Milken Institute
Showing 796–810 of 2094 transcripts.
- 1h 16m
A Conversation With Mick Mulvaney | Part 2: Perspectives on the US Economy
Mick Mulvaney, Maria Bartiromo, Alan Schwartz, Andrew Ullman, Aaron Klein
The White House prioritizes advancing the USMCA trade deal and finalizing a China agreement under strict conditions while warning against foreign intervention in Venezuela. Domestic policy focuses on overhauling regulatory approval pipelines to accelerate infrastructure spending, despite facing legislative gridlock driven by partisan disagreements on funding versus deregulation. Concurrently, the administration prepares for the 2020 election by leveraging recent economic indicators, such as declining drug prices and wage growth in Opportunity Zones, while experts in the accompanying panel debate solutions for widening income inequality and labor force participation.
- 55 min
Coming of Age: Women Rise to the Top
Gayle King, Jane Harman, Donna Karan, Sherry Lansing, Sylvia Rhone, Anastasia Soare, Susan
At the Milken Institute, veteran leaders including Sylvia Rohn, Anastasia Soare, Jane Harman, Sherry Lansing, and Donna Karan discussed redefining career longevity through the concept of "encore years" while rejecting ageist labels. The panelists detailed their breakthroughs in entertainment, politics, and business, attributing their sustained success to resilience, fearlessness, and a commitment to excellence despite historical gender biases. They further outlined a collective vision where experienced women drive structural changes in workplace conduct, advocate for senior professionals entering education to address labor shortages, and demonstrate that passion remains ageless.
- 59 min
Big Tech Under the Spotlight: Privacy, Transparency, and Regulation
Julia Boorstin, Michael Beckerman, Fadi Tahati, Tristan Harris, Luke Nozick, Kathleen Sullivan, Eric Schmidt
Leading technologists, antitrust officials, and investors convened to address the misalignment between rapid digital innovation and outdated 20th-century governance frameworks, highlighting critical risks ranging from deepfake-driven violence and algorithmic radicalization to the potential erosion of U.S. competitive advantage against state-backed foreign rivals. The panelists identified structural flaws in the current attention economy and data practices, with experts like Michael Beckerman warning that unilateral U.S. regulation could disarm domestic firms while figures such as Fadi Tahati and Tristan Harris called for a new global social contract to treat human attention as a finite resource. Ultimately, the discussion emphasized the urgent need to decouple rule design from enforcement timelines and to establish transnational norms that prioritize long-term societal goals over short-term profit incentives.
- 59 min
Investing in Cutting-Edge Technologies and Jobs of the Future
Jim Whitehurst, Doug Merritt, Peggy Johnson, Ravi Kumar, Chris Liddell
Leading technology executives and government officials convened to analyze the exponential acceleration of innovation driven by hybrid cloud, AI, and massive data generation, which is rendering Moore's Law obsolete. The discussion highlighted a simultaneous workforce transformation where digital displacement necessitates a shift toward lifelong learning, "new collar" roles valuing creative problem-finding over coding, and public-private strategies to retrain employees. Experts concluded that maintaining societal stability and shared prosperity requires urgent policy reforms in education, immigration, and infrastructure to support a human-machine ecosystem while mitigating the risks of populist backlash.
- 57 min
Shifting Tides: How CEOs Navigate Today's Challenges
Andy Serwer, David Solomon, Barbara Humpton, Jeff Harmoning, Carmine Decibio, Bob Backus
CEOs from Goldman Sachs, Siemens, Viacom, General Mills, and EY discussed the strategic imperative of integrating diversity, sustainability, and technology into core business operations rather than treating them as peripheral issues. Leaders like David Solomon, Barbara Humpton, and Bob Backus highlighted specific initiatives ranging from carbon neutrality goals and digital transformation to talent retention and the rejection of creative mandates to align with evolving consumer values. The panel further addressed the necessity of adapting workforce development, communication strategies, and regulatory stances to navigate a shifting global landscape while maintaining organizational authenticity and growth.
- 57 min
Global Capital Markets
Alison Mask, Sir Michael, Mark Machen, Mark Atanasios, Joe, Elif
Distinguished economists and investors, including Sir Michael, Mark Machen, and Elif, analyzed the interplay between global populism driven by the financial crisis and China's projected rise to 25% of global GDP by the mid-2030s. While the panel highlighted significant risks ranging from debt crises and demographic shifts in China to "covenant lite" leveraged loans in the US, they also noted that accommodative central bank policies continue to support risk-taking and asset valuation. Concluding with divergent forecasts for the coming year, experts recommended strategic allocations to distressed assets, private equity, and structured credit to navigate the market's increasing volatility and fragmentation.
- 1h 24m
LIVE: Part 1: A Conversation With Christine Lagarde | Part 2: The Investors' View
Christine Lagarde, Michael Klowden, Gerard Baker, Stephanie Flanders, Tom Finke, David Hunt, Scott Minerd, Ronald O'Hanley, Lara Warner
IMF Managing Director Christine Lagarde and a panel of investors convened to address global economic fragility characterized by synchronized growth slowdowns, persistent low inflation, and rising sovereign and corporate debt risks. Discussions highlighted divergent regional trajectories with the US showing resilience while Europe faces structural vulnerabilities, alongside critical concerns regarding China's Belt and Road sustainability and the potential for a US-China trade agreement. The event concluded with urgent calls for structural reforms in infrastructure, labor participation, and digital investment to combat inequality, warning that future crisis response capacity is limited by high debt levels and political polarization.
- 1h 1m
New Opportunities From a World in Transition
Michael Piwowar, Daniel Farley, James McCormack, Angela Rodell, Bart Turtelboom, Dan Farley
A comprehensive analysis of current global transitions highlights the interplay between persistent political populism, aging demographics in advanced economies, and China's strategic shift toward high-value manufacturing. These macroeconomic realities are driving a recalibration of investment expectations toward a 5% annual return while identifying opportunities in emerging markets' technological leapfrogging, Arctic logistics, and ESG-integrated risk management. Furthermore, the event emphasizes that effective adaptation to these structural shifts requires robust immigration policies, educational system modernization, and a focus on diversity as a tangible driver of financial performance.
- 59 min
Global Capital Markets
Rachel Pether, Hazem Ben-Gacem, Jeremy Coller, Tom Finke, Joseph Naggar, Michael Clowden
Panelists Joe Nagai, Tom Fink, and Jeremy Collar analyze the convergence of geopolitical headwinds and market cycles, noting a shift from valuation-driven public markets to private asset classes focused on operational value creation and distress opportunities. The discussion highlights a strategic pivot toward real estate resilience, private credit maturation, and emerging market exposure in China and the Middle East, while addressing specific risks like currency volatility and divergent regional economic performances. Concluding with industry forecasts, the experts anticipate a new paradigm where the global economy transitions toward consumption and service dominance, driving capital flows into private markets as traditional credit metrics face obsolescence.
- 53 min
The Cost of Chronic Disease and the Future of Treatment
Hugh Waters, Hawaa Althahak Almansoori, Sumit Jamuar, Nancy Knight, Freda Lewis-Hall, Hawa Al-Mansouri
The event examines the escalating chronic disease crisis in the MENA region, where obesity and diabetes rates now rival US figures, driving a $20.5 billion economic burden and necessitating advanced mobile surveillance strategies. Experts highlight critical gaps in genomic data representation and clinical reference ranges that risk misdiagnosing non-European populations, while detailing how falling sequencing costs and AI are enabling precision medicine. The panel concludes by advocating a systemic shift from reactive sick care to proactive health systems that prioritize lifestyle modification and predictive prevention to mitigate future disease burdens.
- 26 min
Across Sectors and Borders | Part 1: Building Tomorrow's Global Workforce
Mina Al-Oraibi, Jeff Maggioncalda, Solveig Nicklos
Established to address the region's 31% youth unemployment, the Abu Dhabi School of Government (ADSG) partnered with Coursera to deploy a localized, mobile-accessible platform delivering 3,000 courses from elite institutions to 60,000 government employees. This initiative integrates competency-based learning into performance management systems and extends "stepping stone" programs to reskill non-government job seekers, aiming to foster a culture of adaptability for future workforces. By shifting focus from static degrees to modular credentialing, the project aspires to serve as a scalable global model for upskilling workforces against rapid technological and economic shifts.
- 58 min
Asset Management Outlook 2018
Joseph Dowling, Rick Lacaille, Daniel Lopez-Cruz, Neal Wilson, Hoda Abou-Jamra, Mark Wycroft
State Street's Rick Lakai, Invesco's Daniel Lopez Cruz, and EJF's Neil Wilson analyzed critical structural shifts in portfolio construction, US banking consolidation, and private equity supply dynamics at a recent industry panel. The discussion highlighted State Street's push to separate smart beta from active management, Wilson's identification of regulatory arbitrage opportunities in regional banking, and Lopez Cruz's warnings regarding the difficulty of sustaining alpha as private equity fundraising concentrates among top funds. Furthermore, the experts evaluated emerging market allocations amid US-China tensions, the divergent paths of ESG regulation between the US and Europe, and systemic liquidity risks associated with covenant-light leveraged loans and thematic ETFs.
- 58 min
From Stigma to Treatment: Tackling the Global Mental Health Crisis
LaTese Briggs, Lynne Goldberg, Annalisa Jenkins, Elie Karam, Colin Lawlor
A global panel of experts, including Dr. Lattice Briggs, Annalisa Jenkins, and Colin Lawler, highlights a rising mental health crisis driven by chronic stress, sleep deprivation, and systemic barriers that threaten to cost the global economy $16 trillion by 2030. The discussion identifies ignorance, stigma, and an overreliance on institutional "sick care" as primary obstacles, while advocating for a shift toward community-based prevention, digital interventions, and emerging pharmaceuticals like psilocybin. Speakers emphasize that resolving this crisis requires treating mental health as a human rights issue and integrating preventative care into existing community infrastructure to sustain the future global workforce.
- 58 min
Investing in Volatile Markets
Manus Cranny, Todd Boehly, Joshua Harris, Mike Novogratz, Amanda Staveley, Cornelia Meyer, Mary Daly, Tim Gosher, Yusuf Kutsy
Mike Novogratz, Joshua Harris, Amanda Stavely, and Todd Boehly convened to analyze a market landscape defined by impending political volatility from the Mueller report, a slightly inverted yield curve, and aggressive private equity leverage levels. The panelists distinguished between transitory trade tensions and a persistent tech war, while highlighting divergent investment strategies ranging from high-yield litigation funding and UK infrastructure to specific allocations in Bitcoin as a hedge against sovereign debt crises. Ultimately, the discussion concluded that despite dislocated assets and recessionary pricing, central banks retain sufficient firepower to stabilize the economy through future downturns.
- 20 min
Across Sectors and Borders | Part 2: Entrepreneurship, Technology, and Social Investing
Rich Ditizio, Edgar Bronfman Jr., Richard D'Atizio
Bronfman outlines a transformative economic landscape where technology disrupts traditional music distribution, while the Endeavor Global network leverages mentorship to sustainably scale entrepreneurship across 33 countries. Simultaneously, he argues that addressing climate change requires moving beyond emission reduction to mass-scale Direct Air Capture, utilizing modular technology to economically sequester billions of tons of CO2 annually. Together, these strategies exemplify an impact investing philosophy that rejects the compromise between social good and profit, insisting that scalable solutions must generate financial returns to drive global transformation.