Milken Institute
6 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jun 12, 2025 by Rachel Halfacre · said 4 times in 1 episodes since 2025 · across every show →
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brought up most by Stephen Lacey (3), Rachel Halfacre (1)
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2025 4 mentions in 1 episode
Everything said about Milken Institute, oldest first
Jun 12, 2025 bearish
Halfacre: Distributed infrastructure suffers transaction friction from fragmented, non-traditional counterparties
“But I think the other challenge around this asset class is that it's not one utility, right? It's a hundred business owners. It's a hundred nonprofits. It's a hundred YMCAs or churches. And so they're not the typical player in this space that's accustomed to t…”
Jun 12, 2025 positive
Halfacre: Financial standards boost confidence without forcing all assets into identical bundles
“And I think that one of the things that is really important to recognize in this conversation is that not all assets have to be bundled. Not all of these assets have to get to the secondary markets, has to look identical. Creating standards builds a marketplac…”
Jun 12, 2025 negative
Halfacre: Standardizing clean energy project finance is harder than standardizing mortgages
“I think in a lot of ways this is harder than A mortgage. I think the blended nature of the capital stack for projects has been really overwhelming for a lot of folks to wrap their arms around, so figuring out who owns the risk at what point in the project can …”
Jun 12, 2025 positive
Halfacre: Milken Institute and Stanford students are building capital stack predictive models
“We've been partnered with a really great group of students out of Stanford that are incredibly intelligent and thinking a lot about how to use their data science background applied to both the product-level data that we've been collecting and the project-level…”
Jun 12, 2025
Jun 12, 2025
Halfacre: Developers must bifurcate market risk capital from impact-driven philanthropic capital
“One type of capital cares about risk, and the other type of capital that many of these organizations that I'm talking to, ah, are philanthropic or below market rate or Has to align with community impact, and that, that set of capital cares about leverage and i…”