization, regulation, taxation and central bank policies....

Bitcoin evokes surprisingly strong emotions, not only among investors, but technophiles, entrepreneurs and those seeking alternate forms of payment and currency. With recent issues surrounding some of the exchanges, Bitcoin's rapid rise seems to have cooled--which exposes another significant problem, namely that building and maintaining a stable currency infrastructure does not happen overnight. Yet Bitcoin and its major offshoots and competitors clearly serve a growing need, one that many...

Speakers: Leon D. Black, Chairman and CEO, Apollo Global Management, LLC Tom Finke, Chairman and CEO, Babson Capital Mitchell Julis, Co-Chairman and Co-CEO, Canyon Partners LLC Scott Minerd, Global Chief Investment Officer, Guggenheim Partners David Zervos, Managing Director and Chief Market Strategist, Jefferies LLC Moderator: Michael Milken, Chairman, Milken Institute. Institute Chairman Michael Milken will close the Summit with a panel of leading financial experts, who will discuss...

Speakers: Richard Byrne, President, Providence Equity Capital Markets Tom Corcoran, President, Imperial Capital Robert Kricheff, Senior Vice President and Portfolio Manager, Shenkman Capital Management Brian Pinto, Chief Economist for Emerging Markets, GLG Partners LP Robert Ruberton, Partner and Senior Portfolio Manager for European Credit, Apollo Credit Moderator: Komal Sri-Kumar, Senior Fellow, Milken Institute; President, Sri-Kumar Global Strategies, Inc. Bonds are not what they...

Speakers: John Calamos Sr., CEO and Global Co-Chief Investment Officer, Calamos Investments Anne Casscells, Co-President and Chief Investment Officer, Aetos Alternatives Management George Evans, Chief Investment Officer, Equities, OFI Global Asset Management J. Todd Morley, Chairman and CEO, G2 Investment Group John Rogers Jr., Founder, Chairman and CEO, Ariel Investments LLC Moderator: Christopher Ailman, Chief Investment Officer, California State Teachers Retirement System (CalSTRS)....

Speakers: Janet Cowell, Treasurer, State of North Carolina Joseph Dear, Chief Investment Officer, California Public Employees' Retirement System (CalPERS) Michael Sabia, CEO, Caisse de depot et placement du Quebec Mauricio Wanderley , Chief Investment Officer, Fundacao Vale do Rio Doce de Seguridade Social Moderator: Tom Finke, Chairman and CEO, Babson Capital What strategies are the biggest funds betting on in 2013? Our panel of top-tier institutional managers will discuss their paths...

Speakers: Alexandra Lebenthal, President and CEO, Lebenthal & Company Mustafa Sagun, Chief Investment Officer, Principal Global Investors Max Stone, Managing Director and Executive Committee Member, The D. E. Shaw Group James Zelter , Managing Partner, Apollo Capital Management; CEO, Apollo Investment Corp. Moderator: Joe Reece, Managing Director, Investment Banking, and Global Head, Equity Capital Markets, Credit Suisse. There is, by some estimates, at least $30 trillion sitting on...

Upgrading and maintaining America's infrastructure is critical to its economic future. Public investments, particularly given government budget constraints, can’t fully satisfy this need. Pension plans are struggling to meet their long-term obligations in an environment of heightened market volatility and historically low interest rates. Traditional pension investments, a mix of equities and fixed-income assets, do not provide the stable, long-term cashflows that investments in...