Latest Interviews
Showing 1–15 of 30 transcripts.
Clear all filters- Milken Institute1h 5m
Leadership in the New Normal: Business Leaders Respond to COVID-19 - Conference Call Series
Kevin Klowden, Jane Fraser, Barbara Humpton, Michael Milken, Mike Milken
At the Milken Institute session "Leadership in the New Normal," moderated by Kevin Clowden, panelists Jane Frazier of Citigroup, Barbara Humpton of Siemens USA, and Mike Milken analyzed the immediate business responses to the COVID-19 pandemic. Frazier detailed Citigroup's rapid shift to digital banking to support millions while maintaining access for vulnerable populations, whereas Humpton described Siemens' pivot to manufacturing critical medical supplies and establishing a "strategic digital twin reserve" for future crisis resilience. Milken provided a broader economic context, highlighting record-breaking vaccine development timelines and the necessity of public-private partnerships to address systemic inequalities and restore interdependent global supply chains.
- Milken Institute1h 22m
Toward a Healthier Future
Will Durant, Mike Milken, Tanisha Carino, Michael Milken, Francis Collins, Susan Desmond-Hellmann, Bernard J. Tyson, Seema Verma, Sue Desmond-Hellman
Representatives from the Gates Foundation, Kaiser Permanente, CMS, and NIH converged to outline a unified strategy shifting global health systems from reactive treatment toward proactive prevention and precision medicine. Leaders highlighted specific breakthroughs in gene therapy, AI-driven neural decoding, and data interoperability while proposing structural reforms to align financial incentives with long-term population wellness and disease eradication. The consensus among these major institutions emphasizes that future economic prosperity and reduced healthcare costs depend on integrating community infrastructure, digital infrastructure, and innovative financing models to address challenges ranging from mental health crises to rare genetic disorders.
- Milken Institute59 min
Common Sense from Uncommon Investors
Michael Milken, Jonathan Coslet, John Danhakl, Mitchell Julis, Brian Sheth, Steven Tananbaum, Mike Milken
Industry leaders from Leonard Green & Partners, Canyon Partners, Vista Equity Partners, GoldenTree Asset Management, and TPG convened to discuss evolving strategies in private equity, corporate debt, and technology investing. These executives detailed critical shifts in their operational frameworks, ranging from Canyon's resistance to AI in bespoke financial structuring to Vista's data-driven talent acquisition and GoldenTree's transformation of CLOs into fund structures. The dialogue further examined the necessity of aligning investor and management interests through diverse ownership models and the strategic preference for absolute value over relative metrics in a shifting macroeconomic environment.
- Milken Institute1h 3m
Expanding the European Economy: The Role of Capital Markets
Michael Milken, Robert Kricheff, Damian Lillicrap, Giuseppe Naglieri, Grace Peters, Mike Clowden, Mike Milken, Damien, Bob
At the 2017 Milken Institute Capital Markets Summit in London, moderator Mike Milken and a panel of financial leaders from J.P. Morgan, QSuper, and Shankman Capital analyzed the structural failures of Europe's bank-centric finance model, which they argue stifles SME growth and fuels political instability. The group contrasted this with the U.S. market's reliance on capital markets and the Australian pension system, advocating for regulatory reforms to diversify funding sources and encourage private equity and fintech to drive job creation. The panel concluded that addressing these capital access gaps through a Capital Markets Union and targeted investments in Latin America and Africa is critical to restoring middle-class prosperity and preventing democratic backsliding.
- Milken Institute1h 1m
Global Capital Markets
Michael Milken, Thomas Finke, Joshua Friedman, Sir Michael Hintze, Steven Tananbaum, Mike Milken, Jim Kim, Michael Hintze
Panelists including Michael Hensley, Josh Friedman, and Steve Tannenbaum analyze how China's Belt and Road Initiative and a surge in private equity ownership are fundamentally reshaping global capital markets and driving wealth concentration. The discussion highlights critical risks such as evaporating fixed-income liquidity from passive investing, alongside specific investment opportunities in distressed assets and emerging credit markets across Asia and Africa. Experts conclude that navigating this unstable environment requires a strategy favoring high-yield idiosyncratic plays while anticipating that future wealth generation will stem from infrastructure development in the Global South.
- Milken Institute1h 0m
Credit Market Outlook
Michael Milken, Ilfryn Carstairs, Pierre de Chillaz, Juan Delgado-Moreira, Lawrence Golub, Robert Petty, Mike Milken
This panel analysis details how global bank retrenchment has created a six-trillion-dollar capital gap filled by non-bank lenders across the U.S., Europe, and Asia, particularly benefiting small and medium enterprises in regions with improved restructuring laws. While U.S. private credit focuses on senior secured floating rate debt to maintain 11–12% returns amid eroding covenants, Asian and European markets present opportunities for value creation through distressed scenarios and significant currency advantages. Industry leaders like Golub Capital and Hamilton Lane highlight a strategic rotation away from junior debt risks toward operational, direct lending structures to capitalize on these structural shifts while managing leverage and currency volatility.
- Milken Institute57 min
Women Leaders’ Summit: Workforce of the Future: Leading a Reinvention
Tim Dattels, Lim Hwee Hua, Michael Milken, Noni Purnomo, Keiko Tashiro, Sophia, Mike Milken
A panel discussion on AI integration and global demographic shifts featured Sophia the humanoid robot advocating for the unification of human and artificial intelligence while analyzing how automation is displacing male-dominated manual labor and reshaping gender dynamics. Experts from Singapore, Japan, and Indonesia highlighted urgent workforce challenges posed by aging populations in the East and youth bulges in Africa, proposing solutions ranging from robot taxation to lifelong education models that prioritize adaptability over specific academic majors. The consensus emphasized that future prosperity depends on technological fluency and a growth mindset to navigate the complex transition toward a society where robots handle physical tasks while humans focus on intellectual and creative endeavors.
- Milken Institute53 min
The Coming U.S. Infrastructure Boom
Michael Burke, André Bourbonnais, Reed Cordish, Susan Gray, Terry McAuliffe, Elaine Chao, Mike Milken
The Trump administration proposes a $200 billion federal catalyst intended to unlock $1 trillion in total infrastructure investment over a decade, leveraging regulatory reforms to reduce approval timelines from ten years to two. Key figures including Secretary Elaine Chao and Governor Terry McAuliffe highlighted public-private partnerships as essential to closing state funding gaps, citing Virginia's success in lowering construction costs and accelerating projects like the Atlantic Gateway. To ensure viability, the plan mandates independent state funding, expands eligibility beyond transportation to include energy and broadband, and seeks to shift the U.S. infrastructure spending ratio toward global benchmarks by utilizing an infrastructure bank model and privatized operational structures.
- Milken Institute1h 6m
Priorities for the Next U.S. President
Jeff Green, Tillman Fertitta, Ellen Townsher, Frank Luntz, Mike Milken
Four former presidential candidates—Jeff Green, Tillman Fertitta, Ellen Townsher, and Frank Luntz—discussed hypothetical policy outcomes at the final session of the Milken Institute conference, moderated by Wolf Blitzer and Mike Milken. Each panelist detailed specific legislative achievements in their imagined administrations, ranging from Green's $1.2 trillion infrastructure plan and Guaranteed Minimum Income to Fertitta's elimination of corporate deficits and Luntz's failed VA reform efforts. The discussion highlighted divergent approaches to governance, with candidates sharing contrasting results on economic growth, foreign relations, and the practical challenges of implementing bold structural changes.
- Milken Institute59 min
Credit Market Outlook
Michael Milken, Richard Byrne, Scott Minerd, Joseph Naggar, David Warren, James Zelter, Mike Milken, Rich Byrne
The panel examined a complex credit environment characterized by historically high corporate debt levels and constrained bank liquidity, which has created significant arbitrage opportunities in special situations, distressed commercial real estate, and non-bank lending. Industry leaders emphasized that effective capital deployment now demands substantial technological infrastructure and deep sector expertise, leading to a market dynamic where active management consistently outperforms passive strategies. While current conditions favor a "credit alpha" environment with yields ranging from 8% to 16%, experts warn that regulatory pressures and potential recessionary headwinds will likely drive future industry consolidation toward larger, well-capitalized firms.
- Milken Institute1h 15m
Asia Summit 2015 - Global Capital Markets: Taking Stock of Recent Developments
Martinson, David Bonderman, Josh Harris, Michael Kim, Mike Milken
At the concluding panel of the Milken Institute Asia Summit 2015, David Bonderman, Josh Harris, Michael Milken, and Michael Kim discussed the global implications of China's market volatility and its structural transition from an export-driven to a consumer-led economy. The panelists, representing approximately $475 billion in assets, warned of tail risks associated with China's potential hard landing while identifying significant investment opportunities in Asia's aging demographics, healthcare sector, and financial technology gaps. Their consensus forecasted a prolonged low-interest-rate environment and emphasized that successful capital allocation requires deep localization and navigating the region's unique cultural and transparency challenges.
- Milken Institute55 min
Asia Summit 2015 - A World in Turmoil: Finding Opportunities Amid Volatility (II)
Clinda Amin, Mike Milken, Scott Minard, Piyush Gupta
The Milken Institute Asia Summit in Singapore convened 400 global leaders to analyze Asian economic resilience, highlighting China's robust foreign exchange reserves and structural realignment despite short-term market volatility. Panelists identified Africa's demographic dividend, Arctic shipping routes, and capital market inefficiencies as critical future growth engines while debating the timing of US Federal Reserve rate hikes. The event concluded by emphasizing the necessity of developing mature financial markets and socio-cultural ecosystems for innovation to address global shifts where the Asian economy is projected to exceed 50% of global output.
- Milken Institute1h 1m
Asia Summit 2015 - Treasure Hunters: Finding Value in Today's Market
Tom Finke, Paul Horvath, Rob Petty, Takumi Shibata, Hans Paul Birkner, Mike Milken, Chris Langer, Stefan Kostjusko
Four institutional managers from Babson, Orchid, Clearwater, and Nikkei Asset Management convened to argue for long-term value generation through high-yield credit and private lending amidst current market volatility and geopolitical uncertainty. The panel identified specific structural opportunities, including a $4 trillion regulatory capital gap for global banks, a $35 trillion Asian credit market, and the need for concentrated, high-conviction portfolios over traditional asset allocations. By prioritizing top-of-capital structures in non-bank lending and leveraging bank disintermediation strategies, the experts projected mid-teens returns while dismissing the existence of a prevailing high-yield credit bubble.
- Milken Institute1h 12m
Accelerating Medical Research: The Bipartisan Quest for Cures
Margaret Anderson, Bob Hugin, Francis Collins, Mike Milken, Sara Radcliffe, Joe Barton
Hosted by Faster Cures, the 18th Global Conference convened over 160 sessions to address the critical intersection of biomedical innovation and economic stability, featuring strategic insights from Bob Hugin, Mike Milken, and Francis Collins regarding the shrinking purchasing power of NIH funding and China's aggressive bioscience investments. Speakers highlighted the urgent need to revise legislative frameworks, such as the bipartisan 21st Century Cures initiative and dynamic scoring practices, to counter a 23% decline in federal research support that threatens U.S. leadership against global competitors. The event concluded with a unified call to action for sustained advocacy and targeted funding for young scientists to secure future breakthroughs in precision medicine and drug repurposing.
- Milken Institute1h 4m
Precision Medicine: Accelerating Treatments From Potential to Reality
Mike Milken, Margaret Anderson, Pradeep Khosla, Brian Drucker, Betsy Nabel, Sam Hoggud
Distinguished experts including Pradeep Khosla, Brian Drucker, and Sam Hogg convened to discuss the transformation of medicine into a collaborative, data-driven field where precision and artificial intelligence have replaced traditional research silos. Despite significant breakthroughs like the rapid development of Gleevec, panelists warned that underfunding, a lack of trained physician-scientists, and intense global competition threaten U.S. leadership in the bioscience sector. The group concluded that realizing this "golden age of medicine" requires an urgent Apollo-style initiative, multi-sector co-investment, and a cultural shift toward patient partnerships to secure global health preeminence.