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  1. Milken Institute51 min

    Bending the Cost Curve: Understanding the GLP-1 Era | Global Conference 2025

    Josh Barro, Michael Ferro, Simon Johnson, Lisa Stevens

    A panel of industry leaders and medical experts analyzed GLP-1 drugs as a transformative treatment that significantly improves cardiovascular health and reduces long-term healthcare costs, provided patients adhere to therapy. The discussion highlighted a critical adherence gap where global discontinuation rates reach 50%, contrasting with a UK pilot program that achieved 98% retention through AI-driven telehealth and mandatory screening. While facing challenges like high initial costs, supply chain fraud, and societal stigma, successful employer-led programs are emerging as essential mechanisms to manage access, ensure safety, and align financial incentives for sustained workforce productivity.

  2. a16z58 min

    Aaron Levie on AI Adoption and Enterprise Workflows | The a16z Show

    Aaron Levie, Steven Sinofsky, Martin Casado

    Organizations are pivoting from failed centralized AI mandates to integrating autonomous agents directly into legacy workflows, necessitating significant architectural shifts beyond traditional hybrid software models. While token-gaming and system integration bottlenecks currently stifle productivity gains, the resulting increase in infrastructure complexity and code volume is projected to drive sustained demand for engineering talent rather than reduce it. This transition requires years of organizational change management to modernize fragmented data environments, ultimately creating a multi-decade opportunity for system integrators to bridge the gap between probabilistic machine users and rigid enterprise security protocols.

  3. Milken Institute57 min

    Storytelling, Strategy, & Innovation: Shaping the Future of Filmed Entertainment | Global Conference

    Julia Boorstin, Ravi Ahuja, Casey Bloys, Debora Cahn, Mike Hopkins, Pearlena Igbokwe

    Industry leaders at a recent strategic summit discussed the global streaming market's shift from subscriber expansion to profitability amid geopolitical trade uncertainties and rising overseas production costs. Executives from HBO, NBCUniversal, Amazon, and Sony outlined distinct platform priorities, such as maintaining premium weekly releases, leveraging live sports for audience aggregation, and rebundling third-party channels, while collectively rejecting AI as a creative replacement and favoring data for marketing over content greenlighting. The event concluded with predictions that the industry will see further consolidation, a resurgence of mid-budget adult films on streaming platforms, and a renewed strategic focus on live events to drive cultural conversation.

  4. Milken Institute46 min

    Time to Build: Accelerating & De-risking Israel's Economic Growth, Recovery | Global Conference 2025

    Glenn Yago, Tilli Kalisky-Bannett, Eugene Kandel, Michael Kashani, Seffy Zinger

    Organized by the Milken Innovation Center, the "Time to Build" panel convenes policymakers and financiers to detail Israel's strategy for accelerating economic recovery while de-risking the high-tech sector following the October 7 attacks. The session highlights resilience metrics such as the Tel Aviv Stock Exchange's outperformance during wartime, alongside new regulatory initiatives like Yozma 2 and blended finance models designed to mobilize domestic capital and diversify away from foreign dependency. By integrating underrepresented populations into the labor market and leveraging AI for reconstruction, the panel frames a generational opportunity to transform the national economy through a coordinated public-private-philanthropic approach.

  5. Milken Institute1h 0m

    Leading the Democratic Party into the Future | Global Conference 2025

    Josh Barro, Jon Cowan, Jason Furman, Sarah Longwell, Chuck Rocha, Neera Tanden

    Post-2024 election strategists including Neera Tanden, Jason Furman, and Sarah Longwell analyze the Democratic Party's defeat by highlighting a disconnect between popular policy platforms and voter perceptions of economic insecurity and cultural identity. The panel identifies critical failures in messaging regarding inflation and immigration, noting that the party's heavy spending on abortion rights and reliance on a "consultant class" alienated the white working-class coalition essential for winning swing states. To secure future victories, experts recommend a strategic pivot toward authentic working-class narratives, an "all-of-the-above" energy approach, and a departure from activist-driven constraints to re-engage moderate voters on issues of cost of living and national security.

  6. Milken Institute1h 3m

    Credit Outlook | Global Conference 2025

    Michael Milken, Lee Kruter, Drew McKnight, Purnima Puri, James Reynolds, Christian Stracke

    Driven by the 2023 banking retrenchment and rising institutional demand for yield, major asset managers including PIMCO, Fortress, and Goldman Sachs are shifting capital from traditional lending to non-investment-grade private credit and alternative financing structures. Panelists identify significant growth opportunities in undervalued asset-based credit, data center infrastructure, and expanding markets in Europe, Latin America, and the Middle East, while emphasizing defensive strategies focused on recovery rates rather than default probabilities. Despite regulatory uncertainties and untested default cycles, experts project the sector will scale significantly to fill the void left by contracting bank balance sheets.

  7. Milken Institute46 min

    What’s Next for China: The Master Plan for the New Economic Phase | Global Investors' Symposium 2026

    Deborah Wong, Shenglin Ben, Chen Ding, David He, Angela Zhao, Ben Shenglin, Ding Chen

    China's 15th Five-Year Plan prioritizes technology self-reliance and domestic consumption to position the nation as a global leader in AI and smart manufacturing by 2030, while projecting the service sector to reach 100 trillion yuan. Key growth engines include the healthcare and biomedicine industries driven by an aging population, alongside a surge in emotional consumption and local brand expansion among youth. Despite vulnerabilities in the semiconductor supply chain and financial sector, investors are increasingly allocating capital to ETFs and infrastructure projects that leverage China's manufacturing depth, low energy costs, and perceived geopolitical stability.

  8. Milken Institute46 min

    AI Ahead and the Future of Innovation | Global Investors' Symposium 2026

    Annabelle Droulers, Winston Cheng, Ben Dawson, Sung Kim, Yifan "David" Li, Rui Li

    Lenovo CFO Winston Wu and other industry leaders addressed the "perfect storm" of geopolitical tensions and supply chain disruptions, while highlighting a strategic shift toward sovereign AI and localized data infrastructure. Speakers from Upstage, Hasai, and VITA Technologies detailed a transition from digital models to "Physical AI," driven by advancements in low-cost LiDAR, tactile sensing, and the imminent emergence of general-purpose robots. The consensus forecasts a 2024–2025 market pivot where hyperscalers accelerate hardware procurement for edge computing, enabling autonomous agents to navigate global complexities through hybrid compliance strategies and self-improving capabilities.

  9. Milken Institute51 min

    Advancing Economic Mobility | Future of Finance 2026

    Dan Carol, Anna-Lisa Miller, Shil Patel, Rob J. Shapiro, Marcus Shaw

    The event outlines a multi-pronged economic strategy combining newborn investment accounts, federal retirement matching for gig workers, and expanded worker ownership to address extreme wealth concentration. Key participants including Ownership Works and Alt Finance demonstrate how equity participation and HBCU talent pipelines generate significant returns for non-c-suite employees and underrepresented communities. By integrating these private sector innovations with policy proposals for mid-career retraining, the initiative aims to mitigate AI-driven displacement risks and secure broad-based long-term economic mobility for millions of Americans.

  10. Milken Institute59 min

    AI and the Future of Digital Transformation | Future of Finance 2026

    Nicole Valentine, Jo Jagadish, Karen Kornbluh, Eric Mandl, Igor Tulchinsky, Kip Wainscott

    This panel convened finance executives, policymakers, and technology leaders to assess the economic, security, and workforce implications of the next industrial revolution in artificial intelligence. Experts projected multi-trillion dollar market growth and highlighted tangible enterprise gains, such as JPMorgan Chase's $1 billion in fraud savings and TD Bank's rapid AI tool adoption, while warning of existential threats to professional services and national security if human oversight is removed. The discussion concluded that while historical tech shifts ultimately expand workforces, robust legislative guardrails and new standard-setting bodies are urgently needed to balance rapid innovation with public trust and global competitiveness.

  11. Milken Institute47 min

    How Can Philanthropy Address Complex Climate Crises? | Asia Summit 2025

    Melissa Stevens, Anindya Novyan Bakrie, Jamie Choi, Boon Heong Ng, Chavalit Frederick Tsao

    This event convened climate leaders and philanthropists to address the critical urgency of narrowing the decade-long window for irreversible climate action while highlighting the severe underfunding of adaptation in vulnerable regions. Through case studies like Temasek's low-carbon rice initiatives and strategies for aligning Indonesia's renewable energy goals with smallholder economics, speakers emphasized philanthropy's role as de-risking capital to crowd in government and private sector investment. The dialogue concluded with a strategic pivot toward an "Asia-led" decade of climate action, urging a shift from isolated charity to coordinated, community-rooted systems that leverage local values to unlock scalable solutions and robust carbon markets.

  12. Milken Institute54 min

    China's Innovative Renaissance: Global Ambitions, New Momentum | Asia Summit 2025

    Robin Hu, David He, Jui Tan, Danny Tang

    The event analyzes China's shifting consumer landscapes, where cultural reconnection and female empowerment are fueling global growth for brands like Pop Mart and Lao Pu Gold alongside a massive capital shift from real estate to discretionary spending. Simultaneously, it details the nation's strategic pivots in deep tech, highlighting how Chinese AI firms leverage superior engineering and open-source leadership to achieve high performance with fewer GPUs despite hardware bottlenecks. The presentation concludes by outlining an investment framework for 2030 that prioritizes companies with deep R&D, wide portfolios, and global ambitions, while predicting AI, robotics, and esports as the primary drivers of future market expansion.

  13. Milken Institute1h 0m

    Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025

    Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon

    A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.

  14. Milken Institute47 min

    The Infrastructure Imperative: Mobilizing Capital for a Resilient Economy | GIS São Paulo

    Anya Prusa, Tufi Daher, Karen Fang, Laurent Fayollas, Michael Kelly, Tanya, Eliane

    Industry leaders and institutional investors gathered to address the $2.1 trillion global clean energy finance landscape, emphasizing the critical need for stable public policies and de-risking instruments to unlock capital for projects ranging from Brazil's TransNordestina railway to Canada's $15 billion Growth Fund. The panel highlighted emerging technologies like advanced geothermal and carbon capture alongside the transformative potential of AI in grid optimization, while noting that demand-side behavior change and Indigenous legal reforms are essential drivers for scaling decarbonization efforts. Ultimately, the discussion concluded that achieving a balance between affordability, security, and sustainability requires overcoming geopolitical supply chain risks and shifting political focus toward concrete project execution in resource-rich but underfunded regions like Africa.

  15. Milken Institute51 min

    Movies, Games, Anime: Redefining the Fanverse in the Gen Z Era | Asia Summit 2025

    Chong Seow Wei, Maureen Fan, Kun Gao, Patrick Lee, Kevin Lin

    Industry leaders Maureen Fan, Kun Kun Gao, Patrick Lee, and Kevin Lin convened to redefine Gen Z fandom as a shift from passive consumption to active co-creation and transmedia immersion. The panelists analyzed how authentic creator-driven pipelines, particularly in Asian entertainment, and platforms like Roblox are reshaping audience power, while noting that AI democratization will necessitate stronger human curation to manage the resulting content explosion. Their discussion concluded that future business success relies on building direct creator-to-audience infrastructure that prioritizes collaborative storytelling and physical live experiences over traditional gatekeeping and isolated adaptation silos.