Latest Interviews
Showing 451–465 of 1,410 transcripts.
Clear all filters- Milken Institute57 min
The Geopolitics of AI | Global Conference 2024
Erik Schatzker, Karen Kornbluh, Eva Maydell, Anne Neuberger, Karen Pierce, Kevin Rudd
This panel examination characterizes the U.S.-China relationship as a strategic AI competition where the United States maintains an edge in foundational models while leveraging export controls to slow Chinese semiconductor access. The discussion contrasts Western regulatory approaches, such as the EU AI Act, against China's state-driven dominance, while emphasizing a shift toward plurilateral governance among democracies to mitigate risks like election interference and disinformation. Ultimately, experts argue that long-term competitiveness hinges on public-private partnerships and alliance cohesion rather than multilateral frameworks that could empower adversarial regimes.
- Milken Institute59 min
The Rising AI Economy: A New Era in Tech | Milken Institute Global Conference 2024
Nicole Valentine, Seth Boro, Les Borsai, Sachin Dev Duggal, X Eyeé, Martin Fichtner, Sachin Chakrabarti
A panel of industry leaders including Sachin Chakrabarti, Seth Sternberg, and X Fortuna evaluated the current AI landscape as a nascent broadband era grappling with severe infrastructure energy demands, algorithmic biases, and significant regulatory gaps. While experts identified transformative benefits in democratizing literacy and enhancing cybersecurity, they simultaneously highlighted critical risks ranging from lethal misclassifications by predictive policing algorithms to the potential for LLMs to recommend nuclear strikes. The discussion concluded by contrasting short-term market inefficiencies where speculative startups are overvalued against a long-term vision requiring responsible governance to ensure AI empowers future generations without exacerbating geopolitical or ethical divides.
- Milken Institute58 min
Traversing Real Estate Realities | Milken Institute Global Conference 2024
Ted Seides, Jase Auby, Maggie Coleman, Joshua Morris, Tim Sloan, Joshua Weintraub
Leading institutional investors and asset managers converged to analyze a commercial real estate market defined by a dislocation between elevated interest rates and slower fundamental growth, creating distinct opportunities in data centers, single-family rentals, and distressed senior credit while navigating significant risks in oversupplied office sectors. Speakers highlighted how a generational housing shortage and a looming "wall of maturities" for $2.6 trillion in commercial loans are driving a structural shift where private non-bank lenders replace exiting regional banks to fund high-yield strategies. The panel concluded that prioritizing use-based assets with defensive demographics over traditional property classifications offers a more resilient path through the current higher-for-longer rate environment, provided investors maintain strict valuation discipline against cyclical volatility.
- Milken Institute1h 1m
The Next Wave of Immunotherapy and Cancer Treatments | Milken Institute Global Conference 2024
Marc Hurlbert, Gina Carithers, Friedrich Graf Finckenstein, Anusha Kalbasi, Connie Pfeiffer, Sunil Verma, Frederick Finckenstein, Neil Verma, Anusha Singhal
Major research organizations like the Melanoma Research Alliance and the Prostate Cancer Foundation have funded over $1 billion in studies that pioneered immune checkpoint inhibitors and novel T-cell therapies for melanoma and prostate cancer. Recent advancements include the approval of Iovance's tumor-infiltrating lymphocyte treatment for solid tumors and the development of bispecific agents that reduce manufacturing delays, though challenges regarding high costs, autoimmune side effects, and the need for broader genetic screening persist. Clinical strategies are shifting toward neoadjuvant trials and combination therapies with antibody-drug conjugates to improve patient outcomes before standard care options are exhausted.
- Milken Institute1h 1m
Private Equity Delivering Value | Milken Institute Global Conference 2024
John Bowman, Chris Emanuel, Martin Escobari, Jacob Kotzubei, Collin Roche, Bridget Walsh
Driven by a surge to $22 trillion in assets and a prolonged IPO drought, the private capital sector is undergoing a structural shift from financial engineering to intensive operational transformation. Leading firms like Platinum Equity, GTCR, and GIC are deploying specialized teams to execute immediate CEO changes, leverage GenAI for due diligence, and prioritize distributions over returns, while simultaneously navigating a market bifurcation that threatens non-adaptive players. This evolving landscape forces a consolidation of the 10,000 existing general partners as asset managers adopt interventionist strategies to maximize value in a high-interest-rate environment where traditional holding periods are being redefined.
- Milken Institute1h 1m
What's Trending in MedTech? | Milken Institute Global Conference 2024
Conor Hale, Kelvin Baggett, Andrew Fish, Nada Hanafi, Ryan Lakin, Michelle Tarver
Facing a constrained 2023 investment climate, the industry is pivoting from speculative hype to value-driven innovations in women's health, AI, and genomic technologies that prioritize clear patient outcomes. Regulatory frameworks like the FDA's TAP and new real-world evidence protocols are accelerating approvals while shifting focus toward patient-integrated design and equitable access. Leaders such as Abbott and J&J are now embedding affordability and diversity into R&D, ensuring devices function as intuitive, home-based solutions that address systemic provider shortages and health inequities.
- Milken Institute1h 1m
Banks Stepping Out, Private Credit Stepping In | Milken Institute Global Conference 2024
John Bowman, Jeffrey Aronson, Marianna Fassinotti, Gregory Geiling, Peter Gleysteen, Drew McKnight
The private credit market has evolved from a niche financing tool into a $2.2 trillion "big tent" asset class, driven primarily by regulatory pressures like the Basel Endgame that force banks to offload capital requirements while retaining origination roles. This structural shift has fostered a complementary partnership model where global banks leverage private capital for risk transfer and flexibility, resulting in robust credit quality despite a temporary pause in corporate activity due to high interest rates. As the industry navigates the next economic cycle, focus is shifting toward downside protection, specialized asset management, and the emerging secondary market to address the sector's lack of full stress testing since the Global Financial Crisis.
- Milken Institute32 min
A Conversation with Snoop Dogg and Larry Jackson | Milken Institute Global Conference 2023
Snoop Dogg, Larry Jackson, Shirley Halperin
Co-chaired by Larry Jackson and Snoop Dogg, Gamma Distribution distinguishes itself by bridging artistic vision with enterprise execution through a proprietary financial dashboard that facilitates monthly artist payouts and rapid vinyl manufacturing. The company recently appointed Saipu Delamini and Naomi Campbell to lead its expansion in Africa and the Middle East while reporting a 5 billion monthly stream volume that generated 80% growth in its first seven weeks. Despite celebrating the sell-out of limited edition Snoop Dogg vinyls and upcoming film projects, the leadership strongly criticized YouTube Shorts for generating negligible revenue relative to stream counts, underscoring their strategic pivot toward a curated, high-value roster of 15,000 artists.
- Milken Institute1h 0m
Transformative Philanthropy and Innovation | Milken Institute Global Conference 2024
Melissa Stevens, Pablo Legorreta, Strive Masiyiwa, Louise Richardson, Mark Walter
CEO Mark Walter, Strive Masiwa, Dame Louise Richardson, and Pablo Legareta convened to define transformative philanthropy as high-risk capital that drives systemic change in healthcare, education, and conservation. The panel detailed specific strategies such as Legareta's medical therapies for transplant patients, Walter's vocational schools in Chicago, and community-integrated conservation models in Zimbabwe that successfully reduced rhino poaching. Ultimately, the leaders agreed that effective philanthropy must prioritize sustainable governance and local resource mobilization to mitigate polarization and create a self-sustaining future.
- Milken Institute32 min
Conversation with Senator Joe Manchin, Jigar Shah, & Chevron CEO Michael Wirth | Global Conference
Joe Manchin, Jigar Shah, Michael Wirth, David Westin, Mike
Debate leaders, including Senator Manchin and LPO Director Jigar Shah, examined the $500 billion federal energy investment framework while clashing over the pace of EV subsidies, hydrogen regulation, and the necessity of government loans to de-risk private capital. Key figures emphasized that despite rapid solar deployment, permitting bottlenecks and conflicting agency signals threaten grid stability and the timely retirement of fossil assets. The discussion concluded by highlighting the urgent need for comprehensive permitting reform to align domestic economic incentives with global net-zero trajectories before the current funding authority expires.
- Milken Institute59 min
Leading in the Generative AI Revolution | Milken Institute Global Conference 2024
Sara Eisen, Greg Brown, Arvind Krishna, Thomas Kurian, Janet Truncale, Sharmini Peries, Janet Napolitanovich, Thomas Kaplan, Nicole Sullivan, Arvind K.
Prominent industry leaders including Arvind Krishna, Thomas Kurian, and Greg Clark characterize the AI sector as being in its early developmental stage, emphasizing a strategic pivot from immediate productivity gains to scalable deployment across public safety, healthcare, and enterprise operations. These executives detail a multi-cloud infrastructure approach where organizations like Motorola Solutions and EY leverage edge AI and "human-in-the-loop" frameworks to address data sovereignty, bias, and trust barriers while augmenting workforce capabilities rather than displacing them. The panel concludes that future growth depends on navigating light-touch regulatory environments and combating misinformation through rigorous data management and open-source collaboration.
- Milken Institute1h 1m
Financial Industry Leaders Revolutionizing America’s Retirement Landscape | Global Conference 2024
Jennifer Ablan, Thasunda Brown Duckett, John Carter, Will Fuller, Penny Pennington, Tashanda Braunducket
Marking the apex of the Baby Boomer retirement wave, a recent industry panel addressed a $4 trillion savings gap affecting 57 million Americans lacking employer-sponsored plans by proposing structural reforms like auto-enrollment mandates and Secure 3.0 legislation. Financial leaders from TIAA, Transamerica, Nationwide, and Edward Jones advocated for cross-industry partnerships to create guaranteed income solutions and expanded financial literacy programs specifically targeting the middle market and underserved demographics. These initiatives aim to mitigate the risk of an impending wealth transfer turning into a generational debt crisis while capitalizing on a 50,000-person advisor shortage through innovation in hybrid pension models and social impact investing.
- Milken Institute31 min
A Conversation with Deepak Chopra and Seth Rogen | Milken Institute Global Conference 2023
Deepak Chopra, Seth Rogen, Alex Witt
Deepak Chopra and Seth Rogen discuss a holistic approach to extending health span over mere lifespan, emphasizing that lifestyle factors outweigh genetic predispositions in preventing Alzheimer's disease. They outline actionable strategies ranging from epigenetic regulation through emotional states to specific daily protocols involving meditation, exercise, and nutritional adjustments. The dialogue concludes by highlighting the work of Hilarity for Charity in educating youth about brain health while challenging conventional definitions of success in favor of joy and timeless awareness.
- Milken Institute1h 1m
Credit Markets Forging Ahead | Milken Institute Global Conference 2024
Will Caiger-Smith, Ashley Baum, Michael Buchanan, Lee Kruter, Michael Patterson
A panel of investors analyzed the post-tightening fixed income landscape, highlighting how rising Treasury yields severely impacted duration-sensitive assets while high-yield and bank loan sectors demonstrated resilience through credit risk isolation. The Texas Teachers Retirement System outlined its opportunistic credit strategy, deploying $7.5 billion into asset-based financing and real estate loans while navigating a market where private credit's dominance is receding amid a sharp rebound in syndicated loan issuance. Furthermore, the discussion addressed the evolution of distress dynamics, noting that while modern covenants masked default rates, a wave of coercive liability management exercises and covenant erosion now signals an impending cycle of stricter documentation and reduced recovery rates.
- The Economist23 min
Bidin’: will Joe go or no?
Joe, Jason Palmer, Rosie Bloor, John Brito, Claire McHugh, Mark Johnson
President Biden remains defiant against calls for withdrawal following a contentious debate, despite polls showing a record deficit against Donald Trump and internal Democratic concerns that he is endangering broader election prospects. In Colombia, the government has initiated a controversial scientific excavation of the intact San José galleon, navigating a complex legal battle with Spain, the United States, and indigenous groups over the billions in treasure while prioritizing cultural heritage over commercial gain. Meanwhile, the Finnish town of Rautalampi is experimenting with importing foreign students from Myanmar, Vietnam, and Tanzania to avert school closures, leveraging EU funding to address a looming national demographic crisis.