Latest Interviews
Showing 811–825 of 1,410 transcripts.
Clear all filters- Milken Institute1h 2m
Speed Bumps Ahead: China's Belt and Road Initiative
Cheryl Wu-Dun, Lincoln Leung, Kevin Liu, Winston Ma, Dominic Ng, Perry Wong, HONG LIU, CAROLINE BUCKEE, CAROLINE MECKFESSELSENMILLER JR., DAVID LEONHARDT JR., DAVID LEONG HSUI, LINCOLN CROWE, WINSTON TAYLOR JR., MARTHA MINOWE, YONGJIE LEE CHOI, KEVIN VLKONNOSOHN
The Belt and Road Initiative represents a $1 trillion infrastructure project connecting 68 countries to reshape global trade routes and secure China's western borders, with success metrics targeted for 2049. Panelists from the MTR Corporation, Milken Institute, and other firms discuss the initiative's evolution from state-led construction to a commercial model driven by private capital, while navigating risks like debt sustainability and regulatory scrutiny. Although critics highlight concerns over transparency and geopolitical disintermediation, the consensus suggests that active international participation remains essential to influence standards and mitigate political risks.
- Milken Institute1h 2m
How the New Tax Cuts Are Shaping the U.S. Economyand Our Fiscal Future
Josh Barro, Eric Cantor, Jason Furman, William Lee, Maya MacGuineas, David Freeman, Jr., Steve
Former House Majority Leader Eric Cantor joined economists Jason Furman, Bill Lee, and Maya McGinnis to debate the new tax law's projected 0.7% annual GDP boost against concerns that rising debt will soon crowd out investment and hinder entitlement reform. While the group agreed the legislation offers short-term demand stimulus, they warned that without permanent spending cuts or revenue offsets, the resulting $1.5 trillion deficit will likely triple interest payments and force long-term interest rates higher. The panelists further noted that despite potential competitive advantages against China, the temporary nature of the cuts creates political uncertainty that may undermine the very productivity growth the law aims to stimulate.
- Milken Institute1h 1m
Innovators Who Are Changing Asia
Haslinda Amin, Ridwan Kamil, Henry Nguyen, Noni Purnomo, Patrick Zhong
Patrick Tsong and regional leaders like Mayor Ridwan Kamil analyze how Asia's young demographic and mobile-first infrastructure are driving a convergence of technologies that allow developing markets to leapfrog traditional economic stages. Case studies from Indonesia, Vietnam, and China demonstrate that local adaptation of global concepts, rather than simple imitation, is fueling rapid innovation in sectors ranging from digital governance to healthcare. This collective urgency is transforming political and economic structures, creating a competitive landscape where 50% of global unicorns are emerging through agility and civic-minded entrepreneurship.
- Milken Institute1h 3m
Strategic Investing in the Middle East and North Africa
Becky Anderson, Yousef Al Otaiba, Mohammed Alardhi, Adam Ereli, Harold Ford Jr.
Gulf Cooperation Council nations are aggressively diversifying their hydrocarbon-dependent economies through Vision 2030 and similar initiatives, leveraging Sovereign Wealth Funds like the Public Investment Fund to pursue $1 trillion in regional spending across infrastructure, tourism, and technology. This strategic pivot, driven by a youth bulge that constitutes 60-70% of the population, aims to create jobs and retain leisure capital while hedging against geopolitical volatility by expanding partnerships with Russia and China alongside traditional U.S. ties. Despite ongoing challenges regarding bureaucratic friction and cultural stigmas around failure, the region remains a high-growth destination where U.S. investors are urged to deepen long-term human capital partnerships to capitalize on a burgeoning middle class.
- Milken Institute1h 13m
Lunch Program | Promoting Prosperity in a World in Transition
Michael Klowden, Michael Milken, Jane Harman, Jim Yong Kim, Tidjane Thiam
At the midpoint of the Milken Institute Global Conference, a high-level panel featuring former Secretary Robert Gates, Paul Ryan, and leaders including Jane Harmon, Dr. Jim Yong Kim, and Tijan Fafé analyzed the economic imperatives of global prosperity and the $4 trillion gap required to meet Sustainable Development Goals. The discussion centered on leveraging private sector innovation and demographic shifts in emerging economies to fund critical investments in human capital, health, and education, culminating in the launch of the Disruptive Technology for Development fund to support infrastructure leapfrogging in developing nations. Speakers emphasized that addressing instability in Africa and the Middle East through targeted rule of law and wealth management strategies is essential for preventing future conflict and securing long-term global security.
- Milken Institute1h 2m
New Players Disrupting the Healthcare and R&D Landscape
Dan Mendelson, Marc Harrison, Thomas Moriarty, Mario Schlosser, Benjamin Seet, Sue Siegel, David Freeman, Jr., Margot Sanger
Industry leaders from Intermountain Healthcare, CVS Health, Oscar Health, ASTAR, and GE Health converge to address the unsustainable trajectory of U.S. and global healthcare costs through a strategic shift from volume-based to value-driven payment models. The discussion highlights critical initiatives including Intermountain's standalone generic drug venture, CVS's integration of pharmacists into community care hubs, and Oscar's full-stack technology infrastructure designed to leverage telemedicine for acute condition management. While these organizations and non-traditional entrants like Amazon and tech giants in Asia drive innovation, they simultaneously navigate systemic barriers such as data interoperability failures, consumer financial toxicity, and the complex challenge of scaling digital adoption across diverse demographics.
- Milken Institute55 min
Energy Markets: The Year Ahead for Oil, Gas and Renewables
Gregory Zuckerman, Helima Croft, Joshua Harris, Bernard Looney, Michael Smith, Greg Zuckerman
Panelists projected that global oil demand will likely exceed current levels for the next two decades, supported by resilient growth in aviation, marine transport, and petrochemicals despite a forward price curve signaling long-term uncertainty. Strategic shifts are underway as private equity firms acquire distressed shale assets at break-evens between $30 and $60 while companies like BP and Apollo pivot toward midstream infrastructure and natural gas to serve as an essential bridge fuel for grid stability. Geopolitical leverage is simultaneously realigning with U.S. energy independence displacing traditional exporters, forcing major producers to secure captive markets in India and China while navigating significant investment risks in regions like Mexico.
- Milken Institute58 min
How Will Technology Trends Impact Your Portfolio?
Dan Primack, Jason Greenberg, Colin Le Duc, Morris Mark, Nicole Musicco, Jeff Schumacher
Representatives from BCG Digital Ventures, Ontario Teachers, and Generation Investment Management discuss the embedded nature of technology across sectors, highlighting a structural shift where non-technology firms dominate M&A activity. The panel identifies blockchain protocols, sustainable mobility, and AI as key investment themes while warning that regulatory uncertainty and cultural mismatches between startups and traditional industries pose significant integration risks. Ultimately, the group concludes that exponential technological change requires asset managers to adopt long-term talent strategies and adapt to a landscape where value increasingly shifts to users and decentralized systems.
- Milken Institute1h 7m
De-Risking Emerging Markets Investments
Aron Betru, Jeremy Carter, Michael Eckhart, Keiko Honda, Catherine McCarthy, Jukka Pihlman, Kate McCarthy, Mike Eckhart, David Rockefeller Jr., Kate Ballard, David Freeman, Anne-Marie Slainmann, Cathy O, Jeremy Walker, Michael L, David Batts, Jeremy Standiffer, Rodney Ferguson, Aryeh Green, Ambassador Kobi Krimson
Despite a $2.5 trillion annual funding gap for the Sustainable Development Goals, global financial institutions are constrained by Basel III capital reserves and regulatory misalignments that penalize local currency lending and partial guarantees. Multilaterals like MIGA are increasingly deploying political risk insurance to catalyze private capital, yet structural inefficiencies in credit enhancement and a scarcity of bankable projects continue to hinder the flow of the $250 trillion available in global markets. Industry leaders are now pushing for streamlined credit enhancement mechanisms and regulatory reforms to convert public guarantees into effective tools that address the actual, rather than perceived, risks in emerging markets.
- Milken Institute1h 22m
A Conversation With Wilbur L. Ross, Jr., Secretary, U.S. Dept. of Commerce | Part 2: U.S. Overview
Wilbur L. Ross, Jr., Andy Serwer, Tom Hayes, Kenneth Hersh, John Hickenlooper, Steve Krouskos, Kevin Clouden, Wilbur Ross
Commerce Secretary Wilbur Ross and Colorado Governor John Hickenlooper discussed a "Goldilocks" U.S. economic expansion characterized by rising consumer confidence and accelerated reshoring alongside contentious trade negotiations. The dialogue detailed the Trump administration's strategic delays on steel tariffs with Canada, Mexico, and the EU, the justification for ZTE sanctions, and the projected $1 trillion growth of the commercial space sector. While officials defended deregulation and energy independence as drivers of prosperity, panelists also warned of potential recession triggers including rising corporate debt and a "technology Cold War" that could disrupt post-WWII institutional frameworks.
- Milken Institute59 min
Global Private Equity Outlook
Leslie Picker, Leon Black, Bruce Flatt, Robert Smith, Jonathan Sokoloff, John Sokoloff
Representing a combined $600 billion in assets under management, panelists from Apollo, Brookfield, Vista Equity, and Leonard Green & Partners discussed navigating a market characterized by rising valuations, $1.8 trillion in global dry powder, and a shift toward sponsor-to-sponsor exits. The leaders detailed distinct operational strategies ranging from Apollo's distressed debt focus and Brookfield's permanent capital model to Vista's software specialization, all while rejecting heavy consultant reliance in favor of internal value creation teams. Despite significant fundraising record-breaking activity and a growing international investor base, the group unanimously opposed increased regulation, arguing that their long-term ownership structure offers superior governance and alignment compared to public markets.
- Milken Institute56 min
Macroeconomic Outlook
Komal Sri-Kumar, Rishi Kapoor, Tad Rivelle, Seema Shah, Nathan Sheets, Christopher Smart
A panel of five prominent global investors, including Seema Shah and Tad Revell, convened to debate diverging forecasts regarding the US business cycle, global debt sustainability, and the timing of a potential recession between 2020 and 2021. While participants agreed on significant risks from central bank tightening and geopolitical fragmentation, they offered contrasting views on whether current leverage levels and asset prices signal an imminent systemic crisis or a prolonged period of reflation. The session concluded with a detailed analysis of tail risks ranging from Chinese debt opacity to oil price shocks, emphasizing the difficulty of forecasting economic fundamentals in an environment of rapidly shifting monetary policies.
- Milken Institute59 min
Townhall | The Gun Discussion in American Culture
Frank Luntz, Stephen Benjamin, John Hickenlooper, Rick Snyder, Daniel Webster
The Milken Institute convened a unique town hall featuring Governor Rick Snyder, Governor John Hickenlooper, and various local officials to facilitate an active dialogue on gun violence statistics and policy. The panel highlighted that the U.S. gun homicide rate is 25 times higher than other wealthy democracies while debating specific legislative approaches such as universal background checks, red flag laws, and mental health interventions. Participants ultimately called for incremental, cross-partisan victories and civic mobilization to address the crisis through public health strategies rather than relying solely on partisan polarization.
- Milken Institute1h 0m
The Evolution of Hedge Fund Management
Erik Schatzker, Dmitry Balyasny, Andrew Feldstein, Dawn Fitzpatrick, Ricky Sandler
At the 2018 Milken Institute Global Conference, industry leaders including Eric Schatzker, Dawn Fitzpatrick, Ricky Sandler, Andrew Felstein, and Dimitri Baljasny analyzed the hedge fund sector's shift away from the traditional "2 and 20" fee model toward performance-based structures and institutional scale. Panelists argued that generating sustainable alpha now requires massive capital deployment for technology and data science, driving market consolidation while forcing managers to adopt hybrid fundamental-quantitative approaches or co-invest in niche specialists. Looking ahead, the group anticipated that hedge funds would outperform long-bias markets over the next three to five years as capital retreats from crowded strategies, though they warned that absolute returns may remain suppressed due to elevated asset prices in a late-stage cycle.
- Milken Institute1h 0m
Advancing Critical Health Issues for Veterans
Jonathan Simons, Prudence Fisher, Isla Garraway, Deborah Lafer Scher, Earle Mack, Peter O'Rourke, Arock Bolanos, Christopher Seeley, Gary, Debra, Major Kent
Hosted by Dr. Jonathan Simons of the Prostate Cancer Foundation, this panel outlines a strategic public-private partnership designed to modernize Veterans Health Administration care through precision oncology and innovative mental health interventions. Key initiatives include a $50 million commitment to establish a national network of Centers of Excellence for prostate cancer genome sequencing and a standardized equine therapy trial targeting PTSD, which leverages biofeedback mechanisms to reduce suicide risks among the 30% of veterans diagnosed with the disorder. By addressing critical infrastructure bottlenecks and utilizing the Million Veterans Program's genetic database, these collaborative models aim to create scalable, evidence-based healthcare solutions for veterans that can subsequently be extended to the broader civilian population.