Milken Institute
Showing 451–465 of 1442 transcripts.
- 1h 1m
Critical Minerals: Mining the Future Economy | Milken Institute Global Conference 2024
Ari Untracht, Amos Hochstein, Shauna McIntyre, Zimi Meka, Amit Midha
A global panel warns that meeting net zero and AI infrastructure demands requires 40 to 50 times more copper supply than currently available, yet production timelines lag by up to 14 years while supply chains remain dangerously concentrated in single nations. To address this critical shortage, proposed solutions include Saudi Arabia's $100 billion Allat initiative to establish a clean-energy refining hub, pooled Western financing to de-risk upstream investments, and regulatory shifts to mandate mineral origin tracing. The discussion concludes that without immediate government intervention to crowd-in private capital and develop technologies like direct lithium extraction, the energy transition faces severe supply shocks that threaten national security.
- 58 min
M&A: Moving On and Up | Milken Institute Global Conference 2024
Romaine Bostick, Anu Aiyengar, Andrew Bednar, Ron Eliasek, Andrea Guerzoni, Alan Tannenbaum
The global M&A market is rebounding in 2024 with over $1.5 trillion in projected volume and a 26% rise in billion-dollar deals, driven by valuation normalization and a strategic shift toward AI integration and portfolio rationalization. Private capital markets are deploying more than $4 trillion in dry powder to navigate stabilized but volatile financing conditions, prompting increased use of all-stock structures and creative exit strategies as regulatory scrutiny and geopolitical tensions suppress cross-border activity. Although large-scale take-private transactions and private equity volumes are surging, market leaders anticipate a gradual recovery trajectory rather than an immediate surge, expecting full maturity only between 2025 and 2026 as interest rates stabilize and structural market shifts resolve.
- 1h 0m
Private Credit Cashing In | Milken Institute Global Conference 2024
Liz Hoffman, Dianna Carr-Coletta, David Geenberg, Theodore L. Koenig, Danielle Poli, James Reynolds, Ted, Francois Chollette
Private credit assets have expanded to an estimated $1.5 trillion through a 20% CAGR since the financial crisis, driven by institutional reallocations from 1-2% to 15% and expanding participation from retail investors. While competition intensifies among originators targeting the lower-middle market and specialized sectors like life sciences, the sector differentiates itself through superior recovery rates via maintenance covenants and a strategic pivot toward capital protection rather than yield maximization. Looking forward, the industry faces liquidity and regulatory headwinds but expects to sustain 10-11% unlevered returns by diversifying into asset-backed finance and addressing distressed capital structures created by the current M&A slowdown.
- 57 min
A Perfect Match: Finding Love in a Modern World | Milken Institute Global Conference 2024
Monique Kelley, Stephanie Danzi, Ophira Edut, DeVon Franklin, Amy Nobile, Yung Pueblo
Industry leaders from Tinder, Ready Platform, and the dating coaching sector converged to redefine modern dating as a practice rooted in self-work, holistic growth, and intentional connection rather than superficial metrics. The discussion highlighted the launch of "Ready," a new platform requiring pre-match self-reflection, alongside strategic shifts at Tinder that prioritize long-term relationship outcomes over engagement time and strictly limit filtering to age, gender, and distance. Panelists collectively argued that overcoming fear-driven behaviors like aggressive hunting or interrogation-style questioning is essential for navigating the "gray areas" of relationships and utilizing astrology or spiritual frameworks as tools for self-understanding rather than manipulation.
- 59 min
Things That Will Blow Your Mind | Milken Institute Global Conference 2024
Richard Sandler, Lisa Dyson, David Ferrucci, Keith Gottesdiener, Michael Mager
This panel features David Ferrucci, Michael Major, Lisa Dyson, and Dr. Keith Gottensteiner discussing the commercial maturation of neuro-symbolic AI, high-resolution brain-computer interfaces, atmospheric protein synthesis, and precision prime editing. Each expert details how their respective technologies—ranging from zero-hallucination enterprise reasoning and 80-word-per-minute speech decoding to carbon-negative food production and safe gene therapies—are transitioning from theoretical research to deployed clinical and industrial solutions. Collectively, the session underscores a strategic shift toward reliable computation and the integration of software with physical matter while emphasizing the ethical imperative to align these advancements with human well-being.
- 57 min
The Geopolitics of AI | Global Conference 2024
Erik Schatzker, Karen Kornbluh, Eva Maydell, Anne Neuberger, Karen Pierce, Kevin Rudd
This panel examination characterizes the U.S.-China relationship as a strategic AI competition where the United States maintains an edge in foundational models while leveraging export controls to slow Chinese semiconductor access. The discussion contrasts Western regulatory approaches, such as the EU AI Act, against China's state-driven dominance, while emphasizing a shift toward plurilateral governance among democracies to mitigate risks like election interference and disinformation. Ultimately, experts argue that long-term competitiveness hinges on public-private partnerships and alliance cohesion rather than multilateral frameworks that could empower adversarial regimes.
- 59 min
The Rising AI Economy: A New Era in Tech | Milken Institute Global Conference 2024
Nicole Valentine, Seth Boro, Les Borsai, Sachin Dev Duggal, X Eyeé, Martin Fichtner, Sachin Chakrabarti
A panel of industry leaders including Sachin Chakrabarti, Seth Sternberg, and X Fortuna evaluated the current AI landscape as a nascent broadband era grappling with severe infrastructure energy demands, algorithmic biases, and significant regulatory gaps. While experts identified transformative benefits in democratizing literacy and enhancing cybersecurity, they simultaneously highlighted critical risks ranging from lethal misclassifications by predictive policing algorithms to the potential for LLMs to recommend nuclear strikes. The discussion concluded by contrasting short-term market inefficiencies where speculative startups are overvalued against a long-term vision requiring responsible governance to ensure AI empowers future generations without exacerbating geopolitical or ethical divides.
- 58 min
Traversing Real Estate Realities | Milken Institute Global Conference 2024
Ted Seides, Jase Auby, Maggie Coleman, Joshua Morris, Tim Sloan, Joshua Weintraub
Leading institutional investors and asset managers converged to analyze a commercial real estate market defined by a dislocation between elevated interest rates and slower fundamental growth, creating distinct opportunities in data centers, single-family rentals, and distressed senior credit while navigating significant risks in oversupplied office sectors. Speakers highlighted how a generational housing shortage and a looming "wall of maturities" for $2.6 trillion in commercial loans are driving a structural shift where private non-bank lenders replace exiting regional banks to fund high-yield strategies. The panel concluded that prioritizing use-based assets with defensive demographics over traditional property classifications offers a more resilient path through the current higher-for-longer rate environment, provided investors maintain strict valuation discipline against cyclical volatility.
- 1h 1m
The Next Wave of Immunotherapy and Cancer Treatments | Milken Institute Global Conference 2024
Marc Hurlbert, Gina Carithers, Friedrich Graf Finckenstein, Anusha Kalbasi, Connie Pfeiffer, Sunil Verma, Frederick Finckenstein, Neil Verma, Anusha Singhal
Major research organizations like the Melanoma Research Alliance and the Prostate Cancer Foundation have funded over $1 billion in studies that pioneered immune checkpoint inhibitors and novel T-cell therapies for melanoma and prostate cancer. Recent advancements include the approval of Iovance's tumor-infiltrating lymphocyte treatment for solid tumors and the development of bispecific agents that reduce manufacturing delays, though challenges regarding high costs, autoimmune side effects, and the need for broader genetic screening persist. Clinical strategies are shifting toward neoadjuvant trials and combination therapies with antibody-drug conjugates to improve patient outcomes before standard care options are exhausted.
- 1h 1m
Private Equity Delivering Value | Milken Institute Global Conference 2024
John Bowman, Chris Emanuel, Martin Escobari, Jacob Kotzubei, Collin Roche, Bridget Walsh
Driven by a surge to $22 trillion in assets and a prolonged IPO drought, the private capital sector is undergoing a structural shift from financial engineering to intensive operational transformation. Leading firms like Platinum Equity, GTCR, and GIC are deploying specialized teams to execute immediate CEO changes, leverage GenAI for due diligence, and prioritize distributions over returns, while simultaneously navigating a market bifurcation that threatens non-adaptive players. This evolving landscape forces a consolidation of the 10,000 existing general partners as asset managers adopt interventionist strategies to maximize value in a high-interest-rate environment where traditional holding periods are being redefined.
- 1h 1m
What's Trending in MedTech? | Milken Institute Global Conference 2024
Conor Hale, Kelvin Baggett, Andrew Fish, Nada Hanafi, Ryan Lakin, Michelle Tarver
Facing a constrained 2023 investment climate, the industry is pivoting from speculative hype to value-driven innovations in women's health, AI, and genomic technologies that prioritize clear patient outcomes. Regulatory frameworks like the FDA's TAP and new real-world evidence protocols are accelerating approvals while shifting focus toward patient-integrated design and equitable access. Leaders such as Abbott and J&J are now embedding affordability and diversity into R&D, ensuring devices function as intuitive, home-based solutions that address systemic provider shortages and health inequities.
- 1h 1m
Banks Stepping Out, Private Credit Stepping In | Milken Institute Global Conference 2024
John Bowman, Jeffrey Aronson, Marianna Fassinotti, Gregory Geiling, Peter Gleysteen, Drew McKnight
The private credit market has evolved from a niche financing tool into a $2.2 trillion "big tent" asset class, driven primarily by regulatory pressures like the Basel Endgame that force banks to offload capital requirements while retaining origination roles. This structural shift has fostered a complementary partnership model where global banks leverage private capital for risk transfer and flexibility, resulting in robust credit quality despite a temporary pause in corporate activity due to high interest rates. As the industry navigates the next economic cycle, focus is shifting toward downside protection, specialized asset management, and the emerging secondary market to address the sector's lack of full stress testing since the Global Financial Crisis.
- 32 min
A Conversation with Snoop Dogg and Larry Jackson | Milken Institute Global Conference 2023
Snoop Dogg, Larry Jackson, Shirley Halperin
Co-chaired by Larry Jackson and Snoop Dogg, Gamma Distribution distinguishes itself by bridging artistic vision with enterprise execution through a proprietary financial dashboard that facilitates monthly artist payouts and rapid vinyl manufacturing. The company recently appointed Saipu Delamini and Naomi Campbell to lead its expansion in Africa and the Middle East while reporting a 5 billion monthly stream volume that generated 80% growth in its first seven weeks. Despite celebrating the sell-out of limited edition Snoop Dogg vinyls and upcoming film projects, the leadership strongly criticized YouTube Shorts for generating negligible revenue relative to stream counts, underscoring their strategic pivot toward a curated, high-value roster of 15,000 artists.
- 30 min
A Conversation with Her Majesty Queen Rania Al Abdullah of Jordan | Global Conference 2024
Queen Rania Al Abdullah, Kevin Herglotz, Her Majesty Queen Rania Al Abdullah, Ali Velshi
Queen Rania addresses the global humanitarian crisis by warning that "us vs. them" polarization and unsustainable military operations in Rafah are driving toward large-scale civilian deaths and eroding prospects for peace. She rejects the narrative that the two-state solution is dead, instead attributing stagnation to a deficit of political will and explicitly condemning any forced transfer of Palestinians as a "second Nakba." Urging the United States to enforce international law rather than offering unconditional support, she argues that long-term Israeli security remains impossible without ending the illegal occupation and addressing the systematic injustices facing both populations.
- 1h 0m
Transformative Philanthropy and Innovation | Milken Institute Global Conference 2024
Melissa Stevens, Pablo Legorreta, Strive Masiyiwa, Louise Richardson, Mark Walter
CEO Mark Walter, Strive Masiwa, Dame Louise Richardson, and Pablo Legareta convened to define transformative philanthropy as high-risk capital that drives systemic change in healthcare, education, and conservation. The panel detailed specific strategies such as Legareta's medical therapies for transplant patients, Walter's vocational schools in Chicago, and community-integrated conservation models in Zimbabwe that successfully reduced rhino poaching. Ultimately, the leaders agreed that effective philanthropy must prioritize sustainable governance and local resource mobilization to mitigate polarization and create a self-sustaining future.