Latest Interviews
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Clear all filters- Milken Institute50 min
Aligning Investment and Opportunity in Health | Global Conference 2026
Caitlin MacLean, Peter Kolchinsky, Pablo Legorreta, Philip Ross, Amy Schulman
Capital Markets and M&A activity have accelerated since 2025, driven by $140 billion in public company acquisitions and a rebound in fundraising averages to $400 million, while large pharmaceutical firms divest non-core assets to pursue $70 billion in new acquisitions needed for growth. U.S. reimbursement dynamics, heavily influenced by the Inflation Reduction Act, are forcing a strategic pivot away from small molecules toward antibodies and orphan drugs, with billing volume signals now driving insurer coverage decisions. Meanwhile, global competition intensifies as U.S. firms increasingly license Chinese innovations and conduct early-stage trials abroad to leverage speed, even as artificial intelligence transitions from discovery hype to operational cost reduction in clinical recruitment and regulatory processes.
- Milken Institute54 min
Banks, Private Credit, and the Future of Risk | Global Conference 2026
Erik Schatzker, Vivek Bantwal, Molly Duffy, Jeffrey Gundlach, Kristofer Kraus, Brad Rogoff, Paul
A panel of financial experts convened to assess that while direct lending poses no immediate systemic threat comparable to the 2008 crisis, significant risks remain due to loosened underwriting standards, high leverage in enterprise software, and critical liquidity mismatches in semi-liquid funds. The discussion highlighted how valuation opacity and rising refinancing costs ahead of the 2028–2029 maturity wall are eroding investor trust, particularly among retail participants facing redemption gates. Despite these structural fractures and a potential recessionary spike in defaults, institutional capital continues to view the volatility as an opportunity to deploy funds at wider spreads while awaiting a market correction driven by credit dispersion rather than a total collapse.
- Milken Institute54 min
Modernizing Military Power | Global Conference 2026
Colin Demarest, Julie Bush, Dave DeWalt, Dino Mavrookas, Chris Power
A pivotal panel explored a massive surge in defense technology investment, projecting capital to reach $100 billion by 2026 as funds shift from software to hardware and industrial "neo-prime" entities consolidate the market. Participants detailed how a Trump-era budget blueprint and shifting Pentagon procurement culture are accelerating the adoption of commercial AI and dual-use technologies while addressing critical labor bottlenecks through de-skilled manufacturing and rapid workforce training. Looking toward 2026, the discussion highlighted an irreversible strategic pivot toward sovereign reindustrialization, characterized by aggressive shipbuilding initiatives, quantum-ready cybersecurity, and a projected wave of industry-wide mergers driven by the failure of past globalization strategies.
- Milken Institute45 min
AI Infrastructure at Scale: Financing the Power-Constrained Grid | Global Conference 2026
Brian Sullivan, Lucy Heintz, Douglas Kimmelman, Karl Kuchel, Rajit Nanda, Michael Zeltkevic, Doug Kimmel, Carl Cuscelli, Lucy Hines
Projected to approach one trillion dollars in global capital expenditures, the AI energy transition is being driven by hyperscalers utilizing long-term power purchase agreements to de-risk infrastructure financing amid rising electricity costs. As the industry shifts from a focus on speed to market to speed to power, data center locations are increasingly dictated by the immediate availability of reliable energy and data sovereignty constraints, with nations like Saudi Arabia positioning themselves as strategic inference hubs. While supply chain advantages and government permitting acceleration are accelerating deployment, the sector faces significant consolidation risks and financing hurdles for unproven storage technologies as the race for compute capacity intensifies.
- Milken Institute55 min
The Tech Supercycle: Where Capital Meets Innovation | Global Conference 2026
Daniel Koffmann, Marlene Garayzar, Scott Sobel, Francis Suarez, André Vellozo, Marlena Górezar, Andre Veoso
Scott Sobel of Valor Capital Group and Marlena Górezar of Story analyze the Latin American venture landscape, highlighting a rebound in investment driven by deep talent pools and resilient fintech unicorns that achieve profitability through proprietary AI models. Former Miami Mayor Francis Suarez and Andre Veoso of Drumwave discuss how physical safety, regulatory deregulation like Brazil's Pix system, and renewable energy infrastructure are establishing the region as a secure hub for reverse innovation and AI sovereignty. Together, the speakers illustrate a strategic pivot toward capital efficiency and data ownership, positioning Latin American firms to capitalize on valuation arbitrage as they expand globally.
- Milken Institute56 min
Inside the New Sports Economy: Innovation, Partnerships, & Global Expansion | Global Conference 2026
Jon Schwartz, David Abeles, Heather Brooks Karatz, Jeff Gordon, Ben Kennedy
NASCAR and golf leaders are redefining their industries through experiential festival models, massive digital gaming partnerships, and the strategic repurposing of venues for year-round mixed-use development. With new playoff formats and unique event locations like the upcoming San Diego military base race, the sports aim to capture first-time fans while leveraging simulation technology and female demographic data to drive engagement. Industry experts predict significant consolidation in golf by 2026 and emphasize that authentic values will remain essential for sustaining long-term revenue in an increasingly diverse and digital sports economy.
- Milken Institute1h 3m
Things That Will Blow Your Mind | Global Conference 2026
Richard Sandler, Ali Agha, Erin Blanton, Bentzion Levinson, Geoffrey von Maltzahn
This panel featured four innovators presenting distinct AI-driven solutions: Lila Sciences deployed autonomous laboratories to accelerate biotech and material discoveries, Field AI introduced hardware-agnostic robotics for extreme environments, Heaven Aerotech developed hydrogen-powered endurance drones for strategic defense, and Carbon Mapper utilized satellite spectrometry to identify and mitigate global methane super-emitters. Collectively, these breakthroughs demonstrate a shift from conversational AI to embodied, physical intelligence capable of operating 24/7 to solve critical challenges in labor shortages, climate change, and geopolitical security. The discussion concluded with a unified call for the West to reindustrialize and scale automation to prevent falling behind China's rapid advancements in scientific and military capabilities.
- Milken Institute23 min
Conversation with CMS Administrator Mehmet Oz & HHS Chief Counselor Chris Klomp | Global Conference
Mehmet Oz, Chris Klomp, Esther Krofah
Under the strategic mandate "Making America Healthy Again," CMS Administrator Dr. Mehmet Oz and HHS leadership are overhauling the U.S. healthcare system by shifting from fee-for-service to value-based models that target upstream chronic disease prevention and address the nation's 27% unfilled prescription rate. The administration is enforcing strict integrity measures to eliminate $100 billion in annual fraud while simultaneously deploying AI to modernize legacy infrastructure and accelerate FDA drug approvals from 15 years to under five. These initiatives aim to align U.S. drug pricing with global "Most Favored Nation" standards and restore public trust in federal health agencies to counter competitive gaps with international rivals like China.
- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.
- Milken Institute52 min
Tradewinds: Navigating Economic Uncertainty | Global Conference 2026
Gerard Baker, Whitney Baird, Xavier Bettel, John Denton, Francisco Pérez Mackenna, Michael Roberts, Jerry Baker
A global economic panel consensus identifies a critical inflection point where geopolitical volatility and policy unpredictability are driving nearly $250 billion in annual lost activity while compelling nations to prioritize supply chain resilience over pure free trade. Amidst rising food security threats from conflicts in the Middle East and evolving US-China de-risking strategies, leaders are exploring plurilateral arrangements and technological solutions to manage these disruptions. Ultimately, the event highlights a shift toward strategic autonomy and green energy innovation as essential mechanisms to mitigate inflationary pressures and narrow the widening gap between the Global North and South.
- Milken Institute57 min
The Future of Decision Intelligence | Global Conference 2026
Dan Primack, Stephanie Guild, Paul Liberman, Brian Quintenz
Former CFTC Commissioner Brian Quintenz, Robinhood CIO Steph Gild, and DraftKings President Paul Lieberman discussed how regulated prediction markets like Kalshi aggregate disaggregated information into high-frequency sentiment signals that surpass traditional polling and institutional research. The panelists distinguished these federally licensed derivatives from unregulated gambling by highlighting their role in price discovery, the use of real capital to reduce emotional bias, and robust surveillance systems that deter insider trading. Looking ahead, the speakers anticipate expanding contract categories into corporate earnings and geopolitical events while maintaining that these tools serve as complementary data points for investment portfolios rather than sole decision-making authorities.
- Milken Institute54 min
The Next Era of Health | Global Conference 2026
Esther Krofah, Robert Bradway, Nancy Brown, Alicia Jackson, Myechia Minter-Jordan, Dipen Parekh
Addressing a critical demographic tipping point and a $1 trillion caregiver gap, stakeholders including AARP, ARPA-H, and the American Heart Association are reforming U.S. healthcare to bridge the divide between technological innovation and clinical delivery. Initiatives range from deploying agentic AI to extend cardiovascular prevention to counties lacking specialists, to accelerating long-term care research through new regulatory pathways and a target reduction of drug discovery timelines to under five years. Concurrently, global competition drives a strategic pivot toward genomic integration and value-based models, with specific commitments to reduce Lipoprotein(a) levels by 95% and establish federal tax credits for the nation's 63 million caregivers.
- Milken Institute56 min
Asia-Pacific Overtures: Investment Returns Through Diversification | Global Conference 2026
Laura Deal Lacey, Michael DeSombre, David Elia, Jacqueline Poh, Pandu Sjahrir, Lu Yin
The event convened U.S. policymakers, Singaporean ecosystem builders, and major sovereign wealth managers from Australia and Indonesia to align trade, infrastructure, and artificial intelligence strategies across the Indo-Pacific. Participants detailed a coordinated shift toward removing non-tariff barriers, deploying over $2 billion in targeted foreign assistance, and establishing regional AI stacks to counter Chinese technological dominance. Discussions highlighted a broader trend where pension funds and state actors are bifurcating portfolios between traditional commodities and frontier technologies while accelerating cross-border energy and digital infrastructure projects to sustain long-term regional growth.
- Milken Institute36 min
The AI Investment Cycle: Platforms, Infrastructure, and Markets | Global Conference 2026
Yun-Hee Kim, Dennis Gada, Tony Kim, Lily Liu, Scott Rubner
This event analyzes the current trillion-dollar trajectory of global AI capital expenditure, which is driving a structural market shift away from traditional SaaS models toward a three-layer stack dominated by compute and intelligence providers. Key figures from Citadel, BlackRock, and the Solana Foundation discuss the emergence of machine-to-machine financial rails, the geopolitical bifurcation of sovereign AI, and the impending influx of trillion-dollar AI valuations into public markets. The discourse concludes by projecting long-term economic rewiring that will necessitate new frameworks for human capital, cognitive preservation, and decentralized ownership models.
- Milken Institute55 min
The European Opportunity | Global Conference 2026
Gillian Tett, Martin Blessing, Hendrik Brandis, Thomas Buberl, Pascal Cagni, Anne-Christine Champion, Michele Giddens
Key European financial and political leaders are driving a comprehensive reform agenda to bridge the US-Europe productivity gap by establishing a €500 billion German defense fund, transitioning Germany toward a funded pension model, and accelerating France's software entrepreneurship through a simplified "28th regime." To unlock trapped savings and scale unicorns, proponents like AXA CEO Thomas Buhl are advocating for a rapid Capital Markets Union and "military-style" project execution to redirect hundreds of billions into growth investments. Simultaneously, the region is pivoting its technological advantage from abstract AI models to physical industrial applications while leveraging sovereign defense initiatives to create new dual-use supply chains independent of US reliance.