Managing Director & Senior Partner
New York
We were happy to engage with global leaders from across sectors at this year’s Milken Institute Global Conference.
The theme of this year’s conference, “Shaping a Shared Future,” reflected ongoing global disruptions as well as promising innovations—all of which impact our shared future. BCG experts, along with cross-industry leaders—including CEOs, investors, policymakers, academics, and thought leaders—convened at Milken to discuss the various challenges and opportunities. At BCG, our experts continuously explore the elements that will ready companies for the future and make the world a better place. This means developing the ability to anticipate trends in digital and AI, health care, geopolitics and global trade, climate and climate financing, among other areas—and then to build strengths to influence these trends for competitive and societal advantage.
Amid economic uncertainties, investors are targeting historically resilient sectors and seeking interventions to enhance operations and performance, says BCG’s Christy Carter.
Scott Geary of Wellington Management looks at some of the trends investors are tracking, including inflation, opportunities in Japan and India, and health care innovation.
How to adapt investment strategies to a changing market? For David Geenberg of Strategic Value Partners, it means broad geographic scope and diverse asset classes.
In a tough fundraising climate, investing in international entrepreneurship is a promising path to prosperity and peace. For growth equity, General Atlantic’s Martín Escobari sees hurdles and opportunities.
As the venture capital market gains momentum, B Capital’s Raj Ganguly offers strategies for investing wisely while making the most of the new opportunities.
Relative to last year’s market, we now see narrowing valuation gaps and increased opportunities in lower and middle markets. David Breach of Vista Equity Partners describes how investment strategies are changing.
Thomas Fink of the London Institute for Mathematical Sciences discusses AI’s role in advancing innovation and his team’s collaboration with the BCG Bruce Henderson Institute.
AI will require significant investment in data center and power generation capacity. Carlyle’s Pooja Goyal discusses the energy mix needed to meet these demands.
Many middle-market companies struggle to integrate AI. BCG's Greg Emerson highlights this as an opportunity for private equity operations to lead and unlock value.
From customer service to marketing and software development, AI is revolutionizing industries. Lightspeed’s Ravi Mhatre discusses its transformative impact.
Climate change is a growing financial risk. All sectors will need to evolve to integrate climate considerations into their investment frameworks, argues Stacy Swann of Resilient Earth Capital.
USAID’s Gillian Caldwell and BCG’s Veronica Chau discuss the Climate Gender Equity Fund—a public-private venture that empowers women and their communities.
Streetlife’s Laura Fox points to a historic chance to merge environmental impact with immense economic gain, with $5 trillion likely to be available for cities’ net zero transformation.
New global sustainability standards prompt a shift from voluntary to mandatory reporting. BCG’s Veronica Chau and IFRS’ Jingdong Hua discuss company compliance and investor communication.
With the global population set to hit 10 billion by 2050, Air Protein’s Lisa Dyson offers a sustainable solution to grow more food on less land.
Zach Knight of Blue Forest discusses how his nonprofit partners with public and private sector organizations to help finance conservation projects and other nature-based solutions.
Our BCG delegation brought deep expertise, knowledge, and experience across sectors to the conference:
We’re a trusted partner to the top ten private equity firms and tech investors, and we’ve assisted nearly 70% of the top 60 tech capital investors globally.
We have partnered with companies around the world to uncover and address DEI gaps among their workforce, products and services, and suppliers.
We are a supporting partner of the ESG Data Convergence Initiative (EDCI), a first-of-its-kind, industry-led effort to drive convergence on meaningful ESG metrics for the private equity industry.
We work with clients across the health care value chain, from pharmaceutical R&D, to corporate M&A, to digital and AI, and beyond.
We’re collaborating with OpenAI to help our clients realize the power of OpenAI technologies and solve the most complex challenges using generative AI—responsibly. We have successfully supported clients on their energy transition journeys by reducing their emissions and expanding their low-carbon technology initiatives, thereby unlocking new efficiencies, opportunities, and value.
Reconnect with our leaders who were onsite at the 2024 conference
The key to future growth lies in using artificial intelligence to execute a highly effective three-part plan.
As the market recovers in 2024, multiple trends affecting providers, payers, pharma, medtech, and life science tools will shape how private equity investors plan to play.
BCG’s survey of 1,400+ C-suite executives reveals that GenAI is quickly changing the way companies do business—and big gaps are emerging between the winners and the observers.
Hundreds of PE firms have reported data detailing the progress that their portfolio companies are making on social and climate-related issues. The results are encouraging.