Latest Interviews
Showing 4651–4665 of 4,861 transcripts.
Clear all filters- Milken Institute1h 1m
Cyber-Security: Protecting Companies and Citizens From Assault
Eli Sugarman, Alex Stamos, Suzanne Spaulding, Ray Rothrock, Susan Gilchrist
A panel of federal officials and industry leaders, including DHS Undersecretary Suzanne Spaulding, Yahoo CISO Alex Stamos, and Red Seal CEO Ray Rothrock, convened to address the escalating intersection of U.S. cybersecurity legislation, global threat intelligence sharing, and corporate liability. The group critically evaluated the efficacy of static compliance standards versus dynamic resilience frameworks, highlighted the economic necessity of investing in security infrastructure, and debated the strategic and moral implications of government-mandated encryption backdoors. Their discussion concluded that future security strategies must prioritize continuous monitoring, standardized risk metrics for investors, and international collaboration to protect critical infrastructure against evolving cyber threats.
- Milken Institute48 min
A Conversation With Ben Horowitz
Ben Horowitz discusses the unexpected broad resonance of his book *The Hard Thing About Hard Things* while detailing the dramatic $2.8 billion valuation of Slack, which emerged from a $18 million failure at TinySpec. He analyzes modern market dynamics, arguing that Silicon Valley avoids bubbles due to lower capital requirements and cloud infrastructure, while noting that regulatory gaps in private markets pose significant risks to liquidity and valuation. Additionally, Horowitz outlines a non-quota hiring strategy that eliminated unconscious bias to achieve 53% female representation and debunks the notion of a ride-sharing monopoly by highlighting driver saturation and the imminent disruption of self-driving technology.
- Milken Institute55 min
The Business of Healthy
Jane Wells, Anu Chatterjee, Dr. Bill Dietz, Michael Johnson, Ryan Shadrick-Wilson, Tara Palmeri, Kathryn Hartmann, Kathy Hartmuth, Rachel Alters, Jeff Dunn, Dr. David Heber, Anu Srivastava, Anu Vatsalavanda, Eric Schmidt, David Levinson, Bill Alford Jr.
Major food corporations are pivoting toward fresh and healthy platforms through billion-dollar acquisitions and reformulation strategies, responding to consumer demand for organic and plant-based options while leveraging data showing significant sales growth in low-calorie segments. Public health projections warn that obesity rates will continue to rise without intervention, prompting government initiatives like school nutrition acts and corporate policy changes such as antibiotic bans to mitigate a crisis expected to surpass tobacco-related healthcare costs. Ultimately, the industry faces the dual challenge of overcoming affordability barriers in food deserts and adapting marketing tactics to normalize healthy choices among younger demographics.
- Milken Institute1h 16m
U.S. Overview: A Catalyst for World Growth?
Ross Duvall, Gene Sperling, Sarah Quinlan, William Kahana
A panel of economic experts, including Gene Sperling, John Donohoe, and Sarah Quinlan, analyzed the U.S. economy's robust 3.8% annualized GDP growth and accelerating job market while highlighting persistent structural challenges such as weak non-defense capital goods orders and housing ownership declines. Despite record corporate profits, the group noted a significant disconnect between earnings and capital expenditure, driven by global uncertainty, a strong dollar that dampens exports, and regulatory barriers restricting mortgage access for millions of borrowers. Looking forward, the experts predicted the Federal Reserve would delay interest rate hikes until late 2015 and forecast that housing construction and global demand will only begin to recover in the coming 12 to 18 months.
- Milken Institute1h 0m
Technology, Creativity, Values: What Drives the New Disruptors?
Andy Serwer, Brandon Beck, Brad Delson, Dave Gilboa, Payal Kadakia, Mike Shinoda, Eric Schmidt, Bradley Horowitz, Brad Lee O'
Four industry leaders from Riot Games, Linkin Park, ClassPass, and Warby Parker present a "New Disruptor" business model that replaces quarterly profit maximization with long-term stakeholder unity. By integrating employees, fans, and customers into a single ecosystem, these organizations leverage deep empathy and real-time feedback to achieve Net Promoter Scores in the high 80s and 90s. This strategy reframes relationships as the primary asset, enabling rapid organizational scaling while maintaining social missions that directly drive sustainable profitability.
- Milken Institute46 min
Engaging a Curious Mind: Brian Grazer Talks With Bob Iger About Life, Listening
Brian Grazer, Bob Iger, Robert Iger
Producer Brian Grazer attributes his success in film and television to a disciplined practice of seeking diverse conversations, ranging from political leaders like Vladimir Putin to scientists like Jonas Salk, which consistently reshape his creative perspectives. This approach, which he details in *A Curious Mind*, treats curiosity as a strategic superpower that has directly influenced major projects such as *Apollo 13* and *Empire* by connecting disparate experiences into coherent narratives. Executives like Bob Iger have adopted similar metrics for leadership, prioritizing authentic curiosity in hiring and strategic decision-making to navigate complex market dynamics.
- Milken Institute58 min
Private Equity: Rotation and Valuation
Robert Smith, Steve Schwarzman, Jonathan Nelson, Jim Coulter, Leon Black, Maria
Leading private equity executives including Steve Schwarzman, Leon Black, and Jim Coulter discuss the industry's evolution from traditional buyouts to a diversified alternative asset class driven by post-2008 regulatory shifts and public market passive flows. Despite valuations at historic highs and rising interest rates compressing returns, panelists identify specific alpha opportunities in distressed energy credit, cybersecurity, and healthcare innovation while capitalizing on the exit of banks from proprietary trading. The sector is strategically bifurcating between large generalists managing sovereign capital and specialists focusing on deep vertical transformations to navigate a market shifting from passive macro bets to active operational value creation.
- Milken Institute1h 1m
Risky Business: Understanding Asia's Geopolitical and Societal Uncertainties
Gwen Robinson, Brian Baker, Curtis S. Chin, Seki Obata, Walter Wang, Brendan Connor, Ben Rosen
Distinguished experts from JM Eagle, Keio University, the Milken Institute, and PIMCO analyzed Asia's shifting risk landscape, identifying critical challenges ranging from China's severe water infrastructure deficits and political centralization to the region's fragmented capital markets and geopolitical tensions. The speakers highlighted emerging investment opportunities in Southeast Asian infrastructure, non-communicable disease sectors, and public-private partnership models while warning that the United States and Japan face strategic setbacks for initially opposing the Asian Infrastructure Investment Bank. Ultimately, the discussion concluded that success in the region requires moving beyond a China-centric focus to address diverse local vulnerabilities, including aging populations, climate disasters, and the specific economic trajectories of ASEAN nations.
- Milken Institute1h 6m
Dealing With China: A Conversation With Henry Paulson
Former Treasury Secretary Henry Paulson details his tenure managing the 2008 financial crisis, highlighting real-time policy pivots involving Fannie Mae, Freddie Mac, and Lehman Brothers that prevented total economic collapse. He further outlines his strategic engagement with China, noting the establishment of the Strategic Economic Dialogue which secured long-term climate cooperation while navigating tensions over human rights and intellectual property theft. Looking forward, Paulson advises prioritizing pragmatic economic linkages and institutional influence, such as joining the AIIB, to manage the complex spectrum of U.S.-China relations amid rising geopolitical and structural challenges.
- Milken Institute1h 1m
Digitizing Wall Street: How Technology Is Changing the Future of Finance
Felix Salmon, David Rockefeller Jr., Mike Weil, Rich Daly, Adina Friedman, David Kaplan, Matthew Walkermann, Nicole Forsgren, David Levinson, Matt Brittin, Eddy Moretti, Adina Kanwisher, Jonathan Zittrain, Adina Srivastavadi, Matthew Accarrino
Representatives from major financial firms including NASDAQ, Broadridge, and Two Sigma convened to analyze how artificial intelligence and blockchain are reshaping capital markets, regulation, and the dynamics between institutional and retail investors. The panel concluded that while technology drives efficiency, reduces settlement cycles, and navigates regulatory complexity, human judgment remains essential for risk management, ethical investing, and defining client goals. Ultimately, the discussion projected a future where algorithmic tools and AI augment rather than replace financial advisors, particularly as the industry shifts toward personalized financial planning and new asset classes like Bitcoin ETFs.
- Milken Institute1h 1m
Trash or Treasure? Finding Value in Distressed-Debt Investing
Richard Cantor, Lauren Scottlieb, Chris Piccillo, Brian Reynolds, Steve Shapiro, Lawrence, John McWhorter, Brian Wright, David Freeman, Christopher Coleman, Chris Hayes, Steve Grove, Steve McCurry, David Levinson, David Rockefeller Jr., Meredith Whitby
Four leading alternative asset managers from Fundamental Advisors, Solus, Chatham Capital, and Golden Tree convened to analyze distressed opportunities across municipal, energy, and corporate sectors while addressing the complex capital structure of Puerto Rico's debt crisis. Panelists generally cautioned against premature entry into the energy market due to oversupply concerns but identified affordable housing, telecommunications spectrum, and regulated lending as high-potential themes within a credit cycle approaching late-stage maturity. Despite warnings of deteriorating underwriting quality and tightening liquidity, the experts projected a robust distressed landscape over the next two years, emphasizing that cohesive restructuring mechanisms remain critical for achieving value in fragmented high-yield and municipal environments.
- Milken Institute1h 0m
#MIGlobalEntrepreneurs
Daniel Gorfine, Avid Larrazadeh, Lindy Fishburne, Troy Carter, Mikhail Namov, William Hurley, Jace Wilson, Ari Leighton
The Milken Institute Global Entrepreneur's Competition united four judges, including Avid Larrazadeh and Troy Carter, to evaluate five startups addressing critical gaps in health, finance, and media. Among the contenders presenting solutions from Digital Genius's AI automation to Honest Dollar's retirement platform, Mikhail Namov's Digital Genius secured the victory through its enterprise-grade conversational technology and significant traction with Fortune 500 clients. The event concluded with Daniel Gorfine highlighting how the winning innovation exemplifies the entrepreneurial spirit of curiosity, confidence, courage, and constancy.
- Milken Institute58 min
Power Shifts in Global Energy
John Raymond, Josh Harris, Pierre Breber, Karen Harbert, Bernd Fischer, Amy Christensen
Panelists analyzed a global oil market oversupplied by 2 million barrels per day, projecting a one-to-two-year recovery to a $65–$70 price range driven by declining U.S. shale rig counts and shifting geopolitical dynamics. Investment strategies are pivoting toward cost-efficient Permian assets and midstream infrastructure while avoiding service sector risks, as the energy sector's share of high-yield debt has surged to 18%. Concurrently, the summary highlights a historic shift in global power centered on North America, where lower prices have spurred petrochemical growth and manufacturing relocation while reducing the fiscal stability of petrodollar-dependent regimes.
- Milken Institute1h 1m
The Intangibles of Building a Great Hedge Fund: People as an Asset Class
Ilana Weinstein, Ken Griffin, Jason Karp, Alex Klaben, Gideon Berger
Industry leaders including Citadel's Ken Griffin and Turbion's Jason Karp discuss how the hedge fund sector has concentrated around 11% of funds managing 92% of assets while shifting focus toward talent cultivation over product creation. Key figures emphasize distinct strategies for scaling, such as Turbion's use of psychological screening to identify grit and Citadel's reliance on a culture of continuous learning and delegation to manage global markets. The discussion concludes that institutional investors now demand lower volatility and longer time horizons, prompting firms to balance risk management with the "white space" required to retain top-tier human capital.
- Milken Institute57 min
A Conversation With Ken Griffin and Mohamed El-Erian
Ken Griffin, Mohamed El-Erian, Gerry Baker
Panelists Mohamed El-Erian and Ken Griffin analyze a global economy defined by divergent monetary policies and structural stagnation, where the Federal Reserve normalizes rates while other major central banks maintain liquidity. Despite suppressed inflation and robust asset prices driven by state-level reforms, experts warn that prolonged artificial pricing and geopolitical instability in regions like the Middle East and Eurozone threaten long-term financial stability. Both speakers remain optimistic that technological advancements and the democratization of capital will eventually overcome political gridlock to reignite productivity and entrepreneurship.