Latest Interviews
Showing 1261–1275 of 1,418 transcripts.
Clear all filters- Milken Institute1h 7m
MI Summit 2013 - London: Global Capital Markets: The Forces Shaping the Future of Finance
Leon D. Black, Tom Finke, Mitchell Julis, Scott Minerd, David Zervos, Michael Milken, Mike Clouton
The panel analyzed how central bank policies incentivizing risk-taking are driving a structural shift from traditional banking to shadow banking and alternative asset classes like collateralized loan obligations. Industry leaders from Apollo and other institutions discussed strategies to navigate these changes, highlighting the need for insurers and Japanese households to move away from cash hoarding toward real assets and structured credit to meet yield targets. Despite the opportunities for innovation, speakers warned that prolonged quantitative easing creates market distortions and political risks that could lead to future inflationary instability.
- Milken Institute56 min
MI Summit 2013 - London: Access to Global Capital: Investing in Growth
Mindy Silverstein, Tony Blair, Strive Masiyiwa, Seth Merrin, Jane Rowe, Michael Milken
In partnership with LiquidNet and Tony Blair's Africa Governance Initiative, the Milken Institute launched the Access to Global Capital Initiative to direct foreign investment into emerging markets like Indonesia, Colombia, and Rwanda through improved governance frameworks. Major institutional investors, including Ontario Teachers' Pension Plan, are increasing their emerging market exposure by leveraging rigorous risk management and specific country classifications to align fiduciary interests with stable regulatory environments. This collaborative effort aims to catalyze economic transformation by proving that human capital and predictable rules drive growth more effectively than natural resources, thereby incentivizing broader global adoption of these development strategies.
- Milken Institute55 min
MI Summit 2013 - London: Quantitative Exiting: The Road Ahead for Monetary Policy
Laurence Boone, Jason Cummins, Spencer Dale, Brian Sack, David Zervos
Senior officials from the Federal Reserve, Bank of England, and ECB discussed the $10 trillion expansion of global central bank balance sheets, highlighting that future limits are defined more by political legitimacy and market stability than strict GDP thresholds. Panelists explained that recent policy shifts prioritize keeping interest rates low to stimulate growth, with the Fed planning to maintain a massive balance sheet until at least 2020 while the Bank of England commits to eventually selling sovereign assets to preserve credibility. While experts agree that the expanded monetary base poses limited inflation risk through tools like reverse repos, they acknowledge the trade-offs include a "Faustian bargain" of accepting asset bubbles to achieve macroeconomic stability.
- Milken Institute49 min
MI Summit 2013 - London: U.S. Overview: Gathering Steam?
Gregory Cappelli, Ross DeVol, Harold Ford Jr., J. Todd Morley, Eric Spiegel, Philippa Thomas
The panel analyzed a precarious October 1 government shutdown and impending debt ceiling crisis driven by ideological gridlock between Speaker John Cornyn and the Tea Party faction against the White House. While macroeconomic indicators show resilience with GDP growth near 2% and recovering manufacturing, the economy faces severe headwinds including a skills gap affecting 3.5 million jobs, regulatory uncertainty from healthcare legislation, and stalled corporate investment due to political paralysis. Experts concluded that breaking the current economic logjam requires urgent structural reforms, specifically corporate tax reduction and energy pipeline approvals, as the lack of political compromise threatens to derail both fiscal stability and long-term U.S. competitiveness.
- Milken Institute57 min
MI Summit 2013 - London: Global Real Estate: A Tiered Market
Fiona D'Silva, David Evans, Jonathan Goldstein, Anthony Myers, Francine Lacqua, Kelly Hampal, Diane Sobin
Following the successful refinancing of Heron Tower with Starwood, industry leaders from Heron International and Blackstone assessed a global real estate landscape defined by divergent recovery cycles across the U.S., Europe, and Asia. The panel highlighted a significant shift toward direct investment strategies and non-bank lending as capital migrates to distressed European markets, while simultaneously warning of residential bubbles in London driven by foreign cash flows and geopolitical instability. Experts concluded that despite tightening spreads in prime UK assets, the sector faces distinct risks regarding jurisdictional complexity in Southern Europe and the long-term sustainability of high-valued London real estate amid changing work patterns.
- Milken Institute58 min
MI Summit 2013 - London: Disruptors, Innovators and Entrepreneurs
Joe Cerrell, Ryan Kavanaugh, Nanxi Liu, Geoff McGrath, Saad Mohseni, Karen Finney
Panelists Jeff McGrath, Ryan Kavanaugh, Saad Mohseni, Joe Sorrell, and Nancy Liu discussed transforming high-risk sectors through a fusion of data analytics, creative execution, and strategic adaptation to local constraints. The discussion highlighted specific innovations ranging from Relativity Media's risk-mitigation real estate model and Mobi Group's regional media empire to the Gates Foundation's polio eradication efforts and heat-stabilized vaccine delivery systems. Ultimately, the group emphasized that overcoming systemic barriers requires embracing failure as a learning tool, balancing data efficiency with privacy, and leveraging private capital to drive growth in volatile or underserved markets.
- Milken Institute54 min
MI Summit 2013 - London: Funding Medical Breakthroughs, Enriching Society
Ruxandra Draghia-Akli, Gary Nabel, Tim Peakman, Sir Mark Walport, Margaret Anderson
Hosted by Margaret Anderson, a panel of global health leaders including Sir Mark Walport and Gary Nabel convened to address the critical intersection of biomedical innovation and economic prosperity. The discussion highlighted transformative scientific breakthroughs such as universal flu vaccines and T-cell immunotherapy while outlining strategic frameworks like the European Innovative Medicines Initiative to bridge the gap between academic research and commercial application. Participants concluded that overcoming regulatory bottlenecks, scaling genomic sequencing, and fostering public-private collaboration are essential to transforming health data into tangible patient outcomes and national economic growth.
- Milken Institute1h 0m
MI Summit 2013 - London: Investment Opportunities and Risks in Africa
Aigboje Aig-Imoukhuede, Karim Anjarwalla, Ade Ayeyemi, Sara Menker, James Mwangi, Staci Warden, Paul Hinks
Panelists and experts highlighted Africa's robust economic fundamentals, including a 6% annual growth rate, a median age of 20, and a projected middle class exceeding one billion people by 2060. While historical stereotypes have often led to inflated risk assessments and costly capital pricing, the presence of major multinationals and the rise of local champions in banking, legal, and telecom sectors demonstrate that governance improvements and regional integration are driving tangible market maturation. Successful investment strategies now emphasize informed courage, deep local partnerships, and the realization that corruption is an increasing barrier rather than an inevitable operational cost.
- Milken Institute1h 1m
MI Summit 2013 - London: Wealth and Power: Energy and the World Economy
Poppy Allonby, Francesco Giuliani, Paul Hinks, Ian MacDonald, Pierce Riemer, Stephen Sedgwick
A global energy panel projects that oil prices will stabilize near $100 per barrel, driven by rising extraction costs of $75–$80 and OPEC fiscal requirements, while natural gas remains non-fungible due to transport constraints. Industry power has shifted from International Oil Companies to National Oil Companies, prompting a massive infrastructure transition to support inland extraction and deepwater projects that demand long-term price certainty. Furthermore, panelists emphasize that hydrocarbons will dominate the next century of energy supply, contingent on overcoming workforce shortages in the West through partnerships with emerging economies and advancing storage technologies to eventually integrate renewables.
- Milken Institute58 min
MI Summit 2013 - London: Global Overview: Is Confidence Returning?
Willem Buiter, Ann Cairns, Ed Daniels, Alexander Friedman, Tidjane Thiam, Gillian Tett, Alex Freeman
Panelists characterize the global economy as experiencing a muted recovery led by the United States' manufacturing resurgence and private sector deleveraging, while Europe remains stagnant due to banking sector constraints and political gridlock. Distinct regional dynamics highlight Asia's strategic pivot toward sustainable growth amid credit risks and Africa's demographic dividend driving unprecedented expansion, contrasting sharply with Japan's stagflationary threats. Looking forward, investment strategies prioritize innovation hubs in the U.S. and Sub-Saharan Africa, though experts warn of imminent banking crises and geopolitical instability in energy-dependent regions requiring urgent structural reforms.
- Milken Institute58 min
MI Summit 2013 - London: Credit Markets at a Crossroads
Richard Byrne, Tom Corcoran, Robert Kricheff, Brian Pinto, Robert Ruberton, Komal Sri-Kumar, Bob, Rob, Rich
Speakers Bob Kritches, Tom Corcoran, and other industry experts analyze a U.S. credit environment defined by soaring debt levels, compressed spreads, and regulatory constraints that have created a dangerous imbalance between buy-side assets and sell-side capital. The discussion shifts to European markets, where massive bank deleveraging and direct lending saturation have forced issuers toward high-yield bonds, while emerging market investors navigate a fragmented landscape where flexible exchange rates shield some nations but expose others to capital flight. Ultimately, the panel concludes that alpha generation now requires avoiding crowded public securities to pursue illiquid distressed opportunities and structural arbitrage strategies while anticipating a volatile multi-year normalization of global monetary policy.
- Milken Institute8 min
Perspectives on Mexico's Political and Economic Direction
John Feeley, Arturo Sarucan, Duncan Wood, Jorge Suarez-Velez
During a debate on Mexico's trajectory under President Peña Nieto, State Department official John Feeley and Global Solutions representative Arturo Sarucán highlighted the nation's rising status as the thirteenth-largest global economy and a critical trading partner with extensive free trade agreements. While external observers express optimism regarding Mexico's telecommunication and education reforms, both experts acknowledge that persistent structural challenges, specifically endemic corruption and regional inequality, remain significant hurdles. Sarucán further noted that consistent macroeconomic policies and poverty reduction initiatives like Oportunidades have successfully lifted 40 million citizens out of extreme poverty, signaling a shift toward a more stable demographic and economic future despite historical skepticism.
- Milken Institute1h 15m
Hungry and Obese: Food and America's Well-Being
Michiel Bakker, Laurie David, Robert Egger, Nona Evans, Kelly Chapman Meyer, Lawrence Soler, Jane Wells, Skip Reimer, Michael Gerson, Kelly Meyer, Larry Soler, Carol Kretschman
A diverse panel of industry leaders from organizations including Google, the Whole Kids Foundation, and the Partnership for a Healthier America convened to address the systemic drivers of the American obesity epidemic, which currently affects one in three children and costs the economy approximately $1 trillion annually. Participants detailed strategic solutions ranging from Google's focus on teaching cooking skills and LA Kitchen's employment of marginalized populations to process "ugly" produce, alongside efforts to reshape marketing norms and implement corporate accountability through public-private partnerships. By leveraging demographic shifts among younger generations and the political influence of aging Baby Boomers, these stakeholders aim to transition the cultural narrative from fear-based messaging to sustainable lifestyle changes that integrate healthy food into schools, workplaces, and underserved communities.
- Milken Institute59 min
The Rise and Decline of Nations and Civilizations (updated)
Jared Diamond, Niall Ferguson, James Robinson, William Bennett
Historians Neil Ferguson, Jared Diamond, and James Robinson analyze the non-linear S-curves of civilization collapse through the lenses of environmental strain, health crises, and the critical distinction between inclusive and extractive political institutions. The panel assesses contemporary vulnerabilities in the United States, such as educational deficits and intergenerational debt, while projecting that China faces insurmountable demographic and resource barriers despite its current innovation surge. Divergent views on future stability emerge regarding the European Union and Japan, with experts debating whether historical precedents of institutional evolution can overcome inherent systemic flaws.
- Milken Institute51 min
Dinner Program - To Infinity and Beyond: Jeff Skoll Talks with Elon and Kimbal Musk (updated)
Jeff Skoll, Kimbal Musk, Elon Musk, Paul
At a panel introduced by Jeff Skoll, brothers Elon and Kimbal Musk detailed their divergent yet complementary ventures, ranging from early startups like Zip2 and PayPal to Elon's engineering firms SpaceX and Tesla and Kimbal's culinary and nonprofit initiatives. The discussion highlighted specific milestones such as the sale of PayPal to eBay for $1.5 billion, Tesla's launch of the award-winning Model S, and The Kitchen Community's measurable impact on childhood nutrition and school test scores. Both founders reflected on their formative years in South Africa and Silicon Valley, emphasizing a shared philosophy that combines technological innovation with social responsibility through scalable, market-based solutions.