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  1. Milken Institute1h 11m

    Charting the Way Amid Asia's Game of Thrones

    Parag Khanna, Curtis S. Chin, Nina Hachigian, Yasuhide Nakayama, Maria Ressa

    Speakers characterized Asia's geopolitical landscape as a high-stakes struggle where China's economic dominance and North Korea's nuclear proliferation challenge US strategic rebalancing efforts in the Pacific. Panelists highlighted how Japan, the US, and ASEAN are coordinating military deterrence and economic integration, such as the TPP, while countering disinformation campaigns that manipulate public opinion in volatile democracies like the Philippines. Ultimately, the discussion underscored a complex equilibrium where multilateral institutions mediate great power competition even as rising inequality fuels support for strongman leadership and shifts regional alliances.

  2. Milken Institute1h 3m

    India's Road to Prosperity: Two Steps Forward, One Step Back

    Reuben Abraham, Rajeev Chandrasekhar, Rajesh Jain, Manish Sabharwal

    Discussions on India's economic trajectory highlight a divergence between robust headline growth figures and underlying structural weaknesses in industrial production, banking, and labor formalization. While judicial activism has temporarily compensated for stalled federal reforms and identity politics continues to hinder development narratives, significant challenges in public sector banks and regulatory complexity continue to deter private investment. Experts caution that without addressing state-level disparities and accelerating the transition to a formalized digital economy, the potential demographic dividend faces the risk of stagnation rather than sustained prosperity.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. Milken Institute31 min

    A Conversation With Indra Nooyi and Mike Milken

    Indra Nooyi, 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.

  10. Y Combinator20 min

    Elon Musk : How to Build the Future

    Elon Musk

    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.

  11. 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.

  12. 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.

  13. 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.

  14. Milken Institute57 min

    Capturing the Opportunity in Asia's Growing Middle Class

    Kevin Sneader, Sam Fischer, Christopher Townsend, Jaime Zóbel de Ayala, Patrick

    Moderated by Kevin Sneader, a Milken Institute panel of executives from MetLife, Diageo, and Ayala Corp detailed the $60 trillion protection gap and rapid digitization driving Southeast Asia's emerging middle class. Companies successfully adapted by localizing strategies, such as iFlix's offline features and Ayala Corp's tech-enabled banking, to overcome infrastructure bottlenecks and regulatory fragmentation across the region's 7,000 islands. While acknowledging volatility in capital markets, the experts projected that 30 million new middle-class members annually will sustain long-term economic growth if private sector investment fills critical gaps in healthcare and education.

  15. Milken Institute1h 0m

    FinTech: Disrupting the Future of Banking and Finance

    Neal Cross, Sahil Kini, Dave McClure, Jon Medved, Sopnendu Mohanty, Chris Wei

    This panel featured leaders from DBS, the Monetary Authority of Singapore, and major financial institutions like Aviva and R-Crowd to analyze the global shift from adversarial disruption to collaborative FinTech integration. Speakers highlighted how India's public digital infrastructure and Singapore's regulatory sandbox approach are enabling scalable innovation, while warning of risks associated with legacy security models and rapid capital deployment in emerging markets. The consensus predicts that traditional banking branches will disappear within a decade as high-frequency platforms like WeChat or potential tech giants absorb financial services, forcing institutions to compete on backend efficiency rather than consumer interface.