Milken Institute
Showing 1–15 of 2093 transcripts.
- 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.
- 33 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter, Tony, Tim, Heinz, Alan, Phil, Daniel Metzler
Eldridge Investment Group has solidified control over Asenco to rebuild critical mineral supply chains while simultaneously launching a proprietary AI context layer to reduce dependency on external frontier models. The firm is leveraging its strong insurance balance sheet to navigate a correcting private credit market and investing in Canadian aerospace and data center infrastructure to capitalize on domestic resource advantages. Strategic moves include acquiring the Slovakian AI firm Pseudo Labs and establishing a non-US launch facility in Nova Scotia to mitigate geopolitical risks associated with space logistics.
- 39 min
The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026
Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon
Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.
- 41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.
- 32 min
A Conversation with the Minister of Finance of Canada | Global Dialogues Toronto 2026
Richard Ditizio, The Honorable François-Philippe Champagne, François-Philippe Champagne
Minister Champagne outlined Canada's $1 trillion five-year investment mobilization strategy, leveraging its AAA credit rating, stable banking system, and unique LLM ecosystem to attract capital into energy, critical minerals, and the digital economy. The government is deploying the $25 billion Canada Strong Fund with arm's-length governance to crowd in private equity while implementing a "one project, one review" framework to accelerate infrastructure deployment and remove interprovincial trade barriers. By offering tax certainty and loan guarantees to Indigenous partners, Canada positions itself as a secure, trusted supplier of choice for global allies seeking to de-risk their supply chains amidst rising geopolitical tensions.
- 58 min
New Alliances, New Momentum: Investing in Sustainability | Global Conference 2026
Leslie Kaufman, His Excellency Majid Al Suwaidi, Raphael Arndt, Régine Clément, Peter Seligmann, Frederick Teo, Fred, Regine, Majid
GenZero, Sylvania, Creo, Future Fund, and Altera convened to address the shift from post-2008 financial stability to an era of geopolitical instability and AI-driven capital competition that demands a pivot from risk mitigation to organizational resilience. Panelists advocated reframing investment theses toward economic pragmatism, suggesting strategic capital allocation to fusion energy, nature-based assets, and local regenerative projects while utilizing AI for deep risk analysis rather than mere efficiency. The discussion concluded that long-term value creation requires depoliticized language focusing on energy security and adaptation, alongside private-sector leadership in scaling solutions that deliver both ecological protection and financial returns in an environment of "unknowable uncertainty."
- 20 min
Conversation with Minister of Finance, State of Qatar H.E. Ali bin Ahmed Al Kuwari | GC 2026
Ali bin Ahmed Al Kuwari, Diane Brady
Despite Iranian-backed attacks disrupting LNG operations and halting some Qatar Airways flights, the state utilized strategic reserves and accelerated new production facilities to mitigate economic losses. The IMF projects an 8% contraction in 2024 growth followed by a full recovery, while Qatar maintains fiscal stability through robust reserves and reduced sovereign debt. Reinforcing its status as a vital global energy node, the nation has committed over $10 billion in new investments toward US technology and healthcare sectors to secure long-term strategic interests.
- 57 min
Multi-Asset Management Across Public and Private Markets | Global Conference 2026
Romaine Bostick, Michael Brandmeyer, Shikha Gupta, Nabeel Qadir, Rohit Sipahimalani, David Steinbach
Institutional investors are fundamentally restructuring portfolios toward a total-asset approach that doubles private real-asset exposure to 50% of capital while prioritizing liquidity and uncorrelated return drivers to navigate inflation and geopolitical fragmentation. Strategic shifts include compressing private equity premiums to 100–150 basis points, redirecting AI investments into infrastructure, and expanding the secondary market to $500 billion over five years to secure resilience against macro regime changes. As the era of easy beta generation ends, managers face a "show me" imperative to demonstrate operating value creation and select firms with hard-asset capabilities rather than relying on historical correlations.
- 1h 0m
Private Markets After the Exit Boom: Liquidity, Insurance Capital, & Structural Discipline | GC 2026
Eric Platt, Dhiren Jhaveri, Camilla Languille, David Lyon, Eric Murzyn, Wil S. Warren
Stalled exit cycles and a structural valuation mismatch in the $4 trillion private market have forced hold periods to double, creating a severe liquidity deficit driven by the Iran conflict and AI-driven asset revaluations. In response, the industry is pivoting toward GP-led secondaries and NAV lending strategies, exemplified by Mubadala's resilient deployment, while insurance firms shift to liability-driven structures to navigate regulatory tightening and credit spread volatility. This environment is reshaping capital formation by favoring rigorous business model underwriting over financial engineering, with top-tier firms capturing the majority of new capital as mid-tier players face an anticipated strategic exodus.