Latest Interviews
Showing 271–285 of 1,042 transcripts.
Clear all filters- Milken Institute59 min
Leading in the Generative AI Revolution | Milken Institute Global Conference 2024
Sara Eisen, Greg Brown, Arvind Krishna, Thomas Kurian, Janet Truncale, Sharmini Peries, Janet Napolitanovich, Thomas Kaplan, Nicole Sullivan, Arvind K.
Prominent industry leaders including Arvind Krishna, Thomas Kurian, and Greg Clark characterize the AI sector as being in its early developmental stage, emphasizing a strategic pivot from immediate productivity gains to scalable deployment across public safety, healthcare, and enterprise operations. These executives detail a multi-cloud infrastructure approach where organizations like Motorola Solutions and EY leverage edge AI and "human-in-the-loop" frameworks to address data sovereignty, bias, and trust barriers while augmenting workforce capabilities rather than displacing them. The panel concludes that future growth depends on navigating light-touch regulatory environments and combating misinformation through rigorous data management and open-source collaboration.
- Milken Institute1h 1m
Credit Markets Forging Ahead | Milken Institute Global Conference 2024
Will Caiger-Smith, Ashley Baum, Michael Buchanan, Lee Kruter, Michael Patterson
A panel of investors analyzed the post-tightening fixed income landscape, highlighting how rising Treasury yields severely impacted duration-sensitive assets while high-yield and bank loan sectors demonstrated resilience through credit risk isolation. The Texas Teachers Retirement System outlined its opportunistic credit strategy, deploying $7.5 billion into asset-based financing and real estate loans while navigating a market where private credit's dominance is receding amid a sharp rebound in syndicated loan issuance. Furthermore, the discussion addressed the evolution of distress dynamics, noting that while modern covenants masked default rates, a wave of coercive liability management exercises and covenant erosion now signals an impending cycle of stricter documentation and reduced recovery rates.
- Milken Institute59 min
The Future of Corporate Governance | Milken Institute Global Conference 2024
Andy Serwer, Betsy Atkins, Jarvis V. Hollingsworth, Dambisa Moyo, Ronald Sugar, Mark A. Weinberger
Prominent governance leaders including Betsy Atkins, Ron Sugar, and Mark Weinberger address the imperative for boards to navigate rapid generative AI adoption and geopolitical fissures by embracing ambiguity and shifting from short-term survival to long-term value creation. The discussion highlights critical board evolution strategies, such as confidential peer assessments, the integration of digital upskilling roles, and the necessity of balancing stakeholder interests with rigorous capital allocation across diverse sectors from tech to sovereign wealth funds. By contrasting the governance models of public companies, state institutions like the Texas Teachers Retirement System, and global entities like Saudi Aramco, the speakers conclude that effective oversight requires a tailored approach that aligns board composition and risk tolerance with specific CEO archetypes and industry-specific assets.
- Milken Institute1h 1m
Credit Outlook | Milken Institute Global Conference 2024
Michael Milken, James Keenan, Victor Khosla, Marc Lipschultz, Purnima Puri
Leading institutional investors from BlackRock, Blue Owl Capital, Strategic Value Partners, and J.P. Morgan Partners outlined a rigorous selection framework that targets only 2% to 5% of reviewed deals to navigate a "higher for longer" interest rate environment. Panelists emphasized that private credit offers superior covenant protection and recovery rates compared to public markets, positioning it as a permanent portfolio diversifier rather than a temporary boom as bank deleveraging drives capital toward asset managers. Looking ahead, industry leaders anticipate a multi-year opportunity in distressed debt and non-sponsor financing, where operational involvement and strict governance will define success amid projected $600 billion in annual maturities.
- Milken Institute1h 2m
Addressing Antisemitism and Religious Bias Based on Facts | Global Conference 2024
Richard Sandler, Van Jones, Daniel Lubetzky, Arielle Mokhtarzadeh, David Wolpe
Rabbi David Wolpe, Van Jones, Daniel Lesetsky, and Ariel Macarza Day convened to analyze the post-October 7 surge in antisemitism, framing it as an ideological war driven by foreign influence and Marxist binaries that threatens the historic Black-Jewish alliance. The panel detailed specific campus realities, including the physical barring of Jewish students and the strategic use of anonymity by masked protesters, while contrasting Jewish fears of genocide with Black anxieties about police brutality to explain the current fragmentation. To counter these threats, the experts proposed a strategic "Five H's" alliance between Black and Jewish communities, advocating for institutional partnerships between HBCUs and Hillels and a shift from defensive posturing to active legal enforcement against hate crimes.
- Milken Institute59 min
The Promise and Pitfalls of Private Equity | Global Conference 2024
Mark Thierfelder, Joe Baratta, Anne-Marie Fink, Patrick Healy, Jonathan D. Sokoloff, Pete Stavros
In a session highlighting the private equity sector's adaptation to post-2022 market volatility, leaders from Blackstone, KKR, and Hellman & Friedman detailed their strategic pivots toward longer holding periods and operational value creation amid elevated credit costs. To address liquidity constraints and shifting investor expectations, these firms are increasingly utilizing continuation vehicles, expanding into retail capital channels, and reforming stakeholder models to unlock value from the 90% of companies that remain private. The panelists concluded that while public market exits remain constrained, structural advantages in governance and targeted infrastructure investments will drive future growth as the industry transitions from a traditional buy-sell model to a sustained ownership framework.
- Milken Institute1h 0m
Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | Global Conference
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci, Steven T. Mnuchin
On May 8, 2024, the Milken Institute convened a panel featuring Treasury Secretary Steven Mnuchin, investor Brad Jacobs, and advocate John Hope Bryant to propose structural reforms that reconcile free enterprise with closing the wealth gap. The group outlined specific legislative and private-sector solutions, including the "Invest America Birth Account" to seed universal child savings and the Retirement Savings for Americans Act to automatically enroll workers in retirement plans. These initiatives aim to mitigate retirement insecurity and promote financial literacy by 2026, leveraging contributions from high-net-worth donors and private equity firms while avoiding wealth taxes that could stifle innovation.
- Milken Institute1h 1m
Institutional Investors: Staying the Course or Catching the Wave | Global Conference 2024
Christopher Ailman, Amy Diamond, Allison Hill, Molly Murphy, Bei Saville, Liz Tulach
Five female Chief Investment Officers from Boeing, QIC, Advance Family Office, Orange County Retirement System, and the USC Endowment convened to debate investment strategies spanning private markets, geopolitical risk, and emerging trends. The panelists detailed their specific approaches to navigating high volatility and sticky inflation while balancing rigid mandates with opportunities in artificial intelligence, private credit, and supply chain reshoring. Their collective dialogue highlighted a shift toward "staying the course" in innovation while actively managing liquidity constraints and diversifying portfolios through secondaries and co-investments.
- Milken Institute1h 1m
The Cancer Diagnostics Revolution | Global Conference 2024
Gregory Simon, Kara Egan, Helmy Eltoukhy, Jody Hoyos, Larry Kessler, Anaeze Offodile, Greg Simon
Experts and industry leaders convened to discuss the technological evolution of liquid biopsies for early-stage, pan-cancer detection while addressing critical barriers regarding clinical efficacy, health equity, and reimbursement. The dialogue highlighted the necessity of randomized control trials to prove mortality benefits over simple downstaging, noting that false positives can trigger invasive diagnostic odysseys without extending life. Panelists from organizations like GARDEN and Teal Health outlined specific strategic goals, including securing Medicare coverage and developing at-home screening devices to reduce the 25% of women currently behind on recommended cancer screenings.
- Milken Institute1h 2m
Ukraine: Present Perils and Future Prospects | Global Conference 2024
Gideon Rose, Dmitri Alperovitch, Bill Browder, Evelyn Farkas, Ilya Ponomarev, Liev Schreiber
Experts analyze a grinding land stalemate in Ukraine's war against Russia, where rapid mobilization and insufficient Western training cycles struggle against Russia's fully reoriented war economy and massive defense spending. The panel debates the strategic necessity of confiscating frozen Russian assets, long-range strikes on domestic infrastructure, and an oil embargo to break Russian resolve, while warning that a potential U.S. election victory for Donald Trump could severely cut aid and jeopardize NATO security. With credible peace negotiations deemed impossible under Vladimir Putin's current leadership, the outlook remains divided between a prolonged existential deadlock and a future resolution driven by internal Russian resistance or a fundamental shift in Western strategic posture.
- Milken Institute1h 1m
The Asset Management Upheaval | Global Conference 2024
Matt Brown, Kamal Bhatia, Dan Bienvenue, Kathryn Koch, Jose Minaya, Tony Minella
Asset management leaders converge to analyze how persistent higher interest rates and a "higher-for-longer" environment are reshaping investment strategies toward senior secured lending and integrated public-private portfolios. The discussion highlights accelerating industry consolidation driven by the need for permanent capital through insurance partnerships, while simultaneously tracking the democratization of alternatives via 401(k) regulatory changes and a pivot toward outcome-based sustainable investing. Experts forecast a coming private credit distress cycle within 24 months that will separate top-tier managers from laggards, even as structural demographic shifts and AI-driven public market growth dominate long-term outlooks beyond short-term political cycles.
- Milken Institute48 min
A Conversation with John Legend on the Path to Reentry after Incarceration | Global Conference 2023
John Legend, Conrad Kiechel, Karen Bass, Jonathan Capehart, Sheena Meade, Deepti Rohatgi
At the 26th Milken Institute Global Conference in Los Angeles, speakers including Mayor Karen Bass and documentary filmmaker John Legend addressed the city's upcoming infrastructure projects for global events while highlighting a severe homelessness crisis. A subsequent panel on the *Home Free* documentary examined systemic barriers facing the 114 million Americans with criminal records, featuring success stories from the Clean Slate Initiative and Slack for Good's Next Chapter Program. These initiatives have demonstrated that removing occupational licensing hurdles and implementing "Ban the Box" policies can yield high hiring success rates, prompting calls for business leaders to adopt policies that unlock second chances for employment and housing.
- Milken Institute1h 1m
2024 US Election Insights | Global Conference 2024
Gerard Baker, Kellyanne Conway, Van Jones, Chris Liddell, Jim Messina, Paul Ryan
This 2024 election analysis highlights the historic contest between the first two former presidents in a century, examining how unique factors like Trump's criminal indictments and Biden's age concerns are reshaping voter behavior. Panelists identify economic security and border security as primary drivers for swing voters, while noting a fragile Obama-Biden coalition struggling to retain young Black and Latinx male voters against a Republican campaign that has fully embraced the MAGA movement. Predictions emphasize a highly competitive electoral map centered on three Midwestern states, with a likely outcome of divided government and significant risks from AI-driven disinformation during the transition period.
- Milken Institute55 min
Part 2: Global Capital Markets | Global Conference 2024
Zanny Minton Beddoes, His Excellency Mohammed El-Kuwaiz, Jane Fraser, Mike Gitlin, Ron O'Hanley, Harvey Schwartz, Mohammed El-Kuwaiz
Senior financial leaders from Citi, State Street, Capital Group, and Carlyle, alongside representatives from the Saudi Capital Market Authority, analyzed the current market's high US valuations, the structural dominance of American capital markets, and the accelerating shift toward private assets. The panel highlighted massive capital mobilization needs for AI infrastructure and energy transitions while warning of systemic risks in private credit and the complexities of regulatory arbitrage. Looking ahead, the experts forecast a five-year return of trillions in cash to markets, the democratization of private equity, and the strategic integration of artificial intelligence into global financial infrastructure.
- Milken Institute1h 0m
Reinvigorating the American Dream through Sport, Celebration, and Education | Global Conference 2024
Jim Gray, Janet Evans, Gianni Infantino, Rosie Rios, Lindsey Vonn, Michael Milken
The Milken Institute is launching the Center for Advancing the American Dream in Washington, D.C., during 2025 to coordinate with the America 250 Commission's bicentennial preparations and the 2026 World Cup. Key figures such as FIFA President Gianni Infantino, U.S. Treasurer Rosie Rios, and Olympian Lindsey Vonn are driving a strategy that leverages the 2026 World Cup and the 2028 and 2034 Olympic Games to foster national unity, combat youth screen addiction, and mobilize billions of global viewers. This multi-decade initiative combines historic commemorations with a $160 million investment in youth sports to promote physical engagement and ensure broad community access to major sporting events.