newsfilter.io

Milken Institute

Showing 1531–1545 of 2077 transcripts.

  1. 56 min

    Asia Summit 2015 - Hyper-Aging: What Leaders Should Know About the Global Demographic Shift

    Paul Irving, Don, Hiroko, Andre, Jackie

    Experts warn that rapid global aging, driven by falling birth rates and increased longevity, is forcing emerging Asian economies to confront the risk of becoming "old before they get wealthy" while Western models evolve too slowly to provide a buffer. Panelists including Andre D'Anjou and Jackie advocate for structural reforms such as flexible employment systems, robust pension mechanisms, and a cultural shift toward "revention" to leverage the longevity dividend and sustain economic growth. Ultimately, the consensus calls for a fundamental redesign of life planning that prioritizes health span, intergenerational workforce integration, and individual responsibility to transform demographic decline into a sustainable opportunity for reinvention.

  2. 59 min

    Asia Summit 2015 - How to Build a Great Hedge Fund in Asia

    Alvin, Danny Yong, Nick Taylor, Adam Levinson, Haider Ahmad, Manraj Sekhon

    A recent industry analysis examines the maturation of the Asian hedge fund sector, where over $200 billion in assets face stagnation and higher failure rates as global institutional standards replace early-phase leniency. Founders of firms like Diamond Asia and Sanrigan Capital highlight that success now depends on robust operational infrastructure, rigorous risk management frameworks such as circuit breakers, and a culture of talent alignment rather than pure return generation. Despite challenges like regional talent scarcity and the dominance of local in-house management, the market is evolving toward a model where physical local presence, technological investment, and voluntary regulatory compliance are critical differentiators for sustainable growth.

  3. 1h 2m

    Asia Summit 2015 - Technology and Innovation: Catching the Next Wave of Investment

    Newly Pernell, Max, Jenny Lee, Nick Nash, Tom Magnanti, John Riadi

    Leading Southeast Asian tech executives and investors convened to analyze the region's rapid e-commerce evolution, highlighting Lazada's cross-border infrastructure, Garena's hyper-local mobile strategy, and Lippo Group's online-to-offline retail convergence. The discussion emphasized that sustainable growth requires adapting to extreme economic disparities and logistical fragmentation rather than applying Western models, while prioritizing profitable business units over subsidized user acquisition. Furthermore, experts warned that the market is maturing toward a duopoly structure where only companies with strong operational DNA and global scalability will survive the coming consolidation cycle.

  4. 1h 12m

    Asia Summit 2015 - China's Growing Movie Industry: Does It Still Need Hollywood?

    Kevin Clowden, Chris Bremble, Peter Hsiao, Ellen Eliasoff, James Fong, Rose Kuo

    Driven by a youthful demographic and aggressive infrastructure expansion, China is projected to surpass the U.S. as the world's largest film market despite a regulatory quota system that limits Hollywood imports to 34 films annually. This interdependence has catalyzed massive strategic investments, such as the $2.5 billion Dream Center and the Qingdao Oriental Movie Metropolis, while prompting Hollywood to produce dual-version content tailored specifically for Chinese audiences. Although local production faces significant challenges regarding talent and commercial storytelling mechanics, the market is evolving toward a sustainable fusion model that blends domestic folklore with international production values to sustain long-term growth.

  5. 57 min

    Asia Summit 2015 - U.S. Overview: A Bright Outlook or Looming Uncertainties?

    Eric Cantor, Ross Duvall, T. Bondurant French, Amy Wilkinson, Ambassador Chan

    Panelists at the forum analyzed a U.S. economy marked by strong labor metrics and an innovation surge led by young firms, while highlighting the paradox of declining startup formation rates and rising regional inequalities. Discussions further explored the Federal Reserve's decision to hold interest rates steady amid global risks from China's slowdown, alongside a critical assessment of how technological divergence and deep political polarization are reshaping manufacturing, energy, and fiscal policy. Experts concluded that without structural reforms to address income disparity and bridge partisan divides, the country faces continued challenges in balancing economic growth with sustainable governance.

  6. 1h 15m

    Asia Summit 2015 - Global Capital Markets: Taking Stock of Recent Developments

    Martinson, David Bonderman, Josh Harris, Michael Kim, Mike Milken

    At the concluding panel of the Milken Institute Asia Summit 2015, David Bonderman, Josh Harris, Michael Milken, and Michael Kim discussed the global implications of China's market volatility and its structural transition from an export-driven to a consumer-led economy. The panelists, representing approximately $475 billion in assets, warned of tail risks associated with China's potential hard landing while identifying significant investment opportunities in Asia's aging demographics, healthcare sector, and financial technology gaps. Their consensus forecasted a prolonged low-interest-rate environment and emphasized that successful capital allocation requires deep localization and navigating the region's unique cultural and transparency challenges.

  7. 58 min

    Asia Summit 2015 - Opening China’s Market and What It Means for Investors

    Malcolm, Yan Xuan, Frank Yao, Greg Donoghue, Law Tech Singh, Sheng Ming Gao, Lucy Colbeck, Leanna, Andrew White, Sheikhan Bilek

    Market analysts and policymakers discussed the aftermath of China's late 2023 equity volatility, where government intervention stabilized the A-share sector despite concerns that such measures have reversed long-term market-oriented reforms. Experts projected a transition toward a "New Normal" characterized by 4–5% GDP growth and a structural shift from investment-led expansion to consumption-driven models, driven by urbanization needs and a demographic dividend decline. The event concluded with insights on debt management strategies, private equity trends focusing on quality sectors like healthcare and logistics, and the geopolitical implications of the Belt and Road initiative as a mechanism for exporting industrial capacity.

  8. 1h 40m

    Asia Summit 2015 - AIIB and the Evolving Multilateral Lending Landscape

    Mike Milken, Lee Kuan Yew, Jin Li-chun, Tommy Koh, Jin Tong, Tadashi Maeda, Clive Kerner, Elena Okorochinko

    At a Milken Institute discussion, AIIB President-designate Jin Li-chun outlined the bank's lean, clean, and green operational framework designed to complement existing multilateral development banks in addressing a global infrastructure financing gap of $2 trillion annually. With 57 provisional founding members approved and a target to operationalize by year-end, the institution plans to leverage a 2.5 gearing ratio to reach $250 billion in lending capacity while offering flexible financing stages to bridge the $8 trillion Asian infrastructure demand projected for 2030. Although major economies like the United States and Japan remain cautious, stakeholders including rating agencies and the IFC view the AIIB as a strategic partner capable of enhancing credit quality and mobilizing private capital for sustainable development.

  9. 50 min

    Asia Summit 2015 - The View from Institutional Investors: Where Will Returns Come From?

    Jonathan Nelson, Adrienne, Gordon Fyfe, Jeffrey Jean Subakit, Hiromichi Mizumo

    Moderated by Jonathan Nelson, a panel of five institutional investors managing over $2 trillion in assets convened to dissect strategies for generating alpha amid low-interest-rate environments and divergent views on China's economic trajectory. The discussion revealed a unanimous shift away from passive indexing toward active stock-picking, private asset allocation, and rigorous manager selection to justify fee structures while navigating market volatility and valuation discrepancies. Furthermore, the group identified Africa as a key frontier for long-term growth while emphasizing that future returns will depend on operational efficiency and the ability to capitalize on distressed prices rather than relying on regional macroeconomic growth figures.

  10. 55 min

    Asia Summit 2015 - Modi's Second Year: Realism After Optimism

    Modi, Brooks Entwistle, Gunit Chahal, Rajesh Shah, Shiv Nath, Vinod Kumar

    Deutsche Bank analysts and a policy panel assess India's macroeconomic stability, citing 7% GDP growth and robust foreign exchange reserves while highlighting persistent legislative bottlenecks that are shifting reform efforts toward state-level "competitive federalism." The discussion identifies critical gaps in infrastructure and corporate governance alongside a booming startup ecosystem, emphasizing that the skills deficit poses a significant risk to the country's demographic dividend. Looking forward, the consensus projects India to outperform other emerging markets with a $5 trillion economy target achievable within two political terms, provided state governments effectively drive investment and job creation.

  11. 1h 42m

    Asia Summit 2015 - Asia’s Future: Perspectives on Prospects and Challenges

    Wing, Kirk Wager, Mike Milken, Cesar, Purisima, Kevin Sneader, Jing Ulrich, Tim Cofer, Achal Agarwal, Sam Fisher, Chris Wei

    This event highlighted the United States' deepening strategic commitment to Southeast Asia, underpinned by a $220 billion cumulative investment in top ASEAN markets and projected to support a middle class growing from 525 million to 1.2 billion people by 2030. Key speakers detailed Indonesia's aggressive fiscal shifts, including a $32 billion subsidy cut and $22 billion infrastructure allocation, alongside the Philippines' demographic-driven growth fueled by its young, English-speaking workforce and expanding manufacturing sectors. Despite short-term currency volatility, the consensus among global corporations and government officials affirmed that Asia's unique blend of urbanization, digital innovation, and rising consumption will anchor the region as the primary engine of global economic expansion.

  12. 55 min

    Asia Summit 2015 - A World in Turmoil: Finding Opportunities Amid Volatility (II)

    Clinda Amin, Mike Milken, Scott Minard, Piyush Gupta

    The Milken Institute Asia Summit in Singapore convened 400 global leaders to analyze Asian economic resilience, highlighting China's robust foreign exchange reserves and structural realignment despite short-term market volatility. Panelists identified Africa's demographic dividend, Arctic shipping routes, and capital market inefficiencies as critical future growth engines while debating the timing of US Federal Reserve rate hikes. The event concluded by emphasizing the necessity of developing mature financial markets and socio-cultural ecosystems for innovation to address global shifts where the Asian economy is projected to exceed 50% of global output.

  13. 1h 1m

    Asia Summit 2015 - Treasure Hunters: Finding Value in Today's Market

    Tom Finke, Paul Horvath, Rob Petty, Takumi Shibata, Hans Paul Birkner, Mike Milken, Chris Langer, Stefan Kostjusko

    Four institutional managers from Babson, Orchid, Clearwater, and Nikkei Asset Management convened to argue for long-term value generation through high-yield credit and private lending amidst current market volatility and geopolitical uncertainty. The panel identified specific structural opportunities, including a $4 trillion regulatory capital gap for global banks, a $35 trillion Asian credit market, and the need for concentrated, high-conviction portfolios over traditional asset allocations. By prioritizing top-of-capital structures in non-bank lending and leveraging bank disintermediation strategies, the experts projected mid-teens returns while dismissing the existence of a prevailing high-yield credit bubble.

  14. 55 min

    Asia Summit 2015 - The Rising Sun: Japan's Resurgence in the Asia-Pacific Region

    Shinzo Abe, Kotaro Tamura, Kage, Hirano, Paul San, Yamazaki, Volker Jermitsch, Ivan

    At the IGA summit, a panel of experts from Blackstone, KKR, Standard & Poor's, and Japan's Ministry of Finance analyzed the nation's transition from decades of deflation to cautious optimism driven by Abenomics and improved corporate balance sheets. While the panel highlighted record corporate retained earnings and a tight labor market as catalysts for higher wages and global expansion, they cautioned that demographic decline and premature fiscal consolidation, such as consumption tax hikes, threaten to stifle the government's 3% nominal GDP growth target. Experts concluded that Japan's future economic stability relies on successfully mobilizing corporate capital, implementing incremental deregulation through the "third arrow," and expanding tourism and labor immigration to offset a shrinking workforce.

  15. 1h 1m

    2014 London Summit - Europe: Still at a Crossroads

    Louisa Bojesen, Nigel Farage, Gerard Lyons, Helena Morrissey, Howard Shore

    Panelists including Nigel Farage, Helena Morrissey, and Gerard Lyons analyzed severe Eurozone structural failures, noting that countries like Greece and Italy face deflation and bear markets while Germany risks a shallow recession. The discussion highlighted the limitations of monetary tools like quantitative easing in addressing deep-seated issues such as rigid labor markets and the mismatch between the currency union and fragmented fiscal governance. Looking ahead, the experts predicted a political shift toward Euroscepticism and explored divergent investment strategies favoring defensive sectors like healthcare over financials, while debating the viability of UK exit scenarios against a backdrop of deteriorating European economic cohesion.