2026 Milken Institute Global Conference Overview

The Milken Institute Global Conference brings together leaders across industries who are focused on building stronger economies and more resilient communities. The 2026 program focuses on translating recent disruption and innovation into practical solutions for a more sustainable, equitable and resilient future.

Golub Capital’s ongoing engagement with The Milken Institute conferences reflects our interest in contributing thoughtfully to conversations on market resilience and long-term capital, areas where we have long focused our attention. We look forward to exchanging perspectives with peers and continuing to “raise the bar” on how we think about the evolving economic landscape and the role of private credit within it.

Speakers

Lawrence Golub

Chief Executive Officer | New York

Lawrence Golub is the Chief Executive Officer of Golub Capital, a market-leading, award-winning direct lender and private credit manager. As of January 1, 2026, Golub Capital had over $90 billion of capital under management, a gross measure of invested capital including leverage. Golub Capital partners with institutional investors and family offices offering tailored solutions for investors’ credit asset strategies.

In 2025, Mr. Golub was recognized with the Business Leadership Award by the Harvard Business School Club of New York. In 2024, Mr. Golub was also recognized with a Lifetime Achievement Award by The M&A Advisor.

Mr. Golub is active in charitable and civic organizations. He is President of the Harvard University JD-MBA Alumni Association. He is also a member of the Harvard Medical School Board of Fellows, the Columbia Medical School Board of Advisors, the Hoover Institution Board of Overseers, the Advisory Council of Harvard Kennedy School’s Mossavar-Rahmani Center for Business & Government, the U.S.-U.A.E. Business Council Board of Directors and the Council on Foreign Relations. Mr. Golub is Co-Founder and Co-Chair of the Golub Capital Nonprofit Board Fellows Program, which operates at 20 leading business schools; its mission is to make nonprofit boards more effective by training hundreds of MBA students each year to become highly skilled nonprofit directors. He also regularly lectures at leading business schools including NYU Stern at Abu Dhabi and CMU Qatar.

Mr. Golub was a private member of the Financial Control Board of the State of New York for over twelve years. He was a White House Fellow and served for fifteen years as Treasurer of the White House Fellows Foundation. He was Chairman of Mosholu Preservation Corporation, a nonprofit developer and manager of low-income housing in the Bronx. He served for fifteen years as a trustee of Montefiore Einstein, the academic medical center and University Hospital for Albert Einstein College of Medicine.

Previously, Mr. Golub was a Managing Director of Bankers Trust Company. Prior to that, he was a Managing Director of Wasserstein Perella, where he established the firm’s capital markets group and debt restructuring practice. Mr. Golub started his career at Allen & Company Incorporated where he engaged in private equity, leveraged finance and mergers and acquisitions.

Mr. Golub earned his AB degree magna cum laude in economics from Harvard College. He received an MBA from Harvard Business School, where he was selected as a Baker Scholar, and a JD from Harvard Law School, where he served as an editor of the Harvard Law Review.

Macro Meets the Real Economy: Credit, Private Equity, and the Next Investment Cycle

As interest rates remain structurally higher and geopolitical uncertainty reshapes capital flows, investors across private equity, credit, and institutional portfolios are recalibrating how capital is deployed into the real economy. This conversation examines how macro conditions are translating into deal activity, credit dispersion, and sector-level investment opportunities. From middle-market resilience and AI-driven productivity shifts to opportunistic credit and evolving deal structures, investors will share how they are navigating volatility while identifying the next wave of capital deployment.

David Golub

President | New York

David Golub is the President of Golub Capital, a market-leading, award-winning direct lender and experienced private credit manager. As of January 1, 2026, Golub Capital had over $90 billion of capital under management, a gross measure of invested capital including leverage. Golub Capital partners with institutional investors and family offices offering tailored solutions for investors’ credit asset strategies. Mr. Golub is a member of the Founder’s Council of the Michael J. Fox Foundation for Parkinson’s Research, where he was the first board Chairman and a long-time director. Mr. Golub is Co-Founder and Co-Chair of the Golub Capital Nonprofit Board Fellows Network, which operates at 20 leading business schools; its mission is to make nonprofit boards more effective by training hundreds of MBA students each year to become highly skilled nonprofit directors. Mr. Golub is a member of the Association of Marshall Scholars’ Director’s Circle. Mr. Golub is on the board of directors of Burton Snowboards and has served on the boards of numerous public and private companies. Mr. Golub was previously Managing Director of Centre Partners, a leading private equity firm, and Managing Director of Corporate Partners, a $1.5 billion private equity fund affiliated with Lazard. Mr. Golub earned his AB degree in Government from Harvard College. He received an MPhil from Oxford University, where he was a Marshall Scholar, and an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar.

Alternatives at Scale: Institutional Portfolios in the Private Capital Era

As insurance companies, pensions, endowments, SWF, and multi strategy platforms expand their exposure to private markets, alternatives are moving from satellite allocations to core portfolio pillars. This session examines how large allocators integrate private equity, private credit, real assets, and multi strategy strategies into long term policy portfolios, with asset liability management, capital charges, and risk budgeting shaping allocation decisions. The focus is on portfolio outcomes rather than specific liquidity tools, including diversification under stress, drawdown management, factor exposure, and capital efficiency across regimes. Panelists discuss how institutions evaluate correlation assumptions, manage valuation opacity, and define resilience when alternatives represent a significant share of total assets. As alternatives scale, what distinguishes disciplined portfolio construction from simple allocation growth?

The Intangible Assets of Philanthropy

Philanthropy’s power extends far beyond financial capital. In an era defined by complexity and urgency, foundations and donors possess a suite of often underleveraged assets—brand credibility, convening power, trusted networks, domain expertise, reputational influence, and privileged access to decision-makers—that can shape markets, influence policy, and mobilize collective action. Leading philanthropists and foundations are strategically deploying these non-financial assets to de-risk innovation, unlock cross-sector partnerships, accelerate systemic change, and drive outcomes that far exceed what grantmaking alone can achieve. The conversation will challenge participants to think beyond the checkbook and consider how the full weight of their influence can be brought to bear in service of durable impact.

Explore our Guide to Private Credit

Get to know the fundamentals of direct lending and private credit by exploring our quick-read series.

For more information, contact us.