Latest Interviews
Showing 841–855 of 1,442 transcripts.
Clear all filters- Milken Institute1h 1m
Investing With Impact in Underserved Small Businesses
Aron Betru, Maria Contreras-Sweet, Kimberlee Cornett, Annie Donovan, John Lettieri, Kim Saunders, Aaron Better
Experts at a panel discussion analyzed the stark racial wealth gaps and the critical role of Community Development Financial Institutions in filling banking deserts left by post-2008 regulations. The dialogue highlighted policy mechanisms like Opportunity Zones and SBA loan guarantees while warning that deregulation or a shift toward real estate over small business investment could jeopardize capital for underserved demographics. Ultimately, the speakers framed the successful mobilization of capital for these communities as essential to preventing economic stagnation and maintaining U.S. global competitiveness against international rivals.
- Milken Institute1h 1m
The Case for Investing in Migrants and Refugees
Caroline Fairchild, Kerry Kennedy, Jeff Maggioncalda, Gideon Maltz, Saed Moujtahed, John Kluge
A diverse panel of experts, including representatives from RFK Human Rights, the Tent Foundation, and Coursera, convened to address the global displacement of over 20 million people by analyzing root causes like geopolitical instability and highlighting the economic inefficiencies of current aid models. Speakers detailed how private sector innovations, such as Google's IT certification programs and Starbucks' hiring commitments, are successfully countering credential barriers while proving that refugees yield a two-to-one return on investment within five years. Despite significant administrative hurdles and inadequate government support, the consensus emphasizes a strategic shift toward impact investing, educational access, and sustained political advocacy to integrate refugees into global supply chains and economies.
- Milken Institute55 min
Lessons From the Great Recovery: How to Maintain Investment Momentum
Scarlet Fu, Thomas Finke, William Ford, Jonathan Lavine, Emmanuel Roman, Steven Tananbaum, Steve Tannenbaum, Manny Roman, Bill Ford, Tom Fink
Senior investment executives from PIMCO, Barings, and Bain Capital convened to analyze a late-cycle environment characterized by high valuations, rising volatility, and unsynchronized global credit cycles. While panelists identified critical risks including U.S.-China trade tensions, a potential wage-driven inflation spike, and the dangers of complacent leverage, they simultaneously highlighted opportunities in technology-driven digital transitions and Asian emerging markets. The consensus strategy emphasizes active management utilizing advanced data analytics to navigate complex credit structures, avoiding passive bets in illiquid assets or European high-yield debt while preparing for unforeseen macroeconomic dislocations.
- Milken Institute58 min
Innovating the Future of Food: Disruptors Leading a Health Revolution
Mehmet Oz, Matt Barnard, Nicolas Jammet, James Rogers, Tina Sharkey, Will Rosenzweig, Sasha, Jamie Shen
Leaders from Plenty, Sweetgreen, Appeal, and Brandless outlined transformative strategies to overhaul the food supply chain by replacing transport-heavy logistics with indoor farming, molecular shelf-life extension, and direct-to-consumer digital models. These innovators aim to slash the 33–50% industry food waste rate while shifting consumer behavior from health mandates to desirable palatability through technologies that eliminate the need for traditional cold chains. Collectively, the panelists advocate for modernized agricultural policies and supply chain redesigns that prioritize biodiversity and transparency over the current system's reliance on crops bred for durability rather than flavor.
- Milken Institute1h 1m
Private Equity: Creating Value Against Increased Competition
Jim Moglia, Virginie Morgon, Jonathan Rotolo, Scott Sperling, David Wasserman, Andrew Weinberg
Private equity firms are navigating a high-valuation environment by prioritizing operational value creation through specialized teams and long-term partnerships rather than relying on traditional financial engineering. While capital structures evolve toward global, permanent funding and co-investment strategies, industry leaders emphasize disciplined stress testing and contrarian deal sourcing to mitigate risks from compressed exit multiples and rising interest rates. This strategic shift positions private equity as an essential orchestrator of economic growth, leveraging active management to capitalize on the divestiture of non-core assets by large corporations.
- Milken Institute59 min
Real Estate Outlook: A More Attractive Asset?
Erik Schatzker, Neil Bluhm, Robert Morse, Eyal Ofer, David Simon, Sam Zell, Bob Morris
A panel of prominent real estate executives, including Sam Zell and David Simon, identifies the current market as a late-cycle environment characterized by unprecedented capital inflows, compressed yields, and a looming oversupply of new construction. While experts debate the severity of the impending correction, they agree on specific pressures driving valuation disconnects, such as the aggressive bidding for select assets contrasting with public REIT discounts and significant oversupply risks in the office and industrial sectors. Looking forward, the group forecasts that technological disruptions in autonomous vehicles and shifting workforce dynamics will fundamentally reshape demand, necessitating strategic pivots toward mixed-use developments and the acquisition of distressed private assets.
- Milken Institute59 min
Artificial Intelligence and Machine Learning in Medicine: Hope or Hype?
Rick Berke, Rowan Chapman, Iya Khalil, Lloyd Minor, George Yancopoulos, Megan Zweig, Dan Furstenberg
Industry leaders and researchers convened to address the critical bottleneck of poor data quality in healthcare AI, noting that high-quality "big data" is essential for overcoming the limitations of existing Electronic Health Records and avoiding failures like those seen with IBM Watson. While venture capital has pivoted from high-risk clinical decision support to near-term applications in operational efficiency and medical imaging, participants advocated for long-term systemic reforms such as FDA mandates for molecular data collection and a $200 million biobank initiative to enable precise patient phenotyping. The panel concluded that bridging the gap between clinical trial success and real-world outcomes requires rigorous regulatory frameworks and collaborative investment to reduce physician burnout and improve drug development success rates.
- Milken Institute1h 0m
Entitlements: A Collision Course With Fiscal Reality
Josh Barro, Jared Bernstein, Andrew Biggs, Chris Hughes, Maya MacGuineas, Eric Schmidt, Andrew McAfee, Jonathan Zittrain, Jared King, Nancy Gertner, David Rockefeller, Anne Coughlin, Eric Schwartzman
A panel of experts including Andrew Biggs and Jared Bernstein addressed the actuarial insolvency of Social Security and Medicare, evaluating revenue increases and benefit adjustments to close the projected 75-year shortfall. The discussion extended to expanding income support through a modernized Earned Income Tax Credit while contrasting these proposals with healthcare reforms aimed at reducing drug costs and leveraging public options. Panelists concluded that political constraints and intergenerational inequities currently prevent necessary fiscal adjustments, creating a gap between public demand for services and willingness to fund them.
- Milken Institute1h 2m
Global Capital Markets
Gerard Baker, Mary Callahan Erdoes, Michael Corbat, Joshua Friedman, Scott Minerd, Ning Tang
Prominent financial leaders from Guggenheim, J.P. Morgan Asset Management, and Citigroup convened to analyze a 2018 global economy characterized by synchronous growth amidst rising debt levels, regulatory shifts, and structural market vulnerabilities. Key speakers warned that the rapid transition from quantitative easing to tightening, combined with the dominance of passive investing and record corporate leverage, creates significant risks for volatility and liquidity disruptions in coming years. The discussion further highlighted that while geopolitical tensions and trade deficits remain contentious, the most immediate threats to stability stem from a "fast speed, slow speed" trading dynamic and a labor market nearing critical constraints.
- Milken Institute1h 1m
Beyond "Brotopia": Leaders Challenging the Boys' Club of Silicon Valley
Emily Chang, Bo Young Lee, Erin McPherson, Kara Nortman, Elaine Paul, Melissa Waters
Panelists define "Brotopia" as a subtle, bias-driven culture that excludes diverse thinkers and marginalizes women through microaggressions and heteronormative social dynamics. Industry leaders from Uber, Lyft, and Hulu demonstrate specific counter-strategies, including auditing hiring language, institutionalizing sponsorship over mentorship, and recruiting from historically Black colleges to dismantle systemic barriers. Despite these efforts, data reveals persistent disparities where women receive only 2% of venture capital and represent just 6% of Fortune 500 CEOs, necessitating radical policy shifts and individual self-reflection to achieve genuine equity.
- Milken Institute53 min
Blockchain: It's Not Just About the Money
Staci Warden, Ashish Gadnis, Peter Martin, Erick Miller, Patrick Moynihan, Charles Noyes
Moderated by Stacey Warden of the Milken Institute, a panel of investors and builders confirmed that five current for-profit blockchain ventures are generating revenue while shifting focus from speculative hype to tangible social coordination. Participants detailed specific applications such as verifiable voting systems, supply chain identity tracking, and compliant asset tokenization, all designed to replace traditional intermediaries with immutable, code-enforced incentives. Despite shared goals of technical maturation, the group debated critical challenges including regulatory integration, the tension between immutability and privacy rights, and the varying timelines for widespread adoption over the next decade.
- Milken Institute59 min
Japan's Economy, Jump-Started
Kotaro Tamura, Lawrence Ho, Daisuke Iwase, Mitsumaru Kumagai, Aya Murakami, Takao Ochi, HONG LIU
A panel of financial experts and government officials projects a structural transformation of the Japanese economy driven by undervalued equities, aggressive corporate governance reforms, and the strategic introduction of Integrated Resorts to counteract deflation and population decline. Key figures such as Prime Minister Abe and Bank of Japan Governor Kuroda are facilitating policy shifts toward foreign labor integration, sustained monetary easing, and resumed economic cooperation with China to stimulate productivity and tourism. These converging forces are expected to unlock trillions in hidden capital, boost GDP through a 50% growth in the tourism sector, and fundamentally alter Japan's return on equity within the next two to three years.
- Milken Institute59 min
Big Data: The Next Frontier in Risk Management
Staci Warden, Eduardo Cabrera, Stuart Jones, Jr., Mark Rosenberg, Stephen Scott, Piros Kouvelis, Jackson Mueller
At the 2018 Milken Institute Global Conference, C-suite executives from Trend Micro, Sigma Ratings, GeoQuant, and Starling Trust Services convened to discuss strategies for reducing risk management costs by quantifying previously unmeasurable threats. These leaders detailed how artificial intelligence and non-traditional data sources are transforming cyber, political, and conduct risk assessments through automated "DNA" analysis, integrity ratings, and seismic political monitoring. The panel concluded that while regulatory gaps and privacy concerns currently hinder progress, the industry is rapidly moving toward hybrid machine-human models to replace subjective analysis and manage an exponentially growing threat landscape.
- Milken Institute57 min
Financial Regulation: New Era, New Regulators
Ben White, J. Christopher Giancarlo, Jeb Hensarling, Joo-Yung Lee, Craig Phillips, Michael Piwowar
The Trump administration and key congressional leaders are advancing a regulatory strategy centered on tailoring rules to bank size and reducing compliance burdens to stimulate GDP growth, with the Senate Banking Bill S.2155 serving as a legislative starting point despite limitations on large institutions. Agencies including the SEC and CFTC are recalibrating specific mandates regarding capital formation, derivatives, and digital assets to enhance market efficiency while addressing unintended consequences of the original Dodd-Frank implementation. Industry experts like Fitch Ratings caution that while targeted relief is necessary, maintaining core stability measures such as stress testing remains critical to prevent systemic risks as the regulatory framework evolves.
- Milken Institute56 min
The Future of Finance
John Foley, Daniel Barclay, Michael DeAddio, Paul Hamill, Ali-Milan Nekmouche, Lara Warner, Mike D'Addio, Dan Barkley
Industry leaders are redefining finance by shifting to data-driven ecosystems, dismantling traditional hierarchies in favor of decentralized squads, and aggressively recruiting AI talent from non-traditional sectors like genetics and physics. Major firms such as Credit Suisse and Citadel Securities are deploying automated compliance bots and real-time pricing engines to slash operational costs and achieve significant market share gains. While experts warn that US regulatory frameworks lag behind global competitors, the consensus predicts a workforce transformation toward high-value roles rather than net job losses, provided institutions successfully navigate the risks of over-reliance on algorithmic correlation.