Latest Interviews
Showing 1–15 of 167 transcripts.
Clear all filters- Milken Institute38 min
Mobilizing Capital at Scale: Financing Canada's Next Growth Chapter | Global Dialogues Toronto 2026
Luiza Savage, Jeremy Carter, Hugh Murray, John McKenzie, Tim Wiggan
A recent expert panel identified a severe shortage of financeable projects in Canada, citing regulatory uncertainty and approval friction as the primary drivers behind collapsing energy sector financing and a 15% gap in investment per worker compared to the United States. Leading figures from the TMX Group, TD Securities, and Future Fund Australia emphasized that while capital abundance exists, structural barriers and a lack of ecosystem confidence prevent scaling blue-chip firms and hinder the Prime Minister's goal of catalyzing $1 trillion in investment. To resolve this crisis, speakers called for aggressive deregulation of small and mid-cap projects, tax reforms to lower the cost of capital, and a unified strategy among policymakers and investors to establish clear rules of engagement for long-duration risk capital.
- Milken Institute33 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter, Tony, Tim, Heinz, Alan, Phil, Daniel Metzler
Eldridge Investment Group has solidified control over Asenco to rebuild critical mineral supply chains while simultaneously launching a proprietary AI context layer to reduce dependency on external frontier models. The firm is leveraging its strong insurance balance sheet to navigate a correcting private credit market and investing in Canadian aerospace and data center infrastructure to capitalize on domestic resource advantages. Strategic moves include acquiring the Slovakian AI firm Pseudo Labs and establishing a non-US launch facility in Nova Scotia to mitigate geopolitical risks associated with space logistics.
- Milken Institute39 min
The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026
Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon
Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.
- Milken Institute41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.
- Milken Institute23 min
Conversation with CMS Administrator Mehmet Oz & HHS Chief Counselor Chris Klomp | Global Conference
Mehmet Oz, Chris Klomp, Esther Krofah
Under the strategic mandate "Making America Healthy Again," CMS Administrator Dr. Mehmet Oz and HHS leadership are overhauling the U.S. healthcare system by shifting from fee-for-service to value-based models that target upstream chronic disease prevention and address the nation's 27% unfilled prescription rate. The administration is enforcing strict integrity measures to eliminate $100 billion in annual fraud while simultaneously deploying AI to modernize legacy infrastructure and accelerate FDA drug approvals from 15 years to under five. These initiatives aim to align U.S. drug pricing with global "Most Favored Nation" standards and restore public trust in federal health agencies to counter competitive gaps with international rivals like China.
- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.
- Milken Institute36 min
The AI Investment Cycle: Platforms, Infrastructure, and Markets | Global Conference 2026
Yun-Hee Kim, Dennis Gada, Tony Kim, Lily Liu, Scott Rubner
This event analyzes the current trillion-dollar trajectory of global AI capital expenditure, which is driving a structural market shift away from traditional SaaS models toward a three-layer stack dominated by compute and intelligence providers. Key figures from Citadel, BlackRock, and the Solana Foundation discuss the emergence of machine-to-machine financial rails, the geopolitical bifurcation of sovereign AI, and the impending influx of trillion-dollar AI valuations into public markets. The discourse concludes by projecting long-term economic rewiring that will necessitate new frameworks for human capital, cognitive preservation, and decentralized ownership models.
- Milken Institute27 min
Miranda Kerr & Baby2Baby Co-CEOs Kelly Sawyer Patricof & Norah Weinstein | Global Conference 2026
Miranda Kerr, Kelly Sawyer Patricof, Norah Weinstein, Lisa Ling, Jory Rollins
Over fifteen years, Baby2Baby has scaled from a Los Angeles storefront to a national logistics network that has distributed half a billion essentials to 1.5 million children, while currently managing a critical gap where only 15% of the ten million children in need receive support. Leveraging a high-profile board of "Angel Moms" and strategic policy advocacy, the organization successfully lobbied for diaper tax reforms in twenty-four states and secured a federal maternal health partnership with the Biden White House. Facing a waitlist of eleven million requests, Baby2Baby is now launching a capital campaign to construct a new headquarters and expand its in-house manufacturing to bridge the supply shortage serving the remaining unreached families.
- Milken Institute30 min
Science of Love: Conversation with Bumble CEO Whitney Wolfe Herd & Arthur Brooks | Global Conference
Whitney Wolfe Herd, Arthur Brooks, Savannah Sellers
Bumble and Harvard Kennedy School Professor Arthur C. Brooks collaborated to release a white paper arguing that successful offline marriages drive user growth while current app metrics exacerbate loneliness and social isolation. To counter declining relationship satisfaction and the atrophy of in-person social skills, the company is launching a Q4 product that replaces swipe mechanics with AI-driven screening for toxic personality traits and prioritizes immediate real-world meetings. This strategic shift redefines compatibility around shared core values rather than rigid filters and utilizes neurochemical insights to prove that genuine bonding requires physical presence over digital simulation.
- Milken Institute28 min
Building a Brand in Midlife: A Conversation with Daphne Oz and Molly Sims | Global Conference 2026
Daphne Oz, Molly Sims, Loretta Lynch, Tara Hernandez O, Weronna Choi, Dorina Arellano Gonzalez Van Cleveen
At the 2026 Milken Global Conference, Molly Sims detailed her strategic expansion of WISE Beauty, a skincare brand securing $15 million in Series A funding to address the unmet needs of women aged 35 and older through a hero-focused product philosophy. Complementing the brand's growth with a rigorous "hire slowly, fire fast" culture and advanced AI integration for operational efficiency, Sims also launched her podcast *Lipstick on the Rim* to provide transparent industry insights outside traditional gatekeeping channels. Simultaneously, Daphne Oz introduced her *The Mothership* podcast to counter negative narratives about female misery, collectively positioning both entrepreneurs as key drivers in redefining the economic and emotional landscape for midlife women.
- Milken Institute26 min
Investing in Hollywood’s Connective Cultural Power: Eva Longoria & Kevin Yorn | Global Conference
Eva Longoria, Kevin Yorn, Rebecca Keegan
Eva Longoria and Kevin Glickman discuss a shifted investment landscape where successful ventures require rigorous operational execution rather than celebrity names alone. Longoria highlights her high-ROI successes with Siete Foods and John Wick, while Glickman emphasizes the critical need for protecting intellectual property and leveraging enterprise relationships in AI and cross-industry deals. Together, they outline a future where "hyphenate" talent must pair storytelling with proven business discipline, relying on specialized operators to ensure financial viability and authentic market conversion.
- Milken Institute39 min
International Security: Innovation, Investment, and Partnerships | Global Conference 2026
David Trulio, Christopher Coons, Eric Schmidt, Adam Smith, Chris Coons
Panelists including Eric Schmidt, Senator Chris Coons, and Representative Adam Smith argue that the war in Ukraine has exposed the critical need for the U.S. to replace expensive, traditional military assets with autonomous drones and AI-driven systems to secure a cost-effective deterrence against adversaries. To overcome entrenched bureaucratic inertia and fiscal constraints, the group advocates for bipartisan legislation like the SPEED Act, expanded co-production with international allies, and a workforce shift toward technical innovation over four-year degrees. These strategic adjustments aim to leverage the agility of private sector competitors against legacy defense primes while ensuring American technological leadership in an era of algorithmic warfare.
- Milken Institute34 min
Conversation with BlackRock CEO Larry Fink & Brookfield Corp CEO Bruce Flatt | Global Conference '26
Larry Fink, Bruce Flatt, Laurence D. Fink, Michael Milken
Bruce Flint of Brookfield and Larry Fink of BlackRock refuted private credit liquidity concerns while projecting a $10 trillion global infrastructure expansion driven by urgent shortages in power, compute, and defense-grade facilities. The executives detailed how hyperscalers are shifting from self-funding to external financing models, facilitating a massive capital transition where private credit and long-term asset managers fund AI data centers and autonomous security infrastructure. Furthermore, these leaders highlighted a structural evolution in retirement investing and asset consolidation, noting that consistent 12% annual returns and bespoke 50-year lock-up periods are essential to support this new "K-economy" where massive capital blocks outcompete traditional public equities.
- Milken Institute44 min
A Conversation with Tom Brady & Shaquille O'Neal | Global Conference 2026
Tom Brady, Shaquille O'Neal, Jim Gray, Michael Ferro, Jamie Salter, Mike Milken
Hosted by Jim Lampley to honor Mike Milken, a panel featuring Tom Brady and Shaquille O'Neal alongside business partners Jamie Salter and Michael Farrow explored the critical necessity of transitioning from sports to entrepreneurship. The athletes emphasized that enduring success requires obsessive preparation, resilience in the face of failure, and strategic partnerships that protect a legacy while addressing health and family values. Their dialogue extended to specific industry insights, including Brady's ownership strategies for the Las Vegas Raiders and O'Neal's championship predictions for the Spurs, all framed within the shared mission of the upcoming Hall of Excellence initiative.
- Milken Institute30 min
Leading Through Volatility: Strategies for Agility and Resilience | Global Investors' Symposium 2026
Laura Deal Lacey, Rania Al-Mashat, Kenneth Gaw, Michael Smith, Kenny Ga
Panelists at a high-level economic forum analyze how a cascade of geopolitical shocks in early 2026, including US military interventions and strained alliances, has fundamentally altered the global investment landscape. Experts like Kenny Ga and Michael Smith detail a strategic pivot toward diversified "China plus one" industrial real estate, distressed corporate assets in Hong Kong, and infrastructure critical for AI resilience. The discussion concludes that future economic success relies on balancing rapid agility with strategic patience while navigating a multipolar technology environment where energy security and human capital define competitive advantage.