Milken Institute
Showing 736–750 of 1442 transcripts.
- 1h 7m
Preparing California for the Future of Work
Jane Oates, Jay Banfield, Rob Bonta, Ellen Junn, Phil Mathews, Eloy Ortiz Oakley, Ardine Williams
Aerospace Corporation and industry leaders at a California panel discussed record hiring trends while highlighting critical shortages of cleared engineers and the widening "middle skills" gap. Participants emphasized a strategic shift from traditional partnerships to deep integration among government, education, and employers to co-design curricula and expand apprenticeship models. The discussion concluded with a call to eliminate degree inflation, address soft skill deficits, and remove systemic barriers to build a scalable, diverse workforce capable of meeting future automation demands.
- 1h 5m
Will Innovative Financing Solve California's Housing Shortage?
Darrell Steinberg, Beth Ruyak, Carla Boragno, David Chiu, Laura Foote Clark, Steve Hansen, Bill Witte
A comprehensive panel analysis identifies California's housing crisis as a result of misaligned regulatory frameworks, specifically CEQA and Proposition 13, which create prohibitive delays and perverse fiscal incentives that lock away available capital. Prominent figures including Assemblymember David Chu and major employers like Genentech advocate for a unified legislative strategy featuring "Affordable Housing Acts" and zoning reforms to mandate state-level production goals and accelerate the construction of 5 to 7 times the current volume of units. The consensus emphasizes that while innovative financing mechanisms, such as Sacramento's proposed sales tax trust fund, are necessary, they remain insufficient without simultaneous structural changes to reduce construction costs and align local incentives with residential development.
- 59 min
View From the Top: Navigating a World in Transition
Robert Smith, Claire Hughes Johnson, David M. Solomon, John Thompson, Mark Weinberger, Devin Wenig, Ronnie Weisbrod
Executives from leading firms including Goldman Sachs, Microsoft, and Stripe convened to address the tension between short-term economic optimism and long-term anxieties regarding technological disruption. The dialogue highlighted critical workforce transformations, such as the rapid shift toward data-driven roles and the imperative for flexible, purpose-led cultures to retain talent in an era where corporate lifespans are shrinking. Leaders further debated the strategic adoption of emerging technologies like AI and blockchain while offering guidance on navigating a rapidly evolving global economy.
- 52 min
Humanity, Revised? Editing and Augmenting the Human Species
Michael Milken, Juan Enriquez, Peter Diamandis
Speakers including Peter Diamandis, Juan Enriquez, and Ray Kurzweil outline a paradigm shift where human evolution is moving from natural selection to intelligent direction through advanced bionics, CRISPR gene editing, and quantum computing. These technologies are projected to exponentially increase human capabilities, merge biology with digital intelligence by the mid-2030s, and enable the growth of replacement organs or the revival of extinct species. The presenters argue that private capital and global transparency now drive a moral imperative to secure a multi-planetary existence and achieve longevity escape velocity before extinction risks overwhelm Earth.
- 58 min
Conversations With Congress. Pt. 1: Kevin McCarthy & Pt. 2: Chuck Schumer
Kevin McCarthy, Chuck Schumer, Frank Luntz, Richard Sandler
U.S. House Majority Leader Kevin McCarthy and Senate Minority Leader Chuck Schumer addressed a deeply polarized political landscape, with McCarthy highlighting record-low unemployment and bipartisan legislative successes while Schumer outlined Democratic strategies to address economic stagnation and restore the American Dream. Both leaders emphasized the necessity of bridging ideological divides, citing personal relationships across the aisle and proposing concrete policy solutions such as infrastructure investment and structural reforms for Social Security to overcome gridlock. Despite acknowledging significant national challenges ranging from military readiness to international diplomacy, they each framed their respective parties' upcoming midterm goals around achieving tangible economic growth and restoring faith in government efficacy.
- 1h 1m
Reading the Tea Leaves
John Authers, Alex Denner, Jodie Gunzberg, Jason Karp, Alex Roepers, Anne Walsh
Investment experts analyze the transition from a low-rate environment to a regime of normalized interest rates, highlighting structural risks in credit ETF liquidity and the growing dominance of systematic strategies over active management. Panelists identify significant alpha opportunities in shifting market regimes, specifically through value investing in consumer staples and energy, as well as activist engagements in mid-cap sectors where passive flows have reduced corporate oversight. Forward-looking catalysts include an anticipated yield curve inversion and a surge in M&A activity, which together signal a potential rotation from momentum-driven growth toward a value-oriented market with heightened divergence between high-quality and "zombie" firms.
- 56 min
Preserving the Promise of Cancer Immunotherapy
Louise Perkins, Pablo Legorreta, Johanna Mercier, Jill O'Donnell-Tormey, Antoni Ribas, Greg Simon
The Melanoma Research Alliance, alongside the Biden Cancer Initiative and L'Oréal Paris, is addressing the persistent 50% non-response rate to current immunotherapies by promoting platform trials and data-sharing networks to eliminate redundant "Me Too" drug development. While recent clinical advances have extended survival for metastatic patients to a decade or more, experts emphasize the urgent need to de-risk academic discoveries through nonprofit incubators and standardized liquid biopsies to prevent early-stage cancer from progressing to terminal stages. Strategic recommendations from industry leaders and researchers prioritize patient-centric trial design and sustained basic science funding to ensure these breakthroughs reach community oncologists and avoid investment withdrawal from other critical therapeutic classes.
- 55 min
Global Risk: Disruption Without End?
John Micklethwait, Carlos Gutierrez, Jane Harman, Lord Mandelson, James G. Stavridis, Mac Thornberry, Jim Stavridis, Peter Mandelson
A distinguished panel of geopolitical experts and former officials convened to analyze the acceleration of global risks, highlighting the return of great power competition with Russia and China, the intractable nature of North Korean denuclearization, and the fragility of international institutions amidst cyber and economic threats. Key figures such as Jane Harmon, Jim Stavridis, and Peter Mandelson argued that the U.S. lacks a sustained long-term strategy, warning that withdrawal from agreements like the Iran deal and the Trans-Pacific Partnership undermines credibility while leaving critical gaps in military readiness and alliance cohesion. The discussion concluded that restoring bipartisan support for defense spending and rebuilding a coherent military capability is the foundational prerequisite for the U.S. to effectively manage an era defined by "ceaseless" conflict and technological disruption.
- 1h 23m
Part 1: Evolution of Humanity & Part 2: Inspiring Couples
Richard Ditizio, Suzy Amis Cameron, James Cameron, Juan Enriquez, Precious Moloi-Motsepe, Patrice Motsepe
Juan Enriquez outlines the emergence of *Homo evolutis* through genetic and neuro-technological capabilities that allow humanity to deliberately design life, a shift he deems more significant than the digital revolution. Concurrently, South African philanthropists Patrice and Precious Motsepi leverage their wealth and the Giving Pledge to address the continent's "demographic curse" by prioritizing STEM education for youth and economic development to turn population growth into a dividend. Furthermore, James and Susie Cameron drive a global "One Meal a Day" initiative to decouple agriculture from environmental degradation, utilizing data from *Avatar* and *The Game Changers* to prove the viability and investment potential of a plant-based transition.
- 1h 2m
How the Next Generation Is Redefining Social Impact
Maura Donlan, Simone Friedman, John Kluge, Jr., Suzanne Sinegal McGill, John R. Seydel
The panel "How the Next Generation is Redefining Social Impact" convened leaders from Rwanda, the financial sector, philanthropy, and Atlanta's municipal government to outline strategies for addressing 2050 demographic shifts and climate crises. Presenters detailed proven models including Rwanda's girls' STEM school that drives economic stability, The Light Fund's high-repayment refugee microloans, and Atlanta's urban resilience plan tackling poverty traps through clean energy and food security. Ultimately, the discussion urged emerging investors and consumers to deploy capital as an instrument of justice and adopt conscience-based habits to prevent mass displacement and systemic instability.
- 1h 4m
Enterprising Families at the Forefront of Business in Mexico
Cate Ambrose, Alonso Díaz Etienne, Gina Diez Barroso, Nicolás Mariscal Servitje, Margaret Hamburg, Margot Santos
The Latin American Private Capital Association (LAFCA) highlighted a demographic and institutional shift in Mexico's economy, where a young, US-educated generation is driving family offices and corporations like Grupo Bimbo and Hebera Capital to expand globally while prioritizing governance and sustainability. Panelists detailed strategies from Grupo Dyarik's educational reforms in Mexico City and Miami to Grupo Marños' infrastructure ethics, illustrating how these entities are leveraging local talent to counterbalance market uncertainty ahead of the 2018 presidential election. Despite rhetoric regarding US-Mexico relations, business leaders emphasized robust checks and balances and a surge in private pension fund participation, positioning Mexico as a stable, competitive hub for energy, infrastructure, and technology investment.
- 59 min
American Homeownership: Do We Still Have a Dream?
Eric Kaplan, John Francis Barry, Michael Bright, Carol Galante, Timothy Mayopoulos, Lewis Ranieri
A panel of housing industry leaders including Lou Ranieri, Carol Galante, and Michael Bright diagnoses the U.S. housing crisis as a convergence of historical discrimination, structural supply shortages, and predatory financial engineering that has widened the racial homeownership gap. The discussion contrasts investment-focused strategies with the reality that homeownership remains a primary wealth-creation tool for average workers, while experts like Tim Mayopoulos and John Barry advocate for technological innovation and labor reform to address severe affordability constraints. Looking forward, the group warns that without prioritizing housing as critical infrastructure and enforcing stricter industry ethics, the market will likely remain out of equilibrium for another decade despite ongoing demographic pressures on entry-level buyers.
- 59 min
Investing in American Infrastructure: The Case for Private Capital
Steve Morriss, Susan Gray, Rick Snyder, Mike Sommers, John Tanyeri
A panel of financial leaders and Michigan Governor Rick Snyder convened to address a projected $5 trillion U.S. infrastructure gap driven by political dysfunction and procurement delays rather than a lack of private capital. Speakers from S&P Global, MetLife, and the American Investment Council highlighted that while risk transfer remains a core P3 principle, significant investment is hindered by fragmented management and voter resistance to tax increases. To overcome these barriers, the group recommended federal standardization of procurement documents, profit-sharing mechanisms to fund non-revenue assets, and simplified, menu-style public-private partnership models.
- 57 min
Big Data and Creating Customer Growth in the Age of A.I.
Sumant Mandal, David Eun, Michael Flaskey, John R. Shrewsberry, Michael Sutcliff, David Rockefeller Jr., Eric Schmidt, Danny Warshay, Amit Singhal, Amit Fulay, Anil Ananthaswamy, John McWhorter, Mike Hayes, David Kwong, Amir Jinairazi
David Rockefeller Jr., Mike Flaherty, John Shrewsbury, and Mike Zuckliff convened to discuss the immediate commercialization of narrow AI across sectors, highlighting how Samsung Next, Diamond Resorts, Wells Fargo, and Accenture are leveraging data integration to transform sales processes, customer experiences, and operational efficiency. The panelists detailed specific outcomes including a 45% sales capture at Diamond Resorts, a 30% revenue uplift for Toyota drivers, and a $12 billion annual R&D commitment from Samsung, while jointly emphasizing a strategic shift toward responsible AI frameworks that prioritize edge computing and human oversight over unregulated automation. Despite differing views on the pace of mobile adoption and the regulatory impacts of regions like China and the EU, all participants agreed that future market leadership will depend on silo-breaking data architectures and the ability to balance innovation with privacy concerns in an increasingly automated landscape.
- 1h 5m
Earth on the Brink: A Sixth Extinction, or a Breakthrough in Biodiversity?
Melissa Stevens, Paul Bunje, Thomas Meredith, Jill Robinson, Laura Turner Seydel
The event addresses the sixth mass extinction driven by human activity, highlighting critical threats from factory farming and biodiversity loss while contrasting them with innovative solutions like rewilding and debt-for-nature swaps. Panelists emphasized the urgent need for a $300 to $400 billion annual investment in conservation and showcased how technological surveillance and impact investing are shifting financial incentives toward verified sustainability. By integrating community-led economic models with global policy shifts, the speakers argued that converging exponential growth in renewable energy and AI offers a viable, albeit immediate, path to reversing the current ecological crisis.