Latest Interviews
Showing 766–780 of 1,442 transcripts.
Clear all filters- Milken Institute59 min
Credit Market Outlook
Michael Milken, Ilfryn Carstairs, Sir Michael Hintze, David Miller, Joseph Naggar, Jim Zelter
Leading asset managers including Apollo, Golden Tree, and CQS convened to analyze the $102 billion permanent capital opportunities emerging from a 48% growth surge in leverage finance and over $1.1 trillion in private equity dry powder. The panel detailed how rising interest rates, evolving regulatory frameworks in Europe and India, and a shift toward covenant-light structures are creating distinct arbitrage strategies in distressed assets and direct origination. By leveraging granular, country-specific platforms and complex legal analysis, these firms aim to deliver 7–12% risk-adjusted returns while navigating systemic risks posed by inflation and technological disruption.
- Milken Institute1h 5m
Alzheimer's Disease: Rewriting the Playbook
LaTese Briggs, Michela Gallagher, Todd Rainwater, Lauren Miller Rogen, Garen Staglin, Garen King Jr., Daniel Arbus, Elizabeth Scharf, Amir, Mark Reuthmeyer
Leading scientists and philanthropists convened to address the projected surge in Alzheimer's prevalence and its looming $1.1 trillion economic impact by 2050, shifting research focus from the failed amyloid hypothesis to tau-targeted interventions and early prodromal treatment. The panel highlighted strategic initiatives such as the TAO Consortium's $100 million investment in tauopathies, the proposed $10 billion global social impact bond, and new collaborative models designed to accelerate FDA approval through consortium-based data sharing. By combining precision medicine, open science, and stigma-reduction advocacy, these stakeholders aim to de-risk early-stage development and attract pharmaceutical investment to prevent a global health crisis.
- Milken Institute59 min
Europe: Past Tense, Future Perfect?
Stephanie Flanders, Jyrki Katainen, Mikhail Khodorkovsky, Yascha Mounk, Howard Shore, Timothy Snyder
Panelists analyzed the Eurozone's shift from recession to growth while highlighting persistent political risks from rising populism in Hungary and Poland. The discussion emphasized how Russian cyber influence and divergent historical narratives undermine democratic norms, creating a disconnect between economic recovery and political stability. Experts urged European leaders to adopt a unified, proactive strategy to counter these external threats and prevent the fragmentation of the Union's future.
- Milken Institute1h 2m
FinTech: So Much Potential, Too Little Impact?
Jackson Mueller, Thomas Curry, Sallie Krawcheck, Jonathan Larsen, Sasha Orloff, Anju Patwardhan
The Milken Institute's FinTech program convened industry leaders to evaluate the sector's tangible impact on financial inclusion and efficiency, highlighting Ping An's AI-driven operations and LendUp's superior subprime lending metrics as key benchmarks. Speakers debated regulatory frameworks for digital banks while noting a strategic pivot toward B2B collaboration as the sector unites against Big Tech competition. The event concluded with the formation of a new U.S. FinTech Advisory Committee chaired by former OCC Comptroller Tom Curry to address fragmentation and drive innovation.
- Milken Institute28 min
A Conversation With U.S. House Financial Services Committee Chairman Jeb Hensarling
Jeb Hensarling, Eric Kaplan, David Faber
House Financial Services Chairman Jeb Hensarling criticized the enduring conservatorship of Fannie Mae and Freddie Mac, arguing that the current system concentrates $8 trillion in risk on taxpayers while stifling market discipline. To address these failures, he outlined the "DeMarco-Bright Plan," a legislative framework designed to shift mortgage guarantees to private entities, mandate minimum 5% down payments, and restructure the capital stack to protect public funds. Although Hensarling doubts passage in the current Congress, he urges Democrats to engage in reform negotiations to prevent a potential Trump administration from unilaterally dismantling the existing housing finance model.
- Milken Institute1h 3m
Global Food Industry Leaders Building a Healthier Future
Ryan Shadrick Wilson, Jean-Christophe Flatin, Jeff Hamilton, Rodney McMullen, Irwin D. Simon, Dr. Heber, Jeremy Collar, Shane
Leaders from Nestlé, Mars, Kroger, and Hain Celestial convened to discuss a strategic pivot where major CPG corporations are deploying billions in acquisitions and venture capital to dominate the booming natural and organic sectors while addressing global nutritional gaps. The panel detailed how these companies are reformatting portfolios to include plant-based alternatives, reducing sugar and sodium, and integrating supply chain sustainability to meet the specific demands of Gen Z and increasingly health-conscious consumers. Ultimately, the industry is moving toward a preventative health model by combining corporate responsibility initiatives, such as food waste reduction and employee wellness programs, with aggressive digital transformation and e-commerce scaling.
- Milken Institute1h 2m
Can the Open World Economy Be Saved?
Kevin Klowden, Ailish Campbell, Steven Ciobo, Ron Kirk, Henrique Meirelles
Moderated by Kevin Clowden of the Milken Institute, a panel of trade experts from Mexico, the United States, Canada, Brazil, and Australia convened to address the global resurgence of protectionism and the economic anxiety driving political shifts. The discussion highlighted how nations like Australia and Canada leverage high-tech investment in natural resources and aggressive trade liberalization to sustain growth while acknowledging the need for robust social safety nets to counter automation-driven job displacement. Ultimately, the experts concluded that preserving an open world economy requires decoupling trade policy from job insecurity by prioritizing lifelong learning, institutional independence, and "flanking policies" that support workers facing structural economic changes.
- Milken Institute1h 1m
Investing in Climate Action
Spyros Kouvelis, Julia Bucknall, Saadia Madsbjerg, Vijay Manthripragada, Nelson Switzer, Gary White
A high-level panel of World Bank officials and corporate leaders from Nestlé, Montrose Environmental, and Water Equity convened to redefine climate finance as a capital market imperative capable of addressing all 17 UN Sustainable Development Goals. Speakers detailed strategies to mobilize the estimated $12.7 trillion needed by 2030 through public de-risking mechanisms, citing specific investment vehicles like the Water Equity Fund and green infrastructure bonds that generate both social impact and market-rate returns. The discussion concluded with a consensus on overcoming regulatory fragmentation and data gaps to scale solutions that integrate prosperity with sustainability across water, agriculture, and energy sectors.
- Milken Institute58 min
What's Next in the Hunt for Yield in Credit?
Justin Baer, Michael Buchanan, Robert Kricheff, AJ Murphy, Fred Orlan, Christian Stracke, Mike Buchanan
A panel of financial experts assessed the current credit cycle as entering its latter innings, citing record corporate debt levels and a flattening yield curve alongside a shift toward a more volatile market environment without a near-term recession. While high-yield issuance has slowed and leveraged buyout ratios have climbed, strategists note that passive ETF flows are distorting prices and creating crowding risks that favor active management. The discussion concluded with recommendations to pivot toward floating-rate loans, senior CLO tranches, and specific distressed opportunities to navigate the asymmetrical risks of the current macroeconomic landscape.
- Milken Institute1h 2m
Mobility in the Future | Part 1: The Art of the Possible | Part 2: Urban Transportation
Brian Sullivan, Pierre Beaudoin, Phil Bredesen, Jack Hollis, Steve Morriss, Amy Purdy
Toyota is evolving from an automotive manufacturer into a comprehensive mobility company by leveraging partnerships with Paralympic athletes like Amy Purdy to develop assistive technologies that enhance independence for the elderly and disabled. Concurrently, urban planning experts highlight the critical role of mass transit and autonomous vehicles in overcoming infrastructure bottlenecks, noting that software upgrades and flexible route designs can significantly boost public transport efficiency in high-density areas. Together, these initiatives illustrate a broader industry shift toward inclusive, technology-driven solutions that address both individual mobility challenges and complex systemic urban transportation needs.
- Milken Institute56 min
What's Next: Harnessing the Momentum of #MeToo and #TimesUp
Alex Witt, Ashley Judd, Kerry Kennedy, Catharine MacKinnon, Stacy Smith, Jurnee Smollett-Bell, Caroline Biden
Moderated by Alex Witt, the "What's Next" panel convened leading advocates including Ashley Judd, Alyssa Milano, and Catherine McKinnon to evaluate the post-Cosby landscape of the Me Too and Time's Up movements. The discussion highlighted critical gaps in legal recourse and industry representation while detailing specific strategies such as the Time's Up Legal Defense Fund, the WOKE committee's #MuteRKelly campaign, and Stacey Smith's inclusion rider proposal to combat harassment and bias. Speakers also addressed the necessity for institutional courage and legislative reforms like the Equal Rights Amendment, citing global initiatives and successful worker-driven models as blueprints for systemic change.
- Milken Institute58 min
Checking In With Stephen Cloobeck
Stephen Cloobeck, Jared Carney
In his book *Checking In*, hospitality executive Dan Klubeck outlines a management philosophy centered on extreme employee protection, reciprocal trust, and the view that dyslexia serves as an entrepreneurial asset. The narrative details his aggressive crisis management during the 2008 financial downturn, where he secured company survival through strict cash-based operations, personal salary cuts, and the strategic acquisition of distressed competitors. Beyond business operations, Klubeck leverages public stunts from his *Undercover Boss* appearances and political advocacy to demonstrate that reputation and human connection ultimately drive sustainable growth more effectively than traditional branding or technology.
- Milken Institute1h 6m
Using Prevention to Improve Global Health
Ed Greissing, Michiel Bakker, Tom Beauregard, Lynn Goldman, Christopher Murray
Experts and industry leaders converge to address the $3.7 trillion U.S. healthcare crisis driven by chronic disease, highlighting how linguistic framing and financial incentives can bridge the gap between prevention spending and actual consumer adoption. Innovators like UnitedHealth Group and Google demonstrate that rebranding medical programs, offering free nutrition, and utilizing digital health tools significantly improve engagement rates and metabolic outcomes among millions of participants. Despite rising global obesity and a bifurcation in U.S. mortality trends that threaten long-term economic stability, the consensus points toward a future where healthcare reimbursement and corporate strategy shift from treating acute illness to scaling early, lifestyle-based interventions.
- Milken Institute59 min
Artificial Intelligence: Beyond the Robot Singularity
Rich Karlgaard, Tom Bianculli, Virginie Maisonneuve, Sumant Mandal, Usman Shuja, Tom Siebel, Brian Seth Hurst, Francois Benemias
Industry leaders warn that the global software market is expanding at an unprecedented pace while 70% of current Fortune 500 incumbents risk obsolescence without aggressive AI adoption. The event analyzes the geopolitical race for dominance, data sovereignty shifts, and the transition from static record-keeping to dynamic systems that drive real-time decision-making across sectors like energy and defense. Experts conclude that despite exponential compute gains, scaling relies on overcoming organizational inertia and preparing a workforce for imminent economic displacement through automation.
- Milken Institute58 min
The Future of Higher Education
Jeffrey Selingo, Bill Achtmeyer, Rafael Bras, Mitch Daniels, Yoshimasa Hayashi, Candace Thille
Facing record tuition discount rates and a growing skills gap where 89% of employers find graduates unprepared, higher education is pivoting from a traditional four-year degree model to a "100-year lifetime" framework of recurrent, skills-based learning. Leaders at institutions like Georgia Tech and Purdue, notably Mitch Daniels, are driving this transformation through aggressive online expansion, AI integration, and financial innovations like Income Share Agreements to ensure affordability and relevance. As smaller schools face potential closure, the sector is consolidating around agile, market-driven models that treat credentials as dynamic data sets of verified competencies rather than static diplomas.