Latest Interviews
Showing 511–525 of 1,615 transcripts.
Clear all filters- Milken Institute58 min
From Stigma to Treatment: Tackling the Global Mental Health Crisis
LaTese Briggs, Lynne Goldberg, Annalisa Jenkins, Elie Karam, Colin Lawlor
A global panel of experts, including Dr. Lattice Briggs, Annalisa Jenkins, and Colin Lawler, highlights a rising mental health crisis driven by chronic stress, sleep deprivation, and systemic barriers that threaten to cost the global economy $16 trillion by 2030. The discussion identifies ignorance, stigma, and an overreliance on institutional "sick care" as primary obstacles, while advocating for a shift toward community-based prevention, digital interventions, and emerging pharmaceuticals like psilocybin. Speakers emphasize that resolving this crisis requires treating mental health as a human rights issue and integrating preventative care into existing community infrastructure to sustain the future global workforce.
- Milken Institute58 min
Investing in Volatile Markets
Manus Cranny, Todd Boehly, Joshua Harris, Mike Novogratz, Amanda Staveley, Cornelia Meyer, Mary Daly, Tim Gosher, Yusuf Kutsy
Mike Novogratz, Joshua Harris, Amanda Stavely, and Todd Boehly convened to analyze a market landscape defined by impending political volatility from the Mueller report, a slightly inverted yield curve, and aggressive private equity leverage levels. The panelists distinguished between transitory trade tensions and a persistent tech war, while highlighting divergent investment strategies ranging from high-yield litigation funding and UK infrastructure to specific allocations in Bitcoin as a hedge against sovereign debt crises. Ultimately, the discussion concluded that despite dislocated assets and recessionary pricing, central banks retain sufficient firepower to stabilize the economy through future downturns.
- Milken Institute1h 1m
World-class Healthcare: Investing in Biomedical Innovation
Tanisha Carino, Christopher Hite, Bryan Johnson, Sean Parker, D.A. Wallach
Moderated by Dr. Tanisha Carino in Abu Dhabi, this session analyzed the convergence of global biomedical innovation and market dynamics, highlighted by the historic $92 billion Bristol-Myers Squibb acquisition of Celgene as a catalyst for pipeline stability. The discussion detailed how falling hard science costs and platforms like Ginkgo Bioworks are compressing development timelines, while investment strategies increasingly favor foundational tools over singular disease treatments to address the translational gap between academic research and commercial viability. Despite concerns regarding venture capital concentration in oncology and systemic US healthcare incentives, the event projected that long-term pricing decreases and extended lifespans could emerge from global regulatory evolution and the integration of AI-driven data collection.
- Milken Institute51 min
The Emergence of Venture Capital Mega-Funds
Sumant Mandal, Ibrahim Ajami, Ron Cao, Fred Destin, Akshay Naheta
Masayoshi Son and Mubadala are reshaping global venture capital through massive capital deployment and a shift toward active, long-term partnerships that leverage sovereign wealth and private equity scales. Their strategies address evolving market dynamics by capitalizing on China's rapid technological expansion while restructuring traditional fund models to handle hyper-scaling companies and data-driven investment decisions. As the industry matures, these entities are prioritizing localized execution and ecosystem connectivity to navigate liquidity challenges and compete with increasingly sophisticated public market alternatives.
- Milken Institute50 min
Blockchain and Cryptocurrency: What to Expect Next
Staci Warden, Eva Kaili, Mike Novogratz, Charles Noyes
Panelists Mike Novogratz, Charlie Noyes, and Eva Kali analyze the 2017-2018 crypto bubble as an inevitable retail-driven event that, despite regulatory delays and fraud, successfully mobilized capital for building Web 3.0 infrastructure. The discussion outlines a future ecosystem divided into Bitcoin as sovereign digital gold, enterprise-grade blockchain applications, and the tokenization of traditional assets, all driven by maturing custody and compliance solutions. Experts further identify digital identity and supply chain verification as critical use cases while debating whether Bitcoin's value stems from intrinsic scarcity or its function as a unique social coordination network.
- Milken Institute1h 3m
Real Estate: Structural and Cyclical Disruption
Hugh Andrew, Megan Walters, Kenneth Gaw, Alex Jeffrey, John Lim
Leading industry experts analyze the global real estate sector's transition into a late economic cycle, highlighting structural risks such as rising public debt and geopolitical tensions while identifying capital flow shifts that see Asia-Pacific moving from a net recipient to a net exporter of funds. Panelists advocate for a "value-add" strategy within defensive residential and logistics sectors, demonstrating successful operational transformations in Beijing and Malaysia that leverage technology to drive asset appreciation and tenant retention. Despite concerns regarding interest rate sensitivity and trade wars, the consensus projects that real estate will remain a primary asset class for the coming century, with future returns driven by arbitrage in infrastructure-heavy regions and the evolution of urban living.
- Milken Institute1h 2m
Money Never Sleeps: Global Investment Outlook
Steve Krouskos, David Bonderman, Michael Carmen, Brian Sheth
Panelists in this investment forum assert that technology-driven productivity gains and the digitalization of industries significantly outweigh current geopolitical risks, citing a 700% ROI for software and a critical shortage of IT talent. The discussion highlights a structural shift where companies remain private longer due to regulatory burdens, while private capital increasingly fills credit gaps for high-growth software firms. Looking forward, experts recommend focusing on long-term AI adoption and emerging markets like India over short-term volatility, while warning of potential near-term recessions triggered by premature Federal Reserve rate hikes.
- Milken Institute55 min
Building Funds of Tomorrow: Technology and Talent in the Future of Asset Management
David Francl, Teresa Barger, Michael DeAddio, Eddie Fishman, Taylor O'Malley
Eddie Lampert, Michael Shapiro, and Taylor W. Bellows discuss how integrating human and machine intelligence drives productivity, accelerates idea velocity, and refines alpha generation while shifting risk management and compliance to automated systems. The panel emphasizes that firms prioritize building proprietary technology only for core differentiators, opting instead to purchase mature third-party solutions for operational efficiency and to mitigate overfitting through rigorous data validation. Furthermore, the discourse highlights evolving workforce strategies, including "farm team" talent acquisition, the cultivation of diverse and values-driven cultures, and the use of behavioral analytics to monitor non-market risks across global teams.
- Milken Institute1h 2m
Putting Principle into Practice: How to Make Sustainability Profitable
Ryan Brennan, Curt Custard, Hiromichi Mizuno, John Murphy, Hugh O'Reilly, Mark Watson, Hiro Mizuno
Senior executives from major global entities including GPIF, Newton, Coca-Cola, and John Swire & Sons convened to analyze the integration of sustainability into long-term investment and corporate strategy. The panelists established a consensus that divestment is less effective than active engagement, citing empirical evidence that engaged companies generate significantly higher returns while avoiding the "rhetoric" caused by undefined standards. Key outcomes included the adoption of rigorous ESG metrics, the alignment of executive compensation with sustainability goals, and a strategic shift toward cross-sector collaboration to address complex challenges like water scarcity and decarbonization.
- Milken Institute1h 10m
The Evolution of Leadership
Heidi Toribio, Sharanjit Leyl, Marina Mahathir, Michael Owen, Igor Tulchinsky, John Wood
The Milken Women's Leadership Summit gathered industry leaders like John Wood, Marina Mahathir, and Michael Owen to redefine inclusion as active participation and highlight the fusion of data, artificial intelligence, and human resilience in modern governance. Participants addressed the critical need to democratize financial education through initiatives like WorldQuant University while navigating digital scrutiny and leveraging technology to bypass media restrictions in global advocacy. The session concluded with a consensus that future leaders must balance decisive action with long-term ecosystem building, prioritizing transparency and humility as the ultimate measures of character.
- Milken Institute1h 1m
The Rise of Blockchain: How To Trust Strangers
Adam Burden, Cory Johnson, Tianmin Liu, Sopnendu Mohanty, Kaidi Ruusalepp
Moderated by Adam Burden, a panel featuring experts from Ripple, Iki Finn, Funderbeam, and the Monetary Authority of Singapore defined blockchain's shift from theoretical trust mechanisms to production use cases that cut settlement times from days to minutes. The discussion detailed specific implementations where Ripple streamlines cross-border payments, Iki Finn traces agricultural supply chains, and Singapore's Project Ubin tests tokenized currency, while highlighting that high-volume transaction integrity remains a technical hurdle. Experts concluded that while the technology offers significant efficiency gains for financial services, supply chains, and government, its widespread adoption depends on resolving regulatory friction and ensuring that governance structures can evolve alongside the code.
- Milken Institute1h 0m
How China Is Transforming Southeast Asia
Kirk West, Paul Gruenwald, Robin Hu, Jonathan Woetzel, Francis Sock Ping Yeoh
Panelists analyzed the fragility of South China Sea stability, China's Belt and Road Initiative-driven manufacturing shifts, and severe environmental threats like overfishing and plastic pollution across Southeast Asia. While China projects dominance through massive infrastructure spending and trade expansion, experts highlighted significant friction points including lack of local employment, debt transparency concerns, and ongoing geopolitical posturing with the United States. The discussion concluded that sustainable regional growth requires deprioritizing conflict in favor of accelerated infrastructure development, stricter environmental standards, and renewed U.S. engagement through trade frameworks like the TPP.
- Milken Institute1h 30m
A Conversation with Howard Marks: Mastering the Market Cycle
Investment strategist Howard Marks emphasizes that historical market cycles and human psychology consistently drive asset pricing, challenging the "this time is different" narrative while highlighting the critical importance of valuation over asset quality. His analysis of structural shifts, from the evolution of bond covenants to the rise of passive investing, underscores that risk is cyclically determined by investor sentiment and liquidity rather than economic fundamentals alone. Ultimately, Marks argues that successful capital allocation requires recognizing probabilistic outcomes and maintaining sufficient resources to exploit the extreme fear and pricing inefficiencies that arise during inevitable downturns.
- Milken Institute59 min
Breaking the Bank: How Asian FinTechs Are Redefining Financial Services
Dan Murphy, Kevin Jacques, Donald Lacey, Akshay Naheta, Simon Paris
The event analyzes the rapid divergence between Asian FinTech markets and legacy systems, highlighting a strategic industry shift from consumer-focused models to B2B platformization and embedded finance. It details how insurance and banking sectors are transforming through IoT data, usage-based pricing, and regulatory consolidation, while capital flows increasingly favor late-stage firms with proven unit economics over early-stage valuations. Finally, the discussion outlines critical success factors for founders and incumbents, emphasizing that long-term partnership strategies and deep regulatory expertise are essential to navigate fragmented global landscapes and avoid commoditization.
- Milken Institute56 min
Asia's Next Frontier: Building Capabilities for Translational Research
Tanisha Carino, Christiana Bardon, Carl Firth, Annalisa Jenkins, Baiju Shah, Chris Bardone
Faster Cures and Milken Institute convene Asian policymakers and industry leaders to address the critical "Valley of Death" separating basic science from clinical cures across the region's rapidly expanding R&D landscape. The discussion highlights Singapore's strategic shift toward translational funding and data infrastructure, China's accelerated regulatory reforms, and the Harrington Project's hybrid model designed to bridge skill and capital gaps for high-burden diseases. While genomic initiatives and reimbursement changes promise to modernize access, the session concludes that overcoming cultural barriers in patient advocacy and workforce specialization remains essential for translating scientific knowledge into effective patient treatments.