Latest Interviews
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Clear all filters- Milken Institute59 min
Shaping Digital Finance
Dan Primack, Corrie Elston, Paul Hamill, Julie Monaco, Alfred Spector, Michael Tannenbaum
Executives from SoFi, Citigroup, Two Sigma, and Google Cloud convened to analyze the accelerating digitization of finance, contrasting the rapid speed of fintech disruption with the slower, scale-driven transformation of legacy banks. The panel highlighted how artificial intelligence and machine learning are now driving critical efficiencies in underwriting and compliance, while legacy institutions are reclassifying startups as strategic partners through open API frameworks and venture arms. Despite these technological advances, participants noted that regulatory barriers and cybersecurity concerns remain significant hurdles, even as emerging markets demonstrate the transformative potential of digital payments for financial inclusion and anti-corruption efforts.
- Milken Institute53 min
I, Worker: Employment in the Age of Robots
Caroline Fairchild, Roy Bahat, Jacqui Canney, Aaron Levie, Anne-Marie Slaughter
A panel of experts convened to analyze the impending demographic shift where the workforce over 55 will double, debating whether automation will replicate the industrial revolution's upheaval or create new value in sectors like healthcare and education. While Walmart's $2.7 billion training initiative illustrates corporate adaptation, the discussion highlighted significant barriers for displaced workers, including skills mismatches and the failure of traditional job creation models to keep pace with retail losses. Ultimately, the consensus emphasized that addressing this crisis requires coordinated government, educational, and business action to foster high-touch roles and continuous certification, rejecting universal basic income as a primary solution for economic mobility.
- Milken Institute58 min
Seeding Change: A New Dynamism in Philanthropy
Richard Ditizio, Sir Tom Hunter, Dominika Kulczyk, David Panzirer, Belinda Tanoto, Dominique Cravicchio
Leading philanthropists including Tom, David, Belinda, and Dominika advocate for treating charitable capital as an investment portfolio that prioritizes data-driven efficacy, rigorous milestone tracking, and strategic partnerships over traditional overhead constraints. These experts emphasize shifting from direct service delivery to scaling proven models through government adoption and market-based mechanisms, while accepting that failure must be minimized through rapid iteration and clear exit metrics. The collective strategy focuses on de-risking early-stage solutions, investing in high-quality talent without artificial caps, and fostering deep collaboration to ensure sustainable, measurable impact across diverse sectors ranging from medical research to global education.
- Milken Institute1h 1m
Solutions to Climate Change: A 10-Year Game Plan
Andrew Revkin, Noah Diffenbaugh, Bob Inglis, Qi Ye, Diane Regas, Pete Trelenberg, Andy Revkin, Carolyn Jungermann, Paul Telles, Amy Christensen
A comprehensive panel analysis spanning thirty years of climate data identifies the urgent need to double global energy supply while decarbonizing systems to meet Paris Agreement goals and accommodate three billion new middle-class consumers. Experts from government, industry, and research institutions converged on a multi-stakeholder strategy favoring market-based carbon pricing, expanded clean energy investment, and the prioritization of adaptation alongside mitigation. The discussion highlighted critical geopolitical dynamics, noting China's aggressive clean energy deployment and the necessity of bipartisan support for basic science to address the intersection of climate change, economic development, and national security.
- Milken Institute57 min
Japan's Great Investment Wave
Kotaro Tamura, Victor Chu, Yasuhide Nakayama, Kiyotaka Sasaki, Takumi Shibata, Sasaki-san, Shibata-san, Steve Tsang, Nakayama-san, HIROTAKA YOSHIDALEMURA, HIROKA IWASAKI
Panelists including FSA official Hironori Sasaki and Nikko Asset Management's Yasuhiro Shibata outlined strategies to mobilize Japan's 15 trillion yen in dormant household and corporate savings through revised governance codes and tax-exempt savings accounts. The discussion highlighted inbound opportunities in tourism, real estate, and the silver industry while addressing outbound shifts toward Southeast Asia and specific commitments like Masayoshi Son's $50 billion pledge to US infrastructure. Geopolitical stability, demographic solutions via foreign caregiving visas, and enhanced capital flows from Hong Kong and Africa were identified as critical drivers for the nation's economic revitalization.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 1m
Food Investors and Innovators Inspiring a Health Revolution
Ryan Shadrick Wilson, Arian Foster, Kara Roell, James Rogers, Patrick Smith, Adam Waglay, Jonathan Smiga
Industry leaders and investors convened to address the $18 trillion food market's transition from legacy manufacturing to transparent, vertically integrated supply chains that prioritize nutrient density and cold-chain innovation. Key figures from Butterfly Equity, Power Supply, and Appeal Sciences outlined strategies combining for-profit scalability with social impact, such as extending produce shelf life to reduce waste and optimizing distribution for lower-income accessibility. The dialogue emphasized that sustained cultural shifts toward conscious consumption will drive capital allocation, provided companies balance commercial viability with regulatory compliance and educational initiatives.
- Milken Institute59 min
Return on Longevity: Capitalizing on the Demographic Shift
Jim Mellon, Chip Conley, Joseph Coughlin, Joan Ruff, Andrew Scott, Joe Coughlin
Experts including Andrew Scott, Chip Conley, and Joe Coughlin argue that advancing technologies and shifting demographics will soon extend average life expectancy to 110 years, rendering the traditional three-stage life obsolete and forcing a restructuring of pension systems and corporate culture. To adapt, the economy must embrace a multi-stage life model where older adults contribute a "productivity dividend" through wisdom and emotional intelligence, while consumer markets pivot toward exciting, non-stigmatizing products that support continuous education and travel. This fundamental social transition requires eliminating age-based labels and designing financial and healthcare frameworks that accommodate the risks of living from age 50 to 100 without assuming a fixed retirement age.
- Milken Institute1h 1m
To Infinity and Beyond: What's Cool in Transportation
Alan Ohnsman, Peggy Johnson, James Kuffner, Lior Ron, Kyle Vogt, Richard Wallace
Industry leaders project the widespread deployment of Level 4 autonomous ride-share fleets in major urban centers by 2021, prioritizing constrained environments over universal Level 5 capability to ensure technical reliability. This transition drives a shift toward Mobility as a Service, where companies like Uber and Cruise aim to replace private vehicle ownership with high-utilization shared fleets while infrastructure providers like Microsoft leverage cloud computing to monetize in-car time. Beyond operational changes, the technology promises significant societal benefits including reduced traffic fatalities and repurposed urban land, even as it necessitates navigating a fragmented regulatory landscape and evolving labor markets.
- Milken Institute58 min
The Hunt for Yield: Risk-Free Return or Return-Free Risk?
James Mackintosh, Scott Evans, Robert Kricheff, AJ Murphy, Anne Walsh, Andrew Whittaker, James McInstosh, Bob Krychev
A panel of institutional investors and asset managers characterizes the fixed-income market as being in a late-stage bull phase with historically tight spreads, prompting a strategic shift toward defensive positioning despite a consensus that the environment remains distinct from the speculative excesses of 2007-2008. While participants are reducing exposure to overvalued assets like U.S. agency mortgage-backed securities and wary of liquidity risks from passive investing and covenant-lite debt, they continue seeking yield premiums in sector-specific opportunities such as second-lien loans and selective high-yield issuers. This cautious approach reflects concerns that corporate leverage remains elevated and that potential macroeconomic catalysts, including fiscal policy changes and geopolitical shifts, could abruptly alter the trajectory of an otherwise extended credit cycle.
- Milken Institute1h 2m
India's Great Strides
Reuben Abraham, Nisha Biswal, Raju Narisetti, Irfan Nooruddin, Anand Shah
Raju Rajagopal founded *Mint* in 2007 to introduce Western journalistic ethics to India's growing business sector, capitalizing on demographic shifts that would eventually make it the country's second-largest newspaper. The publication's success occurred alongside a strategic transformation in US-India relations under Narendra Modi, characterized by heightened diplomatic engagement and a "dynamic" partnership despite anticipated transactional tensions. Simultaneously, India leveraged digital infrastructure like the "India Stack" and Aadhaar to bypass traditional banking hurdles, driving massive financial inclusion while navigating complex domestic reforms such as the Goods and Services Tax.
- Milken Institute1h 2m
California and Asia: The Need for Collaboration
Kevin Klowden, Fred Hochberg, Elise Huang, Pradeep Khosla, Ashok Kumar Mirpuri
A panel of experts warns that shifting U.S. trade policies and proposed federal budget cuts threaten California's role as the primary gateway for Pacific economic and technological engagement. While China and Singapore aggressively expand their influence through strategic investments, regulatory sandboxes, and bilateral partnerships, the United States faces significant risks to its leadership in R&D, education, and export markets. The discussion highlights that sustaining California's innovation ecosystem requires immediate government support to counteract global shifts in semiconductor manufacturing and fintech dominance.
- Milken Institute1h 10m
U.S. Overview: Will the Economic Tailwind Continue?
Ross DeVol, John Chen, Francisco González Díaz, Vasant Prabhu, Steven Rattner, Alan Schwartz
Moderated by Ross Duvall, a panel of industry leaders from BlackBerry, Visa, Guggenheim Partners, and other institutions analyzed the disconnect between U.S. consumer confidence and weak corporate investment while debating the strategic necessity of NAFTA renegotiation and tax reform. Participants highlighted that despite robust consumer spending and low unemployment, stagnant productivity and a skills gap limit growth, prompting calls to shift focus toward high-tech innovation rather than manufacturing repatriation. Looking ahead to 2017, the group predicted a likely passage of corporate tax legislation through reconciliation, limited modifications to the Affordable Care Act, and the commencement of NAFTA negotiations that would emphasize technology and intellectual property over traditional trade barriers.
- Milken Institute1h 2m
Framework for Investing for the Long Term
Colin le Duc, Brian Gildea, Steven Goulart, Jingdong Hua, Jean Hynes, Arif Naqvi
A diverse panel of institutional investors from firms including MetLife, Generation, and the IFC identified a critical misalignment between long-term asset requirements and current quarterly measurement frameworks that hinders sustainable capital deployment. To address these structural barriers, participants detailed innovative incentive models and de-risking strategies, such as IFC first-loss provisions and Wellington Management's decoupled compensation structures, designed to unlock the $30 trillion opportunity within the Sustainable Development Goals. The group concluded that overcoming regulatory bottlenecks and standardizing impact metrics is essential for mobilizing idle capital into emerging markets and infrastructure projects while shifting asset allocation toward holistic value creation.
- Milken Institute59 min
Can the Traditional University Thrive in the Internet Age?
Jeffrey Silber, Bill Achtmeyer, William Bennett, Gregory Cappelli, Ronald Daniels, Nikhil Sinha, Jeff Silber, Bill Bennett, Ron Daniels, Bhagwan Chaudhary, James Starr, Gary Weisserman, Ray Jacobson, Devian
Moderated by Jeff Silber of BMO Capital Markets, a panel including Bill Ackmeyer, Bill Bennett, Greg Capelli, Ron Daniels, and Nikhil Sinha examined the viability of traditional universities amid 24% growth in online enrollments and the rise of micro-credentials. Experts predicted that while elite research institutions will survive by leveraging prestige and innovation, small colleges with low endowments face extinction as market consolidation accelerates and Fortune 500 leaders increasingly define skills standards. The discussion highlighted that future higher education must differentiate itself through pricing disruption, personalized learning technologies, and hybrid models that balance technical instruction with essential soft skills.