Milken Institute
Showing 1–15 of 2101 transcripts.
- 1h 3m
The Business of Sports: When Capital and Competition Converge | Asia Summit 2026
Sharanjit Leyl, Ayao Komatsu, Kevin Mayer, Alexis Ohanian, Tristan Thompson
At the 13th annual Milken Institute Asia Summit, a panel of industry leaders including TikTok CEO Kevin Meyer and Angel City co-founder Alexis Ohanian examined the convergence of capital, technology, and global sports. The discussion highlighted a dramatic shift in market dynamics where women's sports have evolved into high-growth enterprises, while artificial intelligence reshapes everything from athlete injury prevention to fragmented media consumption habits. Furthermore, the session analyzed critical future trajectories, such as F1's expansion into Africa, the restructuring of college sports, and the strategic reallocation of athlete capital toward frontier technologies.
- 30 min
Who Benefits from AI? | Asia Summit 2026
Manisha Tank, Kai Fong Chng, Joel Kaplan
Meta is advancing its "superintelligence" strategy through the launch of agentic tool Muse and Llama Glasses, coupled with a continued commitment to open-source foundation models to enable global access. This initiative coincides with Singapore's pivot to support SME AI adoption via SkillsFuture and the strategic integration of open-weight models to ensure data sovereignty while managing transition risks. Key leaders including Mark Zuckerberg, Kai-Fong Cheung, and Joel Kaplan emphasize that these technological shifts aim to democratize productivity and foster human flourishing by redefining work rather than merely displacing it.
- 16 min
Conversation with Pershing Square Capital Management Founder & CEO Bill Ackman | GIS Mexico City '26
The event presents a comprehensive thesis on the global AI revolution, projecting trillions in infrastructure spending by hyperscalers and positioning the United States and Mexico as primary beneficiaries despite high interest rates and geopolitical risks. Speaker Bill Ackman critiques current market valuations, dismissing parallels to the 1999 bubble while detailing high-conviction strategies regarding companies like Uber and Anthropic, alongside warnings against structural threats like democratic socialism. The presentation concludes with a personal account of his daughter's brain injury recovery, which catalyzed the creation of the Ackman-Oxman Institute to fund $800 million in medical innovation and brain rehabilitation technology.
- 38 min
Gonna be Golden: How K-Culture is Innovating the Global Creative Economy | Asia Summit 2026
Joseph Chang, Daniel Dae Kim, Curtis Chin
Decades of strategic government investment in South Korea's cultural industry have created a vertically integrated ecosystem where conglomerates like Kakao Entertainment dominate the market through massive capital requirements and an intensive trainee system. This structure has produced a global "Hallyu" phenomenon characterized by highly organized fandoms, though it faces criticism regarding artist welfare and recent controversies over Western categorization such as the Grammy boycott. Looking forward, industry leaders are leveraging AI and cross-cultural IP strategies to extend the global reach of Korean culture while attempting to secure upstream creative ownership through new investment funds.
- 29 min
A Conversation with Jenson Button, Aston Martin Aramco Team Ambassador | Asia Summit 2026
Jenson Button, the 2009 Formula 1 World Champion who overcame 80-to-1 odds with Brawn GP, discusses his 160-race journey to the top and his transition from high-stakes racing to triathlons. He contrasts the physical and mental demands of past eras with modern data-driven preparation, while analyzing the evolution of track safety, the impact of *Drive to Survive* on demographics, and the critical balance between commercial growth and sustainability. Ultimately, Button reflects on his most memorable career moments alongside Michael Schumacher and at Suzuka, emphasizing that raising his children now ranks above his championship titles as his greatest personal achievement.
- 35 min
What Outlasts Us: Building and Investing for the Next Generation | Asia Summit 2026
Jim Coulter, Lincoln Pan, Sri Jegarajah, Amos Garcia
Jim Colter of TPG and Lincoln Parn of Jardine Matheson argue that the global economy is transitioning from a era of digital stability to a volatile "pinball" phase driven by artificial intelligence and a physical economy reset. They contrast two diverging investment strategies: Colter highlights the risks of centralized AI business models and the rise of tangible assets like heavy machinery, while Parn emphasizes family capital's preference for human-dependent services and the social constraints of automation in Asian markets. Ultimately, the speakers advocate for a multipolar future where investors navigate geopolitical fog by combining US digital innovation with Chinese manufacturing prowess to achieve long-term resilience.
- 6h 47m
Celebrating America's Patient Advocates: Advancing the Next Era of Innovation and Access
David Trulio, Kristen Schneemann, Dr. Francis Collins, Brian Wallach, Sandra Abravea, Margaret Anderson, Debbie, Erin, Ellen, Peter, Aaron, Ramy Pierini, Eric Racine, Dr. Wayne Frederick, Annie Kennedy, Adrienne Shapiro, Sean Martin, Leah Howard, Jean Wright, Dominica Kovacs, Roy Swartz, Dr. Uche Blackstock, Kristen Dahlgren, Darius Tahir, Donna Cryer, Angie Davis, Natasha Fitter, Randy Ruta, Bill Lawrence, Michael Hund, Dr. Roland Illing, Emily Taylor, Sarah, Isaiah, Christine
The Milken Institute convened patient advocates, researchers, and industry leaders to mark its 250th anniversary by formalizing a transition from token consultation to active partnership in healthcare innovation. The gathering showcased significant milestones such as the $1.6 billion ALS funding mobilization and the Crohn's & Colitis Foundation's use of consented patient data to accelerate research timelines, while simultaneously drafting a Declaration for Patient-Driven Innovation to secure structural funding and policy support. Participants concluded by identifying critical barriers in rare disease data and regulatory access, committing to a unified strategy that leverages AI and coalition-building to transform patients from subjects into primary drivers of care delivery and research agendas.
- 33 min
A Conversation with Ray Dalio and Toto Wolff | Asia Summit 2026
The discussion details a leadership strategy centered on reverse-engineering organizational goals to align with individual human needs, exemplified by a tailored fractional airplane plan that retained an Italian engineer for five years. This approach incorporates "tough love" and a Darwinistic adaptability model where pain and reflection drive progress, shifting focus from raw intelligence to constant feedback loops inspired by high-performance athletes. Looking forward, the leader emphasizes a transition from personal execution to enabling others' success while committing to a high-stakes hot lap that demonstrates a meditation-induced state of zero extraneous thought.
- 29 min
Nepal’s Defining Chapter: The Journey from Tragedy to Transformation | Asia Summit 2026
Nirvana Chaudhary, Curtis Chin, Laura
Following severe floods that damaged hydropower infrastructure and displaced thousands, Nepal has transitioned to a youthful administration led by 36-year-old Prime Minister Pushpa Kamal Dahal, which has rapidly enacted 24 policy reforms to boost private sector investment in green energy and digital sectors. The new government, leveraging a two-thirds parliamentary majority and a "build forward" philosophy, aims to rebrand the nation as a resilient investment hub by exporting 10,000 megawatts of electricity and attracting mass tourism through spiritual and digital infrastructure projects. Strategic initiatives like the "Third Point Initiative" now prioritize proactive climate resilience and supply chain diversification over reactive aid, urging global investors to partner with local entities for long-term economic transformation beyond the immediate disaster recovery zone.
- 50 min
Global Investment Outlook: Markets, Geopolitics, and the New Capital Cycle | Asia Summit 2026
Haslinda Amin, Adena Friedman, Jenny Johnson, Tony Minella, Pandu Sjahrir, Bill Winters
A panel of macroeconomic and investment experts analyzes a converging crisis of soaring sovereign debt, sticky inflation, and geopolitical instability that is forcing a strategic pivot from low-yield strategies to high-yield fixed income and defensive diversification. The discussion highlights "Super Intelligence" as a transformative twenty-year trend driving massive capital expenditure in energy and semiconductor infrastructure, while identifying significant risks including an AI bubble and a deepening economic bifurcation between tech giants and the traditional consumer economy. Ultimately, leaders such as Bill Winters warn that the financial sector must rapidly adapt to a digital, blockchain-based settlement model to survive the shift toward agentic AI automation and evolving geopolitical competition.
- 40 min
The New Geography of Growth: Cities, Consumers, and Capital | Asia Summit 2026
Julie Yoo, Jacqueline Poh, Michael Smith, Jane Sun
A panel of industry leaders from Trip.com, Hong Kong Land, and JTC Corporation analyzed post-pandemic economic drivers, highlighting the surge in premium travel, the strategic consolidation of Asian gateway cities like Singapore and Shanghai, and the critical role of resilience in industrial supply chains. Experts emphasized that talent aggregation and trust premiums serve as primary competitiveness factors, while artificial intelligence is being leveraged for personalized services yet remains dependent on human oversight for crisis management. Furthermore, the discussion addressed urban design priorities, including the necessity of extreme density for innovation, adaptive strategies for climate resilience in city-states, and the ongoing challenge of balancing high-value growth with local affordability.
- 32 min
A Conversation with Vivian Balakrishnan, Minister for Foreign Affairs, Singapore | Asia Summit 2026
Vivian Balakrishnan, Richard Ditizio
Following the collapse of the post-1965 US-China globalization model, middle powers like Singapore are pivoting to "just-in-case" supply chains and strategic autonomy to navigate rising geopolitical friction and demographic shifts. While the US and China grapple with internal polarization and economic imbalances, Singapore is leveraging its "trust premium" to maintain utility to both superpowers without becoming a proxy, simultaneously advocating for international rules governing emerging technologies like AI and synthetic biology. This approach underpins a broader ASEAN vision to integrate as a composite economic raft, positioning the region to capture growth in AI and semiconductors while mitigating the volatility of a fractured global order.
- 1h 6m
Investing in Hope: Philanthropy for What’s Next | Global Conference 2026
Melissa Stevens, Tonya Allen, John Palfrey, Maura Pally, Shamina Singh, Mark Suzman
Leading philanthropic executives from the Gates, MacArthur, and Mastercard foundations convened to redefine the sector's role in addressing poly-crises through active hope, strategic spending acceleration, and the integration of inclusive technology. Key initiatives such as the "Unite in Advance" coalition and the Gates Foundation's 2045 spend-down timeline underscore a collective shift toward deploying free capital for systemic change rather than transactional impact. The panel concluded that restoring public trust requires a fundamental cultural transition from reactive fixing to proactive community building, emphasizing collaboration over competition to solve complex challenges like AI displacement and racial wealth gaps.
- 38 min
Mobilizing Capital at Scale: Financing Canada's Next Growth Chapter | Global Dialogues Toronto 2026
Luiza Savage, Jeremy Carter, Hugh Murray, John McKenzie, Tim Wiggan
A recent expert panel identified a severe shortage of financeable projects in Canada, citing regulatory uncertainty and approval friction as the primary drivers behind collapsing energy sector financing and a 15% gap in investment per worker compared to the United States. Leading figures from the TMX Group, TD Securities, and Future Fund Australia emphasized that while capital abundance exists, structural barriers and a lack of ecosystem confidence prevent scaling blue-chip firms and hinder the Prime Minister's goal of catalyzing $1 trillion in investment. To resolve this crisis, speakers called for aggressive deregulation of small and mid-cap projects, tax reforms to lower the cost of capital, and a unified strategy among policymakers and investors to establish clear rules of engagement for long-duration risk capital.
- 13 min
Conversation with Deborah Orida, President & CEO of PSP Investments | Global Dialogues Toronto 2026
Co-organized by Devorita, Jonathan Gray, John Graham, and Mark Weisman, this summit mobilized international investors to align with Canada's pension sector, which manages $2.1 trillion through the Maple 8 and the high-performing PSP. The event facilitated over 80 sessions to advance a strategy where PSP aims to increase domestic investments by 30–40% while deploying the independent $15 billion Canada Growth Fund to de-risk energy and critical mineral projects like Small Modular Reactors. By establishing specific investment books and discussing dual-use infrastructure, the gathering sought to convert global capital interest into tangible actions through mechanisms such as offtake agreements and regulatory navigation support.