Latest Interviews
Showing 1081–1095 of 1,563 transcripts.
Clear all filters- Milken Institute58 min
Filling the Mid-Market Financing Gap
Staci Warden, Michael Arougheti, André Bourbonnais, Bilal Rashid, Brian Reynolds, Steven Sugarman, Stacey Worden, Mike Arrigetti
Panelists from major firms including Aries Management, PSP Investments, and the Bank of California discussed the mid-market's critical role in U.S. job creation following a structural shift where regulatory changes like Basel III forced large banks to exit leveraged lending. This disintermediation has driven institutional investors to deploy over $1 trillion in private debt capital, with regional banks adopting shadow banking models to fill the void left by systemically important institutions. While the sector currently offers strong covenant protection and floating-rate benefits, experts warn that leverage thresholds exceeding 4.5x and stress in energy and mining sectors could precipitate a default cycle by 2018 despite an otherwise resilient outlook.
- Milken Institute1h 1m
The Transformation of Finance: Technology's Impact on Wall Street
Larry Tabb, Corrie Elston, Adena Friedman, Daniel Nadler, David M. Siegel, Jackson Mueller
Hosted by Larry Tabb, a panel of industry leaders including Corey Elston, Dan Nadler, David Siegel, and Adina Friedman examines how automation, artificial intelligence, and cloud computing are reducing Wall Street's headcount by an order of magnitude while shifting the workforce toward data scientists. The experts predict that while blockchain and machine intelligence will not eliminate traditional banks, they will force a structural evolution where institutions transition from proprietary trading to value-added services and operate with significantly higher operating leverage. Ultimately, the convergence of these technologies aims to eliminate capital inefficiencies and rent extraction, creating a financial ecosystem where the cost of market exposure approaches zero through democratized access to sophisticated algorithmic tools.
- Milken Institute1h 6m
The Age of Asset Management: Harbinger of Stability or Chaos?
Tracy Alloway, David Hunt, Jim McCaughan, Hilda Ochoa-Brillembourg, Ronald O'Hanley, Nouriel Roubini
Experts including Jim McCaughan, Hilda Ochoa-Brillemburg, and Nouriel Roubini analyze how post-crisis re-regulation has shifted global capital flows from bank-dominated systems to asset managers, creating a structural disconnect between macro liquidity and market execution. This transition has fostered a liquidity paradox where ETFs and algorithmic trading amplify volatility while the correlation between equities and bonds inverts, forcing active managers to seek alpha in illiquid sectors like emerging markets. Ultimately, the panel concludes that investors must adjust return expectations downward and that future systemic risks stem primarily from political balkanization, cyber threats, and the need for multilateral institutional reform to sustain global capital mobility.
- Milken Institute1h 1m
Monetizing Mobile: Transforming Behavior into Bottom-Line Results
Kara Swisher, Andrew Appel, Carolyn Everson, Jenny Lee, Spencer Rascoff, Sam Yagan
Mobile adoption has reshaped global commerce, with revenue now comprising 82% of major platforms while traditional incumbents struggle against daily disruptors in an economy where users focus on just four apps. China's advanced market distinguishes itself through diverse monetization waves like virtual tipping and mobile real estate, contrasting with the U.S. walled gardens by leveraging open ecosystems and context-aware, location-based services. Experts predict the future will rely on breaking data silos to connect social and physical retail, driven by the dominance of mobile video, the commercial maturation of augmented reality, and voice-activated assistants.
- Milken Institute1h 1m
Japan: Finding a Path to New Growth
Kotaro Tamura, William Haseltine, Daisuke Iwase, Hideaki Ohmura, Scott Sato, David Shaywitz, Katherine White, Ian Epstein, Hirotaka Yoshino
A comprehensive analysis of Japan's current economic landscape examines the Bank of Japan's negative interest rate policy in conjunction with labor shortages and demographic shifts driven by a super-aging society. Key stakeholders, including LifeNet Insurance's Daisuke Iwase and major staffing CEO Scott, discuss the regulatory tensions between monetary stimulus and capital requirements while highlighting structural reforms in women's workforce participation and guest worker immigration. The event further outlines Japan's strategic pivot toward technological leadership in elder care, regenerative medicine, and hydrogen energy as potential blueprints for addressing similar global challenges in Europe and the United States.
- Milken Institute1h 1m
Africa: Understanding Its Unique Value Proposition
Helima Croft, Samit Gehlot, Bassim Haidar, Yvonne Ike, Jay Ireland, Sena Torres, Amir El, Ruben Brigetti, Aubrey Ruby, Susanna Amos, Clever Gatete, Jeff Herbst
Panellists argue that Africa's economic narrative has shifted from a monolithic "rising" trend to a heterogeneous landscape where policy-driven leaders in Rwanda and Côte d'Ivoire have outperformed commodity-dependent giants like Nigeria and South Africa. The discussion highlights how international institutions and the US often fail to adapt to local realities due to rigid models and risk aversion, while China's capital-heavy approach and Africa's rapid mobile technology adoption offer alternative growth vectors. Ultimately, sustainable development depends on regional integration, infrastructure investment, and the diversification of economies away from extractive industries to absorb the continent's exploding youth demographic.
- Milken Institute1h 0m
The Art and Science of Polling
Mollyann Brodie, Jon Cohen, Michael Dimock, Alex Lundry, Margie Omero, Molly Ambroti
A panel of polling experts and campaign strategists analyzed how modern data science and media dynamics reshaped the 2016 election, noting that traditional models failed to predict Donald Trump's rise until online metrics and social media sentiment captured his "black swan" status. While Republican voters were driven by divisive rhetoric and fear, the discussion highlighted a methodological revolution where machine learning and aggregated diverse data sources replaced outdated telephone surveys to identify unarticulated voter preferences. The event concluded by emphasizing that despite industry challenges with response rates and public trust, polling remains an essential democratic check against punditry by validating the broader electorate's mandate.
- Milken Institute1h 15m
Real Estate: Where Are Prospects Rising and Falling?
Maria Bartiromo, Barry Blattman, Victor Coleman, David Simon, Michael Weil
Industry leaders characterize the current real estate cycle as stable and leveraged-conservative, driven by a strategic pivot from short-term trading to long-term ownership as Asian and Middle Eastern capital flows increasingly favor equity stakes in U.S. trophy assets. While new supply creates localized oversupply risks in urban cores like New York and San Francisco, the market demonstrates resilience through disciplined underwriting and a distinct shift where technology giants and international investors prioritize physical space as a critical talent acquisition tool rather than operational overhead. Looking ahead, participants warn that future value creation will rely on operational efficiency and asset management to navigate political uncertainties and a transition away from interest-rate arbitrage, even as emerging markets like Brazil offer deep value opportunities for diversification.
- Milken Institute54 min
End of an Era: A Conversation With NBA Great Kobe Bryant
Kobe Bryant concludes his twenty-year NBA career by prioritizing personal fulfillment over team contention, a decision marked by a final 60-point performance that he dismissed as irrelevant to his internal motivation to transition into storytelling and media ventures through "Kobe Inc." Reflecting on a leadership style defined by brutal honesty and a focus on unlocking teammates' potential, Bryant details his evolution from a self-centered competitor to a mentor who utilized his relationship with Michael Jordan and his friction with Shaquille O'Neal as catalysts for greatness. His post-retirement philosophy emphasizes controlling effort rather than doubting outcomes, setting a precedent for his future endeavors that value historical legacy and personal growth over external validation.
- Milken Institute1h 1m
Stewards of the Game: The Business Leaders Behind Major Sports
Michael Milken, Wesley Edens, Brian France, Bobby Kotick, Robert Kraft, David Stern, Wes Edens
A diverse panel of sports executives, including Wes Edens, Brian France, Robert Kraft, and David Stern, outlined significant capital investments and strategic shifts across the Milwaukee Bucks arena project, NASCAR's charter system, and the explosive growth of the esports sector. These leaders highlighted a transition toward franchise stability, private financing models, and the integration of emerging digital media to drive revenue and global engagement, with specific projections that esports viewership could reach 500 million within five years. By emphasizing the critical roles of data analytics, talent acquisition, and emotional community connection, the group concluded that future sports valuations will rely heavily on adaptability to changing media landscapes and the ability to foster deep fan loyalty.
- Milken Institute1h 0m
How Activist Investing Is Reshaping the Boardroom: A New Dawn for Corporate Governance?
David Faber, Gene Lee, Raymond J. McGuire, Clifton Robbins, Anne Sheehan, Jeffrey Smith
CalSTRS leverages its $189 billion portfolio to co-invest with specialized activist managers like Starboard Value and Blue Harbor, prioritizing deep due diligence and long-term governance engagement over distinct asset classification. The discussion highlights the Darden Restaurants case study as a paradigm for successful collaborative intervention, where board turnover and a jointly developed five-year plan drove superior cash-flow outcomes while avoiding costly proxy fights. As institutional investors increasingly demand internal self-introspection and director equity alignment, the event projects a future where activism remains a permanent governance feature driven by mid-cap opportunities and shareholder pressure on capital allocation.
- Milken Institute1h 1m
Driverless Cars and Beyond: Where's Transportation Headed?
Sue Callaway, Chris Ballinger, Brian Kelly, Doug Newcomb, Raj Rajkumar, Juraj Vaculik, Vasilis Galavaniskaya, Martha Minowski, Raj Kumar
Industry leaders from Toyota, Google, and Carnegie Mellon are driving a shift toward autonomous and air mobility to address the 1.3 million annual global traffic fatalities while navigating regulatory frameworks currently being updated in California and globally. Despite projections that full technological readiness requires decades of testing, stakeholders anticipate a convergence of shared, connected, and autonomous services that could displace traditional vehicle ownership and create new economic models across developing markets. While safety protocols continue to evolve through extensive data collection and multimodal integration, experts warn that significant workforce displacement in the transportation sector will necessitate proactive adaptation in infrastructure and workforce development.
- Milken Institute1h 1m
Lighting the Globe: Manoj Bhargava in Conversation with Sheryl WuDunn
Manoj Bhargava, Sheryl WuDunn, Eric Schmidt, John McCutchan, Raymond Santos, Jennifer Doyle, Sharon Chandran
Forbes billionaire and 5-Hour Energy founder Manoj Parga has launched "Stage 2," a venture dedicated to deploying low-maintenance, scalable technologies in water, energy, and health for underserved populations. The initiative introduces hardware like the $250 Free Electric bicycle to generate power for livelihoods, the energy-efficient Rainmaker desalination unit, and a medical patch for early disease detection, all designed to replace unreliable solar and complex medical diagnostics in rural areas. Parga explicitly rejects proprietary hoarding by offering to train competitors and sell production lines, prioritizing rapid global adoption of simple, functional engineering over traditional philanthropic overhead.
- Milken Institute1h 0m
Marketplace Influence Empowers the New Latina
Giselle Fernandez, Julie Ann Crommett, Mónica Gil, David Hayes-Bautista, Nina Vaca
This panel convenes industry leaders and data analysts to expose the $1.5 trillion economic power of Latinas, who dominate household spending, drive 60% of the 18-to-34 demographic, and lead startup ventures at triple the national rate. Speakers detail how strategic investment in this demographic through culturally authentic marketing, diverse workforce representation, and targeted capital access drives measurable revenue growth while dismantling stereotypes that hinder women in STEM and tech sectors. The discussion concludes that the traditional "general market" is obsolete, urging corporations to pivot toward the "browning of America" to secure profit and solve critical workforce shortages.
- Milken Institute1h 3m
Russia: A Riddle Wrapped in a Mystery Inside an Enigma?
Alexander Kovaler, Erik Berglöf, Mark Garber, Steven Hellman, Maxim Oreshkin, Ernest Rudyak, Alex Kohl
Moderated by Alex Kohl, a panel of international financial experts and former Russian officials assessed how the nation adapted to two years of sectoral sanctions and falling oil prices. The discussion highlighted that while Russia successfully stabilized its banking sector and achieved a current account surplus through currency devaluation and import substitution, its long-term growth remains constrained by state dominance, demographic stagnation, and an uncertain political environment. Ultimately, the group concluded that unless the government implements structural reforms to address institutional gaps, the economy will likely experience only limited expansion while shifting its financial focus toward Asian partners.