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.

Featuring

Seema Shah

Chief Global Strategist

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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.

Featuring

Kamal Bhatia, CFA

Chief Executive Officer

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Conference insights

Macro views

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.

Expert

Seema Shah

Chief Global Strategist

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Macro views

Bridging the divide: The private market paradox, global credit dynamics, and the path to economic clarity

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.

Expert

Kamal Bhatia, CFA

Chief Executive Officer

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