Milken Institute
Showing 61–75 of 1442 transcripts.
- 30 min
A Look Inside Winning Strategies: The New Business of Sports | Global Investors' Symposium 2026
Emily Chan Tan, Marc Lasry, Oliver Weisberg
Blue Pool Capital's inaugural $1 billion fund and panelists Mark Lazzari and Oliver Weisberg address the transformation of the global sports industry into a formal asset class driven by institutional private equity and soaring franchise valuations. The discussion outlines investment strategies targeting undervalued teams, the exponential growth potential in women's sports and Asian markets, and the operational shift toward integrating AI while leveraging real estate synergies. By contrasting the financial return horizons of private equity funds with the competitive priorities of controlling owners, the event highlights how professionalization and technology are reshaping a sector currently valued at $2.3 trillion.
- 44 min
Global Overview: Capital in a Changing World | Global Investors' Symposium 2026
Chery Kang, Aaron Costello, Christopher Ganis, Kevin Lu, Hoi Tung
A panel of global investment leaders, including Hoi Han-Wee and Kevin Schneider, reassessed portfolio strategies by pivoting away from heavy U.S. exposure toward ASEAN and China amidst geopolitical volatility and a thaw in investment sentiment. The discussion highlighted structural opportunities in China's advanced manufacturing and biotechnology sectors while warning that Middle East tensions and AI market corrections require a shift toward energy security, infrastructure, and diversified private credit assets. Ultimately, the group consensus points to a long-term deployment of capital into raw material proximity and regional supply chains to mitigate geopolitical fragmentation and capture returns in "boring" but predictable sectors.
- 37 min
Prediction Markets: New Players, New Rules | Future of Finance 2026
Lydia Beyoud, Keli Callaghan, JB Mackenzie, Sean Patrick Maloney, Patrick McHenry
Panelists and regulators discussed the 300x growth of prediction markets as a mainstream tool replacing traditional polls, emphasizing the need for a unified federal framework under the CFTC to prevent a fragmented regulatory landscape. While addressing consumer protection and recent geopolitical contract controversies, the industry advocated for treating event contracts as financial products rather than gambling and supported legislation like Congressman Richie Torres' bill to ban insider trading by government officials. Future developments are projected to shift from binary betting toward AI-driven non-binary liquidity pools and global expansion, driven by technological convergence and a focus on hedging for small businesses rather than sports wagering.
- 41 min
The Genius Effect: Stablecoins Take the Stage | Future of Finance 2026
Daniel Gorfine, Lauren Belive, Robin Cook, Michael Greenwald, Eugene Ludwig, Caroline D. Pham, Carol Engfam
The recent panel explored the intersection of the newly enacted "Genius Act," which establishes a prudential stablecoin framework while restricting direct issuer interest, and emerging market dynamics where institutions are increasingly adopting stablecoins for settlement and collateral. Speakers including Robin Cook of Coinbase and Michael Greenwald from AWS highlighted how AI-driven agentic payments and secure cloud infrastructure are driving a projected $1 trillion market by 2030, while simultaneously positioning tokenized dollars as a geopolitical tool for global reserve status. Despite consensus on the integration of digital assets into traditional finance, experts diverged on regulatory timelines, with some predicting amendments to allow issuer interest by 2027 while others remained skeptical of immediate legislative shifts.
- 18 min
US House Financial Services Subcommittee on Digital Assets Chairman Bryan Steil | Future of Finance
U.S. policymakers are navigating a critical inflection point where new frameworks for the Genius Act and targeted AI regulation aim to solidify American dominance in stablecoins, tokenization, and digital assets against global competitors. These strategies leverage the $300 billion stablecoin market backed by U.S. Treasuries and the projected $4 trillion in 2030 tokenized securities to drive dollarization in unstable economies while avoiding the innovation-stifling effects of broad horizontal laws. By engaging directly with the House Financial Services Subcommittee, industry leaders and regulators seek to protect consumers from bad actors through a scalpel-like approach that preserves market-driven outcomes.
- 19 min
Conversation with Columbia Investment Management Company CEO & President Kim Lew | Future of Finance
Columbia University manages the complex transition from traditional globalization-driven investing to a fragmented landscape defined by geopolitical risk, AI integration, and restrictive cross-border regulations. The institution deploys advanced artificial intelligence tools to rapidly analyze data, streamline operational dashboards, and provide an unbiased perspective within its Investment Committee, thereby distinguishing itself from over-allocated peers. Ultimately, the approach emphasizes building horizontal networks and cultivating future thought leaders to ensure mission-driven organizations can navigate volatile markets while maintaining long-term tactical flexibility.
- 22 min
Global Economic Outlook: A Conversation with Dan Katz | Future of Finance 2026
The IMF warns that escalating Gulf conflict introduces significant inflation and growth risks by disrupting energy markets and straining fragile economies, necessitating cautious monetary responses based on the duration of the instability. Simultaneously, the Fund highlights excessive global external imbalances, specifically criticizing the United States' large current account deficit and China's reliance on weak domestic consumption, while urging structural shifts to reduce trade tensions. In parallel, the IMF addresses the emerging stablecoin ecosystem, noting its potential for financial inclusion alongside risks of banking disintermediation, and reaffirms the US dollar's enduring central role in the international monetary system despite recent market deleveraging.
- 51 min
Advancing Economic Mobility | Future of Finance 2026
Dan Carol, Anna-Lisa Miller, Shil Patel, Rob J. Shapiro, Marcus Shaw
The event outlines a multi-pronged economic strategy combining newborn investment accounts, federal retirement matching for gig workers, and expanded worker ownership to address extreme wealth concentration. Key participants including Ownership Works and Alt Finance demonstrate how equity participation and HBCU talent pipelines generate significant returns for non-c-suite employees and underrepresented communities. By integrating these private sector innovations with policy proposals for mid-career retraining, the initiative aims to mitigate AI-driven displacement risks and secure broad-based long-term economic mobility for millions of Americans.
- 43 min
Powering Economic Opportunities: Energy at the Core | Future of Finance 2026
Leslie Kaufman, Benton Arnett, Rachel Halfaker, Stephen Propper, Nidhi Thakar
Driven by surging AI data center demand and corporate carbon-free procurement commitments, the U.S. energy sector is pivoting toward flexible nuclear power models and advanced grid modernization to address critical reliability and affordability gaps. Independent developers and community lenders are leveraging innovative financing structures alongside artificial intelligence to accelerate permitting and scale distributed energy resources despite persistent regulatory bottlenecks. Concurrently, geopolitical shifts and targeted federal incentives are fueling investment in onshored supply chains and transmission infrastructure, positioning clean firm technologies as essential components of national energy security.
- 25 min
Building Economic Prosperity: Conversation with US Senator Angela Alsobrooks | Future of Finance
Angela Alsobrooks, Rachel Reilly
Freshman Senator Alison Brooks leverages her executive background to champion bipartisan legislation like the Genius Act and the Tariffs Transparency Act, addressing digital asset regulation and economic uncertainty. Her agenda targets generational wealth through housing reforms, targeted small business tax credits, and sustained funding for Maryland's HBCUs. By bridging ideological divides to overcome gridlock, Brooks aims to mitigate structural barriers to economic mobility for the sandwich generation and future workforce.
- 29 min
Conversation with DFC CEO Ben Black and EXIM Bank President John Jovanovic | Future of Finance 2026
Ben Black, John Jovanovic, Matthew Aleshire
John Yovanovitch of the Export-Import Bank and Ben of the Development Finance Corporation are leading a coordinated push to reindustrialize the U.S. economy by deploying over $160 billion in authorized capital to secure supply chains and counter Chinese influence. Their agencies are prioritizing strategic sectors such as critical minerals, energy, and advanced mobility while removing investment barriers in high-income allies to mobilize private capital globally. This bipartisan initiative aims to create domestic manufacturing jobs and establish long-term market stability by exporting American financial services alongside physical infrastructure projects.
- 59 min
AI and the Future of Digital Transformation | Future of Finance 2026
Nicole Valentine, Jo Jagadish, Karen Kornbluh, Eric Mandl, Igor Tulchinsky, Kip Wainscott
This panel convened finance executives, policymakers, and technology leaders to assess the economic, security, and workforce implications of the next industrial revolution in artificial intelligence. Experts projected multi-trillion dollar market growth and highlighted tangible enterprise gains, such as JPMorgan Chase's $1 billion in fraud savings and TD Bank's rapid AI tool adoption, while warning of existential threats to professional services and national security if human oversight is removed. The discussion concluded that while historical tech shifts ultimately expand workforces, robust legislative guardrails and new standard-setting bodies are urgently needed to balance rapid innovation with public trust and global competitiveness.
- 20 min
American Dream Investing: Conversation with HUD Secretary Scott Turner | Future of Finance 2026
The Department of Housing and Urban Development has proposed a rule change mandating work requirements for able-bodied public housing recipients, aiming to assist 79,000 families in achieving self-sufficiency while generating a projected $501 million income increase. Under Secretary Benson's leadership, the agency is simultaneously streamlining regulations by removing federal zoning overreach to empower local jurisdictions and revitalizing the Opportunity Zones program, which has already facilitated $100 billion in private investment and lifted 1 million people from poverty. These initiatives reflect a strategic shift toward leveraging private sector innovation and emphasizing personal responsibility to address root causes of homelessness and expand housing affordability.
- 27 min
Conversation with SEC Chairman Paul Atkins and CFTC Chairman Michael Selig | Future of Finance 2026
Paul Atkins, Michael Selig, Michael Piwowar
SEC Chairman Atkins and CFTC Chairman Selig are dismantling a fragmented regulatory landscape by establishing a joint taxonomy and "truce" to clearly distinguish tokenized securities from digital commodities while preventing duplicative enforcement. The agencies are simultaneously modernizing capital formation through disclosure streamlining, approving perpetual crypto futures, and accelerating on-chain settlement to reverse declining IPO trends. These collaborative initiatives aim to provide statutory durability in a post-Loper Bright environment by fostering a single primary regulator framework that retains global liquidity and innovation.
- 47 min
How Can Philanthropy Address Complex Climate Crises? | Asia Summit 2025
Melissa Stevens, Anindya Novyan Bakrie, Jamie Choi, Boon Heong Ng, Chavalit Frederick Tsao
This event convened climate leaders and philanthropists to address the critical urgency of narrowing the decade-long window for irreversible climate action while highlighting the severe underfunding of adaptation in vulnerable regions. Through case studies like Temasek's low-carbon rice initiatives and strategies for aligning Indonesia's renewable energy goals with smallholder economics, speakers emphasized philanthropy's role as de-risking capital to crowd in government and private sector investment. The dialogue concluded with a strategic pivot toward an "Asia-led" decade of climate action, urging a shift from isolated charity to coordinated, community-rooted systems that leverage local values to unlock scalable solutions and robust carbon markets.