Latest Interviews
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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.
- Milken Institute1h 0m
Global Markets at Inflection | Global Conference 2024
Gerard Baker, Andre Esteves, Bruce Flatt, Jenny Johnson, Charlie Scharf
Panelists analyzed the 2024 economic landscape, noting that persistent inflation has shifted market consensus from multiple Federal Reserve rate cuts to one or zero while structural "Five Ds" trends like decarbonization and digitization drive "good inflation." Geopolitical tensions and de-globalization are redirecting capital flows toward neutral emerging markets such as Mexico and Brazil, creating investment arbitrage opportunities despite rising US national debt and a structurally strong dollar. Meanwhile, the commercial real estate sector faces a bifurcation between resilient Class A office assets and struggling lower-tier properties, as surging energy demands from AI infrastructure necessitate massive renewable capacity expansions alongside aging supply chain adjustments.
- Milken Institute1h 1m
Prevention and Innovation for a Healthier Tomorrow | Global Conference 2024
Esther Krofah, Robert Bradway, David Feinberg, Karen Knudsen, Meena Seshamani
Representatives from CMS, the American Cancer Society, Oracle Health, and Amgen convened to address the U.S. healthcare system's inefficiencies, noting that while the sector consumes 20% of GDP, chronic disease prevalence and administrative friction continue to drive costs while outcomes remain misaligned. Key strategies outlined include shifting Medicare toward value-based care with a $2,000 prescription cap, leveraging AI tools like the Oracle Digital Clinical Assistant to reduce physician administrative burdens, and advocating for federal reimbursement of multi-cancer early detection to improve survival rates. The panelists reached a consensus that the current fragmented structure is impoding and requires fundamental structural reforms rather than incremental solutions to successfully integrate prevention, innovation, and data interoperability.
- Milken Institute1h 2m
Blow Wind, Blow: The Sails of Asset Management | Global Conference 2024
Yana Morris, Eric Aboaf, Eric Adler, Cheryl Alston, Daniel Garant, Don Mullen
Amidst a historic divergence where public equity surges while IPO volume collapses, institutional investors are redirecting 37% of assets into a $13.1 trillion private market driven by private credit expansion and a strategic pivot from financial engineering to operational value creation. While Basel III reforms and declining bank lending capacity accelerate the shift of credit origination to non-bank lenders, the panel identifies infrastructure, mid-market private credit, and resilient real estate sectors as primary allocation targets to mitigate the impending risks of a rising default cycle and office sector obsolescence.
- Milken Institute59 min
Charting India’s Emergence: Prosperous or Precarious? | Global Conference 2024
Angela Chitkara, Harshal Chaudhari, Eric Garcetti, RG Radhika Gupta, Asha Jadeja, S. Sriniwasan
The recent discussion highlighted India's unprecedented demographic advantage and robust economic infrastructure, positioning the nation as an independent structural growth engine with a $4 trillion base and consistent policy continuity since 1991. Key developments include a historic shift in capital flows driven by domestic savings, a deepening U.S.-India strategic partnership featuring joint semiconductor and defense initiatives, and a "human revolution" aimed at closing skills gaps to achieve $24,000 per capita income. With a high probability of political continuity toward making India the world's third-largest economy by 2047, the event detailed how digital public infrastructure and indigenous manufacturing strategies are fueling entrepreneurship across tier 3 to 5 cities.
- Milken Institute1h 1m
Every Cloud Has a Silver Lining: Venture Capitalists Bring to Bear | Global Conference 2024
Leon Kalvaria, Christopher Darby, Raj Ganguly, Elad Gil, Courtney McCrea, Mohsin Tanveer Pirzada, Mohsin Farzad, Chris Darby
Industry leaders convened to analyze the global venture capital contraction, highlighting a sharp divergence between the capital-scarce US market and the 30% annual growth driving Middle Eastern funds like the Qatar Investment Authority. The panel advised that surviving the current interest rate environment requires a strategic pivot toward profitability, national security-aligned technologies, and disciplined unit economics over unchecked growth metrics. With consensus predicting a market reset in 2025, experts emphasized that future success will depend on emerging managers demonstrating minimum viable size, embracing regulatory backstops, and leveraging the AI spending wave while avoiding overvaluation traps.
- Milken Institute46 min
Leading Institutions for Lasting Success | Asia Summit 2023
Sri Jegarajah, Jenny Johnson, Jason Moo, Igor Tulchinsky
A new global initiative, developed through collaboration with the U.S. State Department and Department of Health, aims to deploy a 20-month AI-driven program in southern markets while addressing a 23% historical rise in case volumes. The panel warns that premature pilot execution wastes resources on high logistical costs and highlights the urgent need to protect indigenous rights and regulate blockchain technology against exploitative actors. With a new business launch in New York City and plans to establish international standards, the project seeks to navigate regulatory gaps and societal shifts by transitioning toward a unified global era.
- Milken Institute31 min
Milken-Motsepe Prize Award Ceremony: Global Green Energy Winners | Global Conference 2024
Michael Milken, Patrice Motsepe, Emily Church, Randy Kabuya, Derick Nwasor, Diana Orembe, Jordan Oxley, Zoë Slattery, Jonathan Wilson, Mike Milken, Joy Egbe
Co-founded by Mike Milken and Patrice Motsepe, the Milken-Mozespe Innovation Prize Program has funded 45 companies across 20 nations to solve critical electricity and agricultural challenges in Sub-Saharan Africa. The initiative recently awarded its inaugural Green Energy Grand Prize of $1 million to Aftrac for its sustainable solar tractor model, while runner-up Omnivat received $250,000 for its modular container-based power grid. Building on this momentum, the program has announced a new $2 million Fintech award cycle designed to continue bridging economic opportunities between the United States and the continent.
- Milken Institute31 min
A Conversation with Jamie Lee Curtis and Jason Blum | Global Conference 2022
Jamie Lee Curtis, Jason Blum, Kim Masters
Jamie Lee Curtis and Jason Blum reimagined the *Halloween* franchise in 2018 by restoring continuity to John Carpenter's original 1978 film, a collaborative effort that yielded a trilogy grossing $386 million. Expanding their creative partnership, the duo is producing the Amazon series *The Sticky* and developing Patricia Cornwell's *Scarpetta* novels, while Curtis has transitioned into producing and directing with her new venture, Comet Pictures. This synergy blends Blumhouse's profit-sharing business model with Curtis's production ambitions, allowing them to prioritize high-caliber talent and secure theatrical distribution despite shifting streaming industry trends.
- Milken Institute47 min
Quitting Coal Turkey: Accelerating the Transition to Clean Energy | Asia Summit 2023
Chloe Cho, Anindya Novyan Bakrie, Vineet Mittal, Hiromichi Mizuno, Keith Tan
This event examines the urgent global energy transition, highlighting decarbonization strategies for developing nations like India and Indonesia alongside supply chain dependencies on China and the U.S. Key discussions focus on overcoming funding gaps, utilizing storage technologies such as pumped hydro, and establishing vibrant carbon markets to support a just economic shift. The speaker further emphasizes the role of artificial intelligence in optimizing future energy solutions while calling for immediate regional cooperation between governments and private sectors.