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  1. Milken Institute45 min

    Threats Aren’t Partisan: Securing the Health and Safety of a Nation

    Alex Witt, Jane Harman, Jeh Johnson

    Representative Jane Harmon and Secretary Jay Johnson critique the Trump administration's flawed Afghanistan strategy, insufficient North Korea preparations, and the failure to account for deep-seated tribalism while emphasizing the pandemic's status as a national security crisis. The panelists further condemn the use of force at Lafayette Square, the erosion of Department of Justice integrity following John Bolton's disclosures, and the challenges posed by domestic terrorism and gun violence amidst pandemic-related social unrest. Both experts conclude that these non-partisan threats demand a unified governmental response to preserve democratic institutions and prevent the resurgence of terrorist organizations.

  2. Milken Institute32 min

    Part 2: Shaping the Future of Real Estate

    Hadley Gamble, Ali Al Mheiri, Richard Mack, Joseph Sitt

    Leading real estate figures including Ali Al-Mahari, Richard Mack, and Joseph Sitt predict an accelerated market transformation driven by technology, remote work adoption, and shifting consumer preferences. Capital is increasingly flowing toward Sunbelt markets, life sciences, and logistics assets as investors prioritize suburban nodes and restructure portfolios away from declining traditional retail and commercial sectors. While government stimulus offers temporary relief, the consensus highlights a structural compression of trends, with valuations potentially dropping further before lenders prioritize borrower retention over foreclosure.

  3. Milken Institute20 min

    Part 1: A Conversation with His Excellency Waleed Al Mokarrab Al Murhairi

    Waleed Al Mokarrab Al Murhairi, Hadley Gamble, His Excellency Waleed Al Mokarrab Al Muhairi

    Mubadala's investment strategy leverages the pandemic as a catalyst to deploy $1.2 billion in strategic positions, such as its stake in India's Jio, while targeting long-term growth in technology, biotech, and healthcare infrastructure across the US, Asia, and Europe. The firm's conviction-led approach prioritizes balancing risk and reward over short-term volatility, with recent capital commitments designed to yield returns within a four-to-six-year horizon as market dislocations create entry points for major partners. By focusing on data-driven decisions and navigating regulatory scrutiny, Mubadala aims to capitalize on irreversible shifts in e-commerce, telemedicine, and industrial sectors despite global economic uncertainty.

  4. Milken Institute35 min

    A Conversation with Tim Scott, US Senator, South Carolina

    Tim Scott, Frank Luntz

    Senator Tim Scott leverages his background of overcoming poverty to advocate for individual responsibility, private capital investment through Opportunity Zones, and education reform via charter schools as solutions to systemic disparities. While acknowledging personal encounters with racial profiling and significant poverty rates in minority communities, he argues that attributing these issues solely to racism undermines agency and calls for redirecting resources from removing statues to building infrastructure and schools. Scott concludes that true prosperity requires faith-driven resilience, a free-market approach to job creation, and a focus on empowering the poorest children to maintain the nation's global standing.

  5. Milken Institute34 min

    A Conversation with SoftBank Vision Fund CEO Rajeev Misra

    Rajeev Misra, Michael Milken

    The COVID-19 pandemic accelerated a global digital transformation that fundamentally reshaped supply chains, finance, healthcare, and education by replacing physical infrastructure with data-driven alternatives like dark kitchens and telemedicine. This shift empowered small businesses and consumers through frictionless digital payments, democratized access to credit and education, and forced a strategic pivot toward regional self-sufficiency in manufacturing and technology. As major firms like SoftBank curtailed experimentation to focus on survival, the event highlighted a geopolitical realignment where East-to-West technology transfer and national infrastructure security now supersede global scale.

  6. Milken Institute26 min

    A Conversation with US Housing and Urban Development Secretary Ben Carson

    Ben Carson, Aron Betru, Aaron Bedrou

    This session details HUD's strategic interventions to address racial wealth gaps and COVID-19 disparities through housing reforms, Opportunity Zone tax incentives, and the Family Self-Sufficiency program. Key outcomes include liability piloting to reduce landlord resistance, set-asides for minority-owned businesses, and simplified Section 3 requirements designed to boost local hiring and economic mobility. Secretary Carson emphasized that closing these systemic inequities could unlock over $1 trillion in productivity, urging communities to foster internal capital circulation and unity as essential drivers of national stability.

  7. Milken Institute27 min

    A Conversation with FDA Commissioner Stephen Hahn

    Stephen Hahn, Esther Krofah

    Dr. Hahn and the FDA are managing an unprecedented 250-treatment pipeline and 170 vaccine candidates while maintaining regulatory independence amid a surge in applications. The agency has authorized specific therapies like remdesivir and dexamethasone based on robust data analysis and is implementing clinical trial flexibilities to ensure diverse demographic inclusion. Despite the high stakes, FDA officials emphasize that safety and evidence-based decision-making remain paramount as they navigate supply chain logistics and monitor real-world outcomes for public health.

  8. Goldman Sachs26 min

    Leslie Odom Jr., Original Cast Member of Hamilton

    Leslie Odom Jr., Mina

    Leslie Odom Jr. sacrificed a lucrative television contract to portray Aaron Burr in the developmental stages of *Hamilton*, prioritizing artistic growth and personal transformation over immediate financial gain. As the filmed version of the musical launched on Disney+ in July 2020, Odom reflected on how the show reinterpreted historical tragedy and served as a vital tool for fostering empathy across racial divides during the pandemic. He further argues that the performance's enduring social relevance extends into activism, urging audiences to live authentically and challenge systemic unfairness rather than waiting for tragedy to drive change.

  9. Goldman Sachs23 min

    From “The Way Forward" Conference: Rick Rieder, CIO of Global Fixed Income, BlackRock

    Rick Rieder, Sam

    Rick Reader outlines a market environment defined by unprecedented volatility and a structural shift toward equity-heavy allocations as the Federal Reserve maintains zero interest rates and expands its balance sheet to roughly $11 trillion. He forecasts moderate inflation driven by monetary expansion rather than traditional demand, prompting investors to hedge against currency debasement while European markets benefit from a new era of coordinated monetary and fiscal stimulus. To navigate these complex regimes, the investment landscape is evolving into a hybrid model that combines human macroeconomic judgment with BlackRock's aggressive integration of high-frequency data and advanced analytics.

  10. Goldman Sachs24 min

    From “The Way Forward" Conference: Chris Kempczinski, President and CEO, McDonald’s

    Chris Kempczinski, Matt

    McDonald's CEO Chris Kamczynski detailed how the pandemic accelerated delivery growth and solidified drive-thru capabilities as critical operational assets that enabled the brand to navigate government closures. Leadership emphasized that the decentralized franchise model provided the agility necessary to adapt to regional recovery disparities across Asia, Europe, and North America, while internal diversity metrics and ongoing safety protocols remain central to the company's strategy. Ultimately, the crisis reinforced the long-term value of brand trust and demonstrated that transparent communication and strategic leadership depth are essential for managing unprecedented global complexity.

  11. Goldman Sachs32 min

    From “The Way Forward" Conference: Jon Gray, President and COO, Blackstone

    Jon Gray, ED HARRISON

    Blackstone leverages its $150 billion in dry powder to capitalize on pandemic-accelerated sectors like logistics and digital infrastructure while navigating short-term headwinds in traditional urban real estate and retail. The firm anticipates a staggered "slow recovery" economy that will permanently alter workplace dynamics and force significant capital adaptation in the retail and hospitality industries. By prioritizing long-term asset resilience over rapid exits, Blackstone aims to generate returns for essential service pension funds while managing a transition toward hybrid work models and more diverse, inclusive corporate cultures.

  12. Goldman Sachs21 min

    From “The Way Forward" Conference: Adena Friedman, President and CEO, Nasdaq

    Adena Friedman, Alison Mast

    Adina Friedman outlines how capital markets and cooperative capitalism sustained the economy during the pandemic, enabling resilient IPO growth in the biotech and technology sectors while facilitating critical corporate adjustments. Goldman Sachs and market leaders have simultaneously accelerated diversity mandates and governance reforms, driven by investor pressure and social movements like Black Lives Matter to ensure boards reflect broader societal values. The crisis further transformed leadership expectations, shifting organizational cultures toward transparent, vulnerable communication to foster collective problem-solving and long-term stakeholder alignment.

  13. Goldman Sachs21 min

    From “The Way Forward" Conference: Sarah Friar, CEO, Nextdoor

    Sarah Friar, Chris

    Between February and May 2020, Nextdoor experienced an 80% surge in usage and a permanent shift to daily engagement across 265,000 neighborhoods while deploying safety features like the Help Map and verified residency checks to support local commerce and counter misinformation. CEO Sarah Levison pivoted the platform toward a stakeholder model that leveraged psychological research to reduce racial profiling by 70% and introduced transparency measures to foster grassroots social change. These strategic adaptations addressed a 100% revenue drop for small businesses and aligned with emerging long-term trends in local commerce, virtual healthcare, and hybrid work environments.

  14. Goldman Sachs23 min

    From “The Way Forward" Conference: Ray Dalio Founder, Co-Chairman and Co-CIO, Bridgewater Associates

    Ray Dalio

    Ray Dalio identifies a convergence of the long-term debt cycle, extreme wealth inequality, and a structural rivalry between the U.S. and China that mirrors the geopolitical tensions of the 1930s. This framework signals a shift toward monetary and fiscal coordination that depreciates cash and currency while inflating asset prices, rendering the traditional 60/40 investment strategy ineffective. Consequently, investors are urged to pivot away from bonds and cash toward diversified holdings like gold and inflation-protected securities to preserve wealth against inevitable currency devaluation and heightened political risk.

  15. Goldman Sachs23 min

    The Power of Advocacy: US Mayors

    Eric Johnson, Nan Whaley, LaToya Cantrell

    Mayors Eric Johnson of Dallas, Andrew Whitaker of Dayton, and LaToya Cantrell of New Orleans collectively addressed the compounding crises of the COVID-19 pandemic and civil unrest while outlining strategies to support small businesses and protect vulnerable populations. These leaders detailed significant public-private financial partnerships, such as Dallas's $10 million recovery fund and New Orleans' $50 million commitment with Goldman Sachs, to mitigate job losses and address systemic inequities. Furthermore, the mayors emphasized an urgent need for federal assistance and collaborative governance to accelerate economic recovery and build more resilient, equitable urban environments.