Latest Interviews
Showing 8986–9000 of 9,939 transcripts.
Clear all filters- The Economist15 min
Oil and gas companies are facing major technological disruption
Kristina Bechteler, Farmer Einsiedler, Günter Mürgele
Amidst the seismic financial shifts of the global energy sector, traditional giants like Statoil and E.ON are fundamentally restructuring to adapt to post-Paris climate mandates and halving valuations. These industry leaders are pivoting from centralized fossil fuel dominance toward decentralized renewable models, exemplified by Statoil's offshore carbon capture and E.ON's split into distinct renewable and commodity units. Concurrently, technological breakthroughs in floating wind farms and local energy cooperatives are enabling a transition where billions of euros are deployed to secure a future where clean energy generation consistently outpaces consumption.
- Milken Institute1h 19m
Fireside Chat with Sir An0drew Witty | Part 2 Fast Forward: A Glimpse Into Asia-Pacific's Future
Sir An0drew Witty, Haslinda Amin, Michael Milken, Raphael Arndt, Jeffrey Jaensubhakij, Hiromichi Mizuno, Mark Tucker, Doug Appel, Michael Sterling, Curtis Chin
Former GSK CEO Sir Andrew Witty outlined the company's strategic expansion into Singapore as a new global hub while detailing major advancements in global health access, including HIV treatment milestones and profit reinvestment in sub-Saharan Africa. Concurrently, a panel of prominent investors analyzed Asia-Pacific economic shifts, highlighting China's transition toward domestic consumption and the structural growth potential of Southeast Asian demographics despite risks of global slowdowns. Witty emphasized the urgent need for future leaders to fundamentally reshape business models, a sentiment echoed by the broader consensus that long-term value lies in navigating regulatory complexities and embracing the Fourth Industrial Revolution.
- Milken Institute1h 0m
The Business of Sports and Entertainment
Dong Wang, Sophie Goldschmidt, Robert Rankin, David Shoemaker, Chatri Sityodtong, Jim Small
Asian sports markets are pivoting from traditional B2B licensing to direct B2C engagement, driven by global giants like the NBA and CPH who leverage localized infrastructure and digital tools to tap into a region holding 56% of the world's population. Organizations are capitalizing on this shift through specific innovations such as the NBA's Dongguan academy, One Championship's cultural storytelling, and CPH's strategy of linking stadium profitability to major events like UFC fights and the Olympics. Despite challenges regarding shifting consumer attention toward e-sports and varying league ownership models, the sector forecasts significant expansion fueled by a rising middle class and upcoming host events from 2019 to 2022.
- Milken Institute46 min
The New Japan: Beyond Abenomics
Kotaro Tamura, Motoaki Saito, Masahiko Shibayama, Keiko Tashiro, Adrian Zecha
Recent high-level engagements and government reforms in Japan are targeting critical economic shifts, including the acceptance of foreign labor in caregiving sectors and the mobilization of corporate cash reserves exceeding 125% of GDP. These structural changes aim to reverse demographic decline by leveraging inbound tourism growth and fostering a new venture ecosystem driven by engineers leaving traditional giants. Despite progress in governance compliance, panelists emphasize that deepening cultural openness and addressing language barriers remain essential to unlocking the nation's substantial investment potential in technology and manufacturing.
- Milken Institute56 min
The Digital Age of Finance: Technology's Impact on Asset Management
Ted Lee, Michael DeAddio, Nobel Gulati, Ian Martin, Sanjay Tikku, Jethro Goodchild, Rajesh Jane, Ritesh Maheshwari
Leading financial institutions including Two Sigma, Work1, Columbia Endowment, and State Street are fundamentally reshaping their operations by deploying advanced technology to process exploding data volumes and automate traditional administrative functions. These organizations are diversifying their workforce by recruiting scientists and engineers without prior finance experience while shifting human capital toward high-level problem-solving and analytical roles. The collective strategy aims to move from legacy infrastructure to real-time, data-driven decision-making that separates true market alpha from noise to navigate increasingly complex and fragmented global markets.
- Milken Institute1h 2m
Investment Outlook from Global Industry Titans
Michael Milken, Leon Black, David Bonderman, Lei Zhang
A coalition of 70 university researchers and global stakeholders is mobilizing a half-million-person initiative to address Japan's $23 trillion U.S. cash surplus and the social security gap through a new six-sector classification system. This strategy integrates fiscal reforms, climate change measures, and a dedicated focus on disability inclusion to stabilize currency fluctuations and revive underperforming industrial sectors highlighted during recent G20 discussions. By leveraging direct community engagement over social media and establishing a new scientific framework for labor, the group aims to achieve a 35% growth rate while avoiding the pitfalls of past economic failures.
- Milken Institute53 min
Real Estate: The Search for Returns Amid Uncertainty
Henny Sender, Johnny Adji, Tokihiko Shimizu, Andy Tan-Chye Guan, Paul Vosper
A panel of investment experts distinguished active real estate value creation from passive asset holding, emphasizing a strategic pivot toward bottom-up analysis of specific hubs like Singapore, New York, and Hong Kong amid restrictive global lending regulations. Speakers detailed how structural shifts in China's consumer economy, Japan's corporate governance reforms, and technology-driven changes in office and residential utilization are reshaping market dynamics. Ultimately, the discussion highlighted that long-term success depends on managing leverage risks, navigating regulatory hurdles, and adapting asset portfolios to demographic transitions and evolving environmental standards.
- Milken Institute1h 8m
Giving Back: How Asia's Philanthropists Are Making an Impact
Heng Wing Chan, Andrew L. Cohen, Debra Black, Binod Chaudhary, P.N.C. Menon, Kris Wiluan, John Wood
The Milken Institute Center for Strategic Philanthropy hosted a panel featuring leaders from Room to Read, the Melanoma Research Foundation, and Indofood to advocate shifting philanthropy from simple checkbook donations to strategic, data-driven models focused on measurable social ROI. Moderator Jerome Cohen and panelists emphasized that addressing global challenges, such as Africa's impending infrastructure needs and widespread illiteracy, requires consolidating fragmented NGOs and leveraging private sector resources. The discussion concluded with a consensus that future impact depends on cross-sector collaboration, rigorous performance metrics, and a generational shift toward sustainable wealth distribution rather than accumulation.
- Milken Institute1h 3m
Accelerating Infrastructure: Leveraging Partnerships and Mitigating Risks
Cesar Purisima, Sean Chiao, Donald Kanak, Mahendra Lama, Jordan Schwarz
A high-level summit convened industry leaders, policymakers, and multilateral development bank officials to address the trillion-dollar infrastructure funding gap in the Asia-Pacific region, where projected demand from a growing middle class far outstrips current investment capabilities. Speakers highlighted that while substantial domestic liquidity exists in Japan and ASEAN central banks, institutional barriers, political risks, and fragmented project pipelines prevent capital from flowing into critical sectors like energy, digital connectivity, and climate-resilient transport. The discussion culminated in a consensus on mobilizing domestic pension and insurance funds through standardized frameworks and sovereign risk guarantees to achieve scalable, long-term infrastructure development across South and Southeast Asia.
- Milken Institute1h 1m
Artificial Intelligence: Blurring the Lines Between Humans and Machines
James Cham, Pascale Fung, Ben Goertzel, Hsiao-Wuen Hon
A panel of experts traced the evolution of artificial intelligence from John McCarthy's 1956 definition to current narrow systems, identifying hardware and data as key drivers for the projected arrival of Artificial General Intelligence within 5 to 15 years. The discussion highlighted distinct market dynamics where Asian consumers' cultural acceptance of robotics and demographic needs in elderly care and manufacturing accelerate adoption compared to Western skepticism. While finance and healthcare sectors demonstrate early automation success, the panel emphasized that future breakthroughs depend on developing emotional intelligence and unsupervised learning to achieve true generalization.
- Milken Institute31 min
A Conversation With Indra Nooyi and Mike Milken
Former PepsiCo CEO Indra Nooyi championed the "Performance with Purpose" strategy to secure generational longevity by aligning financial growth with human, environmental, and workforce sustainability. She countered investor skepticism regarding short-term restructuring charges by restructuring the product portfolio and engaging directly as a global statesman to navigate complex regulatory and implementation challenges. Nooyi further advocated for systemic workforce retention solutions, including mandatory family support systems, while driving regional gender inclusion strategies to leverage the purchasing power of women.
- Y Combinator20 min
Elon Musk : How to Build the Future
Elon Musk identifies artificial intelligence as the most urgent challenge for humanity's future, advocating for its democratization and the development of high-bandwidth brain interfaces to foster a human-AI symbiote. Alongside AI, he prioritizes genetic reprogramming for disease prevention and the establishment of a self-sustaining Mars colony within a decade, while applying his utility-optimization philosophy to engineering efforts at SpaceX and Tesla. His operational strategy focuses on radical innovation and "the machine that builds the machine" to overcome technological entropy, with 80% of his time dedicated to direct engineering design rather than business management.
- Milken Institute1h 5m
Global Capital Markets The Search for Value
Laura Deal Lacey, Michael Milken, Gordon Fyfe, Lawrence Golub, Omar Lodhi, Larry Post
Leading institutional investors including BC Pension Fund, Arena Capital, Golub Capital, and emerging markets specialist Omar Choudhry convened to address the intensifying pressure of meeting 6%–7.5% return targets in a low-growth global environment. The panel detailed strategies for overcoming these challenges through geographically diversified active management in India, Africa, and distressed Brazilian assets, while leveraging short-duration high yield and non-bank middle market lending to capture illiquidity premiums. Emphasizing rigorous credit discipline, fee compression via internalization, and deep local partnerships, the group highlighted that sustained performance will rely on avoiding capital preservation failures rather than chasing high-volatility gains.
- Milken Institute1h 0m
The New Faces of Asia: Leaders Transforming the Region
Richard Ditizio, Dilhan Fernando, Leili Gerami, Ren Hua Ho, Anthony Tan
Next-generation leaders from prominent Asian enterprises including Taiwa, Grab, Dilmah, Maya, and a Thai real estate group convened to debate the strategic necessity of merging business growth with social responsibility. Speakers articulated a regional pivot away from exponential GDP expansion toward purpose-driven stewardship, emphasizing hiring based on shared values, integrating philanthropy into core operations, and leveraging technology to solve systemic issues like mobility and gender inequality. Collectively, these figures defined a new leadership paradigm where success is measured by long-term social impact and resilience rather than quarterly financial returns, signaling a shift toward impact investing and ethical consumption across Southeast Asia.
- Milken Institute1h 0m
Credit Market Outlook
Oriel Morrison, Paul Horvath, Christopher Lee, Shyam Maheshwari, Robert Petty
A panel of financial experts identifies a global economic inflection point driven by "Japanification" and stagnant growth, prompting a strategic shift away from overvalued Western assets toward Asia's emerging credit markets. Despite significant risks from shadow banking, high non-performing loan ratios, and regulatory fragmentation, the consensus highlights a massive $37 trillion debt expansion and a pivot to non-bank lending as the primary source of alpha in the region. While navigating complex legal environments and a climbing default cycle, institutional investors are increasingly deploying capital into distressed Asian debt through specialized private platforms and creditor-friendly partnerships to capture substantial recovery returns.