Latest Interviews
Showing 226–240 of 1,758 transcripts.
Clear all filters- Milken Institute30 min
Bottom-Up Growth: Little is the New Big | Finance Forum 2025
Dan Carol, Evan Feinberg, Michelle Moore, Lynn Overmann, Ryan Streeter
The 2025 Milken Institute Finance Forum, themed "Building Resilient Communities," convened leaders from the Civitas Institute, Groundswell, and Stand Together to launch the "Pathways to Capital" platform and debate bottom-up growth strategies for underserved areas amid declining federal funding. Panelists including Michelle Moore and Evan Feinberg highlighted successful models such as rural clean energy hubs and social service matchmaking tools that utilize data-driven capital stacking to reduce poverty and disaster costs. The event concluded with a consensus on adopting a "scout and scale" methodology and reforming top-down policies to better align with and fund local innovation for 10,000 communities.
- Milken Institute37 min
Driving Transformational Change in Finance | Global Investors' Symposium Hong Kong 2025
Kevin Lu, Marc Antaki, Timothy Reese
Kevin Liu moderated a panel with Tim of the Pennsylvania Municipal Retirement System and Mark of Mubadala to discuss how major institutional investors are leveraging long-term horizons and private market exposure to navigate macroeconomic volatility. The executives detailed strategic shifts toward emerging sectors like AI infrastructure and royalty assets while utilizing diversified portfolio constructions to mitigate risks from inflation and geopolitical instability. By prioritizing on-the-ground intelligence in Asia and adopting multi-scenario planning, these firms aim to transform unforeseen global challenges into catalysts for structural outperformance.
- Milken Institute42 min
Global Overview | Global Investors' Symposium Hong Kong 2025
Olivia Siong, Eric Anziani, Keyu Jin, Christian Stracke, Ke Yu
Panelists from PIMCO and industry leaders projected a cooler global economic trajectory for 2025–2026 while analyzing China's strategic pivot toward technological self-reliance amid real estate debt risks. The discussion highlighted a decisive regulatory shift in the United States, which reclassified Bitcoin as a strategic reserve asset and fostered a competitive race in Asia for digital currency infrastructure. Furthermore, speakers warned of a bifurcating geopolitical landscape that threatens debt sustainability while predicting a future convergence between blockchain settlement layers and agentic AI systems.
- Milken Institute45 min
The Best of Both Funds: Public and Private Markets Outlook | Global Investors' Symposium Hong Kong
Chery Kang, Aaron Costello, Janet Perumal, Kevin Sneader, Howe Chung Wan
Global investors face a revised macroeconomic landscape characterized by downward GDP revisions, elevated recession probabilities, and a structural shift toward higher interest rates and fiscal activism. Amidst escalating trade tensions and geopolitical instability, market concentration risks in US tech giants have prompted recommendations to underweight equities in favor of non-US value sectors, private credit, and defensive hedge fund strategies. While artificial intelligence evolves from hardware to application-focused deployment, the prevailing directive emphasizes active portfolio management to neutralize passive index risks and prepare for potential volatility without abandoning market exposure.
- Milken Institute28 min
Is Hong Kong Back? | Global Investors' Symposium Hong Kong 2025
Emily Chan Tan, Goodwin Gaw, Oliver Weisberg
Hong Kong leverages its Linked Exchange Rate system and a tax-efficient business environment to attract global capital despite a real estate sector navigating high interest rates and a slowing local economy. The region is strategically evolving as the financial gateway within the $2 trillion Greater Bay Area, utilizing cross-border infrastructure to integrate with mainland hubs like Shenzhen and Beijing while seeing a reversal of recent capital outflows. With institutional investors returning due to deep talent pools, unique lifestyle amenities, and a resurgent IPO market, the city maintains its status as a resilient financial center that effectively mitigates geopolitical perceptions through economic pragmatism.
- Milken Institute40 min
Global Companies and a New Era of Growth | Global Investors' Symposium Hong Kong 2025
Avril Hong, Hans Dekkers, Tony Fernandes, Éric Martel
Representatives from IBM, AirAsia, and Bombardier convened to outline a strategic framework prioritizing robust data infrastructure as a prerequisite for effective AI adoption in the aviation and aerospace sectors. The panel detailed specific outcomes such as AirAsia's projected 3–4% fuel savings and Bombardier's 93% on-time global parts delivery rate, achieved through predictive analytics and automated supply chain management. Additionally, the discussion emphasized navigating complex regulatory certification hurdles and managing workforce cultural shifts to balance human oversight with AI-driven efficiency.
- Milken Institute41 min
Better Bonds: De-Risking Communities Through Resilience Investments | Finance Forum 2025
Matt Posner, Sarah Frey, Megan Kilgore, Charlie Yadon
Moderated by Matt Posner, this panel convened decision-makers from Florida, Columbus, Ohio, and PFM to diagnose the structural financial barriers preventing effective climate resilience, including reactive credit ratings and misaligned return-on-investment metrics. Participants highlighted divergent strategies where Florida's long-standing building codes and gaming revenue streams contrast with Columbus's deployment of Generative AI tools to optimize municipal capital stacks. The discussion concludes that overcoming these hurdles requires proactive rating reforms, cross-jurisdictional utility districts, and nonpartisan messaging to shift the perception of resilience from a government cost to a viable investment.
- Milken Institute31 min
Global Debt Levels: Opportunity to Innovate | Finance Forum 2025
Matthew Aleshire, Avinash Persaud, Stacy Swann, Heiko Thoms
A panel of international economists and policymakers convened to address the critical intersection of record-high global public debt and the urgent need for climate resilience financing, highlighting how current debt frameworks stifle essential green investments. The discussion examined structural reforms in Germany, such as new debt rules exempting defense spending, alongside the growing dominance of private creditors in developing nations which complicates traditional resolution mechanisms like the Paris Club. Experts concluded that effective solutions require MDBs to expand capital bases, greater Chinese creditor participation, and the design of shock-absorbing debt instruments that capture long-term fiscal savings from climate adaptation.
- Milken Institute30 min
New Directions and Opportunities for Resilient Disaster Recovery | Finance Forum 2025
Kristen Fanarakis, Lynette Bell, Tom Hoban, Nuin-Tara Key
The Truist Foundation is leading a strategic shift from reactive disaster relief to proactive resilience by committing $725 million over three years to Western North Carolina following Hurricane Helene. This initiative prioritizes small business recovery by reducing capital access timelines from 60 days to 10 days and advocates for standardized building codes alongside new tax incentives to incentivize structural upgrades. Experts further propose adopting a "risk curve" framework and leveraging regional public-private partnerships to sustain long-term funding for climate adaptation and infrastructure hardening.
- Milken Institute33 min
Opportunity Zones 2.0 and Next Generation Public-Private Partnerships | Finance Forum 2025
Rachel Reilly, Simone Joy Friedman, Michael Novogradac, Toby Rittner, Ja'ron Smith, Simone Friedman, Mike Novogratik
Facing an impending 2025 expiration, policymakers and community leaders are rallying to reform Opportunity Zones through a "2.0" framework that prioritizes permanent status, mandatory impact reporting, and a shift from real estate speculation to operating businesses. Success stories in locations like Harrisonville, South Carolina, demonstrate that layering federal tax incentives with state conformity, workforce training, and technical assistance can generate substantial local employment and economic stability. As the program's future takes shape, experts advocate for an integrated toolbox approach that combines Opportunity Zone equity with tools like New Markets Tax Credits and CDFI lending to maximize capital deployment in underserved communities.
- Milken Institute36 min
Incentivizing Investment in Innovative Technologies | Finance Forum 2025
Karen Kornbluh, Doug Arent, Jennifer Hankins, Jigar Shah, Maggie Switek
A panel of experts from the NREL Foundation, Tulsa Innovation Labs, and the Milken Institute discussed strategies to compress multi-decade innovation timelines into three-to-five-year cycles for clean energy and AI deployment. Speakers highlighted the critical need to shift from linear financial incentives to unconventional cross-sector partnerships, warning that failing to rapidly scale domestic manufacturing risks transferring intellectual property to competitors like China. The consensus emphasized that accelerating grid capacity through virtual power plants and regulatory agility is essential to unlocking private capital and ensuring U.S. economic growth.
- Milken Institute37 min
Sovereign Wealth Funds: Lessons for the US | Finance Forum 2025
Caitlin MacLean, Victoria Barbary, Angela Rodell, Tarek Shoukri, Kaitlyn McLean
The U.S. Treasury Department is currently soliciting private sector input to design a national Sovereign Wealth Fund using a blank-slate approach for capitalization and investment mandates. Drawing on global best practices and case studies like the Alaska Permanent Fund, the proposed framework emphasizes independent governance to insulate decisions from political cycles while targeting strategic sectors such as critical minerals and AI. With further concept papers expected in the spring, the initiative aims to establish a bipartisan structure that catalyzes high-cost infrastructure deployment without crowding out private commercial activity.
- Milken Institute40 min
New Pathways to Help Forgotten America | Finance Forum 2025
Rich Ditizio, Marla Blow, Van Jones
A panel at the Milken Institute, featuring Skoll Foundation's Marla Carter and Amazon Web Services' Dan Price, analyzes the structural retreat of the U.S. public sector and the subsequent necessity for private capital and technology to solve social challenges. The discussion details strategic pivots in philanthropy toward complex capital stacks, highlights specific tech interventions in criminal justice and infrastructure, and reframes diversity initiatives as economic imperatives rather than moral obligations. Looking forward, the speakers outline a new "Center for Advancing the American Dream" to document mentorship narratives while urging the integration of AI and community access to navigate a rapidly changing technological landscape.
- Milken Institute29 min
Community Infrastructure Building Blocks: 10,000 Communities Initiative | Finance Forum 2025
Rachel Halfaker, Andreas Karelas, Jane Brady Knight, Amanda Li, Tony Pipa
High demand for rural economic revitalization faces significant deployment barriers, including insufficient project scale, limited local capacity, and traditional financing models that exclude non-profits lacking credit scores. To overcome these hurdles, successful strategies now employ blended capital stacks, direct pay provisions from the Inflation Reduction Act, and digital platforms that automate underwriting to reduce overhead on small-ticket clean energy investments. By shifting narratives toward rural agency and utilizing community financial institutions, stakeholders aim to establish a permanent, self-sustaining asset class that drives long-term wealth creation and strengthens national competitiveness.
- Milken Institute1h 3m
The Business of Wellness | Global Conference 2024
Alexia Brue, Dave Asprey, Katie Kaps, David Ko, Nanea Reeves, Zak Williams
The global wellness economy surged to $6.3 trillion in 2023, driven by biological concerns, mental health accessibility, and a convergence of beauty and technology. Key figures like Dave Asprey, Katie Capps, and David Koh are leveraging AI, biohacking, and gamified platforms to address a $122 million access gap in mental health services while challenging traditional medical gatekeeping. This market expansion, which outpaces GDP growth, is fueled by strategic shifts toward personalized data sovereignty, female longevity solutions, and the integration of mental health tools into corporate wellness programs.