Principal Asset Management at the Milken Institute Global Conference
Our experts were featured as panelists alongside some of the world’s most respected and influential minds at this year’s Milken Global Conference. Check out their session replays and written recaps to get the latest on factors impacting the investment landscape and portfolios.
Session replays
Capital markets 2025: Shaping and scaling the future
Global capital markets are undergoing a structural shift amid persistent inflation, geopolitical tensions, and tariff driven uncertainty. As public market activity slows, private capital is reshaping investment dynamics, while heightened macro volatility is prompting institutions to reassess strategy, bolster resilience, and reconsider approaches to capital formation.
Global Asset Management and Alternatives
The asset management industry is evolving as investors increasingly turn to alternative assets for diversification, even as public markets remain portfolio core. With boundaries blurring—especially between public and private credit—allocations must be viewed more holistically. As macroeconomic and regulatory pressures mount, asset managers face the challenge of guiding clients through a shifting investment ecosystem shaped by alternatives.
Conference insights
Capital markets: Shaping and scaling the future
Seema Shah, chief global strategist at Principal Asset Management participated on a panel at this year’s Milken Institute Global Conference that tackled the transformation of global capital markets amid persistent inflation, geopolitical tensions, and tariff driven uncertainty.
At this year’s Milken Institute Global Conference, Principal Asset Management’s CEO, Kamal Bhatia, joined a panel of global leaders to explore where markets are headed—and what investors should watch most closely.