Latest Interviews
Showing 766–780 of 2,116 transcripts.
Clear all filters- Milken Institute56 min
Shifting Tides: A Macroeconomic Outlook
John Defterios, Virginie Afota, Roxanne Davies, Robert A. Gillam, Michael Metcalfe, Alireza Zaimi, Rob, Virginia, Ella Reyes, Brigitte
This macroeconomic forum analyzed how central bank liquidity and media narratives are currently driving asset rallies while emerging markets like China face GDP contraction from trade tensions and viral shocks. Experts contrasted these short-term credit risks with long-term structural themes, including a projected 20% global population growth and the strategic evolution of sovereign wealth funds in the Middle East toward diversified infrastructure and ESG integration. The panel concluded that despite volatile oil prices and inflation concerns, institutional investors are increasingly shifting from tactical trading to decade-long horizons focused on demographic shifts, technological disruption, and sustainable resource allocation in Asia and emerging economies.
- Milken Institute1h 2m
Is Crypto Finally Growing Up?
Staci Warden, Michael Gronager, Navin Gupta, George Kikvadze, Simon Seojoon Kim, Mike Novogratz
Moderated by Stacey Worden, a panel of industry leaders including Mike Novogratz and George Kikvadze confirmed the cryptocurrency sector's evolution from a speculative frontier to a regulated, institutional-grade asset class. The discussion highlighted Bitcoin's role as a macro hedge against fiat debasement while outlining how enterprise solutions like Ripple are driving mass adoption in Asia and how blockchain traceability effectively combats illicit finance. Looking ahead, the group projected that infrastructure maturation over the next five years will trigger a global economic transformation comparable to the post-1999 internet boom, with billions of users entering the ecosystem through decentralized finance and device-to-device interactions.
- Milken Institute50 min
Life After Sport - What Do Elite Atheltes Do Next?
Sarah Sandler, Khaled Al-Mahri, Didier Drogba, Clarence Seedorf, Vladimir Kilichkov
Hosted by the Milken Institute in Abu Dhabi, an all-star panel featuring Didier Drogba, Nicolas Anelka, Clarence Seedorf, and Vladimir Kilichkov discussed strategic transitions from elite athletics to sustainable business and leadership roles under the moderation of Khaled Al-Mahri. The distinguished athletes shared specific insights on mental resilience, injury prevention, and long-term planning, while highlighting critical gaps in African football infrastructure and the broader socio-political power of the sport. Their collective dialogue emphasized that enduring success in both sports and commerce requires a foundational philosophy of "Challenge Management," coordinated efforts among strategic partners, and a shift toward proactive, future-oriented governance.
- Milken Institute59 min
Private Equity: A Continuing Evolution of Capital Access
Glen August, Nazim Azimbaev, Maggie Finari, Ray Thorne, Andrew Weinberg, Mark O'Lean
Leading institutional investors including Glen August of Oak Hill Advisors and Maggie Finari of Ontario Teachers' Pension Plan convened to debate strategies for securing 20% net returns in a private market increasingly constrained by 11–12% historical averages. The panelists outlined divergent approaches ranging from Ray Thorne's asset-intensive company building to Andrew Weinberg's focus on the middle-market family business wealth transfer, all while integrating ESG principles and data science to hedge against technological disruption. Despite optimistic targets, the group emphasized that geopolitical tensions, potential policy shifts, and the inevitable credit cycle downturn necessitate strict covenant protections and selective operational value-add to sustain performance.
- Milken Institute57 min
Being the Disruptor, Not the Disrupted
Dana Hamilton, Joe Sitz, Jonathan, Hussein
Real estate leaders are being compelled to disrupt traditional models by aligning capital with megatrends in technology, demographics, and flexible workspaces to navigate the volatility of global gateway cities. Industry players like the Kean Group and Pretium are pivoting toward data-driven value creation, shifting from vanilla office assets to specialized logistics, biotech, and experiential wellness environments that cater to the "time-poor" consumer. While aggressive digital transformation and strategic brand licensing offer competitive advantages, successful execution now demands resilient funding structures capable of withstanding black swan events and rapidly adapting to regulatory lag.
- Milken Institute37 min
Opening Plenary - Part 2: Global Overview
Waleed Al Muhairi, Adam Boehler, Raymond Dalio, Dina Powell McCormick, John, Haldun al-Mubarak
The event analyzes escalating global economic headwinds driven by geopolitical tensions and the coronavirus outbreak while detailing how major institutional investors like Mubadala adjust their portfolios toward cash-flow robust assets amidst shifting monetary policies. Simultaneously, the discussion highlights the strategic maneuvering of entities such as the DFC to counter Chinese influence in emerging markets and addresses the urgent need for economic diversification in the Middle East to mitigate youth unemployment risks. Experts emphasize that long-term success now depends on integrating ESG principles and accelerating the transition away from hydrocarbon dependency before fiscal stability is compromised by resource depletion.
- Goldman Sachs32 min
Risk Management - Goldman Sachs 2020 Investor Day
Brian Lee, Karen Seymour, Sarah Smith, Shira Fredman
A panel of four seasoned executives, including CRO Brian Lee and General Counsel Karen Seymour, outlined a risk and compliance framework defined by an independent function that integrates disciplined risk-reward strategies into all new business initiatives. The firm aims to maintain a Common Equity Tier 1 ratio between 13% and 13.5% while deploying robust stress-testing methodologies and enhanced surveillance systems to address geopolitical, climate, and cybersecurity threats. This approach ensures that control functions participate in strategic planning from day one and that the balance sheet retains fair valuation flexibility regardless of accounting designations.
- Goldman Sachs31 min
Fixed Income Investor Relations - Goldman Sachs 2020 Investor Day
Beth Hammack, Kerry Halio, Rajeshri Datta
Goldman Sachs is accelerating a strategic shift to increase unsecured consumer deposits, aiming to replace $10 billion of wholesale debt annually to reduce interest costs and fund a long-term 50-50 debt-deposit mix. Complementing this funding evolution, the firm plans to shorten its wholesale debt weighted average maturity to eight years or less while executing a targeted transition away from LIBOR by the end of 2021. These liquidity and asset-liability management initiatives, supported by robust capital buffers and conservative underwriting, are projected to lower net interest expenses by $1 billion over the medium term.
- Lex Fridman20 min
David Chalmers: What is Consciousness? | AI Podcast Clips
The speaker defines phenomenal consciousness as subjective experience distinct from information processing, highlighting the unresolved "hard problem" of explaining how physical brain processes generate feeling. While the event traces the shifting medical consensus on infant pain and the logical expansion of consciousness to diverse entities, it critically examines competing theories like panpsychism, cosmopsychism, and Integrated Information Theory as potential solutions. Ultimately, the presentation contrasts these minority views against the orthodox scientific stance, arguing that consciousness may require treatment as a fundamental property of reality rather than a mere emergent byproduct of complex machinery.
- Milken Institute55 min
Building Mentally Resilient Youth
June Henton, Ted Bunch, Nadine Burke Harris, Cynthia Germanotta, Katie Hood, Sherrie Westin
Hosted by Auburn University's Dean June Hinton, this session convened leaders from Sesame Workshop, the One Love Foundation, Born This Way Foundation, Call to Men, and California Surgeon General Dr. Nadine Burke Harris to address youth resilience through evidence-based interventions. Presenters detailed strategies ranging from media content that teaches emotional regulation and healthy relationship skills to medical protocols that screen for Adverse Childhood Experiences and mandate stable adult bonding to mitigate chronic stress. Collectively, the organizations highlighted data-driven successes in reducing stigma, preventing violence, and improving long-term health outcomes by empowering young people and their caregivers with practical tools and systemic support.
- Milken Institute1h 0m
The Business Case for Addressing Social Determinants of Health
Joanne Kenen, Georges Benjamin, Thomas Moriarty, Ashley Perry, Lauren Shweder Biel, Emily Yu, Joanne Cannon, Lauren Schwader-Beal, Catherine Connolly, Michael Golinkoff
A panel of public health leaders and industry executives from organizations including DC Greens, CVS, and Socially Determined defined social determinants of health as critical external factors like housing and food security that drive clinical outcomes. The discussion highlighted actionable case studies, such as DC Greens' Produce Rx program and CVS's expansion of health hubs, which utilize data analytics to prove return on investment and shift SDOH interventions from philanthropic pilots to core business strategies. Participants emphasized that future success requires multisector coalitions to move beyond simple referrals toward shared accountability models that address systemic root causes while leveraging new value-based care incentives.
- Milken Institute48 min
Building the Mental Health System We Need
Robert Wilkie, Freda Lewis-Hall, Kay Jamison, Ronald Kessler, Robert Nelsen, Richard Pops, Brandon Staglin, Ron Kessler, Bob Nelson, Shawmi Finless
Current mental health systems struggle with diagnostic ambiguity and payment barriers that leave one in five Americans untreated, resulting in premature mortality and a $3 trillion global economic burden. To address these systemic failures, experts propose shifting from subjective symptom scales to a data-driven framework utilizing passive monitoring and quantitative biomarkers for early, personalized intervention. This approach aims to expand access to Coordinated Specialty Care, accelerate drug approval through regulatory reform, and integrate workforce innovations to break the cycle of chronic disease and incarceration.
- Milken Institute1h 0m
The Power of Place-Based Philanthropy
Diana Bucco, Cindy L. Citrone, Shirley Franklin, Wes Moore, La June Montgomery Tabron
Five institutional and personal philanthropy leaders, including Diana Bucco, Lejeune Callison-Montgomery-Tabron, Wes Moore, Shirley Franklin, and Cindy Citrone, convened to define place-based strategies that anchor resources within specific geographies to address systemic issues like poverty and racism. The panel highlighted measurable outcomes such as reducing veterans homelessness in New York to near zero and transforming a lowest-performing Atlanta school into a top-five district institution through holistic, long-term community investment. By prioritizing local governance, generational commitments, and the "Series A" role of de-risking innovations for eventual government adoption, these leaders aim to shift philanthropy from reactive grant-making to sustainable, neighborhood-scale transformation.
- Milken Institute54 min
Gun Violence as a Public Health Crisis
Edward Greissing, Dan Diamond, Megan L. Ranney, Babak Sarani, Leana Wen, Mallory Williams, Chris Corey, Josh Wright, Hazelwood
A diverse panel of medical experts and advocates asserts that while gun violence is increasingly recognized as a public health epidemic, federal research funding remains critically stagnant due to the 1996 Dickey Amendment, leaving survivors of mass shootings without verified data tracking. Consequently, the group advocates for shifting focus from sweeping federal bans on assault rifles to localized, holistic interventions such as Baltimore's "Safe Streets" violence interruption model and evidence-based policies targeting high-capacity magazines and domestic violence. Looking forward, the panel predicts that systemic change will likely emerge from private sector risk incentives and upstream socioeconomic investments rather than immediate national legislative breakthroughs.
- Milken Institute42 min
Walking the Drug-Pricing Tightrope: Fostering Innovation While Maintaining Affordability
Dan Diamond, Matthew Eyles, Dan Leonard, Mark McClellan, Seema Verma, Greg Walden, Matt Iles
Moderated by Dan Diamond, a panel comprising Seema Verma, Matt Iles, Dan Leonard, and Mark McClellan examined the unsustainability of U.S. drug spending and the urgent need for bipartisan legislation to address the "gross-to-net" price bubble and the rising cost of ultra-high therapies. While the group agreed that current payment models create perverse incentives for manufacturers of legacy drugs and antimicrobials, they diverged on solutions, with CMS advocating for private sector competition and industry representatives emphasizing the risks of government price-setting on research and development. The discussion concluded that structural reforms, including value-based arrangements and targeted regulatory changes to Medicaid Best Price rules, are essential to align reimbursement with modern cure cycles before the projected 2026 spending crisis forces administrative intervention.