Latest Interviews
Showing 2341–2355 of 3,056 transcripts.
Clear all filters- Milken Institute48 min
Investing in Emerging Markets: Out of the Rabbit Hole?
Jonathan Wheatley, Hedi Ben Mlouka, Scott Mackin, Arvind Rajan, Nicolas Rohatyn
A panel of investment experts analyzes the structural shift in emerging markets where domestic politics and capital flows now outweigh global macro factors, urging a move away from generic strategies toward country-specific analysis of debt evolution and political risk. Despite short-term market mismatches and liquidity constraints, the discussion highlights compelling valuations and high-growth potential in sectors like infrastructure, citing specific opportunities in Egypt, Vietnam, and Russia while warning of volatility in Turkey and China. By prioritizing long-term capital commitments and rigorous due diligence over quarterly reviews, investors can mitigate these risks to capture the 75% of global GDP growth projected to originate from these regions over the next decade.
- Milken Institute57 min
Britain's EU Exit: What's Next for London?
Adrian Wooldridge, Nicholas Candy, Peter Flint, Howard Shore, Julian Skan, Carmen Zechner
A diverse panel of financial experts and housing strategists evaluates the impending "hard Brexit" and its potential to trigger regulatory restructuring within London's financial services sector, which relies heavily on global talent. While major banks plan minimal physical relocation, the discussion highlights that rising housing costs and immigration restrictions pose a more immediate threat to the city's competitiveness than the departure from the EU itself. The group concludes that a successful post-Brexit economic strategy requires accelerating modular construction, diversifying investment into regional hubs, and leveraging deregulation to support SMEs and FinTech innovation.
- Milken Institute53 min
Immigration in Europe: Balancing Politics, Security and Compassion
David Goodhart, Percy Barnevik, Sir Paul Collier, Begüm Doğan Faralyali, Dominik Hangartner
Former ABB CEO Percy Barnevik, Turkish media magnate Begum Doğan, and Oxford professor Sir Paul Collier convened to debate solutions for the European immigration crisis, emphasizing a shift from humanitarian aid to economic autonomy and source-region development. Panelists criticized the failure of current asylum systems for causing skill atrophy and highlighted the "Jordan Model" as a viable alternative that links job creation in refugee-hosting nations with EU market access. The discussion further analyzed the political risks of uncontrolled migration, noting that integration failures in countries like Sweden and the erosion of Turkey's border controls necessitate a strategy prioritizing private sector investment over traditional government-to-government aid.
- Milken Institute56 min
Will EU Departure Strengthen Ties Between the UK and India?
Simon Long, Jitesh Gadhia, Mohit Joshi, Rain Newton-Smith, Manish Singh, Richard Templar, Matt McGrath
UK Prime Minister Theresa May's post-Brexit trade mission to India focuses on leveraging financial services and infrastructure investment to overcome economic shocks and structural gaps in both nations' capital markets. Key figures including Liam Fox and Nirmal Sitharaman have initiated a trade audit to explore bilateral agreements, targeting sectors such as insurance, Masala bonds, and the National Investment and Infrastructure Fund while addressing regulatory harmonization for bankruptcy and solvency. Despite concerns over tightening UK visa policies, the dialogue emphasizes utilizing India's JAM financial inclusion framework and the UK's service-sector expertise to establish a strategic economic partnership that could potentially bypass stalled multilateral EU negotiations.
- Milken Institute1h 0m
U.S. Overview: Post-Election America and the World
Ross DeVol, Tony Fratto, Adam Hitchcock, William Lee, Richard Socarides, Ross Duvall, Tony Frada
This panel analysis dissects the 2016 electoral realignment driven by disaffected rural voters in the Upper Midwest and examines the resulting shifts in demographic coalitions and global economic trends. Experts evaluate the new administration's policy priorities, including projected tax reforms, potential deregulation through enforcement discretion, and the strategic use of trade negotiations to reshape global commerce. Furthermore, the discussion highlights critical challenges to long-term growth stemming from workforce constraints, automation, and the potential erosion of Federal Reserve independence under a president who views the central bank as a negotiating chip.
- Milken Institute1h 0m
Trends Shaping Technology, Business and Society
Rory Cellan-Jones, Jo Bertram, Brent Hoberman, Colin le Duc, Ed Vaizey, Vojtek, Robert Jurkowski, Hania Sadat
Panelists at this event analyzed critical shifts in technology and policy, ranging from Uber's transition to integrated mobility and the ethical risks of semi-autonomous vehicles to the economic drivers pushing corporations toward renewable energy. Significant concerns were raised regarding automation's impact on employment, the structural disadvantages facing European startups, and the threat of Brexit to UK talent acquisition, prompting calls for inclusive growth initiatives like rural broadband expansion. Future outlooks focused on specific breakthroughs including the end of aging, the obsolescence of private car ownership, and the application of data analytics in healthcare, all while navigating a global regulatory environment demanding greater accountability from tech giants.
- Milken Institute57 min
FinClusion: Connecting the Unconnected
Aron Betru, Bob Annibale, Tilman Ehrbeck, Daniel Gorfine, Susan Lund, Shamina Singh
A coalition of financial institutions and fintech leaders convened to address the $5 trillion economic gap caused by the 2 billion unbanked individuals lacking access to formal lending and savings systems. The discussion highlighted how digital infrastructure, alternative data underwriting, and regulatory sandboxes can reduce service costs by 90% while enabling mobile-first solutions like micro-leasing and automated savings. Participants emphasized that successful global inclusion depends on collaborative government policies establishing digital identities and interoperable payment rails to prevent predatory lending and ensure long-term economic stability.
- Milken Institute35 min
Lunch Plenary: The Quest for Meaningful Lives
James Morgon, Michael Milken, Katie O'Reilly
The Milken Institute London Summit, featuring keynote remarks by Chairman Michael Milken, convened to address critical global challenges ranging from US wealth disparity and labor force exclusion to rapid industry disruption by automation and biotechnology. Amidst a backdrop of collapsing financial commissions, plummeting genomics costs, and significant geopolitical shifts in bioscience, the event highlighted how financial innovation and precise regulation can stimulate economic growth while mitigating social instability. Sponsors including WorldQuant and the Gates Foundation supported the forum as it urged stakeholders to leverage capital markets and emerging technologies to expand access, create jobs, and address the psychological needs of an increasingly isolated population.
- Milken Institute59 min
Brexit: A Red Flag for Global Financial Harmonization?
Ross Westgate, Youssef Boutros-Ghali, Joe Cassidy, Colin Ellis, Dominic Lester, Sanjay Patel
Former Egyptian Finance Minister Youssef Boutros-Ghali, Moody's Colin Ellis, and other industry leaders convened to assess the resilience of post-2008 macroprudential regulations against rising political populism and Brexit. The panel concluded that while regulatory frameworks for systemic risk will likely persist, the Eurozone's structural deficits and China's asset bubbles present the most significant imminent threats to global financial stability. Furthermore, experts projected a divergence where Anglo-Saxon markets harmonize around flexible capital frameworks while Europe faces stagnation due to rigid labor laws and incomplete fiscal integration.
- Milken Institute1h 0m
Can Terrorism in Europe Be Defeated?
Robert Fox, Lord Paddy Ashdown, Lily Caprani, Pippa Malmgren, Sir Richard Shirreff, DJ Peterson, Rupert Phelps, Joan Hoey, Phil Allison, Joan Pickersgill, Eric Deggans
A panel of security experts, including Lord Ashdown and General Sir Richard Shirreff, analyzes contemporary jihadist terrorism through historical parallels with 19th-century anarchism while emphasizing that effective counter-strategies must prioritize universal human rights over rigid national identities. The discussion identifies economic distress, unregulated commercial transactions, and the radicalization of alienated youth as key drivers, arguing that these factors necessitate a shift toward upstream security and integrated international cooperation rather than purely kinetic responses. Speakers conclude that reclaiming the moderate center against anti-establishment movements requires persistent democratic resilience and shared governance frameworks to isolate irreconcilable extremist elements from the broader population.
- Milken Institute1h 1m
Diversity is a reality, but inclusion is a choice
Stephen Frost, Maria Cantillon, Richard Ditizio, Pierre Lagrange, Brenda Trenowden
Driven by geopolitical shifts that revealed the risks of homogeneity, the event redefines diversity and inclusion as a core profitability strategy that correlates with 15% higher financial outperformance. State Street's presentation details concrete operational changes, including mandatory gender-balanced shortlists, skills-based blind recruitment, and localized metrics across European markets to combat unconscious bias and the "merit trap." The discussion further highlights how leadership styles must shift from competition to cooperation while leveraging procurement demands and cultural programs to align internal practices with diverse global client bases.
- Milken Institute55 min
The Evolution of Asset Management
Andrew Capon, Janet Cowell, Rick Lacaille, Igor Tulchinsky, Gregory Williamson
Industry leaders assert that the asset management sector is pivoting from stagnant asset growth and traditional fee models toward technology-driven industrialization and performance-based compensation to capture alpha in a commoditized market. Key figures including North Carolina Treasurer Janet Cowell and WorldQuant's Igor Dolchinsky highlight a structural shift where clients demand lower costs, smarter data analytics, and closer manager alignment amid a transition from defined benefit to defined contribution plans. While regulators face pressure to curb opaque fee structures, the consensus remains that future profitability relies on leveraging private equity, artificial intelligence, and streamlined operations to serve evolving individual and sovereign investors.
- Milken Institute59 min
Artificial Intelligence: A Smarter Future?
Harry Stebbings, Duncan Anderson, Mike DeAddio, Siraj Khaliq, Ben Medlock, Kate Niehaus
In a 2016 panel discussion, experts including Ben Medlock, Kate Niehaus, and Siraj Khaliq analyzed how the convergence of big data, cloud computing, and neural network breakthroughs has catalyzed a rapid shift toward narrow AI applications. The dialogue highlighted critical challenges such as data oligarchies, the propagation of bias in "garbage in, garbage out" systems, and the impending displacement of knowledge workers by algorithms that currently lack human empathy or general reasoning. While the panelists estimate that Artificial General Intelligence remains at least a century away, they stressed the urgent need for ethical frameworks and regulatory agility to manage immediate societal disruptions and ensure the responsible deployment of autonomous systems.
- Milken Institute1h 6m
Growing the European Longevity Economy
Sarbjit Nahal, Jonathan Collie, Lynda Gratton, Baroness Sally Greengross, Jody Holtzman
This analysis outlines the transformative global demographic shift where the population over 60 is projected to double, creating a $15 trillion spending market in developed economies while exposing significant risks in pension solvency and healthcare systems. Addressing these challenges requires a strategic pivot from viewing aging as a burden to leveraging it as an opportunity through universal design, extended workforces, and technological innovation in care. Key outcomes include the urgent need for intergenerational policy reform to address inequality and a fundamental restructuring of the retirement model to accommodate a lifecycle approach where individuals work until ages 70 or 80.
- Milken Institute1h 1m
European Philanthropy's Role in Addressing Global Challenges
Melissa Stevens, Charles Chen Yidan, Michelle Dorian, Sir Michael Hintze, Alisa Swidler, Andrew Fairbairn, Steve Podmore, Jamie Webber
A panel of influential European donors, including Sir Michael Hintze, Michelle Dorian, Alyssa Swidler, and Charles Chen, outlined a strategic shift toward integrating investment values with moral obligation to address global challenges like youth unemployment and automation. They emphasized that sustainable philanthropy requires moving beyond rigid metrics to foster scalable local innovations while cultivating the next generation through early experiential engagement and blended revenue models. Highlighting this transition, the group launched the world's largest educational prize, the Yidan Prize, to reward systemic reforms and bridge the gap between capital markets and social impact infrastructure.