Milken Panel – Kyle Bass, Michael Hintze, Mitchell Julis, Sarah Ketterer

Milken Panel – Kyle Bass, Michael Hintze, Mitchell Julis, Sarah Ketterer


Michael Milken, Chairman, Milken Institute

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


Mark Attanasio, Co-Founder and Managing Partner, Crescent Capital Group LP

Kyle Bass, Chief Investment Officer, Hayman Capital Management

Michael Hintze, Founder, CEO and Senior Investment Officer, CQS

Mitchell Julis, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC

Sarah Ketterer, CEO and Portfolio Manager, Causeway Capital Management LLC

Institute Chairman Mike Milken sits down with several of the world’s most successful investors to discuss the key insights they’ve gained and lessons they’ve learned over the years. How do they adapt to different market cycles? Given that they are, after all, only human, how do they avoid the pitfalls of cognitive biases? Have their best ideas come from extensive analysis or from the gut? How do they think about and manage risk? What do they look for when hiring key members of their teams? And, of course, where are they focusing their attention — and money — in the near future?