The Minutes of Marc Rowan on prediction https://minutesof.com/marc-rowan/on/prediction/ Everything Marc Rowan has said on prediction: 7 verbatim quotes between May 2023 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:32 +0000 Rowan predicts five tech companies will be among ten largest investment-grade issuers within five years. https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ “The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.” — CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 prediction Rowan predicts individual investors will match institutional scale in alternative investments. https://minutesof.com/q/032db1f1-cd48-4596-aa51-6264ee38b555/ https://minutesof.com/q/032db1f1-cd48-4596-aa51-6264ee38b555/ “I predict that individuals will be at least as big as institutions in their alternative bucket.” — Marsh Fri, 06 Feb 2026 21:54:43 +0000 prediction Rowan predicts large manufacturing and consumer companies will remain private in the future. https://minutesof.com/q/52cfd9c3-092c-41b0-b9e9-0183d2cf2b69/ https://minutesof.com/q/52cfd9c3-092c-41b0-b9e9-0183d2cf2b69/ “It will not surprise me to have large manufacturing consumer companies that are private in the future.” — CNBC Television Wed, 03 Sep 2025 12:01:15 +0000 prediction Rowan predicts a private company index will exist alongside the S&P 500. https://minutesof.com/q/fed74b86-f74a-4fd4-a917-b7be6526e7a7/ https://minutesof.com/q/fed74b86-f74a-4fd4-a917-b7be6526e7a7/ “It will not surprise me that we end up with an S and P 500 index and an index of companies that are private.” — CNBC Television Wed, 03 Sep 2025 12:01:15 +0000 prediction Rowan predicts investors won't distinguish between public and private investment grade credit within 18 months https://minutesof.com/q/b7c859f0-eb1a-4678-a3f5-303b09d57b31/ https://minutesof.com/q/b7c859f0-eb1a-4678-a3f5-303b09d57b31/ “Eighteen months from now, I do not believe investors will actually know the difference between investment grade public and investment grade private.” — Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 prediction Rowan predicts regional banking business models will fundamentally transform within five years. https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ https://minutesof.com/q/74e61093-c0c0-413e-816a-f7bb604f584a/ “I'll be shocked if five years from now the business model of a regional bank looks like what they do today.” — Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 prediction Rowan predicts high net worth retail investors will allocate 50% to alternatives within five years. https://minutesof.com/q/b178d49a-c0c4-4568-85ea-42cf42e357a7/ https://minutesof.com/q/b178d49a-c0c4-4568-85ea-42cf42e357a7/ “I think retail investors high net worth are gonna be 50% allocated to alternatives in the next five years. Now 50.” — Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 prediction