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This panel discussion originally took place on May 4, 2026.
Chairman & CEO Jay Jackson joined a panel at the Milken Institute Global Conference to discuss the future of private wealth, retirement planning, and financial security in an era defined by longer lifespans, evolving investor expectations, and rapid advances in AI and healthcare. Jackson emphasized that longevity and health span are becoming central pillars of modern financial planning, arguing that understanding how long individuals are likely to live should fundamentally shape how portfolios are built and assets are allocated.
The discussion also explored the growing role of alternative assets, private markets, and personalized advisory services, alongside how AI and longevity data are transforming underwriting, investment strategy, retirement income planning, and the broader wealth management landscape for both institutions and individual investors.
Share
This panel discussion originally took place on May 4, 2026.
Chairman & CEO Jay Jackson joined a panel at the Milken Institute Global Conference to discuss the future of private wealth, retirement planning, and financial security in an era defined by longer lifespans, evolving investor expectations, and rapid advances in AI and healthcare. Jackson emphasized that longevity and health span are becoming central pillars of modern financial planning, arguing that understanding how long individuals are likely to live should fundamentally shape how portfolios are built and assets are allocated.
The discussion also explored the growing role of alternative assets, private markets, and personalized advisory services, alongside how AI and longevity data are transforming underwriting, investment strategy, retirement income planning, and the broader wealth management landscape for both institutions and individual investors.
