Day 3 From the Milken Institute Global Conference | The Close 5/6/2026
Speakers
Summary
Bloomberg's special coverage from the Milken Institute Global Conference features interviews with leaders across finance, sports, and entertainment. Key themes include AI as an enabler, stress in software lending, the evolution of private credit, real estate opportunities from the maturity wall, and sports as a resilient investment class.
- Tony Minella (Eldridge) discusses AI as an enabler and financing data center infrastructure.
- Jed Laskowitz (JPMorgan AM) sees declining public market returns and increased need for alternatives.
- Michael Choe (Charlesbank) highlights stress in software PE and opportunities in middle-market non-AI businesses.
- Spencer Rascoff (Match Group) details Tinder and Hinge turnaround progress and AI integration.
- Tim Sloan (Fortress) sees opportunity in the $4.5 trillion CRE maturity wall, focusing on senior housing and multi-family.
- Mathieu Chabran (Tikehau Capital) calls the next phase 'Private Credit 3.0' with a golden age for secondary debt and European direct lending.
- Dina DiLorenzo (Guggenheim) advocates for AAA CLO ETFs as low-risk yield plays and expands asset-backed financing.
- Brad Rogoff (Barclays) warns high yield spreads are too tight and not pricing in risks.
Trade Ideas
AAA CLO ETF yields 5% low risk
A AAA CLO ETF (CLOX) offers a 5% yield with low risk, making it an attractive income investment in the current environment of elevated rates and uncertainty. The product provides floating-rate exposure and benefits from the transparency and liquidity of an ETF structure.
Up Next
This Bloomberg Markets video, published May 07, 2026, features Dina DiLorenzo discussing CLOX. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Dina DiLorenzo · Tickers: CLOX