Common Sense From Uncommon Investors Milken Institute Panel скачать в хорошем качестве

Common Sense From Uncommon Investors Milken Institute Panel

Robert F. Smith, Founder, Chairman and CEO of Vista Equity Partners (Vista), joined the “Common Sense From Uncommon Investors” panel at the 2025 Milken Institute Global Conference. The panel was moderated by Michael Milken, Chairman of the Milken Institute. Smith was joined by Victor Khosla, Founder and Chief Investment Officer of Strategic Value Partners, Anne Walsh, Managing Partner and Chief Investment Officer of Guggenheim Investments, Marc Lipschultz, Co-CEO of Blue Owl and Jonathan D. Sokoloff, Managing Partner of Leonard Green & Partners, L.P. The discussion opened with a focus on current market volatility and its potential impact on markets in the future. Milken then asked Smith about Vista’s investment strategy in enterprise software over the past 25 years and the firm’s long-term outlook. Smith explained that the shift from generative AI to agentic AI has improved efficiencies across Vista’s portfolio companies. He also noted that pattern recognition has become an essential skill in the global economy as a result of the AI paradigm shift. When asked how Vista has navigated market volatility over the years, Smith pointed to the mission-critical role of enterprise software as a driver of productivity. The panel ends with a focus on expanding opportunity in the technology industry. ------------------------------------------ More Robert F. Smith videos: Robert F. Smith’s 2025 CNBC Closing Bell Interview:    • Robert F. Smith’s 2025 CNBC Closing Bell I...   Robert F. Smith Joins Reinventing Digital Inclusion Panel at the 2025 WEF Annual Meeting:    • Robert F. Smith Joins Reinventing Digital ...   Robert F. Smith’s Interview at the 2024 APEC CEO Summit:    • Robert F. Smith’s Interview at the 2024 AP...   ------------------------------------------ Like and subscribe to stay up to date with Smith. For more on Smith’s business and philanthropic efforts, follow on: Instagram:   / robertfredericksmith   X:   / rfs_vista   LinkedIn:   / robertfredericksmith   Facebook:   / robertsmithvista   ------------------------------------------ Robert F. Smith is an American entrepreneur and philanthropist who is the Founder, Chairman and CEO of Vista. Smith prioritizes making a difference in the communities where he lives and works. To learn more about Smith, visit https://robertsmith.com/. #robertfsmith #vistaequitypartners #milkeninstitute #enterprisesoftware ------------------------------------------ Video Chapters: 00:00 - 00:40 Panel Takes Stage 00:41 - 00:56 Michael Milken Introduces Panel 00:57 - 04:13 Anne Walsh on Paradigm Shift 04:14 - 07:26 Jonathan D. Sokoloff on Market Volatility 07:27 - 11:33 Robert F. Smith on Vista Equity Partners 11:34 - 14:27 Marc Lipschultz on Alternative Investments 14:28 - 19:13 Victor Khosla on Strategic Value Partners 19:14 - 23:31 Anne Walsh on Systemic Vulnerabilities 23:32 - 27:22 Jonathan D. Sokoloff on Stakeholder Capitalism 27:23 - 32:04 Robert F. Smith on the Resilience of Enterprise Software 32:05 - 36:14 Marc Lipschultz on the Future of Private Credit 36:15 - 41:22 Victor Khosla on Vertical Integration 41:23 - 46:52 Anne Walsh on Opportunities for Investors 46:53 - 51:07 Jonathan D. Sokoloff on the Next Generation of Talent 51:08 - 55:12 Robert F. Smith on Ensuring AI Benefits are Shared 55:13 - 57:31 Marc Lipschultz on Differentiating Blue Owl in Private Credit 57:32 - 59:39 Victor Khosla on Maintaining Company Culture 59:40 - 1:00:04 Closing Remarks