Latest Interviews
Showing 556–570 of 1,042 transcripts.
Clear all filters- Milken Institute1h 3m
Strategic Investing in the Middle East and North Africa
Becky Anderson, Yousef Al Otaiba, Mohammed Alardhi, Adam Ereli, Harold Ford Jr.
Gulf Cooperation Council nations are aggressively diversifying their hydrocarbon-dependent economies through Vision 2030 and similar initiatives, leveraging Sovereign Wealth Funds like the Public Investment Fund to pursue $1 trillion in regional spending across infrastructure, tourism, and technology. This strategic pivot, driven by a youth bulge that constitutes 60-70% of the population, aims to create jobs and retain leisure capital while hedging against geopolitical volatility by expanding partnerships with Russia and China alongside traditional U.S. ties. Despite ongoing challenges regarding bureaucratic friction and cultural stigmas around failure, the region remains a high-growth destination where U.S. investors are urged to deepen long-term human capital partnerships to capitalize on a burgeoning middle class.
- Milken Institute1h 13m
Lunch Program | Promoting Prosperity in a World in Transition
Michael Klowden, Michael Milken, Jane Harman, Jim Yong Kim, Tidjane Thiam
At the midpoint of the Milken Institute Global Conference, a high-level panel featuring former Secretary Robert Gates, Paul Ryan, and leaders including Jane Harmon, Dr. Jim Yong Kim, and Tijan Fafé analyzed the economic imperatives of global prosperity and the $4 trillion gap required to meet Sustainable Development Goals. The discussion centered on leveraging private sector innovation and demographic shifts in emerging economies to fund critical investments in human capital, health, and education, culminating in the launch of the Disruptive Technology for Development fund to support infrastructure leapfrogging in developing nations. Speakers emphasized that addressing instability in Africa and the Middle East through targeted rule of law and wealth management strategies is essential for preventing future conflict and securing long-term global security.
- Milken Institute58 min
How Will Technology Trends Impact Your Portfolio?
Dan Primack, Jason Greenberg, Colin Le Duc, Morris Mark, Nicole Musicco, Jeff Schumacher
Representatives from BCG Digital Ventures, Ontario Teachers, and Generation Investment Management discuss the embedded nature of technology across sectors, highlighting a structural shift where non-technology firms dominate M&A activity. The panel identifies blockchain protocols, sustainable mobility, and AI as key investment themes while warning that regulatory uncertainty and cultural mismatches between startups and traditional industries pose significant integration risks. Ultimately, the group concludes that exponential technological change requires asset managers to adopt long-term talent strategies and adapt to a landscape where value increasingly shifts to users and decentralized systems.
- Milken Institute1h 7m
De-Risking Emerging Markets Investments
Aron Betru, Jeremy Carter, Michael Eckhart, Keiko Honda, Catherine McCarthy, Jukka Pihlman, Kate McCarthy, Mike Eckhart, David Rockefeller Jr., Kate Ballard, David Freeman, Anne-Marie Slainmann, Cathy O, Jeremy Walker, Michael L, David Batts, Jeremy Standiffer, Rodney Ferguson, Aryeh Green, Ambassador Kobi Krimson
Despite a $2.5 trillion annual funding gap for the Sustainable Development Goals, global financial institutions are constrained by Basel III capital reserves and regulatory misalignments that penalize local currency lending and partial guarantees. Multilaterals like MIGA are increasingly deploying political risk insurance to catalyze private capital, yet structural inefficiencies in credit enhancement and a scarcity of bankable projects continue to hinder the flow of the $250 trillion available in global markets. Industry leaders are now pushing for streamlined credit enhancement mechanisms and regulatory reforms to convert public guarantees into effective tools that address the actual, rather than perceived, risks in emerging markets.
- Milken Institute1h 22m
A Conversation With Wilbur L. Ross, Jr., Secretary, U.S. Dept. of Commerce | Part 2: U.S. Overview
Wilbur L. Ross, Jr., Andy Serwer, Tom Hayes, Kenneth Hersh, John Hickenlooper, Steve Krouskos, Kevin Clouden, Wilbur Ross
Commerce Secretary Wilbur Ross and Colorado Governor John Hickenlooper discussed a "Goldilocks" U.S. economic expansion characterized by rising consumer confidence and accelerated reshoring alongside contentious trade negotiations. The dialogue detailed the Trump administration's strategic delays on steel tariffs with Canada, Mexico, and the EU, the justification for ZTE sanctions, and the projected $1 trillion growth of the commercial space sector. While officials defended deregulation and energy independence as drivers of prosperity, panelists also warned of potential recession triggers including rising corporate debt and a "technology Cold War" that could disrupt post-WWII institutional frameworks.
- Milken Institute59 min
Global Private Equity Outlook
Leslie Picker, Leon Black, Bruce Flatt, Robert Smith, Jonathan Sokoloff, John Sokoloff
Representing a combined $600 billion in assets under management, panelists from Apollo, Brookfield, Vista Equity, and Leonard Green & Partners discussed navigating a market characterized by rising valuations, $1.8 trillion in global dry powder, and a shift toward sponsor-to-sponsor exits. The leaders detailed distinct operational strategies ranging from Apollo's distressed debt focus and Brookfield's permanent capital model to Vista's software specialization, all while rejecting heavy consultant reliance in favor of internal value creation teams. Despite significant fundraising record-breaking activity and a growing international investor base, the group unanimously opposed increased regulation, arguing that their long-term ownership structure offers superior governance and alignment compared to public markets.
- Milken Institute58 min
Frank Luntz: Words That Work, 2018
Frank Luntz presented his "Words That Work 2018" framework at the Milken Institute, using real-time polling to demonstrate how James Comey's credibility collapsed due to factual errors while Stormy Daniels gained trust through specific narrative agency and personal autonomy. Luntz highlighted that extreme political polarization has eroded shared reality and eliminated ticket-splitters, creating a crisis where reputation is now strictly partisan and truth-telling cannot restore cross-aisle trust. The analysis concluded with strategic linguistic recommendations for leaders, such as adopting the "why-therefore-so" formula, replacing "diversity" with "inclusion," and prioritizing active listening to bridge the widening divide between Democrats and Republicans.
- Milken Institute1h 0m
The Evolution of Hedge Fund Management
Erik Schatzker, Dmitry Balyasny, Andrew Feldstein, Dawn Fitzpatrick, Ricky Sandler
At the 2018 Milken Institute Global Conference, industry leaders including Eric Schatzker, Dawn Fitzpatrick, Ricky Sandler, Andrew Felstein, and Dimitri Baljasny analyzed the hedge fund sector's shift away from the traditional "2 and 20" fee model toward performance-based structures and institutional scale. Panelists argued that generating sustainable alpha now requires massive capital deployment for technology and data science, driving market consolidation while forcing managers to adopt hybrid fundamental-quantitative approaches or co-invest in niche specialists. Looking ahead, the group anticipated that hedge funds would outperform long-bias markets over the next three to five years as capital retreats from crowded strategies, though they warned that absolute returns may remain suppressed due to elevated asset prices in a late-stage cycle.
- Milken Institute1h 0m
Advancing Critical Health Issues for Veterans
Jonathan Simons, Prudence Fisher, Isla Garraway, Deborah Lafer Scher, Earle Mack, Peter O'Rourke, Arock Bolanos, Christopher Seeley, Gary, Debra, Major Kent
Hosted by Dr. Jonathan Simons of the Prostate Cancer Foundation, this panel outlines a strategic public-private partnership designed to modernize Veterans Health Administration care through precision oncology and innovative mental health interventions. Key initiatives include a $50 million commitment to establish a national network of Centers of Excellence for prostate cancer genome sequencing and a standardized equine therapy trial targeting PTSD, which leverages biofeedback mechanisms to reduce suicide risks among the 30% of veterans diagnosed with the disorder. By addressing critical infrastructure bottlenecks and utilizing the Million Veterans Program's genetic database, these collaborative models aim to create scalable, evidence-based healthcare solutions for veterans that can subsequently be extended to the broader civilian population.
- Milken Institute1h 3m
Power Play: Closing the Immense Energy Gap in Sub-Saharan Africa
Todd Moss, Joseph Boateng, Justin DeAngelis, A.B.C. Orjiako, Kate Steel, Robert Stoner, Rob Stoner, Glenn Yago, Miguel Acevedo, Paul Hinks
Experts emphasize that while small-scale solutions address immediate needs, large-scale grid infrastructure is essential for Africa's long-term economic growth and industrial competitiveness, particularly given Nigeria's massive generation deficit and projected population surge. Investment strategies are shifting toward hybrid microgrid models and localized resource utilization to bridge the $835 billion funding gap, though success depends on resolving regulatory friction and aligning institutional return expectations with realistic market yields. With 600 million Africans currently lacking electricity access, the sector's future relies on holistic planning that combines government political will, subnational initiatives, and the mobilization of trillions in underutilized local pension assets.
- Milken Institute59 min
Eating Right: Achieving Maximum Wellness Through Nutrition
Alexia Brue, Shane Emmett, Nick Green, Mark Hyman, Patrick Smith, Nick Orloveyski, Mark Blyth, JR.
At the Milken Conference, a panel moderated by Alexia Brew of Well and Good brought together Dr. Mark Hyman and industry leaders Nick Orlove, Shane Emmett, and Patrick Smith to address systemic failures in nutrition caused by industry-conflicted science and outdated government guidelines. The group synthesized diverse solutions ranging from Hyman's "pegan" dietary framework and emerging data on keto's therapeutic potential to business models by Thrive Market, Health Warrior, and Territory that aim to democratize access to whole foods. Ultimately, the panelists identified a critical inflection point where private innovation and a growing public demand for personalized nutrition are converging to disrupt a food system historically skewed by subsidies for processed commodities.
- Milken Institute56 min
Global Overview: Navigating a World in Transition
Gillian Tett, Thomas Barrack, Lord Mandelson, Hiro Mizuno, Ed Royce, Peter Mandelson, Bill Hanway, Richard Blum
Global leaders Tom Barrack, Lord Mandelson, and Ed Royce convened to analyze existential threats including systemic cyber vulnerability, nuclear proliferation, and political fragmentation eroding the post-WWII order. Panelist Hiro Mizuno and others highlighted divergent strategies ranging from "dynamite diplomacy" to target rule violators against calls for systemic reform, while also noting a historic pivot in the Japanese pension fund away from government bonds toward global equities. The discussion culminated in a focus on legislative countermeasures like the BUILD Act and new African development initiatives to counter China's predatory trade models and mitigate long-term human capital failures.
- Milken Institute56 min
The Global M&A Outlook
Dana Mattioli, Leon Kalvaria, Navid Mahmoodzadegan, James Sprayregen, Chris Stadler, John Waldron
With year-to-date M&A activity reaching a record $1.6 trillion driven by tax reforms, activist pressure, and technological disruption, corporations are increasingly pursuing de-conglomeration and offshore consolidation despite regulatory uncertainties. Industry leaders are prioritizing cultural due diligence and capital allocation efficiency to navigate a landscape defined by aggressive private equity competition and a shift toward relational retail models. While panelists forecast a robust remainder of the year fueled by strong valuations and low rates, they caution that geopolitical shocks and potential regulatory blockages could disrupt the current market euphoria.
- Milken Institute1h 0m
Women's Reception | Building Meaningful Lives: Women at the Forefront
Richard Ditizio, Emily Chang, Jane Goodall, Goldie Hawn, Sheila Marcelo
Hosted by the Milken Institute, this session featured speakers Goldie Hawn, Sheila Lirio Marcelo, and Jane Goodall launching the MI Equality Pledge and the MindUp program to advance gender parity through corporate transparency and neuroscience-based education. The panelists shared personal entrepreneurial journeys while addressing systemic biases in Silicon Valley and linking women's economic empowerment to global conservation goals through initiatives like the Takami microcredit program. Their unified conclusion emphasized a collaborative leadership model that rejects sameness for equality, urging the audience to eliminate fear and foster respect across all genders and generations.
- Milken Institute1h 1m
Building Tomorrow's Workforce Today
Rick Newman, Pradeep Khosla, Daphne Kis, Chauncy Lennon, Jane Oates
Driven by a paradox of low unemployment and stagnant labor force participation, the U.S. is confronting structural flaws in its outdated training systems and opaque credentialing infrastructure. In response, initiatives like Credential Engine are deploying transparency databases while educational models such as P-TECH and Swiss-style apprenticeships are scaling to align workforce skills with industry demands. Despite these reforms, experts warn that addressing equity gaps and a looming faculty shortage remains critical to transitioning from a degree-centric culture to one focused on long-term adaptability and competency-based matching.