Latest Interviews
Showing 781–795 of 1,076 transcripts.
Clear all filters- Milken Institute1h 3m
Is Bigger Better? Global Strategies in Hospitality
Jesse Scharf, Alan Firstman, Mahmood Kimji, David Palmer, Michael Rosenfeldt, Henry Silverman, David Gergenhardt Griffin Jr., Eric Schmidt, Henry Haynes, Michael Passmore, Mark Blythefield Jr.
At the Milken Conference, five hospitality leaders including Alan Firstman of Montage Hotels and Mahmood Kimji of Highgate analyzed critical market themes such as all-time pricing peaks, capital market liquidity, and the disruptive impact of Airbnb. The panelists detailed how asset-light financing models and shifting brand strategies are driving multiple expansion while technology giants force a transition from traditional OTAs to direct distribution channels. Concluding that future value lies in niche differentiation rather than scale, the group anticipated a wave of strategic mergers designed to reduce overhead and optimize returns in a saturated global market.
- Milken Institute1h 0m
Luxury Without Borders
Jared Carney, Tamara Mellon, Dr. Precious Maloui Motsepe, Dee Poon, Kevin Ryan
A panel of industry leaders including Kevin Ryan, Dee Poon, Dr. Precious Maloui Motsepe, and Tamara Mellon discussed how the global luxury market is shifting its geographic center toward Asia and the Middle East while adopting digital-physical hybrid business models. The experts highlighted critical operational transitions, such as Gilt.com's data-driven flash sales, Pi's just-in-time supply chains, and Africa Fashion International's use of technology to bypass physical retail barriers in Western markets. Together, these insights predict that within a decade, traditional wholesale and retail structures will become obsolete as brands prioritize granular data analytics, ultra-fast production cycles, and ethical storytelling to satisfy a tech-savvy, globally expanding affluent consumer base.
- Milken Institute1h 0m
Wellness and Prevention: Creating Healthier Lives and a Healthier Economy
Eric Schatzker, Steve Bird, Lynn Goldman, Kyuri, Bernard Tyson, LaDawn Mantegi, Daryl Difty
A panel featuring leaders from Safeway, Kaiser Permanente, and IBM demonstrates how shifting healthcare focus from treatment to prevention can drastically reduce costs and improve population health outcomes. These organizations achieved significant results, such as Safeway's 50% healthcare cost reduction and Kaiser Permanente's lower cost trends, by implementing outcome-based rewards, addressing social determinants, and utilizing data-driven interventions. The discussion further highlights the urgent economic necessity of rebalancing public policy and incentives to address systemic disparities and move beyond fee-for-service models toward holistic, value-based care.
- Milken Institute1h 2m
Women: Key Players in High-Growth Investment Strategies
Chris Ailman, Carol Kretschmann
Despite women comprising over 60% of U.S. PhDs, they remain critically underrepresented in venture capital and private equity, with less than 5% of fund capital flowing to female-led companies. Institutional leaders like CalSTRS are leveraging $200 billion in assets to enforce structural reforms, including "Rooney Rule" style hiring mandates and diversity-linked compensation, while investors are urged to demand representation during due diligence. Panelists conclude that overcoming deep-seated bias requires shifting from voluntary pipeline initiatives to enforced accountability through shareholder voting, diverse sourcing, and the transfer of wealth toward female consumers.
- Milken Institute1h 12m
Follow the Flow: How Asset Management Is Reshaping the Global Financial System
Eric Schatzker, Jess Staley, John Chervam, Jeff Gundlach, David Harding, Kent Clark
A panel of industry leaders and regulators discussed the accelerating consolidation of asset managers, where firms face strategic divergence between pursuing scale to access exclusive deal flow or capping assets to preserve performance quality. The discussion highlighted critical systemic risks emerging from liquidity mismatches, the displacement of bank credit intermediation by asset managers, and the potential dangers of negative rates and "unconstrained" strategies in an oversaturated market. Experts concluded that while market stress tests like the energy sector repricing have shown resilience, the next crisis will likely stem from currently logical assumptions regarding risk and capital preservation.
- Milken Institute1h 1m
Building an Entrepreneurial Ecosystem: Why L.A. Is Working
Steve Drobny, Julie Gerberdinger, Kara, Walter, Scott Goldbaum Jr., Eric Schmidt, Steve Cowpert Jr., Harry
Los Angeles is rapidly transforming into a premier technology hub by capitalizing on its distinct entertainment and automotive heritage to drive superior user experience design, evidenced by a fivefold surge in startup capital to $2.5 billion. This growth is fueled by a diverse funding landscape involving over 150 local banks and family offices that support revenue-focused enterprises, while a talent influx from major tech firms bolsters the region's engineering capabilities. Although historically a feeder market for acquisitions, the ecosystem is increasingly retaining anchor companies and scaling successful ventures like TrueCar and Rubicon to secure long-term institutional dominance.
- Milken Institute1h 3m
Southeast Asia: A Compelling Case for Investment
Cecilia Mazzeca, Kirk Wagger, Cesar Purisima, Kasim Sid Patumsok, Richard Lee, Dina Jalal, AJ Gandhi, Carl Harris, Ben Rosen Manning, Nate Pierce
This presentation analyzes the ASEAN Economic Community's projected rise as the world's fifth-largest economy by 2015, driven by a youthful demographic dividend and strategic infrastructure integration. While U.S. foreign direct investment has surpassed China's through a "China Plus Two" diversification strategy, investors face distinct challenges including regulatory non-tariff barriers and the necessity for localized partnerships. Experts recommend utilizing Singapore as a legal hub and adopting a country-specific approach to capitalize on emerging opportunities in electronics manufacturing, medical tourism, and urban development.
- Milken Institute1h 2m
The Alchemy of Finance: Portfolio Construction Strategies
Steven Toy, Brian Pellegrino, Hua Fan, Tim Hayward, Jane Buchan, Jennifer, HUA LIANG PENG YANG CHIU, DAVID LEVINSON, SHUO-CHUN LIU, DAVID KAPLAN, JULIANA GLEAVER, LIZ FONG, LIZ GARBUSKI, LIZ GAFFNEY, MICHAEL GREENSTONE
Distinguished investors from W.L. Ross, UPS, CIC, GAM, and PAMCO convened to analyze portfolio construction strategies within uncharted market conditions characterized by high valuations and fixed income volatility. Panelists detailed specific tactical shifts, including UPS's move to liability-matched private debt structures, W.L. Ross's focus on distressed energy and real assets, and coordinated views on avoiding overpriced European credit in favor of U.S. long-term bonds. The discussion underscored a consensus on prioritizing performance-based fees, managing liquidity for opportunistic deployment, and navigating regulatory-driven disintermediation across global asset classes.
- Milken Institute1h 2m
Global Risk
Wesley Clark, Lindsey Graham, Tony Blair, Yasuhide Nakayama
General Wesley Clark, Senator Lindsey Graham, Tony Blair, and Yasuhide Nakayama convened to address escalating global threats including Middle East extremism, Russian aggression in Ukraine, and China's strategic rise in Asia. While Graham confirmed his high probability of seeking the 2016 Republican presidential nomination, the panelists reached a consensus on the urgent need for robust military preparedness, the rejection of negotiation with terrorist entities, and a transition to American energy independence to counter authoritarian leverage. The discussion concluded with dire warnings regarding systemic financial instability and climate change, urging immediate diplomatic and economic reforms to preserve international security.
- Milken Institute57 min
Around the World in 60 Minutes: Creating Global Prosperity
Mike Milken, Tony, Strive, Nouriel, Kathy
The 18th annual Milken Institute Global Conference convened 4,000 attendees and global leaders including Tony Blair and Nouriel Roubini to address the dual challenges of global job creation and economic resilience. Key outcomes included the formation of a task force targeting one billion new jobs and strategic imperatives emphasizing migration liberalization, human capital investment, and health infrastructure to counter automation and demographic shifts. By shifting focus from aid to trade and advocating for lifelong learning, the panel established a framework for future prosperity centered on open governance and innovation.
- Milken Institute1h 11m
The Return of Volatility: Canary in the Coal Mine?
Mike Cloughton, Jillian Tett, Alex Friedman, Josh Friedman, Josh Harris, Alan Howard, Kerry Laidrock
Following a panel discussion on market structure, liquidity, and monetary policy, financial experts warn that structural imbalances created by post-2008 regulations and shifting market-maker functions are setting the stage for a structural 10% market pullback within the next four to six months. While the Federal Reserve is expected to delay rate hikes until 2016 due to dovish constraints, investors are advised to bypass overvalued liquid assets in favor of unrated credit, European cyclicals, and Japanese equities to capitalize on mispriced opportunities. The consensus identifies a fundamental market reset as inevitable as central bank support wanes, urging a strategic shift toward unquoted assets and sectors benefiting from geopolitical and commodity shifts to navigate the upcoming volatility.
- Milken Institute55 min
India: Can Modi Turn the Elephant Around?
Modi, Brooks Entwistle, Ravesh Agarwal, Praveen Chakravarti, Manjit Singh
A panel of experts including BSE Strategic Advisor Praveen Chakravarti assessed the first year of the Modi administration, highlighting a significant shift in global investor sentiment and policy reforms like reduced registration times despite challenges in judicial enforcement and federal constraints. While the government targets a major expansion of manufacturing and digital adoption to drive growth for a young demographic, structural bottlenecks in the primary capital market and infrastructure funding remain critical hurdles. Ultimately, the discussion projected a high probability of a second term for Modi and an upbeat market outlook, contingent on navigating upcoming state elections and global capital flow risks.
- Milken Institute1h 0m
The Future Is Now: Things That Will Blow Your Mind
William Santana Lee, Nina Tandon, Dr. Frederick Maul
At this event, William Santana Lee of Nightscope, Nina Tandon of EpiBone, and Dr. Frederick Maul of ORIS presented breakthrough autonomous systems ranging from crime-predicting security robots to tissue-engineered bone grafts and precision surgical micro-robots. These innovations collectively demonstrate a shift toward a "Third Industrial Revolution" where biotechnology and data-driven automation aim to reduce the $1 trillion annual cost of crime while revolutionizing minimally invasive medical procedures and drug testing. The panel further outlined significant challenges in regulatory approval and talent acquisition, alongside a shared vision for deploying tens of thousands of units globally to enhance public safety, accelerate clinical outcomes, and lower healthcare costs.
- Milken Institute1h 2m
Saving the World From Us: Strategies for Conservation
Amy Christensen, Catherine Bigelow, Greg, David Vonderman, Tom, Philippe Cousteau
Experts warn that wild elephants face extinction within four to eleven years as poaching networks fund terrorist organizations through a $1 billion illicit ivory economy. To counter these vertically integrated criminal enterprises, conservationists are deploying military-grade tactics such as armed rangers and helicopters, while simultaneously targeting demand markets in China and New York through stricter laws and cultural shifts. Strategic divergences persist regarding the use of aggressive enforcement versus traditional NGO approaches, yet there is a consensus that immediate, security-focused interventions are essential to protect apex predators and the ecosystems they sustain.
- Milken Institute1h 2m
How American Business Is Shaping the Gay-Rights Debate
Katie O'Reilly, Richard Socorides, Matthew Winkler, Nicole Dullet, Dustin Lance Black, Josh Barrow, Sumit Goel, Patricia Waldinger, Eric Schmidt, Mark Chamberlain
Since the early 1990s, major corporations across sectors like technology, finance, and entertainment have actively championed LGBT rights, evolving from isolated advocacy to a unified front that leveraged economic influence to defeat discriminatory legislation such as Indiana's 2015 Religious Freedom Restoration Act. Driven by data linking inclusive policies to higher productivity and younger consumer appeal, these business leaders have pioneered investment vehicles like the Credit Suisse LGBT Equality Index while pressuring governments to expand marriage equality and employment protections. Looking ahead, this corporate momentum is poised to address transgender rights and navigate global legal complexities, further fracturing traditional political coalitions and redefining workplace standards for the next generation.