Latest Interviews
Showing 316–330 of 1,205 transcripts.
Clear all filters- Milken Institute1h 2m
Fueling Innovations in Health Care: Leveraging Capital in Markets | Future of Health Summit 2023
Richard Ditizio, Merrill Anovick, Eddie Eltoukhy, Adaeze Enekwechi, Mohamed Ghanem, Michael Guarino
This panel brings together sovereign wealth managers and private equity leaders like Welsh Carson and PRAIR to analyze how rising interest rates and regulatory headwinds are reshaping US healthcare investment from speculative platforms to capital-efficient, operationally disciplined models. Participants detail a strategic pivot toward addressing rural access gaps and social determinants while leveraging AI and genomics to transform biological science into engineering solutions that lower costs and improve outcomes. Ultimately, the discussion highlights a converging optimism where mature digital tooling and experienced founders are poised to align with payer incentives to sustainably bend the healthcare cost curve over the next decade.
- Milken Institute59 min
Rise of Alternatives: Reshaping Investment Management | Middle East & Africa Summit 2023
Richard Hope, Fatima Al Noaimi, Natasha Brook-Walters, K. Don Cornwell, Behdad Eghbali, Tony Minella
A panel of private equity leaders from Mubadala Capital Solutions, Eldridge, Clear Lake Capital, and Wellington Management analyzes the industry's shift from a zero-interest rate environment to a persistent 5%+ rate landscape that is compressing valuation multiples and accelerating a distressed debt cycle. Responding to macro pressures, these firms are deploying distinct strategies ranging from operational efficiency and AI integration to insurance-led investing and the institutionalization of sports assets as uncorrelated, resilient value traps. The collective outlook anticipates a decade-long unwinding of excess leverage, favoring high-quality 2024–2025 entries while capital sources diversify globally from traditional Western pension funds to emerging markets in the Middle East, Asia, and Latin America.
- Milken Institute46 min
The Credit Market Crunch | Asia Summit 2023
Tzu Mi Liew, Scot French, Lee Kruter, Amy McGarrity
The provided text lacks coherent structure and verifiable data, preventing the identification of any specific event, participants, or outcomes. Instead of a factual narrative, the content consists of fragmented, nonsensical phrases and contradictory assertions that fail to convey substantive information. Consequently, no meaningful summary or description of an actual occurrence can be derived from the material.
- Milken Institute47 min
Health Innovations to Solve Global Changes | Asia Summit 2023
Esther Krofah, Laurence Lien, Kathryn North, Caroline Riady, Budi Sadikin
No event summary can be generated because the provided text consists of fragmented, corrupted, and incoherent fragments lacking verifiable facts or a logical narrative. The source material oscillates disjointedly between unrelated topics such as healthcare, prison reform, and global politics without establishing substantive connections or clear outcomes. Consequently, the content fails to meet the requirements for a neutral, information-dense description due to its total absence of structural integrity.
- Milken Institute1h 6m
The $700 Billion Opportunity: Women Investors Unlocking the Female Dollar | Global Conference 2024
Anna Mason, Tonya Allen, Erin Harkless Moore, Kwanza Jones, Sallie Krawcheck, Linnea Roberts
Representing a collective force managing over $15 billion, panelists from the McKnight Foundation, Pivotal Ventures, and Ellevest argue that the actual financial opportunity in women-led ventures reaches $2.5 trillion, driven by the intergenerational transfer of $80 trillion. The discussion highlights empirical data showing that women founders require less capital to achieve profitability and that emerging managers consistently outperform later-stage vintage years, challenging the stigma surrounding women in investment. To bridge structural biases and the "feminization of wealth," the panel proposed actionable frameworks like the McKnight Foundation's four levers of power and urged investors to shift capital toward female-led funds to realize superior risk-adjusted returns.
- Milken Institute46 min
The Revival of Consumer Markets | Global Investors’ Symposium 2024
Alison Tudor-Ackroyd, Sonia Cheng, Jane Sun, Joey Wat
Executives from Yum China, Trip.com, and Rosewood outlined strategies to capture China's high-growth potential by leveraging AI-driven supply chain efficiencies and adapting to shifting consumer demographics. The panel highlighted key market dynamics, including the rapid expansion of KFC, the recovery of outbound travel constrained by flight capacity, and a surge in domestic gold consumption driven by young, self-rewarding consumers. These leaders emphasized that future success relies on balancing operational scale with personalized experiences, particularly as international brands collaborate with agile local competitors to meet the evolving preferences of Gen Z and silver-generation travelers.
- Milken Institute1h 1m
The Rise of Asian-American Entrepreneurs | Global Conference 2024
Curtis Chin, Bing Chen, Payal Kadakia, Dave Lu, Smita Satiani, Shiza Shahid
A panel of prominent Asian American entrepreneurs and investors including Payal Chhabra, Shiza Shahid, and Dave Liu addressed the systemic leadership disparities and "scarcity mindset" limiting their community's economic and cultural growth. They detailed how Hyphen Capital, the Asian American Founder Circle, and emerging brands like Our Place are actively dismantling the model minority myth by increasing venture funding for women-led companies and authentic storytelling initiatives. The discussion concluded with a unified call to shift from zero-sum competition to a "everyone winning" philosophy that prioritizes intergenerational mentorship, philanthropic engagement, and the redefinition of success beyond traditional corporate metrics.
- Milken Institute1h 7m
Fine-Tuning the China Growth Engine: An Investment Perspective | Global Investors’ Symposium 2024
Robin Hu, Juliana Liu, Clara Chan, Fang Fenglei, Goodwin Gaw, Fred Hu
Hosted in Hong Kong following its initial endorsement by Financial Secretary Paul Chan, the Milken Institute Asia Investors Forum convened to redefine the global narrative surrounding China's $180 trillion economy amidst severe structural headwinds in real estate, local debt, and demographics. Distinguished panelists Clara Chan, Goodwin Gore, Fred Hu, and Fang Zong analyzed the transition from traditional growth engines to "new productive forces," highlighting robust private sector foundations, a 5% GDP growth target for 2024, and a strategic pivot toward internal self-reliance against US geopolitical containment. The discourse concluded that while quarterly volatility is expected, China's world-class engineering base, high household savings, and ongoing industry consolidation position it to deliver sustained value despite ongoing trade frictions.
- Milken Institute46 min
Renewed Opportunities in Private Markets | Global Investors’ Symposium Hong Kong 2024
Samson Wong, Kevin Lu, Matthew Michelini, Ganen Sarvananthan, Donald Tang
Leading alternative asset managers including Apollo, TPG, and Partners Group are pivoting strategies as the post-2008 macroeconomic tailwinds unwind, driving capital from traditional public banks into private credit and private equity markets. Firms are aggressively targeting investment-grade private credit to replace shrinking bank lending while leveraging Asia-specific opportunities in infrastructure and RMB-onshore funds to capitalize on valuation dislocations and structural growth. Simultaneously, the industry is integrating operational transformations through generative AI and sustainability initiatives to navigate power constraints and capture dual financial and impact returns in emerging markets.
- Milken Institute1h 1m
Private Markets: Keeping Up with Moving Targets | Global Conference 2024
Yup S. Kim, Bennett Goodman, Andrew Milgram, Michael Rees, Anne Valentine Andrews, Matthew Wesley
The private market sector has expanded to $13 trillion but faces a bifurcated fundraising environment where top-tier firms secure mega-raises while mid-market entities struggle amidst a $3.2 trillion NAV supply glut and stalled deal-making. Panelists warn of an impending private credit correction driven by unsustainable 10% interest rates and potential defaults, contrasting with the continued growth of infrastructure and the integration of AI to optimize operational strategies. Industry leaders advise prioritizing human capital and humility to navigate this volatility, projecting that successful firms will leverage technology and patient capital to bridge the widening bid-ask chasm over the coming years.
- Milken Institute42 min
In Good Company: The State of Global Venture Capital | Asia Summit 2023
Kevin Sneader, Jenny Lee, Eduardo Saverin
An analyst with background in a TikTok-affiliated group presents a broad evaluation of global economic and technological shifts, citing specific data points on EV adoption rates, trade market share declines for India and China, and the critical role of pricing strategies in business outcomes. The discourse emphasizes the need for self-regulating societal models and new investment strategies that leverage effective data to secure funding, while warning of impending crises in education and market stability due to policy constraints and the unique challenges posed by generative AI. Ultimately, the speaker argues that classical institutions must adapt to accommodate new investors and highlights a projected market value of up to $100 billion for future products, advocating for individual investment in self-capacity rather than direct capital infusion.
- Milken Institute1h 0m
Building Trust in Leadership: The Cornerstone of Sustainable Success | Global Conference 2024
Jen Prosek, Christopher Ailman, John Graham, Aditi Javeri Gokhale, Doug Sieg, David Levinson
A Deloitte study establishes trust as the primary differentiator for financial services, identifying capability, reliability, humanity, and transparency as the four pillars that drive referral rates ten times higher than non-trusted brands. Leading institutions like CalSTRS, CPP Investments, Northwestern Mutual, and Lord Abbett exemplify this by anchoring their strategies in specific drivers such as dependability, organizational purpose, mutual ownership, and independence, while consistently navigating crises through radical transparency and immediate communication. As the industry faces new challenges from AI hallucinations and misinformation, successful leaders emphasize that enduring trust requires consistent adherence to values, the admission of imperfections, and a long-term commitment to developing the next generation of stewards.
- Milken Institute59 min
Global Macro Outlook: Converging from Divergence | Global Conference 2024
David Westin, Andrew Junkin, Karen Karniol-Tambour, Rohit Sipahimalani, Max Stone
Global investors are pivoting toward a structural era defined by geopolitical fragmentation, structurally higher inflation, and diverging monetary policies that challenge traditional asset correlations. In response to US concentration risks and "China Plus One" strategies, institutional players like Temasek are rebalancing allocations toward domestic-facing sectors in Asia while prioritizing currency hedging and private credit to mitigate opacity and inflationary volatility. This macroeconomic shift necessitates rigorous scenario planning for political and industrial policy risks, as demographics, energy transitions, and artificial intelligence now dictate long-term capital allocation and valuation frameworks.
- Milken Institute1h 0m
New Realities in Asset Management | Global Conference 2024
Harriet Agnew, Terry Burgess, Scott Chan, Jonathan Hausman, Joanna Welsh
Executives from Wellington, CalSTRS, OTPP, and Citadel convened to analyze how rising systemic risks and market headwinds are reshaping capital allocation across private and public assets. Panelists detailed distinct strategies for navigating inflation and de-globalization, including CalSTRS's shift of $50 billion into private markets, Wellington's partnership-driven innovation model, and Citadel's data-centric approach to risk management. The discussion highlighted a unified focus on leveraging internal capabilities to manage AI adoption, counter regulatory hurdles, and maintain operational resilience amidst global economic uncertainty.
- Milken Institute1h 2m
Moving the Needle Toward Lifetime Financial Security for All | Global Conference 2024
Cheryl Evans, Kahlil Byrd, Teresa Ghilarducci, Alex Rodriguez, Adam Roseman, Gerri Walsh
A diverse panel of experts and policymakers addressed the systemic causes of U.S. financial insecurity, arguing that individual financial literacy is insufficient to counteract rising poverty rates among the middle class and unbanked workers. Proposals featured include the bipartisan Retirement Security for All Americans Act, which would mandate automatic government-matched contributions, alongside innovative private-sector solutions like income-passport data platforms for non-traditional workers and student debt-to-wealth pathways. Collectively, the discourse emphasized that reversing this trend requires institutional shifts to replace the current "do-it-yourself" model with automated safety nets and broader access to tax-advantaged savings.