Latest Interviews
Showing 196–210 of 1,758 transcripts.
Clear all filters- Milken Institute1h 2m
Institutional Investors: Charting the Course | Global Conference 2025
Christopher Ailman, Justin Barton, Jenny Chan, Edwin Denson, Jonathan Glidden, Guadalupe Rodriguez, Chris
Representatives from the Children's Hospital of Philadelphia, the State of Wisconsin Investment Board, Delta Airlines, the UCLA Foundation, and a single family office convened to discuss how their distinct balance sheets and liabilities shape divergent capital allocation strategies. While SWIB and UCLA maintain long-term horizons and increased non-U.S. equity exposure, Delta prioritizes de-risking and liquidity management within its pension structures amidst a shifting macro environment. The panelists collectively signaled a cautious stance toward private market pricing and hedge fund correlation, anticipating stagflation and regulatory volatility that will likely dictate 2025 investment flows and secondary market activity.
- Milken Institute59 min
AI Leadership: Business Aspirations and Value Propositions | Global Conference 2025
Julia Boorstin, Aparna Chennapragada, Francis deSouza, Arianna Huffington, Clara Shih, Matt Wood
Moderated by CNBC's Julia Boorstin at the Milken Institute Global Conference, industry leaders from Meta, Microsoft, Google, PwC, and Thrive Global characterized AI as a transformative inflection point comparable to electricity rather than an incremental tool. The panel detailed rapid enterprise adoption, noting that AI now generates over 30% of code at Google and drives revenue growth for cloud providers, while predicting a shift toward an agent-to-agent economy where human roles evolve from task execution to orchestration. Ultimately, the discussion emphasized a dual strategy of accelerating innovation while establishing governance frameworks to mitigate risks such as disinformation and bias, forecasting a future where AI expands human capabilities across healthcare, science, and lean "frontier" business models.
- Milken Institute58 min
AI and Digital Transformation's Impact on Investing | Global Conference 2025
David Steinberg, Jim Breyer, Dipanjan "DJ" Deb, Greg Emerson, Dennis Gada, Jodie Wallis, Shanali Basak
A panel of industry leaders including Jodi, Dennis, DJ, Greg, and Jim established a consensus that organizations must adopt a hybrid "build, buy, and partner" strategy, favoring external foundational models while retaining in-house development for specific strategic assets. The discussion highlighted acute shortages of top-tier mathematical talent and warned of critical risks ranging from quantum decryption threats to deepfake fraud, necessitating robust, materiality-based governance frameworks. Looking forward, experts predicted AI will act as a catalyst for enterprise transformation and private equity value creation, though they cautioned that true value lies in revenue growth rather than mere productivity gains or marketing hype.
- Milken Institute1h 1m
Investing in Ukraine's Future | Global Conference 2025
Gillian Tett, Philip Bennett, Xavier Bettel, Wladimir Klitschko, Oleksandra Matviichuk, Yuriy Vitrenko
Panelists project a realistic three-year timeline for a peace deal, noting that Russia currently holds the initiative on ceasefire negotiations while Ukraine leverages its strengthened drone production. Key figures including Deputy Prime Minister Xavier Bettel and former Naftogaz CEO Yuri Vitrenko confirmed a U.S.-Ukraine minerals deal that aims to secure investment and serve as a precursor to an armistice, though legal complexities regarding Russian frozen assets remain a significant hurdle. Simultaneously, Nobel laureate Alla Aleksandr warned of impending impunity if war crimes are not prosecuted through a Special Tribunal, while the EBRD outlined a strategy to scale reconstruction investments to billions annually despite total costs estimated at $700 billion.
- Milken Institute59 min
Energy Transition to Energy Addition | Global Conference 2025
Daniel Yergin, Mohammad Abunayyan, Mohamed Al Hammadi, Ana Cabral Gardner, Amos Hochstein, Vineet Mittal
A high-level panel of energy leaders and policymakers warns that global energy discourse has pivoted from "transition" to "addition" as AI-driven demand accelerates, exposing critical bottlenecks in grid infrastructure and supply chain resilience. Key figures from the US, Middle East, India, and mining sectors agree that meeting these surging needs requires a diversified portfolio combining nuclear baseload, natural gas, and renewables while avoiding a "race to the bottom" in critical mineral standards. Strategic outcomes emphasize immediate investment in grid modernization, off-grid data center solutions, and an "alliance network" to decouple from single-source dependencies without triggering geopolitical isolation.
- Milken Institute1h 0m
Strengthening Communities: Corporate Philanthropy, Social Capital, & Resilience | Global Conference
Melissa Stevens, Nicole Anderson, Lynette Bell, Mary Culler, C.D. Glin, Jean Oelwang
Representatives from PepsiCo, Truist, AT&T, Ford, and Virgin Unite convened at the Milken Institute's "Toward a Flourishing Future" conference to outline strategies for strengthening community resilience against a surge in global disasters and deepening social fractures. These leaders detailed a shift toward enterprise-wide mobilization that leverages corporate assets, data analytics, and long-term pre-competitive partnerships to address food insecurity, disaster recovery, and the digital divide. The panel emphasized that sustainable impact requires multi-year funding horizons, internal employee alignment, and the repositioning of trust as essential infrastructure for systemic change.
- Milken Institute1h 3m
In Service of a Healthier Tomorrow | Global Conference 2025
Esther Krofah, Gregory Case, Judy Faulkner, Robert Ford, Pablo Legorreta, Ellen Sigal, Greg Case
Leading industry figures including Epic's Judy Faulkner and Aon's Greg Case outline a strategic roadmap for the US healthcare ecosystem to reach 2035, aiming to resolve systemic tensions between biomedical innovation and workforce deficits through widespread AI automation and GLP-1 cost management. The panel identifies critical risks such as proposed 40% cuts to NIH funding, FDA staffing reductions, and regulatory bottlenecks that threaten to undermine US leadership in global life sciences despite breakthroughs like xenotransplantation. Concluding that hope is not a strategy, the consensus calls for immediate cross-sector collaboration to align incentives, secure foundational research funding, and modernize infrastructure to prevent China from seizing global health dominance.
- Milken Institute59 min
Countdown: Improving Military Readiness for the 21st Century| Global Conference 2025
Susan Eisenhower, Joe Dunford, Lisa Gordon-Hagerty, Mara Karlin, Kevin Rudd, James Stavridis
Amidst a volatile global environment dominated by nuclear competition between the U.S., China, and Russia, American military leaders warn of critical readiness deficits stemming from budget stagnation, aging infrastructure, and a shrinking recruitment pool. While the U.S. retains a strategic advantage through its alliance network, the lack of direct crisis communication channels with Beijing and China's rapid modernization create urgent risks of miscalculation and escalation. Experts argue that restoring competitive advantage requires a substantive 3% to 5% real budget increase and a fundamental strategic shift from counter-terrorism to multi-domain great power conflict.
- Milken Institute1h 1m
Addressing the Financial Headwinds Faced by Gen Z and Millennials | Global Conference 2025
Cheryl Evans, Kahlil Byrd, Catherine Collinson, Alexis Crow, Dorothy Kelly, Sylvia Kwan, Dot Kelly
This event convenes financial experts to analyze the structural erosion of intergenerational mobility and the acute debt burdens facing Gen Z and Millennials amidst shifting macroeconomic headwinds. Speakers highlight the convergence of student loan defaults, AI-driven workforce disruptions, and a growing distrust of traditional financial institutions as primary drivers of contemporary wealth inequality. The discussion concludes by outlining adaptive strategies for wealth preservation, including policy interventions for loan forgiveness, values-based investing, and the urgent integration of financial literacy to mitigate long-term economic vulnerability.
- Milken Institute45 min
Credit Markets in Transition | Global Conference 2025
Michael Piwowar, Michael Buchanan, Peter Gleysteen, Deborah Orida, Michael Zawadzki, Mike Pivovar, Mike Buchanan
Panelists analyzed the current macroeconomic landscape characterized by tariff uncertainty and Federal Reserve rate cuts, while highlighting a $30 trillion private credit market reshaped by regulatory changes that drive capital from banks to non-competitive partners. Industry leaders identified investment opportunities in infrastructure, asset-backed finance, and investment-grade credit, noting that resilient fundamentals and low leverage support default rates under 50 basis points despite weakening investor sentiment. The discussion concluded with a strategic pivot toward multi-asset credit approaches and structural diversification to mitigate volatility risks and capitalize on market dislocations for tactical offense.
- Milken Institute1h 2m
Unstoppable or Untenable? Unfolding India's Growth Outlook | Global Conference 2025
Maneet Ahuja, Anjula Acharia, Alok Agarwal, John Chambers, Vinod Giri, Atul Keshap
Driven by Prime Minister Narendra Modi's vision of inclusive growth and the "Three Cs" framework, India targets becoming the world's third-largest economy by 2025 and the number one economy by 2047 through strategic expansions in manufacturing, semiconductors, and digital infrastructure. This transformative trajectory is bolstered by a $450 billion startup ecosystem, a surge in electronic exports under "Make in India" schemes, and a deepening U.S.-India partnership that prioritizes critical technology collaboration and a potential free trade agreement. While facing execution challenges across its 28 states and environmental risks, the nation's leadership anticipates scaling per capita income to $10,000 to sustain its ascent as a dominant global hub for AI, luxury branding, and innovation.
- Milken Institute57 min
Crypto's Wild Ride: The Great Debate | Global Conference 2025
Nicole Valentine, Sebastian Bea, Zoe Cruz, Dante Disparte, Mary-Catherine Lader, Caroline D. Pham, Ivan Soto-Wright
Industry leaders and regulators converge to redefine digital assets from speculative experiments into essential global infrastructure, with figures like Zoe Cruz and Dante Disparte highlighting stablecoins as the "digital dollar" for cross-border payments. Regulatory shifts led by CFTC Chair Caroline Pham establish a dual-track framework that separates fraudulent unbacked tokens from tokenized real-world assets to unlock a projected $2 to $5 trillion market by 2030. The consensus among panelists from Coinbase, MoonPay, and Uniswap foresees a 2025 pivot where automated financial protocols and Bitcoin as a strategic reserve become invisible yet ubiquitous utilities replacing legacy banking rails.
- Milken Institute1h 1m
Europe Reimagined: Investment, Innovation, & Competition for Future Markets | Global Conference 2025
Daniel Finkelstein, Matthieu Courtecuisse, Mathias Dopfner, Timo Haas, Martha Lane-Fox, Heiko Thoms
Over 30 pharmaceutical companies warned of a €100 billion capital flight unless the EU addresses regulatory uncertainty, prompting officials like Heiko Toms to propose "Omnibus" packages that prioritize competitiveness over the Green Deal. Panelists including Matthias Döpfner and Axel Springer CEO highlighted a critical 30% AI productivity gap driven by risk-averse culture and rigid labor markets, calling for a €500 billion infrastructure fund to unlock domestic capital and correct market fragmentation. Meanwhile, defense leaders outlined a strategy to triple German spending to 3.5% of GDP by 2029, framing dual-use technology integration as essential for both national sovereignty and civilian economic revival against global competitors.
- Milken Institute1h 2m
The Road to the American Dream: Entrepreneurship and Innovation | Global Conference 2025
Rachel Goslins, Bing Chen, David Cohen, Shamina Singh, Anastasia Soare
At the Milken Center panel "The Road to the American Dream," entrepreneurs Bing Gordon, David Sze, Shamina, and Anastasia examined the fractured consensus on economic mobility while contrasting US entrepreneurial strengths with global barriers like credit access and the "missing middle." The speakers outlined strategies for inclusive growth, including Gold House's 50% capital allocation to women-led firms and Techstars' geographic decentralization, while debunking myths about Silicon Valley dominance and technical founding requirements. Despite facing headwinds such as high tariffs and rising costs, the panelists concluded that economic contractions currently offer unique opportunities for new entrants to leverage abundant talent and address unmet market needs.
- Milken Institute1h 1m
Building Businesses for Impact and Purpose | Global Conference 2025
Devi Brown, Jessica Alba, Mark Hyman, Moj Mahdara, Pritika Swarup, Quentin Vennie
Leaders from Honest Company, Function Health, Procti Beauty, Equity, and Kinship Ventures discuss pivoting from advocacy or individual care to scalable, for-profit models that democratize access to ethical health and wellness solutions. The panel highlights critical strategies for maintaining brand integrity during rapid expansion while leveraging technology to reduce preventive care costs, such as Function Health's $4.99 MRI offering and the shift toward predictive, data-driven healthcare. By addressing systemic barriers in supply chains and investor expectations, these founders aim to transform wellness from a luxury for the few into an accessible necessity for diverse communities, including marginalized populations historically excluded from the industry.