Latest Interviews
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Clear all filters- Milken Institute1h 0m
Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | Global Conference
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci, Steven T. Mnuchin
On May 8, 2024, the Milken Institute convened a panel featuring Treasury Secretary Steven Mnuchin, investor Brad Jacobs, and advocate John Hope Bryant to propose structural reforms that reconcile free enterprise with closing the wealth gap. The group outlined specific legislative and private-sector solutions, including the "Invest America Birth Account" to seed universal child savings and the Retirement Savings for Americans Act to automatically enroll workers in retirement plans. These initiatives aim to mitigate retirement insecurity and promote financial literacy by 2026, leveraging contributions from high-net-worth donors and private equity firms while avoiding wealth taxes that could stifle innovation.
- Milken Institute38 min
Countering Warning Signs | Global Conference 2024
Josh Barro, Mark Lindbloom, Raymond McGuire, Asutosh Padhi, Seema Shah, Jeffrey Solomon, Ray McGuire
Panelists led by Jeffrey Solomon and Ray McGuire conclude that structural shifts such as deglobalization and domestic infrastructure spending will sustain a "higher for longer" rate environment with nominal yields stabilizing between 4.25% and 4.75%. While consumer spending remains bifurcated with resilient high-income earners and distressed lower-income households, the economy continues to absorb higher costs due to robust corporate balance sheets and productivity gains driven by technology. Ultimately, investors must recalibrate valuations to account for persistent inflation and tail risks, recognizing that the labor market serves as the primary indicator before a potential systemic downturn or prolonged expansion occurs.
- Milken Institute1h 1m
Institutional Investors: Staying the Course or Catching the Wave | Global Conference 2024
Christopher Ailman, Amy Diamond, Allison Hill, Molly Murphy, Bei Saville, Liz Tulach
Five female Chief Investment Officers from Boeing, QIC, Advance Family Office, Orange County Retirement System, and the USC Endowment convened to debate investment strategies spanning private markets, geopolitical risk, and emerging trends. The panelists detailed their specific approaches to navigating high volatility and sticky inflation while balancing rigid mandates with opportunities in artificial intelligence, private credit, and supply chain reshoring. Their collective dialogue highlighted a shift toward "staying the course" in innovation while actively managing liquidity constraints and diversifying portfolios through secondaries and co-investments.
- Milken Institute1h 1m
The Cancer Diagnostics Revolution | Global Conference 2024
Gregory Simon, Kara Egan, Helmy Eltoukhy, Jody Hoyos, Larry Kessler, Anaeze Offodile, Greg Simon
Experts and industry leaders convened to discuss the technological evolution of liquid biopsies for early-stage, pan-cancer detection while addressing critical barriers regarding clinical efficacy, health equity, and reimbursement. The dialogue highlighted the necessity of randomized control trials to prove mortality benefits over simple downstaging, noting that false positives can trigger invasive diagnostic odysseys without extending life. Panelists from organizations like GARDEN and Teal Health outlined specific strategic goals, including securing Medicare coverage and developing at-home screening devices to reduce the 25% of women currently behind on recommended cancer screenings.
- Milken Institute1h 1m
Moving Beyond Financials: Mega-Trends Shaping Business and Finance | Global Conference 2024
Hiromichi Mizuno, Raphael Arndt, Saira Malik, Jonathan Goldstein, Andy Sieg, Hiro Mizuno, Raf
Panelists Andy Betts, Rafi B., Sarah Malik, and Jonathan Goldstein convened to address the transformative impacts of the longevity revolution and a projected $80–$100 trillion intergenerational wealth transfer on global financial markets. The discussion highlighted a critical shift in portfolio construction toward 50-30-20 allocations featuring alternatives, alongside evolving investor demands for impact investing, educational diversity, and well-being metrics that move beyond traditional GDP. Despite concerns regarding widening wealth gaps and 1930s-style geopolitical instability, the group agreed that aligning capital markets with the ethical values and first-principles thinking of younger generations is essential for sustaining future stability and growth.
- Milken Institute1h 2m
Ukraine: Present Perils and Future Prospects | Global Conference 2024
Gideon Rose, Dmitri Alperovitch, Bill Browder, Evelyn Farkas, Ilya Ponomarev, Liev Schreiber
Experts analyze a grinding land stalemate in Ukraine's war against Russia, where rapid mobilization and insufficient Western training cycles struggle against Russia's fully reoriented war economy and massive defense spending. The panel debates the strategic necessity of confiscating frozen Russian assets, long-range strikes on domestic infrastructure, and an oil embargo to break Russian resolve, while warning that a potential U.S. election victory for Donald Trump could severely cut aid and jeopardize NATO security. With credible peace negotiations deemed impossible under Vladimir Putin's current leadership, the outlook remains divided between a prolonged existential deadlock and a future resolution driven by internal Russian resistance or a fundamental shift in Western strategic posture.
- Milken Institute1h 1m
The Asset Management Upheaval | Global Conference 2024
Matt Brown, Kamal Bhatia, Dan Bienvenue, Kathryn Koch, Jose Minaya, Tony Minella
Asset management leaders converge to analyze how persistent higher interest rates and a "higher-for-longer" environment are reshaping investment strategies toward senior secured lending and integrated public-private portfolios. The discussion highlights accelerating industry consolidation driven by the need for permanent capital through insurance partnerships, while simultaneously tracking the democratization of alternatives via 401(k) regulatory changes and a pivot toward outcome-based sustainable investing. Experts forecast a coming private credit distress cycle within 24 months that will separate top-tier managers from laggards, even as structural demographic shifts and AI-driven public market growth dominate long-term outlooks beyond short-term political cycles.
- Milken Institute48 min
A Conversation with John Legend on the Path to Reentry after Incarceration | Global Conference 2023
John Legend, Conrad Kiechel, Karen Bass, Jonathan Capehart, Sheena Meade, Deepti Rohatgi
At the 26th Milken Institute Global Conference in Los Angeles, speakers including Mayor Karen Bass and documentary filmmaker John Legend addressed the city's upcoming infrastructure projects for global events while highlighting a severe homelessness crisis. A subsequent panel on the *Home Free* documentary examined systemic barriers facing the 114 million Americans with criminal records, featuring success stories from the Clean Slate Initiative and Slack for Good's Next Chapter Program. These initiatives have demonstrated that removing occupational licensing hurdles and implementing "Ban the Box" policies can yield high hiring success rates, prompting calls for business leaders to adopt policies that unlock second chances for employment and housing.
- Milken Institute1h 2m
Global Real Estate | Global Conference 2024
Erik Schatzker, Kathleen McCarthy, Al Rabil, David Steinbach, Barry Sternlicht
Leading real estate experts including Al Rabel, David Steinbach, and Kathleen McCarthy characterize the current market as a balance sheet crisis where global rates have shifted from a declining to a stable environment, precipitating a predicted hard landing due to inverted yield curves and regional bank fragility. While distressed office assets face devaluation and commercial lending is constrained by $1.6 trillion in maturing debt, specific sectors like data centers, senior housing, and India's logistics market demonstrate robust demand driven by artificial intelligence and demographic shifts. Capital flows are consequently pivoting from institutional banks to private credit and high-net-worth investors, with major firms like Blackstone and Canaccord positioning for a 2024 wave of discounted transactions to exploit the widening bid-ask spread.
- Milken Institute30 min
A Conversation with John Podesta and Exxon Mobil CEO Darren Woods | Global Conference 2024
John Podesta, Darren Woods, David Westin
Amidst a record $1.7 trillion surge in clean tech investment and the Inflation Reduction Act's push toward 2030 emissions targets, industry leaders like ExxonMobil's Darren Woods and the Biden administration's John Podesta engaged in a strategic debate over balancing rigorous carbon accounting with urgent climate action. While both sides advocate for an "all of the above" approach involving carbon capture and renewables, they identified critical bottlenecks in permitting, regulatory certainty, and supply chain dependencies on China that threaten project execution. The discussion ultimately emphasized that long-term decarbonization requires scaling diverse energy molecules and establishing fair global trade mechanisms to prevent high-emission manufacturing from undercutting domestic net zero goals.
- Milken Institute31 min
A Conversation with IMF Managing Director Kristalina Georgieva | Global Conference 2024
Kristalina Georgieva, Richard Ditizio, Zanny Minton Beddoes
Over 1,000 speakers convened at the 2024 Milken Institute Global Conference under the theme "Shaping a Shared Future" to address critical challenges ranging from supply chain disruptions and cybercrime threats to a historic displacement crisis of 110 million people. IMF Managing Director Kristalina Georgieva and other key figures analyzed divergent economic trajectories, warning that fiscal deficits and trade fragmentation could trigger a "turbulent" decade unless nations pivot toward productivity-enhancing innovations like green technology and artificial intelligence. The event highlighted both severe US social crises, including gun violence and fentanyl overdoses, and significant global opportunities, such as $500 billion in deployed philanthropic capital and fintech solutions banking millions of unbanked individuals.
- Milken Institute1h 1m
2024 US Election Insights | Global Conference 2024
Gerard Baker, Kellyanne Conway, Van Jones, Chris Liddell, Jim Messina, Paul Ryan
This 2024 election analysis highlights the historic contest between the first two former presidents in a century, examining how unique factors like Trump's criminal indictments and Biden's age concerns are reshaping voter behavior. Panelists identify economic security and border security as primary drivers for swing voters, while noting a fragile Obama-Biden coalition struggling to retain young Black and Latinx male voters against a Republican campaign that has fully embraced the MAGA movement. Predictions emphasize a highly competitive electoral map centered on three Midwestern states, with a likely outcome of divided government and significant risks from AI-driven disinformation during the transition period.
- Milken Institute55 min
Part 2: Global Capital Markets | Global Conference 2024
Zanny Minton Beddoes, His Excellency Mohammed El-Kuwaiz, Jane Fraser, Mike Gitlin, Ron O'Hanley, Harvey Schwartz, Mohammed El-Kuwaiz
Senior financial leaders from Citi, State Street, Capital Group, and Carlyle, alongside representatives from the Saudi Capital Market Authority, analyzed the current market's high US valuations, the structural dominance of American capital markets, and the accelerating shift toward private assets. The panel highlighted massive capital mobilization needs for AI infrastructure and energy transitions while warning of systemic risks in private credit and the complexities of regulatory arbitrage. Looking ahead, the experts forecast a five-year return of trillions in cash to markets, the democratization of private equity, and the strategic integration of artificial intelligence into global financial infrastructure.
- a16z26 min
Zach Perret (Plaid) & Simon Khalaf (Marqeta): New Applications in Fintech
Zach Perret, Simon Khalaf, Angela Strange
Industry experts predict the term "fintech" will vanish within two years as major retailers and non-bank entities adopt embedded finance strategies that already contribute nearly half of their operating margins. Plaid is shifting its infrastructure toward AI-driven identity verification to prevent a potential $10 billion in fraud losses while preparing for a regulatory environment where CFPB rules mandate open data sharing. Simultaneously, the payments landscape is evolving from static card models to dynamic, algorithmic wallet aggregations that enable real-time rewards and sponsor banking expansion across over 100 institutions.
- a16z46 min
Marc Andreessen & Andrew Chen Talk Creative Computers
Marc Andreessen frames the current technological landscape as a critical transition from legacy paradigms to probabilistic AI and immersive gaming, arguing that moral panics and outdated regulatory models threaten to stifle the private sector's role as the primary engine of innovation. He predicts that mass adoption of these new platforms will be driven by "massively multiplayer dreams" and permanent game economies, fundamentally reshaping industries ranging from education to healthcare by replacing static content with dynamic, user-generated experiences. Consequently, Andreessen advises founders to abandon traditional product roadmaps and instead build capital-intensive, policy-savvy institutions capable of executing decades-long visions in an environment where incumbent firms risk irrelevance without native AI-first architectures.