Latest Interviews
Showing 136–150 of 1,089 transcripts.
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Navigating Global Markets: Opportunities, Risks, and Strategies | Global Conference 2025
Sonali Basak, Joshua Friedman, Andrew Junkin, Megan Neuburger, Michael Rees
Blue Owl Capital is transitioning its asset management strategy to target the industry's top 250 firms by shifting from pure investment execution to a holistic model that productizes offerings for diverse global investors while maintaining a bias toward non-manufacturing entities. Concurrently, the private credit market is adapting to deteriorating deal terms and regulatory shifts by serving as an escape valve for investment-grade issuers, particularly within the AI cycle, though investors remain cautious regarding tariff-induced inflation and elevated Treasury yields. Despite these headwinds, the firm emphasizes resilient direct lending and asset-backed finance opportunities that leverage regulatory constraints on traditional banks to generate sustainable, fee-driven cash flows.
- Milken Institute54 min
Planning for Your Ideal Retirement: Lessons for Retirement Success | Global Conference 2025
Cheryl Evans, Christine Benz, Thomas Lee, Eric Stevenson, Rebecca Tadikonda, Tom Lee
Panelists characterize the retirement landscape as a structural crisis driven by the "Peak 65" demographic surge and the collapse of the traditional three-legged pension stool, leaving individuals exposed to insufficient savings and longevity risk. In response, experts advocate for integrating low-cost, in-plan guaranteed income solutions that provide lifetime paycheck liquidity while utilizing regulatory updates like SECURE Act 2.0 to shift fiduciary risk from employers to institutional providers. This strategic shift aims to bridge the gap left by declining pensions and Social Security, ensuring that retirees can cover essential expenses despite market volatility and extended life expectancies.
- Milken Institute55 min
Bending the Curve: Innovation in Asset Management | Global Conference 2025
Leon Kalvaria, Eric Anziani, Sandy Kaul, John Koudounis, Peter Mintzberg, Dan Morehead
A panel of industry leaders from BlackRock, Franklin Templeton, and Grayscale confirmed that the approval of Spot Bitcoin ETFs and the 2024 US election have triggered a regulatory inflection point where $100 billion in institutional assets now flow into the space. Key executives from Kalamos Investments, Pantera Capital, and Crypto.com outlined a strategic shift toward principal-protected products and real-world asset tokenization, projecting exponential growth over the next 18 months. Despite lingering debates on regulatory granularity, the consensus predicts that within a decade, every major financial institution will integrate blockchain into its core strategic benchmarks and asset allocation models.
- Milken Institute1h 0m
Credit Trends and Private Credit Evolution | Global Conference 2025
Eric Platt, Greg Braylovskiy, Anne-Marie Fink, Steve Kuppenheimer, Brad Rogoff, Kevin Sherlock
Industry experts analyze the convergence of private credit and traditional banking, forecasting a modest U.S. recession with rising default rates reaching 5% this year amidst widening credit spreads and tightening underwriting standards. While giant private credit firms are displacing banks in the middle market, the sector is evolving through strategic joint ventures that shift risk off balance sheets and limit systemic exposure, despite concerns over valuation transparency and future refinancing challenges. The panel concludes that lenders are pivoting toward special situations and asset-backed strategies with shorter durations as direct lending spreads compress and regulatory bodies monitor potential asset-liability mismatches in the rapidly maturing private credit landscape.
- Milken Institute1h 2m
Global Asset Management and Alternatives | Global Conference 2025
Sarah Sandler, Jennifer Prosek, Kamal Bhatia, Kim Lew, Tony Minella, Rick Rieder, Daniel Simkowitz
Six industry leaders from PIMCO, Columbia, Morgan Stanley, and Eldridge Capital convened to assess a divergent U.S. economic outlook where sentiment ratings ranged from nervousness to bullish optimism regarding technology and demographics. The panel highlighted a structural shift in private market access for retirement plans, noting projections for allocations to triple while discussing converging returns in private credit and international opportunities in Japan and Brazil. Additionally, the experts advocated for specific policy reforms including Federal Reserve stability, fiscal discipline, and the protection of the R&D ecosystem to sustain long-term growth.
- Milken Institute1h 2m
Wealth Management: Merging Public and Private Market Strategies | Global Conference 2025
Matt Brown, Meena Flynn, Rob Heyvaert, Jose Minaya, Andy Sieg, Joan Solotar
A panel of industry leaders from firms including Blackstone, BNY, and Goldman Sachs predicts that alternative investments will transition from niche instruments to standard portfolio components within the next decade as asset managers develop hybrid products to bridge the gap between public and private markets. Key figures note that while artificial intelligence and regulatory reforms will lower operational barriers and democratize access, critical challenges regarding liquidity, legacy technology infrastructure, and client education must be resolved to prevent misinterpretation of illiquid assets. The consensus forecasts that by 2029, these strategies will be fully integrated into advisory statements, shifting investor focus toward after-tax performance and durable portfolio construction while acknowledging that extreme allocation levels will remain constrained by practical risk management needs.
- Milken Institute54 min
Pioneering Progress: Investments Stemming from the Middle East | Global Conference 2025
Diane Brady, Majid Alfayyadh, Nayef Alhajraf, Majid Mufti, Sara Nooruddin, Shiv Srinivasan
A high-level panel of GCC financial and healthcare leaders, including representatives from King Faisal Specialist Hospital, NEOM, and Abu Dhabi Investment Council, outlined the region's transition toward regulatory-led economic diversification and massive investment in AI-driven healthcare and sustainable infrastructure. Key announcements included a $2 billion commitment to build a Saudi medical city and a $100 billion global partnership focused on biotech and data ecosystems, while the group identified Africa and localized manufacturing as critical growth vectors amidst geopolitical shifts. The consensus emphasized a decade-long strategic window to leverage regional stability and unique genomic data assets for long-term, inclusive partnerships that redefine traditional investment models.
- Milken Institute1h 0m
Crafting the Future: Creativity, Innovation, and Luxury in a Changing World | Global Conference 2025
Diane Brady, Thomas Heatherwick, Nicholas Kirkwood, Christine Marzano, Anish Melwani, Ian Schrager
Ian Schrager, Thomas Heatherwick, and three other industry leaders redefine modern luxury as a democratic, emotional experience rooted in human dignity and craftsmanship while challenging the sterile nature of wealth-based elitism. The panel critically examined the role of technology, establishing that AI and blockchain serve best as tools for provenance and efficiency rather than substitutes for the "happy mistakes" and intuition essential to true innovation. Ultimately, the discussion concluded with strategic imperatives for brands to prioritize genuine scarcity and environmental responsibility, urging creators to embrace failure and mentorship to sustain a future where imagination drives accessible, high-quality design.
- Milken Institute59 min
Corporate Boards in the Digital Age: Governance and Growth | Global Conference 2025
Mark A. Weinberger, Betsy Atkins, Merit Janow, Debra Lee, Dina Powell McCormick, Brian Stafford
A recent industry panel highlighted that while director optimism has hit record lows due to geopolitical volatility, organizations are aggressively deploying agentic AI to achieve significant cost savings and productivity gains, such as UnitedHealth Group's $2.73 billion reduction in operational expenses. These technological shifts are forcing boards to recalibrate their strategies by prioritizing data governance, navigating fragmented global regulations, and addressing creative sector labor concerns while family enterprises maintain long-term capital allocation toward sustainable energy infrastructure. Concurrently, leaders are grappling with a critical mentorship deficit and demographic gaps by advocating for cognitive diversity and younger board representation to ensure strategic agility and values-driven leadership in an era defined by efficiency over incremental headcount growth.
- Milken Institute1h 0m
Strengthening Pathways to Capital: The Business Case for Inclusive Growth | Global Conference 2025
Troy Duffie, Wally Adeyemo, David Hall, Cassandra Lichnock, Linnea Roberts, Jim Shelton
The Milkenitz to Global Conference 2025 panel led by Walea Adeyemo, Cassandra, and other sector leaders argues that unlocking the economic potential of rural and historically redlined communities requires a strategic alignment of public, private, and philanthropic capital. Speakers detailed structural barriers such as the geographic concentration of venture capital and rigid institutional investment thresholds, while proposing solutions like bipartisan legislative support and the coordination of family offices to fill scaling gaps. The discussion concludes that bridging the widening mobility gap and preparing for an AI-driven economy demands a new infrastructure of education and capital stacking comparable to historical national investments in railroads and defense.
- Milken Institute1h 0m
Alternatives as Pillars of Multi-Asset Management | Global Conference 2025
Charles Gasparino, Jeff Aronson, Oscar Fahlgren, Robyn Grew, Edwin Jager, Anthony Yoseloff
Amidst heightened US market volatility and geopolitical uncertainty driven by tariff announcements, panelists advocate a strategic pivot toward emerging markets like Brazil and India to capitalize on distressed debt and special situations. While maintaining the United States as a critical hub for AI innovation, the discussion emphasizes the necessity of active management and "boots on the ground" local expertise to navigate complex regulatory frameworks and capture alpha in private credit. The conversation concludes with a cautionary outlook on the risks of democratizing alternatives for retail investors, warning that liquidity mismatches and product misunderstandings could precipitate a market correction if capital flows reverse.
- Milken Institute1h 4m
Innovation Beyond Borders: New Approaches Transforming Health | Global Conference 2025
Alice Park, Mansoor Ibrahim Al Mansoori, Olivier Bogillot, Geetha Tharmaratnam, Prashant Warier
Global health leaders are driving a paradigm shift from reactive disease management to proactive prevention by integrating genomic data, AI-driven diagnostics, and social determinants into unified population intelligence platforms. Pioneering initiatives in Abu Dhabi demonstrate how merging clinical records with lifestyle metrics and enforcing strict data sovereignty can accelerate the regulatory approval of preventive therapies and reduce hospitalization rates. This systemic transformation aims to treat longevity as a universal birthright, requiring coordinated policy, catalytic capital, and AI augmentation to rebuild healthcare infrastructure around sustainable health outcomes.
- Milken Institute1h 0m
Alpha Architects for Multi Asset Strategy | Global Conference 2025
Jared Carney, Khaled Al Shamlan, Ashley Baum, Jeb Bentley, Saira Malik, David Mihalick
Five senior investment leaders representing approximately $3 trillion in assets convened to discuss evolving portfolio strategies amidst rising asset correlations and the declining efficacy of the traditional 60-40 model. The panel emphasized a strategic shift toward alternative assets like infrastructure and private credit while highlighting that resilience and local information networks are critical for generating alpha during periods of volatility. By prioritizing downside protection, utilizing regime-based allocations, and leveraging internal management structures, the speakers outlined a roadmap for navigating current market dislocations and meeting long-term liability requirements.
- Milken Institute54 min
What's Next for Oceans? | Global Conference 2025
Justin Worland, Josh Green, David Gruber, Rodrigo Prudencio, Wendy Schmidt
A high-stakes gathering of entrepreneurs, philanthropists, and policymakers highlights the urgent need to redirect global investment toward ocean conservation, noting that less than 1% of environmental philanthropy currently supports the $24 trillion economy the seas underpin. While Governor Josh Green's ban on deep-sea mining in Hawaii counters federal fast-tracking efforts, the event emphasizes how innovative financing models and private ventures are filling the void left by a 25-year low in government science funding. Ultimately, participants underscore that international cooperation is unprecedented as nations move to establish emissions restrictions and protect fragile deep-sea ecosystems that could take 162,000 years to recover from industrial exploitation.
- Milken Institute27 min
A Conversation with Former Prime Minister of the United Kingdom Tony Blair | Global Conference 2025
Former UK Prime Minister Tony Blair assesses the current global order as a destabilizing "shaking out" rather than a total collapse, highlighting geopolitical stress tests in trade, Ukraine, and the Middle East that demand immediate action. He argues that Europe must overcome its defense dependence on the U.S. while progressive parties regain relevance by adopting artificial intelligence to address economic stagnation and managing immigration through strict, lawful frameworks to counter populist appeal. Ultimately, Blair warns against prioritizing ideology over objective policy solutions, citing his record on child poverty and expressing optimism that long-term trends of rising prosperity and stability will guide the world through these complex crises.