Latest Interviews
Showing 2251–2265 of 3,056 transcripts.
Clear all filters- Milken Institute54 min
The Refugee Crisis: Rising to Meet the Moral Challenge of Our Time
Mary Hart, Simon Henshaw, Peter Laugharn, Saed Moujtahed, Zainab Salbi, Caryl Stern
A Milken Institute panel convened global leaders and philanthropists to address the escalating crisis of forced displacement, revealing that 50 million children are currently on the move while host nations face systemic strain and security misconceptions. The discussion highlighted critical failures in current aid models, noting that refugees spend an average of 18 years in limbo with only 0.2% of funding reaching local organizations, prompting a pivot toward long-term strategies like cash transfers, employment rights, and rebuilding war-torn economies. Ultimately, stakeholders called for a transition from reactive crisis management to proactive systemic reform, leveraging private and public capital to restore dignity and stability rather than relying on emergency shelters.
- Milken Institute1h 0m
How the Energy Transformation Will Power the Future
Josh Barro, Robert Armstrong, J. Andrew (Drew) Murphy, Mark Schwartz, Michael Smith
Industry experts project that while global oil demand will peak by 2040 driven by petrochemicals, natural gas will remain the fastest-growing fossil fuel alongside a renewable sector that is rapidly undercutting traditional baseloads. Economic forces are increasingly dictating energy transitions, with falling solar and wind costs enabling corporate adoption and grid modernization efforts, even as political uncertainty and infrastructure risks threaten to slow nuclear retirements and coal-phaseouts. Simultaneously, the sector faces critical challenges in grid stability and storage integration, while long-term technological bets on fusion and advanced batteries aim to address a persistent underinvestment in research and development.
- Milken Institute58 min
Seeding Change: A New Dynamism in Philanthropy
Richard Ditizio, Sir Tom Hunter, Dominika Kulczyk, David Panzirer, Belinda Tanoto, Dominique Cravicchio
Leading philanthropists including Tom, David, Belinda, and Dominika advocate for treating charitable capital as an investment portfolio that prioritizes data-driven efficacy, rigorous milestone tracking, and strategic partnerships over traditional overhead constraints. These experts emphasize shifting from direct service delivery to scaling proven models through government adoption and market-based mechanisms, while accepting that failure must be minimized through rapid iteration and clear exit metrics. The collective strategy focuses on de-risking early-stage solutions, investing in high-quality talent without artificial caps, and fostering deep collaboration to ensure sustainable, measurable impact across diverse sectors ranging from medical research to global education.
- Milken Institute1h 1m
Solutions to Climate Change: A 10-Year Game Plan
Andrew Revkin, Noah Diffenbaugh, Bob Inglis, Qi Ye, Diane Regas, Pete Trelenberg, Andy Revkin, Carolyn Jungermann, Paul Telles, Amy Christensen
A comprehensive panel analysis spanning thirty years of climate data identifies the urgent need to double global energy supply while decarbonizing systems to meet Paris Agreement goals and accommodate three billion new middle-class consumers. Experts from government, industry, and research institutions converged on a multi-stakeholder strategy favoring market-based carbon pricing, expanded clean energy investment, and the prioritization of adaptation alongside mitigation. The discussion highlighted critical geopolitical dynamics, noting China's aggressive clean energy deployment and the necessity of bipartisan support for basic science to address the intersection of climate change, economic development, and national security.
- Milken Institute57 min
Japan's Great Investment Wave
Kotaro Tamura, Victor Chu, Yasuhide Nakayama, Kiyotaka Sasaki, Takumi Shibata, Sasaki-san, Shibata-san, Steve Tsang, Nakayama-san, HIROTAKA YOSHIDALEMURA, HIROKA IWASAKI
Panelists including FSA official Hironori Sasaki and Nikko Asset Management's Yasuhiro Shibata outlined strategies to mobilize Japan's 15 trillion yen in dormant household and corporate savings through revised governance codes and tax-exempt savings accounts. The discussion highlighted inbound opportunities in tourism, real estate, and the silver industry while addressing outbound shifts toward Southeast Asia and specific commitments like Masayoshi Son's $50 billion pledge to US infrastructure. Geopolitical stability, demographic solutions via foreign caregiving visas, and enhanced capital flows from Hong Kong and Africa were identified as critical drivers for the nation's economic revitalization.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 1m
To Infinity and Beyond: What's Cool in Transportation
Alan Ohnsman, Peggy Johnson, James Kuffner, Lior Ron, Kyle Vogt, Richard Wallace
Industry leaders project the widespread deployment of Level 4 autonomous ride-share fleets in major urban centers by 2021, prioritizing constrained environments over universal Level 5 capability to ensure technical reliability. This transition drives a shift toward Mobility as a Service, where companies like Uber and Cruise aim to replace private vehicle ownership with high-utilization shared fleets while infrastructure providers like Microsoft leverage cloud computing to monetize in-car time. Beyond operational changes, the technology promises significant societal benefits including reduced traffic fatalities and repurposed urban land, even as it necessitates navigating a fragmented regulatory landscape and evolving labor markets.
- Milken Institute58 min
The Hunt for Yield: Risk-Free Return or Return-Free Risk?
James Mackintosh, Scott Evans, Robert Kricheff, AJ Murphy, Anne Walsh, Andrew Whittaker, James McInstosh, Bob Krychev
A panel of institutional investors and asset managers characterizes the fixed-income market as being in a late-stage bull phase with historically tight spreads, prompting a strategic shift toward defensive positioning despite a consensus that the environment remains distinct from the speculative excesses of 2007-2008. While participants are reducing exposure to overvalued assets like U.S. agency mortgage-backed securities and wary of liquidity risks from passive investing and covenant-lite debt, they continue seeking yield premiums in sector-specific opportunities such as second-lien loans and selective high-yield issuers. This cautious approach reflects concerns that corporate leverage remains elevated and that potential macroeconomic catalysts, including fiscal policy changes and geopolitical shifts, could abruptly alter the trajectory of an otherwise extended credit cycle.
- Milken Institute1h 2m
California and Asia: The Need for Collaboration
Kevin Klowden, Fred Hochberg, Elise Huang, Pradeep Khosla, Ashok Kumar Mirpuri
A panel of experts warns that shifting U.S. trade policies and proposed federal budget cuts threaten California's role as the primary gateway for Pacific economic and technological engagement. While China and Singapore aggressively expand their influence through strategic investments, regulatory sandboxes, and bilateral partnerships, the United States faces significant risks to its leadership in R&D, education, and export markets. The discussion highlights that sustaining California's innovation ecosystem requires immediate government support to counteract global shifts in semiconductor manufacturing and fintech dominance.
- Milken Institute1h 10m
U.S. Overview: Will the Economic Tailwind Continue?
Ross DeVol, John Chen, Francisco González Díaz, Vasant Prabhu, Steven Rattner, Alan Schwartz
Moderated by Ross Duvall, a panel of industry leaders from BlackBerry, Visa, Guggenheim Partners, and other institutions analyzed the disconnect between U.S. consumer confidence and weak corporate investment while debating the strategic necessity of NAFTA renegotiation and tax reform. Participants highlighted that despite robust consumer spending and low unemployment, stagnant productivity and a skills gap limit growth, prompting calls to shift focus toward high-tech innovation rather than manufacturing repatriation. Looking ahead to 2017, the group predicted a likely passage of corporate tax legislation through reconciliation, limited modifications to the Affordable Care Act, and the commencement of NAFTA negotiations that would emphasize technology and intellectual property over traditional trade barriers.
- Milken Institute1h 1m
Pitch@Palace - Prince Andrew, The Duke of York and Alumni from the Program
Prince Andrew, Jayne Van Hoen, HRH The Duke of York, Jared Carney, Tim Guillams, Joachim Horn, Jason Lee, Daniel Murray, Rockwell Shah, Serena Rosser, DAN GALPIN, DAN GALLUP, DAN ARIELY, JOACHIM LECKER, ROCKWELL LEVY JR., DAVID ROCKEFELLER JR., ROCKWELL BROOKS, JASON CHENG YING, ROCK WELLS
Founded by the Duke of York in 2014, the Pitch at Palace initiative bridges the critical funding gap between angel investment and venture capital by providing global entrepreneurs with business process engineering and strategic mentorship rather than just capital. The program has successfully accelerated 42 selected startups across diverse sectors, producing high-impact alumni such as Twitter-acquired Magic Pony and the STEM toy maker Sam Labs, while securing royal validation from Queen Elizabeth II. With a track record of generating significant economic activity and a strategic roadmap to expand operations to seven additional regions by 2017, the initiative aims to foster scalable enterprise by replacing legacy Silicon Valley models with a 1,000-year global perspective.
- Milken Institute59 min
Can the Traditional University Thrive in the Internet Age?
Jeffrey Silber, Bill Achtmeyer, William Bennett, Gregory Cappelli, Ronald Daniels, Nikhil Sinha, Jeff Silber, Bill Bennett, Ron Daniels, Bhagwan Chaudhary, James Starr, Gary Weisserman, Ray Jacobson, Devian
Moderated by Jeff Silber of BMO Capital Markets, a panel including Bill Ackmeyer, Bill Bennett, Greg Capelli, Ron Daniels, and Nikhil Sinha examined the viability of traditional universities amid 24% growth in online enrollments and the rise of micro-credentials. Experts predicted that while elite research institutions will survive by leveraging prestige and innovation, small colleges with low endowments face extinction as market consolidation accelerates and Fortune 500 leaders increasingly define skills standards. The discussion highlighted that future higher education must differentiate itself through pricing disruption, personalized learning technologies, and hybrid models that balance technical instruction with essential soft skills.
- Milken Institute58 min
Young Entrepreneurs Who Are Rewriting the Biopharma Business Model
Luke Timmerman, Elizabeth Iorns, Ethan Perlstein, D.A. Wallach, Alice Zhang
In response to stagnant R&D productivity despite rapid technological advancement, a coalition of entrepreneurs including Prolara's Ethan Perlstein, Science Exchange's Elizabeth, and Verge Genomics' Alice is deploying novel business models to accelerate drug discovery. These initiatives leverage CRISPR, data science, and patient-led capital to bypass traditional inefficiencies, aiming to fail early and validate molecular hypotheses faster than legacy pharmaceutical methods allow. The panel further advocates for structural reforms in academia and big pharma to integrate computational and biological expertise, ultimately seeking to transform biotech from a chemistry-based discipline into a software-driven engineering field.
- Milken Institute1h 14m
Forces Shaping Asia
Timothy Dattels, Ronnie C. Chan, Tony Fernandes, Dilhan Pillay, Tokihiko Shimizu, Tony Tan Caktiong, Lev Mass, Ying Hosler
Executives from TPG Capital, Japan Post, Jollibee, and major regional carriers discussed how Asia's 60% contribution to global GDP growth is being driven by a shift toward consumption, digital transformation, and domesticated supply chains. Despite geopolitical complexities like U.S. isolationism and demographic challenges in Japan, panelists identified China's massive consumer base and ASEAN's mobile penetration as the era's primary investment opportunities, overshadowing concerns over trade deficits. The consensus emphasizes that while innovation risks remain, pragmatic business strategies and infrastructure expansion will continue to fuel a unified digital economy across the region.
- Milken Institute1h 12m
The Asset Management Outlook
Jason Kelly, David Druley, Nobel Gulati, David Hunt, Michelle McCloskey, Ron Mock
Leading institutional investors and asset managers, including representatives from PGM, Ontario Teachers, and Two Sigma, converge to declare traditional asset classifications obsolete as the industry pivots toward a scarcity-based model where only managers delivering true alpha command premium fees. The panel anticipates significant market consolidation over the next five years, driven by the dominance of technology in filtering noise, the rise of non-traditional talent in private markets, and capital flows shifting from liquid beta strategies to illiquid alternatives among a new generation of family offices. While geopolitical volatility is normalized, the primary long-term challenge remains the structural pressure to close the gap between projected global equity returns and historical pension targets, necessitating active management and strategic partnerships to achieve required risk-adjusted outcomes.