The Milken Institute Global Conference brought together leading voices across industries to explore how disruption and innovation can drive more resilient, sustainable and inclusive economic growth. Golub Capital was pleased to participate, sharing perspectives on market resilience, long-term capital and the evolving role of private credit.
Macro Meets the Real Economy: Credit, Private Equity, and the Next Investment Cycle
Panelists joining Lawrence Golub: Kim Lew, President and CEO, Columbia Investment Management Company; Daniel Loeb, Founder and CEO, Third Point LLC; Barry Sternlicht, CEO, Starwood Capital Group; Steven Tananbaum, Founder and Chief Investment Officer, GoldenTree Asset Management
Lawrence Golub joined a distinguished panel to discuss the intersection of macro trends and the real economy, offering a pragmatic view that the U.S. middle market remains resilient and steadily growing despite broader uncertainty. He challenged consensus narratives around inflation and economic fragility, emphasizing a focus on fundamentals like cash flow and pricing power. Golub also highlighted a more favorable environment for lenders, pointing to renewed opportunity in private credit for disciplined investors.
Alternatives at Scale: Institutional Portfolios in the Private Capital Era
Panelists joining David Golub: Peter Gleysteen, CEO and Chief Investment Officer, AGL Credit Management; Mohsin Pirzada, Head, Funds, Qatar Investment Authority; Alexandra Wilson-Elizondo, Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions, Goldman Sachs; Anthony Tutrone, Global Head, Private Markets, Neuberger
David Golub engaged with senior leaders on the mainstage to discuss the evolving role of alternatives, highlighting that the asset class is at an inflection point where investors must be more selective and focused on true sources of alpha. He emphasized that competitive advantage—not brand, scale or asset class alone—drives sustainable outperformance and called for greater discipline in scaling, transparency and valuation practices across the industry.
Explore our Guide to Private Credit
Get to know the fundamentals of direct lending and private credit by exploring our quick-read series.
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