Latest Interviews
Showing 751–765 of 1,410 transcripts.
Clear all filters- Milken Institute1h 1m
Reading the Tea Leaves
John Authers, Alex Denner, Jodie Gunzberg, Jason Karp, Alex Roepers, Anne Walsh
Investment experts analyze the transition from a low-rate environment to a regime of normalized interest rates, highlighting structural risks in credit ETF liquidity and the growing dominance of systematic strategies over active management. Panelists identify significant alpha opportunities in shifting market regimes, specifically through value investing in consumer staples and energy, as well as activist engagements in mid-cap sectors where passive flows have reduced corporate oversight. Forward-looking catalysts include an anticipated yield curve inversion and a surge in M&A activity, which together signal a potential rotation from momentum-driven growth toward a value-oriented market with heightened divergence between high-quality and "zombie" firms.
- Milken Institute56 min
Preserving the Promise of Cancer Immunotherapy
Louise Perkins, Pablo Legorreta, Johanna Mercier, Jill O'Donnell-Tormey, Antoni Ribas, Greg Simon
The Melanoma Research Alliance, alongside the Biden Cancer Initiative and L'Oréal Paris, is addressing the persistent 50% non-response rate to current immunotherapies by promoting platform trials and data-sharing networks to eliminate redundant "Me Too" drug development. While recent clinical advances have extended survival for metastatic patients to a decade or more, experts emphasize the urgent need to de-risk academic discoveries through nonprofit incubators and standardized liquid biopsies to prevent early-stage cancer from progressing to terminal stages. Strategic recommendations from industry leaders and researchers prioritize patient-centric trial design and sustained basic science funding to ensure these breakthroughs reach community oncologists and avoid investment withdrawal from other critical therapeutic classes.
- Milken Institute55 min
Global Risk: Disruption Without End?
John Micklethwait, Carlos Gutierrez, Jane Harman, Lord Mandelson, James G. Stavridis, Mac Thornberry, Jim Stavridis, Peter Mandelson
A distinguished panel of geopolitical experts and former officials convened to analyze the acceleration of global risks, highlighting the return of great power competition with Russia and China, the intractable nature of North Korean denuclearization, and the fragility of international institutions amidst cyber and economic threats. Key figures such as Jane Harmon, Jim Stavridis, and Peter Mandelson argued that the U.S. lacks a sustained long-term strategy, warning that withdrawal from agreements like the Iran deal and the Trans-Pacific Partnership undermines credibility while leaving critical gaps in military readiness and alliance cohesion. The discussion concluded that restoring bipartisan support for defense spending and rebuilding a coherent military capability is the foundational prerequisite for the U.S. to effectively manage an era defined by "ceaseless" conflict and technological disruption.
- Milken Institute1h 23m
Part 1: Evolution of Humanity & Part 2: Inspiring Couples
Richard Ditizio, Suzy Amis Cameron, James Cameron, Juan Enriquez, Precious Moloi-Motsepe, Patrice Motsepe
Juan Enriquez outlines the emergence of *Homo evolutis* through genetic and neuro-technological capabilities that allow humanity to deliberately design life, a shift he deems more significant than the digital revolution. Concurrently, South African philanthropists Patrice and Precious Motsepi leverage their wealth and the Giving Pledge to address the continent's "demographic curse" by prioritizing STEM education for youth and economic development to turn population growth into a dividend. Furthermore, James and Susie Cameron drive a global "One Meal a Day" initiative to decouple agriculture from environmental degradation, utilizing data from *Avatar* and *The Game Changers* to prove the viability and investment potential of a plant-based transition.
- Milken Institute1h 2m
How the Next Generation Is Redefining Social Impact
Maura Donlan, Simone Friedman, John Kluge, Jr., Suzanne Sinegal McGill, John R. Seydel
The panel "How the Next Generation is Redefining Social Impact" convened leaders from Rwanda, the financial sector, philanthropy, and Atlanta's municipal government to outline strategies for addressing 2050 demographic shifts and climate crises. Presenters detailed proven models including Rwanda's girls' STEM school that drives economic stability, The Light Fund's high-repayment refugee microloans, and Atlanta's urban resilience plan tackling poverty traps through clean energy and food security. Ultimately, the discussion urged emerging investors and consumers to deploy capital as an instrument of justice and adopt conscience-based habits to prevent mass displacement and systemic instability.
- Milken Institute1h 4m
Enterprising Families at the Forefront of Business in Mexico
Cate Ambrose, Alonso Díaz Etienne, Gina Diez Barroso, Nicolás Mariscal Servitje, Margaret Hamburg, Margot Santos
The Latin American Private Capital Association (LAFCA) highlighted a demographic and institutional shift in Mexico's economy, where a young, US-educated generation is driving family offices and corporations like Grupo Bimbo and Hebera Capital to expand globally while prioritizing governance and sustainability. Panelists detailed strategies from Grupo Dyarik's educational reforms in Mexico City and Miami to Grupo Marños' infrastructure ethics, illustrating how these entities are leveraging local talent to counterbalance market uncertainty ahead of the 2018 presidential election. Despite rhetoric regarding US-Mexico relations, business leaders emphasized robust checks and balances and a surge in private pension fund participation, positioning Mexico as a stable, competitive hub for energy, infrastructure, and technology investment.
- Milken Institute59 min
American Homeownership: Do We Still Have a Dream?
Eric Kaplan, John Francis Barry, Michael Bright, Carol Galante, Timothy Mayopoulos, Lewis Ranieri
A panel of housing industry leaders including Lou Ranieri, Carol Galante, and Michael Bright diagnoses the U.S. housing crisis as a convergence of historical discrimination, structural supply shortages, and predatory financial engineering that has widened the racial homeownership gap. The discussion contrasts investment-focused strategies with the reality that homeownership remains a primary wealth-creation tool for average workers, while experts like Tim Mayopoulos and John Barry advocate for technological innovation and labor reform to address severe affordability constraints. Looking forward, the group warns that without prioritizing housing as critical infrastructure and enforcing stricter industry ethics, the market will likely remain out of equilibrium for another decade despite ongoing demographic pressures on entry-level buyers.
- Milken Institute59 min
Investing in American Infrastructure: The Case for Private Capital
Steve Morriss, Susan Gray, Rick Snyder, Mike Sommers, John Tanyeri
A panel of financial leaders and Michigan Governor Rick Snyder convened to address a projected $5 trillion U.S. infrastructure gap driven by political dysfunction and procurement delays rather than a lack of private capital. Speakers from S&P Global, MetLife, and the American Investment Council highlighted that while risk transfer remains a core P3 principle, significant investment is hindered by fragmented management and voter resistance to tax increases. To overcome these barriers, the group recommended federal standardization of procurement documents, profit-sharing mechanisms to fund non-revenue assets, and simplified, menu-style public-private partnership models.
- Milken Institute57 min
Big Data and Creating Customer Growth in the Age of A.I.
Sumant Mandal, David Eun, Michael Flaskey, John R. Shrewsberry, Michael Sutcliff, David Rockefeller Jr., Eric Schmidt, Danny Warshay, Amit Singhal, Amit Fulay, Anil Ananthaswamy, John McWhorter, Mike Hayes, David Kwong, Amir Jinairazi
David Rockefeller Jr., Mike Flaherty, John Shrewsbury, and Mike Zuckliff convened to discuss the immediate commercialization of narrow AI across sectors, highlighting how Samsung Next, Diamond Resorts, Wells Fargo, and Accenture are leveraging data integration to transform sales processes, customer experiences, and operational efficiency. The panelists detailed specific outcomes including a 45% sales capture at Diamond Resorts, a 30% revenue uplift for Toyota drivers, and a $12 billion annual R&D commitment from Samsung, while jointly emphasizing a strategic shift toward responsible AI frameworks that prioritize edge computing and human oversight over unregulated automation. Despite differing views on the pace of mobile adoption and the regulatory impacts of regions like China and the EU, all participants agreed that future market leadership will depend on silo-breaking data architectures and the ability to balance innovation with privacy concerns in an increasingly automated landscape.
- Milken Institute1h 5m
Earth on the Brink: A Sixth Extinction, or a Breakthrough in Biodiversity?
Melissa Stevens, Paul Bunje, Thomas Meredith, Jill Robinson, Laura Turner Seydel
The event addresses the sixth mass extinction driven by human activity, highlighting critical threats from factory farming and biodiversity loss while contrasting them with innovative solutions like rewilding and debt-for-nature swaps. Panelists emphasized the urgent need for a $300 to $400 billion annual investment in conservation and showcased how technological surveillance and impact investing are shifting financial incentives toward verified sustainability. By integrating community-led economic models with global policy shifts, the speakers argued that converging exponential growth in renewable energy and AI offers a viable, albeit immediate, path to reversing the current ecological crisis.
- Milken Institute1h 0m
Expanding Access to Higher Education
Brandon Busteed, Christopher Eisgruber, Karen Symms Gallagher, Thomas LeBlanc, Jeff Maggioncalda, George Weiss
A recent panel discussion analyzed the widening gap in US college completion rates between socioeconomic quartiles while showcasing institutional strategies like Princeton's aggressive financial aid and Georgia State's data analytics to drive equity. Experts debated the necessity of 100% graduation targets and highlighted how flexible online credentials from entities like Coursera are reshaping affordability for working professionals. The conversation concluded with a unified critique of outdated federal metrics and skepticism toward Income Share Agreements as a scalable solution for diverse student populations.
- Milken Institute55 min
Entertainment Leaders: Defining Your Brand in the Modern Media Landscape
Cynthia Littleton, Kevin Beggs, Mark Burnett, Susanne Daniels, Jim Gianopulos, Robert Greenblatt, Bob Greenblatt
Representatives from NBC, MGM, Paramount, YouTube, and Lionsgate convened to discuss the shifting dynamics of brand loyalty, intellectual property rights, and global distribution in the on-demand era. Executives highlighted a strategic pivot from linear network loyalty toward emotionally resonant content and data-driven marketing, while noting that international expansion and hybrid licensing models now drive significant revenue growth. The panel concluded that future success relies on collaborative creative cultures and adapting measurement metrics to capture viewing across fragmented digital platforms rather than relying on traditional broadcast metrics.
- Milken Institute57 min
Want to Live to a Healthy 100?
Paul Irving, Elizabeth Blackburn, Dan Buettner, Laura Deming, Arianna Huffington
Panelists including Dan Buettner, Liz Blackburn, and Arianna Huffington synthesized data on Blue Zone environments, telomere biology, and stress management to redefine longevity as an ecosystem driven by social connection, plant-based diets, and natural movement rather than individual willpower. The discussion highlighted that while specific biological markers like telomere length strongly predict mortality, systemic factors such as zip code and access to healthy environments create a twenty-year life expectancy gap that current healthcare spending fails to address. To bridge this divide, the experts advocated for a policy shift toward the "Wisdom Quotient" and environmental redesign, aiming to compress morbidity and democratize healthspan across all demographics.
- Milken Institute1h 2m
Investing in China: Making Money in the Middle Kingdom
Andrew Wong, Wei Sun Christianson, Goodwin Gaw, Fred Hu, Keyu Jin, Donald Tang
This event analyzes China's transformative investment landscape, highlighting how automation and FinTech innovations like mobile payments are reshaping manufacturing margins and consumer behavior while state-driven capital misallocation creates arbitrage opportunities. Participants examine structural risks including valuation discipline and accounting fraud alongside macroeconomic resilience provided by massive state savings and regulatory consolidation. The presentation concludes by outlining significant portfolio diversification potential as institutional capital flows into an under-penetrated market poised to lead global AI development.
- Milken Institute53 min
Breakthroughs in Philanthropy: Game-Changers in Social Impact
Richard Ditizio, Peggy Marie Alford, Princess Ameerah Altaweel, Nanette Medved-Po, Petra Nemcova, Shamsheer Vayalil
A diverse panel of global philanthropists, including representatives from the Chan Zuckerberg Initiative and Saudi Arabia's Tasmi Center, examined structural inefficiencies in the $390 billion US giving sector and emerging opportunities in the Middle East. Speakers highlighted strategic innovations such as corporate-nonprofit hybrids and data-driven mergers designed to replace short-term disaster response with sustainable, technology-enabled community rebuilding. The discussion emphasized a generational shift toward viewing philanthropy as a serious career path that leverages local leadership and cross-sector collaboration to drive scalable social impact.