Milken Institute
Showing 226–240 of 2093 transcripts.
- 1h 0m
Powering Play: Leaders Defining the New Age of Gaming | Global Conference 2025
Andrea Rene, Drue Kataoka, Michael Metzger, Gregory Milken, Sean Shoptaw, Anna Sweet, Amanda Han, Kate Leahy, Carrie Nordlund, Michael Minazieri, Tamara Shapiro Ledley, Gregory Rubinstein
In Q1 2025, the gaming sector rebounded with $4.4 billion in M&A activity driven by strategic IP acquisitions from tech giants like Netflix and non-gaming entertainment firms seeking transmedia expansion. Simultaneously, AI tools are democratizing development by compressing production timelines and enabling solo creators to build billion-dollar franchises, though legal uncertainties regarding copyright remain a significant hurdle. Industry leaders predict that by 2030, gaming will subsume traditional media, with top global IPs originating from games and studio leadership increasingly defined by gaming expertise.
- 59 min
Money, Access, and Scale: The Evolution of Financial Technology | Global Conference 2025
Nicole Valentine, Ashley Bell, Ladi Delano, Jalak Jobanputra, Matthew Oppenheimer, Trevor Traina, Matt Oppenheimer
Leading financial innovators including Remitly, Tools for Humanity, and Redemption Bank convened to address the global challenge of serving four billion underserved individuals through biometric identity verification and alternative credit scoring. These organizations are deploying digital assets and real-time data from sectors like ride-hailing to bypass traditional credit barriers, enabling fractional asset ownership and reducing remittance costs for emerging markets. With the recent institutional validation provided by Bitcoin ETFs, the industry is pivoting toward scalable, trust-based infrastructure that empowers credit-invisible populations via decentralized finance and impact-driven lending models.
- 1h 1m
Opportunities in Global Real Estate | Global Conference 2025
Carol Massar, Debra Cafaro, Justin Kennedy, Andrew Smith, David Steinbach, Barry Sternlicht
A panel of financial experts including Debra, David, and Andrew debated the U.S. economy's long-term viability against rising deficits and deglobalization, while Barry warned that national leadership risks eroding without significant policy reforms. Simultaneously, the group identified a fundamental shift in the real estate market where supply constraints and geographic migration toward "Red States" are driving high returns in data centers, senior housing, and Texas residential lots. Despite these opportunities, investors face binary execution risks from construction bottlenecks and tariff uncertainties, prompting a strategic pivot toward specialized, demand-driven assets over commoditized properties.
- 21 min
Creating a Cleaner Future | Global Conference 2025
Majid Al Suwaidi, Simon Stiell, Gillian Tett
A high-level panel led by UNFCCC's Simon Steele and World Bank President Ajay Banga analyzes the shift from a 5°C to a 3°C warming trajectory while highlighting the UAE's $30 billion Altera Fund as a critical mechanism to mobilize $250 billion in external capital for the Global South. Speakers including Majid Al-Sawadi argue that despite US policy vacuums and Western political headwinds, global decarbonization remains economically locked in through blended finance structures that leverage concessional and private capital. The consensus affirms that the 1.5°C target remains scientifically viable but necessitates immediate, accelerated action across mitigation, adaptation, and loss-and-damage pillars to address the growing supply-demand gap for clean solutions.
- 1h 3m
How the Past and Present Will Shape Russia's Future | Global Conference 2025
Julia Ioffe, Eric Green, Pavel Khodorkovsky, Maria Snegovaya, Daniel Treisman, Leonid Volkov
Panelists projecting a five to twenty-year timeline for regime change emphasize that Russia's highly personalistic structure and emerging oligarch class will likely delay democratization until after Vladimir Putin's natural exit. Concurrently, the Russian economy has demonstrated surprising resilience through sanctions evasion and deepening ties with China, fostering a militarized society poised for prolonged attrition in Ukraine despite long-term stagnation risks. The discussion concludes that the post-Putin transition will likely result in a turbulent, non-democratic power struggle rather than an immediate liberal shift, while offering comparative lessons on the necessity of active civil society to safeguard democratic norms elsewhere.
- 48 min
Toward a Flourishing Future | Global Conference 2025
Michael Milken, Sian Beilock, Jon Clifton, Francis Collins, Jenny Johnson
A multi-disciplinary panel convened to redefine leadership through the lens of human flourishing, contrasting stagnant global GDP metrics with critical declines in mental well-being, youth purpose, and social connection. Experts from Dartmouth, Gallup, and financial sectors outlined a roadmap integrating physical health, ethical education, and blockchain-enabled financial democratization to counter rising anxiety and workplace misery. The discussion concluded with a call to embed these flourishing dimensions into public policy, advocate for mandatory civic service, and utilize technology to dismantle barriers to economic opportunity.
- 1h 1m
Sink or Swim: Corporate Strategies for Water Resilience | Global Conference 2025
Justin Worland, Pilar Cruz, Melissa Fifield, Kara Hurst
Representatives from Cargill, Amazon, and the BMO Climate Institute convened to address the $11 billion annual agricultural threat posed by drought and the critical need for corporate water resilience by 2050. These leaders outlined aggressive 2030 commitments to return more water than they consume, backed by investments in AI-driven irrigation, regenerative agriculture, and sustainability-linked financing mechanisms. The panel further emphasized a strategic shift toward co-creating solutions with farmers and utilizing data transparency to mitigate supply chain risks in an era of intensifying climate stress.
- 1h 0m
Brand Strategy and Evolution: Navigating Innovation and Transformation | Global Conference 2025
Brian Sullivan, Adam Greenblatt, Marc Lore, Brieane Olson, David Zaslav
Warner Bros. Discovery, PacSun, and BetMGM redefined their market positions by prioritizing high-quality curation, co-creation with Gen Z, and premium live experiences over volume-based strategies. These industry leaders are transitioning toward hybrid models that blend digital accessibility with physical community engagement to foster deep emotional connections and combat brand commodification. Concurrently, broader media trends reflect a pivot toward shared, trusted storytelling and the strategic alignment of corporate identities with consumer-facing values.
- 54 min
Reputation Roundup: Corporate Leaders Building Trust | Global Conference 2025
Eric Gertler, Michael Dimock, John Gerzema, Jessica Sibley, Linda Yaccarino
Facing a crisis where 72% of American trust in institutions has eroded, leaders from Time, X Corp, and the Harris Poll outlined a strategy to rebuild credibility through tangible action rather than performative rhetoric. Representatives Jessica Sibley and Linda Iaccarino detailed specific measures such as X's Community Notes and Time's "Time 3.0" transformation, which prioritize unscripted authenticity and collective fact-checking to satisfy a public increasingly skeptical of corporate and political motives. The panel concluded that future trust depends on unwavering consistency in core values and delivering concrete results, particularly for Gen Z, as organizations must shift from curated narratives to open, real-time discourse to regain public confidence.
- 1h 1m
Words That Work: 2025 Edition | Global Conference 2025
The analysis outlines a sharply polarized American landscape where 80% of citizens view the nation as historically divided and demand tangible results over political rhetoric or abstract corporate values. It urges business leaders to abandon divisive terminology like "DEI" and "capitalism" in favor of resonant concepts such as "economic freedom" and "respect," while tailoring visual communications to evoke joy rather than fear. Without this strategic shift in language and imagery, the presentation warns that corporations face increasing legislative risks from a public backing wealth taxes and an unwavering political base that refuses to compromise.
- 59 min
Eco Edge: Investing in a Clean Economy | Global Conference 2025
Leslie Kaufman, Areije Al Shakar, Mark Berryman, Nili Gilbert, Scott Jacobs
Representatives from Generate Capital, Carbon Direct, Capricorn, and BE Ventures convened to analyze the $9 trillion real asset opportunity required to decarbonize heavy industry sectors that currently command 40% of global fossil fuel consumption. While market metrics show a strategic shift from mission-driven to profit-driven models with private equity returns reaching the high teens, political uncertainty and the Inflation Reduction Act's implementation remain primary variables for the next 18 months. The panel identified specific growth vectors including AI-driven microgrids, industrial hydrogen, and small modular reactors as critical mechanisms to bridge the gap between economic viability and net-zero targets.
- 51 min
Unlocking Health Data | Global Conference 2025
Richard Lui, Ramin Bastani, David Feinberg, Deborah Kilpatrick, Hon Pak
A panel of healthcare leaders from Healthvana, Oracle Health, Sonder Capital, and Samsung discussed the shift from data-rich but information-poor systems to liquid, human-centric models that prioritize patient trust and interoperability. The group highlighted how AI tools are already reducing clinical burnout, improving predictive accuracy for long-term health events, and enabling dynamic consent mechanisms to protect patient ownership. Looking toward a decade-long horizon, the speakers anticipate a paradigm shift where quantum computing and decentralized care empower patients to manage their health through seamless data integration rather than relying solely on traditional specialist visits.
- 1h 0m
Common Sense from Uncommon Investors | Global Conference 2025
Michael Milken, Victor Khosla, Marc Lipschultz, Robert F. Smith, Jonathan D. Sokoloff, Anne Walsh
On May 5, 2025, a panel of investment leaders including Anne, Jonathan, Robert, Mark, and Victor analyzed a geopolitical landscape upended by U.S. fiscal policy and trade shifts that have heightened market volatility and debt concerns. Despite these macroeconomic headwinds, the group highlighted robust opportunities within private equity, generative AI, and private credit, citing specific strategies such as expanding employee ownership, deploying "agentic" AI solutions, and providing stable capital for hyperscale infrastructure. The discussion concluded with a focus on governance and succession, emphasizing the necessity of shifting from short-term arbitrage to long-term value creation while mentoring the next generation of investment professionals to navigate structural market changes.
- 46 min
The Next Generation of Investment Leaders | Global Conference 2025
Michael Arougheti, Todd Boehly, Michael Milken
On May 6, 2025, Ares' Michael Arrigetti and Eldridge's Todd Boley convened to discuss replicating Berkshire Hathaway's scale by building companies from scratch rather than acquiring existing ones. Their firms distinguished themselves through decade-long returns exceeding 67% for high-yield instruments and deep cultural investments in sectors ranging from private credit to sports franchises like the Baltimore Orioles and Los Angeles Dodgers. Both leaders project trillions in assets under management by leveraging undeployed capital, maintaining strict leverage discipline, and prioritizing long-term compounding over immediate financial necessity.
- 28 min
A Conversation with the President of Paraguay H.E. Santiago Peña | Global Conference 2025
Under President Santiago Pena's leadership, Paraguay has secured a positive credit outlook from S&P Global and a diversified economy driven by industrial growth and renewable energy exports. The government's strict "no shortcuts" fiscal policy and simplified tax regime have stabilized currency and attracted major foreign investment, particularly from Brazil's manufacturing sector and global tech firms seeking data center connectivity. As the nation pursues OECD membership and expands trade agreements with the EU and UAE, it positions itself as a top-performing Latin American economy with significant potential for green hydrogen and digital infrastructure development.