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Milken 2018 – Capital Markets Panel: Callahan, Corbat, Canyon Partners And More

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Jacob Wolinsky
Published on
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The global economy is on track for steady growth in 2018 with an expected GDP of 3.8 percent, according to the IMF. What are the themes that will shape and influence markets the most this year? How threatening are the front-page geo-political tensions, and which are we overlooking? How are we positioned to ride out the conclusion of the quantitative easing experiment? With a strong global economy, how can central banks transition to a less expansionary monetary policy?

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Speakers

Moderator
Gerard Baker, Editor in Chief, The Wall Street Journal

Speakers
Mary Callahan Erdoes, CEO, J.P. Morgan Asset Management, JPMorgan Chase
Michael Corbat, CEO, Citigroup
Joshua Friedman, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC
Scott Minerd, Managing Partner, Chairman of Guggenheim Investments and Global Chief Investment Officer, Guggenheim Partners
Ning Tang, Founder and CEO, CreditEase

YouTube video

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid