Milken Institute
Showing 1126–1140 of 2094 transcripts.
- 1h 6m
Beyond the Belt and Road Initiative: Financing Asia's Needs
William Lee, Paul Gruenwald, Gerald Keefe, Lincoln Leong, Joachim von Amsberg, Faisal Syed
Addressing the trillions of dollars in infrastructure financing gaps across Asia, this panel discusses the Asian Infrastructure Investment Bank's strategy to mobilize private capital through innovative project selection and cross-border connectivity. By leveraging value-capture models like MTR's rail-property approach and structured financial products such as maturity transformation, multilateral institutions aim to de-risk long-term investments for global institutional investors. The discussion concludes that shifting from bank-dominated lending to a market-based system requires robust public-private partnerships, regulatory certainty, and the allocation of specific risks to ensure sustainable economic development.
- 58 min
A Window of Opportunity: Unlocking India's Potential
Reuben Abraham, Sharad Bajpai, V. Bunty Bohra, Vikram Limaye, Ashu Suyash, Bunty, James Crabtree
A high-level economic panel analyzed India's recent 5.7% GDP growth and 3.3% inflation while highlighting structural drivers like the JAM Trinity digitization, shifting household savings, and improved banking balance sheets. Despite these optimistic fundamentals, experts warned that stagnant job creation, state-level fiscal deficits, and policy execution gaps pose significant risks to achieving the 8-9% growth targets necessary for a young demographic. The discussion concluded that sustained global engagement depends on resolving legal bottlenecks and aligning federal reforms with the central government's seven-year investment horizon.
- 1h 2m
Asia's Power Plays: The Economics of Geopolitics
Prerna Suri, Karen Brooks, Curtis S. Chin, Evan Medeiros, Michael W. Michalak, Yasuhide Nakayama
Panelists Karen Brooks, Curtis Chin, Evan Medeiros, and Yasuhide Nakayama analyzed the shifting Asia-Pacific security landscape, highlighting China's growing economic coercion and military expansion alongside North Korea's escalating missile threats. While the U.S. withdrawal from the Trans-Pacific Partnership created policy discontinuity under the Trump administration, Japan under Prime Minister Abe successfully led the TPP-11 initiative to maintain high-standard trade rules. Concurrently, Southeast Asian nations like Indonesia and the Philippines are pursuing infrastructure-led growth and diversifying partnerships to mitigate over-reliance on Beijing and navigate rising non-tariff barriers.
- 1h 1m
Playing the Long Game: Investing in Infrastructure
Jonathan Woetzel, Jose Rene D. Almendras, Saadia Khairi, Ben Way, Wencai Zhang
Amidst a projected global infrastructure funding gap of $300 billion to $400 billion annually, international development banks like the ADB and IFC are deploying structural reforms and credit enhancement tools to attract institutional capital into underserved greenfield markets. These institutions utilize mechanisms such as minimum revenue guarantees, local currency bond ratings, and first-loss provisions to mitigate regulatory and currency risks that currently deter private investment in emerging economies. By distinguishing between socially essential but financially unviable projects requiring public support and commercially viable assets suitable for private financing, the sector aims to bridge the disparity between the $1.7 trillion needed in Asia and the current $800 billion level of spending.
- 1h 1m
Global Capital Markets
Michael Milken, Thomas Finke, Joshua Friedman, Sir Michael Hintze, Steven Tananbaum, Mike Milken, Jim Kim, Michael Hintze
Panelists including Michael Hensley, Josh Friedman, and Steve Tannenbaum analyze how China's Belt and Road Initiative and a surge in private equity ownership are fundamentally reshaping global capital markets and driving wealth concentration. The discussion highlights critical risks such as evaporating fixed-income liquidity from passive investing, alongside specific investment opportunities in distressed assets and emerging credit markets across Asia and Africa. Experts conclude that navigating this unstable environment requires a strategy favoring high-yield idiosyncratic plays while anticipating that future wealth generation will stem from infrastructure development in the Global South.
- 46 min
Global Overview: A 20/20 Perspective
Haslinda Amin, Piyush Gupta, Jean Hynes, Joaquim Levy
This analysis contrasts the structural resilience of Asian economies since the 1997 crisis with persistent unregulated credit cycles and the looming threat of shadow banking, while noting that 2008 required unprecedented global coordination through the G20 to stabilize the financial system. The discussion further projects how technological displacement and demographic aging are eroding traditional employment models, necessitating a shift from corporate structures to gig economies alongside urgent reforms in tax and social policy. Ultimately, the presentation warns that future financial stability depends on managing the risks of AI-driven liquidity shocks, climate change, and sovereign currency disruption while directing global savings toward infrastructure investment in emerging markets.
- 1h 0m
Credit Market Outlook
Michael Milken, Ilfryn Carstairs, Pierre de Chillaz, Juan Delgado-Moreira, Lawrence Golub, Robert Petty, Mike Milken
This panel analysis details how global bank retrenchment has created a six-trillion-dollar capital gap filled by non-bank lenders across the U.S., Europe, and Asia, particularly benefiting small and medium enterprises in regions with improved restructuring laws. While U.S. private credit focuses on senior secured floating rate debt to maintain 11–12% returns amid eroding covenants, Asian and European markets present opportunities for value creation through distressed scenarios and significant currency advantages. Industry leaders like Golub Capital and Hamilton Lane highlight a strategic rotation away from junior debt risks toward operational, direct lending structures to capitalize on these structural shifts while managing leverage and currency volatility.
- 52 min
Al Gore: Leading the Charge for Environmental Action
Al Gore, S Iswaran, Michael Klowden
A comprehensive analysis frames the climate crisis as a solvable sustainability revolution driven by AI, IoT expansion, and renewable economics that now outperform fossil fuels. Despite accelerating temperature anomalies, extreme weather events, and ecosystem collapse threatening global stability, the speaker highlights record-breaking decarbonization trends and a $22 trillion financial risk assessment that compels market-led action. Ultimately, the transition is portrayed as inevitable due to technological capability and investment momentum, even as political fluctuations and lagging mitigation efforts continue to exacerbate immediate atmospheric and humanitarian risks.
- 57 min
Institutional Investing: The Model for the Future
Nobel Gulati, Mark Konyn, Hugh O'Reilly, Piau-Voon Wang, Bryan Yeo
Industry leaders from GIC, AIA, OP Trust, and NOAA Holdings convened to address structural challenges such as low returns and data overload, proposing that strategic asset allocation and liability-driven approaches yield superior outcomes over traditional manager selection. The panel highlighted a significant shift toward insourcing capabilities, technological integration via satellite and AI, and workforce diversification to maintain agility amidst an expected market consolidation by 2037. Ultimately, participants forecast a future where homegrown Asian institutions leverage retail savings and alternative data to drive performance while ESG integration becomes a non-negotiable standard for long-term sustainability.
- 57 min
The Upside of Aging: Turning Headwinds into Tailwinds
Paul Irving, Alan Brannigan, Andrew Byrne, Doris Ho, Joan Ruff
This panel convened to address the critical intersection of global demographic shifts, specifically the rapid aging of Asia and the resulting $20 trillion longevity market, which remains significantly underserved by current business and policy frameworks. Speakers including Andrew Byrne of AXA and Joan Lubick of AARP outlined strategies to leverage cross-border labor mobility and intergenerational workforce productivity while urging corporate boards to adopt formal longevity strategies. The discussion highlighted the urgent need to modernize outdated health technology standards and restructure pension systems to accommodate the growing dependency ratio, framing the failure to plan for aging as a significant corporate and societal risk.
- 37 min
Prestige and Purpose: Asia's Luxury Market
Ravi Thakran, Zak Brown, Naomi Campbell, Bruce Rockowitz
Speakers including Bruce Rokovich, Naomi Campbell, and Jack Brown analyze the decade-long pivot of the Asian economy from manufacturing to wellness-driven consumption, highlighting a massive surge in fitness and premium food markets alongside the strategic revitalization of heritage brands like Kenton Kirwan. The panel identifies Singapore as a governance model and emphasizes digital engagement through motorsports and eSports as critical tools for capturing the region's youthful demographic, while noting the urgent need for greater Asian representation in global luxury fashion. Ultimately, the discussion forecasts a thirty-year dominance of the wellness sector driven by changing dietary habits and the cultural normalization of fitness across China and Southeast Asia.
- 1h 0m
Lunch Program | The World in 2037: Asia On Demand
Hugh Andrew, Su Shan Tan, Patrick Grove, Ridwan Kamil, Ming Maa, Rohan Mahadevan
Hosted by Asia Square in partnership with the Milken Institute, the "The World in 2037: Asia on Demand" lunch program features a panel moderated by Tan Sue Shan and includes insights from leaders of Grab, iFlix, PayPal, and Bandung Mayor Ridwan Kamil regarding digital disruption across real estate, infrastructure, and governance. The discussion highlights rapid mobile-first adoption in Southeast Asia, Bandung's successful smart city transformation through software-driven governance, and Grab's expansion into a financial ecosystem while predicting a shift toward flexible "on-demand" commercial spaces. Ultimately, the session outlines a trajectory for 2037 characterized by autonomous transportation, deflationary economic pressures, and the evolution of payment infrastructure to near-instantaneous, invisible authentication models.
- 51 min
Women Leaders’ Summit: Unlocking Potential: Fueling Economic Empowerment
Petra Freddi, Henny Sender, Kamal Ahmad, Betelhem Dessie, Leili Gerami, John Wood, Stacey Worden
The International Finance Corporation and Milken Institute launched a specialized training program for mid-career finance professionals from emerging markets, aiming to cultivate a global network of policymakers to accelerate capital flow to the private sector. Complementing this initiative, a panel of experts from Ethiopia, Iran, Bangladesh, and global NGOs detailed strategies for economic empowerment through education, emphasizing technology literacy, the removal of gender barriers, and the necessity of holistic community support systems. Key figures such as Bethlehem Desi, Leili, Kamal, and John Wood highlighted that sustainable progress requires shifting from simplistic incentives to comprehensive models that integrate vocational skills, family engagement, and corporate partnerships to unlock hidden potential in marginalized populations.
- 46 min
Women Leaders’ Summit: Lunch Plenary | Navigating Challenges in an Uncertain World
Michael DeAddio, Tina Fordham, Liew Tzu Mi, Elena Okorochenko, Tracey Woon, Mike D'Addio
Moderated by WorldQuant CEO Mike D'Addio, a panel of industry leaders from S&P Global, UBS, Citi, and GIC Singapore analyzed critical disruptions in technology, geopolitics, and sustainability. The discussion highlighted specific strategies for navigating emerging market shifts, such as S&P Global's mobile-only ecosystem initiatives and GIC's offensive engagement in China's sovereign debt markets, while warning of systemic risks like the APAC $1 trillion refinancing burden and political volatility driven by populism. Concurrently, the speakers emphasized that data aggregation, gender-inclusive economic empowerment, and hybrid business-technology skill sets are essential for transforming workforce displacement into operational growth opportunities.
- 40 min
Women Leaders’ Summit:A Conversation with Al Gore: How to Inspire a Movement
At a Milken Institute Women's Summit, former Vice President Al Gore discussed his 2000 election concession, his journey into climate advocacy, and the urgent drivers of the current ecological crisis during the screening of *An Inconvenient Sequel: Truth to Power*. Gore highlighted how rapid technological cost reductions and shifting investor priorities are accelerating a global transition toward electrification and renewables in major economies like India and China, while emphasizing that diverse perspectives and authentic passion are critical for effective communication. The event concluded with a call to action for the investor community to leverage capital and inclusive leadership to secure a sustainable future against the backdrop of a rapidly warming planet.