Latest Interviews
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Clear all filters- Milken Institute1h 2m
Asia's Power Plays: The Economics of Geopolitics
Prerna Suri, Karen Brooks, Curtis S. Chin, Evan Medeiros, Michael W. Michalak, Yasuhide Nakayama
Panelists Karen Brooks, Curtis Chin, Evan Medeiros, and Yasuhide Nakayama analyzed the shifting Asia-Pacific security landscape, highlighting China's growing economic coercion and military expansion alongside North Korea's escalating missile threats. While the U.S. withdrawal from the Trans-Pacific Partnership created policy discontinuity under the Trump administration, Japan under Prime Minister Abe successfully led the TPP-11 initiative to maintain high-standard trade rules. Concurrently, Southeast Asian nations like Indonesia and the Philippines are pursuing infrastructure-led growth and diversifying partnerships to mitigate over-reliance on Beijing and navigate rising non-tariff barriers.
- Milken Institute1h 1m
Playing the Long Game: Investing in Infrastructure
Jonathan Woetzel, Jose Rene D. Almendras, Saadia Khairi, Ben Way, Wencai Zhang
Amidst a projected global infrastructure funding gap of $300 billion to $400 billion annually, international development banks like the ADB and IFC are deploying structural reforms and credit enhancement tools to attract institutional capital into underserved greenfield markets. These institutions utilize mechanisms such as minimum revenue guarantees, local currency bond ratings, and first-loss provisions to mitigate regulatory and currency risks that currently deter private investment in emerging economies. By distinguishing between socially essential but financially unviable projects requiring public support and commercially viable assets suitable for private financing, the sector aims to bridge the disparity between the $1.7 trillion needed in Asia and the current $800 billion level of spending.
- 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 Institute52 min
Al Gore: Leading the Charge for Environmental Action
Al Gore, S Iswaran, Michael Klowden
A comprehensive analysis frames the climate crisis as a solvable sustainability revolution driven by AI, IoT expansion, and renewable economics that now outperform fossil fuels. Despite accelerating temperature anomalies, extreme weather events, and ecosystem collapse threatening global stability, the speaker highlights record-breaking decarbonization trends and a $22 trillion financial risk assessment that compels market-led action. Ultimately, the transition is portrayed as inevitable due to technological capability and investment momentum, even as political fluctuations and lagging mitigation efforts continue to exacerbate immediate atmospheric and humanitarian risks.
- Milken Institute57 min
Institutional Investing: The Model for the Future
Nobel Gulati, Mark Konyn, Hugh O'Reilly, Piau-Voon Wang, Bryan Yeo
Industry leaders from GIC, AIA, OP Trust, and NOAA Holdings convened to address structural challenges such as low returns and data overload, proposing that strategic asset allocation and liability-driven approaches yield superior outcomes over traditional manager selection. The panel highlighted a significant shift toward insourcing capabilities, technological integration via satellite and AI, and workforce diversification to maintain agility amidst an expected market consolidation by 2037. Ultimately, participants forecast a future where homegrown Asian institutions leverage retail savings and alternative data to drive performance while ESG integration becomes a non-negotiable standard for long-term sustainability.
- Milken Institute1h 0m
Lunch Program | The World in 2037: Asia On Demand
Hugh Andrew, Su Shan Tan, Patrick Grove, Ridwan Kamil, Ming Maa, Rohan Mahadevan
Hosted by Asia Square in partnership with the Milken Institute, the "The World in 2037: Asia on Demand" lunch program features a panel moderated by Tan Sue Shan and includes insights from leaders of Grab, iFlix, PayPal, and Bandung Mayor Ridwan Kamil regarding digital disruption across real estate, infrastructure, and governance. The discussion highlights rapid mobile-first adoption in Southeast Asia, Bandung's successful smart city transformation through software-driven governance, and Grab's expansion into a financial ecosystem while predicting a shift toward flexible "on-demand" commercial spaces. Ultimately, the session outlines a trajectory for 2037 characterized by autonomous transportation, deflationary economic pressures, and the evolution of payment infrastructure to near-instantaneous, invisible authentication models.
- Milken Institute51 min
Women Leaders’ Summit: Unlocking Potential: Fueling Economic Empowerment
Petra Freddi, Henny Sender, Kamal Ahmad, Betelhem Dessie, Leili Gerami, John Wood, Stacey Worden
The International Finance Corporation and Milken Institute launched a specialized training program for mid-career finance professionals from emerging markets, aiming to cultivate a global network of policymakers to accelerate capital flow to the private sector. Complementing this initiative, a panel of experts from Ethiopia, Iran, Bangladesh, and global NGOs detailed strategies for economic empowerment through education, emphasizing technology literacy, the removal of gender barriers, and the necessity of holistic community support systems. Key figures such as Bethlehem Desi, Leili, Kamal, and John Wood highlighted that sustainable progress requires shifting from simplistic incentives to comprehensive models that integrate vocational skills, family engagement, and corporate partnerships to unlock hidden potential in marginalized populations.
- Milken Institute46 min
Women Leaders’ Summit: Lunch Plenary | Navigating Challenges in an Uncertain World
Michael DeAddio, Tina Fordham, Liew Tzu Mi, Elena Okorochenko, Tracey Woon, Mike D'Addio
Moderated by WorldQuant CEO Mike D'Addio, a panel of industry leaders from S&P Global, UBS, Citi, and GIC Singapore analyzed critical disruptions in technology, geopolitics, and sustainability. The discussion highlighted specific strategies for navigating emerging market shifts, such as S&P Global's mobile-only ecosystem initiatives and GIC's offensive engagement in China's sovereign debt markets, while warning of systemic risks like the APAC $1 trillion refinancing burden and political volatility driven by populism. Concurrently, the speakers emphasized that data aggregation, gender-inclusive economic empowerment, and hybrid business-technology skill sets are essential for transforming workforce displacement into operational growth opportunities.
- 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 Institute56 min
AI: Rise of the Machines?
Ralph Simon, Michael Agnew, Ben Goertzel, Virginie Maisonneuve, Robert Morris, Sophia
The Milken Institute Asia Summit panel, featuring leaders from Hanson Robotics, IBM, and East Spring Investments, addressed the exponential acceleration of AI, blockchain, and robotics alongside a historic Guinness World Record for 1,069 synchronized robots in Guangzhou. Experts outlined a future dominated by China's strategic investments and the emergence of "Homo sapiens 2.0" through brain-computer interfaces, while highlighting critical risks such as algorithmic bias, digital hacking, and the displacement of nearly half the global workforce. The discussion concluded with a consensus that "who controls AI controls the world," urging immediate global diplomacy and ethical frameworks to manage the transition toward artificial general intelligence and a potential technological singularity within the next three decades.
- Milken Institute1h 3m
Jobs of 2037: Preparing for the Future
Michael Milken, Josephine Teo, Joseph C. Tsai, Igor Tulchinsky, Jaime Augusto Zóbel de Ayala, Michael Clouden
The Milken Institute Global Conference Asia Summit addressed the strategic imperative of balancing automation with human connection to prepare for a global population projected to reach one billion more by 2037. Speakers from Singapore, the Philippines, and China highlighted successful models where targeted education, industry transformation maps, and ecosystem-driven logistics have offset workforce shrinkage and created millions of new roles. The consensus emphasizes that governments and corporations must foster facilitative environments and robust social safety nets to ensure technological advancement translates into shared economic prosperity rather than widespread displacement.
- Milken Institute57 min
Investment Titans: Dispelling the Myth of Emerging Markets
Mark Wiseman, David Bonderman, Binod Chaudhary, Arif Naqvi
A panel of investment leaders and institutional experts redefines emerging markets as "Global Growth Markets," highlighting that these regions now drive 60% of global GDP growth while remaining significantly under-allocated by major pension funds and sovereign wealth funds. Key figures including Arif Naqvi, David Bonderman, and Bino Chaudhry advocate for a shift from public indices to private equity strategies that prioritize local partners, rigorous compliance, and consumer-focused sectors in dynamic economies like India and Southeast Asia. The discussion concludes that successful capital deployment requires agile, long-term approaches capable of navigating political volatility and leveraging technological leapfrogging rather than relying on static acronym-based groupings.
- Milken Institute56 min
Leadership Lessons from the Road Less Traveled
Lynn McDonald, Oriel Morrison, Naomi Campbell, Jeremy Coller, Mika Häkkinen, Joseph C. Tsai, John Wood
High Commissioner Lynn McDonald outlined Canada's feminist and progressive trade strategies during the nation's 150th anniversary, while a diverse panel of global leaders including Joe Tsai, Naomi Campbell, and John Wood exchanged insights on trust, humility, and "unreasonable" goal-setting. The event detailed how figures like Ms. Campbell leveraged industry influence for diversity and Mr. Wood scaled Room to Read to serve 12 million students by hiring private-sector talent for public missions. Participants concluded that adapting to AI-driven markets and addressing systemic inequalities like speciesism requires bold, mission-driven pivots to create lasting societal impact.
- Milken Institute58 min
Macroeconomic Outlook: The Search for Value
Joseph L. Hooley, Afsaneh Beschloss, Bjarne Graven Larsen, Joshua Harris, Hamilton "Tony" James
Leading institutional investors and asset managers convened to analyze a global recovery driven by divergent regional performances, from the US Federal Reserve's tightening cycle to stabilizing Emerging Markets despite persistent geopolitical tensions. The discussion highlighted a structural shift away from traditional public equities and bank lending toward illiquid private credit, infrastructure, and hard assets as investors seek to capture valuations undistorted by central bank liquidity. Strategic recommendations emphasized adopting active, risk-based approaches for pension funds while addressing regulatory barriers to unlock significant capital in under-capitalized physical assets and high-yield emerging market sectors.