Latest Interviews
Showing 826–840 of 1,076 transcripts.
Clear all filters- Milken Institute59 min
Innovative Cities: Transforming the Urban Ecosystem
Ross Duvall, Andy Cohen, Claire Cockerton, Shirley Franklin, Ned Couric, Perry Wong, Rasmus Silkaitisenkovskiy, Eric Schmidt, David Plylar
This analysis examines how rising global urbanization rates are driving innovations in vertical architecture, sustainable transportation, and inclusive community models like Purpose Built Communities. Key developments include Gensler's mixed-use "Dragon's Tale" skyscraper in Shanghai, Toyota's infrastructure expansion for hydrogen vehicles, and public-private partnerships transforming distressed areas in the US and Hong Kong. While these advancements offer pathways for economic vibrancy and environmental resilience, experts warn that without equitable policy implementation, such rapid growth risks exacerbating social segregation and affordability crises.
- Milken Institute1h 0m
The Future of Work: How to Survive and Thrive Amid Creative Disruption
Jody Miller, Beth Steinberg, Alexander Santamon, Diana O'Brien, Peter Grauer, John Bischke
Industry leaders from Deloitte, Bloomberg, Intello, and BrightRole converge to address the impending shift where a majority of work will be performed by non-traditional employees amidst a massive boomers retirement and the rise of the gig economy. These executives outline evolving talent strategies, ranging from predictive analytics to identify flight risks and "access-over-ownership" models like GLG's peer-learning platform, while emphasizing the critical need to bridge knowledge gaps through mentorship and revised leadership development. The discussion further highlights how forward-thinking organizations are integrating diversity and sustainability into core commercial strategies to navigate legal complexities and secure long-term retention in an era defined by rapid skill obsolescence.
- Milken Institute1h 0m
The Art and Science of Capital Structure
Industry leaders from Crescent Capital, Leonard Green, and Canyon detail how post-2008 regulations have transformed US banks into public utilities, driving a $75 trillion expansion in shadow banking and alternative financing structures. Panelists highlight specific investment opportunities in capital structure arbitrage, OpCo/PropCo splits, and the European vacuum for operating finance companies to capitalize on market volatility. Ultimately, these firms advocate for disciplined balance sheet restructuring and private credit strategies while avoiding regulated banking entities to mitigate liability and regulatory risk.
- Milken Institute1h 1m
Cyber-Security: Protecting Companies and Citizens From Assault
Eli Sugarman, Alex Stamos, Suzanne Spaulding, Ray Rothrock, Susan Gilchrist
A panel of federal officials and industry leaders, including DHS Undersecretary Suzanne Spaulding, Yahoo CISO Alex Stamos, and Red Seal CEO Ray Rothrock, convened to address the escalating intersection of U.S. cybersecurity legislation, global threat intelligence sharing, and corporate liability. The group critically evaluated the efficacy of static compliance standards versus dynamic resilience frameworks, highlighted the economic necessity of investing in security infrastructure, and debated the strategic and moral implications of government-mandated encryption backdoors. Their discussion concluded that future security strategies must prioritize continuous monitoring, standardized risk metrics for investors, and international collaboration to protect critical infrastructure against evolving cyber threats.
- Milken Institute59 min
Reform in China: Growing Pains for a Global Power
Dr. Ha Ziming, Mr. Huang Shan, Professor Pei Mingxin, Mr. Chang, Wang Chen
Panelists at a recent economic forum analyzed China's transition to a structural slowdown marked by declining investment efficiency and a debt-to-GDP ratio surging to 243%. Experts like Dr. Ha Ziming and Professor Pei highlighted critical risks from capital misallocation and the governance paralysis caused by President Xi Jinping's aggressive anti-corruption campaign, while noting a pivot toward domestic consumption and assertive foreign infrastructure initiatives like the Belt and Road and the AIIB. Despite fears of a hard landing, the discussion concluded that external investors remain interested due to monetary easing and undervalued assets, even as high-net-worth individuals diversify globally amid concerns over the state-capitalist model's sustainability.
- Milken Institute58 min
Modern Money: How Technology and Culture Are Changing How We Save, Spend and Invest
Lena Rao, Greg Baxter, Mike Cagney, Rebecca Lin, Adam Nash, Don Kwan, Greg D, Craig O, Stephanie Wong, Jr., Matthew Accarrino, Jr., Stephanie Hirschhorn, Jr., Rebecca Garcia, Matthew Panzarino, Zhang Zhuoijia, Caroline O
This panel discussion among leaders from Citi, SoFi, Wealthfront, and the CFPB analyzes how the financial behaviors of the $15 trillion baby boomer demographic and the 60 million millennials are forcing a shift from bundled traditional banking to unbundled fintech solutions. While legacy institutions like Citi pursue strategic acquisitions to capture younger consumers, non-bank competitors increasingly favor partnerships to maintain capital efficiency and avoid the regulatory burdens of full banking licenses. The conversation concludes with a consensus that the next five years will be defined by AI-driven automation, the demand for real-time payments, and a potential consolidation of the 7,000 U.S. financial institutions due to these structural and cultural pressures.
- Milken Institute56 min
Macroeconomic Trends: Monetary and Fiscal Responses
Brian Sullivan, Seth Carpenter, Dimitri Demekas, Scott Minerd, Tad Rivelle, Paul Sheard
Panelists Seth Carpenter, Dimitri Demeckis, Scott Miner, Tad Revell, and Paul Sheard debated the efficacy of central bank tools against historical parallels, structural flaws in the Eurozone, and divergent views on negative interest rates and regulation. The session highlighted a fundamental dispute between officials who view current monetary interventions as necessary stabilization and critics who argue these measures merely defer deep-seated economic problems like demographic shifts and unaddressed debt. Ultimately, the group concluded that while the US benefits from favorable demographics, global risks including potential Greek debt defaults and the limitations of a single currency union require coordinated fiscal and structural reforms beyond current monetary capabilities.
- Milken Institute1h 1m
K-12 Education Reform: Are We Getting It Right?
John Daisy, Rudy Crew, Sarah Habern, Eva Moskowitz, Kristen Van Hook
Experts and policymakers analyze nationwide education trends, noting significant NAEP gains in math and graduation rates alongside persistent achievement gaps and international competitiveness concerns. The discussion highlights specific reform strategies implemented by leaders like John Daisy in LA and Dr. Rudy Crew in NYC and Miami, which utilized charter expansion, restorative justice, and performance-based teacher systems to drive student outcomes. Participants conclude with a consensus that federal policy must shift from funding complex grants to enforcing rigorous standards, while business leaders are urged to demand systemic changes and apply private-sector evaluation models to public education.
- Milken Institute1h 1m
The Shifting Sands of Market Structure: Equity Trading in the Spotlight
Kevin Cowan, Stephen McCauley, Seth Marin, Sianna Mastofi, Jamil Nazarelli, Jatin Suravanshi
A panel of financial experts critically evaluated SEC Chair Mary Jo White's thirteen directives on market structure, debating the efficacy of policies like the Tick Size Pilot while highlighting risks posed by the proliferation of off-exchange trading venues. Discussions revealed significant industry opposition to specific provisions that could transfer wealth from investors to dealers, alongside concerns that high data costs and a lack of institutional disclosure standards act as hidden taxes on market efficiency. As regulatory deadlines approach in May, the consensus emphasizes the urgent need for empirical evidence-based reforms to address systemic issues in capital formation, ETF concentration, and the fragmentation of liquidity across lit and dark pools.
- Milken Institute1h 1m
Disequilibrium in Global Debt
Felix Salmon, Peter Budko, Damian Lillicrab, Nouriel Roubini, Gene Sperling, Andrew Whittaker
Leading economists and strategists including Nouriel Roubini, Peter Budko, and Gene Sperling analyzed the unsustainable trajectory of global debt, debating whether net asset offsets and low servicing costs justify current high leverage ratios. The panel highlighted a critical disconnect where massive debt accumulation has fueled asset bubbles and corporate buybacks rather than productivity, leaving markets vulnerable to earnings shocks due to "covenant light" lending and constrained fiscal safety nets. Concluding that central banks have become overstretched fiscal substitutes, the experts warned that without a political compact linking stimulus to structural reform, the global economy faces a prolonged cycle of financial repression and inequality.
- Milken Institute1h 3m
From Marketer to Influencer to Global Brand Shaper
Beth Brady, Matt Durella, Hannah Groove, Mark Wilson, Nancy Kanwisher, Hannah Hartmann, Cecilia Giovannini, Mark Siegelmann, Martha Minowski, Margaret Brennan, Nicole Sinclair, Caroline O, David Kwong, Shirley Moody, Tana, Angela Duckworth, Nina Savari, Mark Goulston, Mark McCurry, Mark Zuckerberg, Cecilia Arradaza
Executives from Principal Financial Group, Twitter, State Street, and BlackBerry convened at a Milken Institute panel to redefine marketing as a strategic revenue driver driven by data and cross-functional integration. The discussion highlighted a sector-wide pivot where leaders leverage hyper-personalization, advanced attribution modeling, and security imperatives to transform complex industries into consumer-centric ecosystems. Participants emphasized that future success relies on cultivating trust through simplified storytelling and rapidly iterating strategies to convert marketing from a cost center into a critical business engine.
- Milken Institute1h 2m
Transforming Global Supply Chains to Be Humane and Ethical
Jim Potofsky, Justin, Jean Batter-Schneider, Federica, Julia Ormond, Chris McGrath
A panel of industry leaders and policymakers addresses the global scale of forced labor, highlighting a criminal profit gap that far exceeds current anti-trafficking spending while urging a strategic shift from punitive compliance to collaborative "race to the top" incentives. Major corporations including Mondelez and Lands' End demonstrate that direct investment in supply chain transparency and worker empowerment can simultaneously enhance productivity and brand value, supported by new technologies that utilize predictive analytics to mitigate risks before violations occur. The event concludes by advocating for public-private partnerships and narrative reframing to mobilize both businesses and consumers toward sustainable, ethical sourcing rather than relying on static certification labels.
- Milken Institute1h 0m
Digital Future: The Internet of Things
Alex, David Levinson, Bridget, Kathleen Murphy, Mark, Gary, Michael, Shirley Moody, Dan Galpin, Margaret Burns, John McCutchan
The event analyzes the Internet of Things as a rapidly expanding "physical graph" driven by industrial applications and projected to host 50 billion devices, fundamentally shifting market models from hardware sales to recurring data services. Industry leaders emphasize that robust security must be embedded at the silicon level and advocated for open platforms to mitigate risks inherent in interdependent legacy systems. Furthermore, the discussion addresses the economic viability of IoT through predictive maintenance, the convergence of connectivity standards, and the ethical challenges surrounding privacy, algorithmic bias, and public safety governance.
- Milken Institute1h 1m
Credit Markets: What's Next?
Mike Milken, Rich Byrne, David Warren, Tom, Steve, Michael
Regulatory constraints have forced banks to retreat from middle-market lending, creating a liquidity vacuum now filled by alternative capital providers such as Business Development Companies and institutional investors actively engaging in bespoke direct origination. This structural shift compels pension funds and credit managers to abandon passive index strategies in favor of deep fundamental analysis and flexible capital deployment across complex assets like legacy CMBS and emerging market debt to achieve realistic returns. By acting as both lenders and equity partners in distressed or restructuring scenarios, these active managers are capitalizing on a sustained "golden era" of institutional credit investment driven by regulatory disintermediation.
- Milken Institute1h 0m
Global Real Estate: Best Countries, Best Classes
Tom, Sam, John, Eyal, David Einhorn
A global panel warns that the most severe demographic shift in 500 years is compressing cap rates and driving institutional capital into Grade A assets in North American cities while highlighting Mexico's supply chain diversification and China's distressed opportunities as key investment targets. The discussion identifies floating-rate debt structures and disruptive technologies like short-term rental platforms as primary risks to market stability, even as these forces force a bifurcation between public long-term holding strategies and private tactical trading in volatile Asian markets. Ultimately, experts debate whether soaring high-end prices reflect income inequality or a global search for wealth preservation, concluding that the sector is evolving toward specialized assets like assisted living while navigating complex regulatory and currency headwinds.