The $84-trillion transfer of wealth from the Baby Boom generation to its heirs is underway, and as younger investors enter the market, their investment preferences are shaping the financial landscape. From Millennials to Gen Zs, what are the generational implications of issues like technological advances, risk appetite, DEI, and sustainability that each generation bears uniquely? How do investors’ views and convictions differ and influence their decision-making, and how, consequently, will that impact the great wealth transfer of the coming years?  

Moderator

Hiromichi Mizuno

Senior Advisor, Milken Institute

Speakers

Raphael Arndt

CEO, Future Fund

Jonathan Goldstein

CEO, Cain International

Saira Malik

Chief Investment Officer, Nuveen

Andy Sieg

Head of Wealth, Citi