Latest Interviews
Showing 1651–1665 of 1,990 transcripts.
Clear all filters- Milken Institute1h 0m
Health Care in the Digital Age
Anna, Mike, Patrick, Atul, Victor, John
A strategic partnership between BlackBerry and a biotech firm is addressing the critical security and infrastructure gaps in healthcare by developing a portable "passport" device for full human genome storage and a secure "mission control" center. This initiative supports a broader paradigm shift from organ-based medicine to molecular-level treatments, leveraging dynamic data and technologies like engineered natural killer cells to extend survival in aggressive cancers. Despite these advancements, the industry faces significant hurdles including a lack of interoperability, stringent FDA approval delays for biomarkers, and the need to bridge the digital divide for equitable patient empowerment.
- Goldman Sachs29 min
Goldman Sachs Economists on EU Capital Markets Union: Talks at GS Session Highlights
Huw Pill, Jim Esposito, Philippe Ithurbide, William Wright
As European economies transition from crisis management to long-term structural growth, a strategic push is underway to establish a Capital Markets Union that diversifies funding beyond the banking sector. This initiative targets critical barriers such as fragmented exchange infrastructure, inconsistent insolvency laws, and information asymmetries that currently hinder SME access to public markets. Panelists recommend immediate regulatory harmonization and technology-driven standardization to unlock deep pools of long-term capital, ensuring that medium-sized enterprises and infrastructure projects can secure sustainable financing.
- Goldman Sachs13 min
Dr. Vishal Sikka, Infosys CEO: Talks at GS Session Highlights
Dr. Vishal Sikka, Dr. Alan Kay
Alan Kay and Vishal Sikka examine the stark contrast between the groundbreaking innovation culture of the early ARPA community and the current stagnation caused by legacy software debt and flawed browser architecture. They argue that organizations like Infosys must shift from reactive problem-solving to proactive "problem-finding" by training thousands of employees in design thinking to revitalize software development. Ultimately, the speakers advocate for an organizational culture where AI and automation amplify human wisdom rather than replace it, ensuring technology serves long-term sustainability over short-term output.
- Milken Institute1h 3m
Investment Opportunities in Education
Betsy Corcoran, Chantelle Poulsen, Jason Young, Mitch, Susan Wolford
Venture capital activity in the EdTech sector has surged to nearly $2 billion, driven by a market shift from hardware to software solutions that demonstrate measurable improvements in teaching and learning outcomes. While valuations remain inflated and competition intensifies in saturated segments like LMS and language learning, investors are identifying untapped opportunities in special education and adaptive learning tools such as Newton. Key figures predict six public offerings within 18 months, contingent on companies overcoming long sales cycles and proving efficacy through data initiatives like Chicago's LEAP.
- Milken Institute1h 2m
Inclusive Finance: How Technology Brings Banking to the Underserved
Chris Brummer, Chris Larson, Bill Berheit, Shamina Singh, David Thompson, Bob, David Rockefeller Jr., Stacey Worden
Industry leaders from organizations like Safaricom, Abra, Ripple, and Western Union are leveraging mobile technology and distributed ledgers to provide financial services to the estimated 2 billion unbanked adults globally. These innovations, ranging from the "Human ATM" model to biometric identity verification, enable real-time settlements and micro-transactions that bypass traditional banking infrastructure while reducing costs for low-income populations. Although regulatory hurdles and legacy banking lobbying present significant challenges, public-private partnerships are increasingly digitizing social subsidies to combat corruption and unlock trillions of dollars in purchasing power within emerging markets.
- 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 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.