Latest Interviews
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Clear all filters- Milken Institute44 min
Global Real Estate: Repricing Risk, Rethinking Strategy | Asia Summit 2025
Curtis S. Chin, Michelle Martin, Stuart Crow, Goodwin Gaw, Kishore Moorjani, Hsueh Ling Ng
Global real estate capital is rapidly migrating from traditional office space to invisible infrastructure like data centers and battery storage, driven by AI compute demands and supply chain regionalization strategies. While distress in the office sector and record interest rates are forcing asset re-purposing and wealth consolidation, innovative financing models including private credit and tokenization are unlocking new liquidity for investors. Market experts highlight specific opportunities in Asia-Pacific hubs, Hong Kong's gateway role, and the residential living sector as the primary engines for future yield and resilience amidst shifting geopolitical and technological landscapes.
- Milken Institute1h 0m
Reimagining Mental Health: Innovation at the Intersection of Care & Techn | Future of Health 2025
Rhitu Chatterjee, Amir Inamdar, Patrick Joseph Kennedy, Vik Kheterpal, Upali Nanda, Viviane Poupon
A global summit convened by leaders including Amir Nandar, Patrick Kennedy, and Viviane Poupon addresses a $6 trillion economic burden caused by mental health conditions through integrated strategies spanning pharmaceutical innovation, digital equity, and architectural intervention. Participants highlighted breakthrough therapies like Cybin's CYP003, successful biophilic design projects that reduced medication usage by 30%, and digital monitoring initiatives that engaged 81% of bipolar patients to bridge the gap between chronic care and primary prevention. The gathering concluded with a unified call to reframe mental health as "brain health," urging policymakers to establish liability frameworks for AI and social media while leveraging public-private partnerships to scale accessible, preventative care models globally.
- Milken Institute47 min
The Infrastructure Imperative: Mobilizing Capital for a Resilient Economy | GIS São Paulo
Anya Prusa, Tufi Daher, Karen Fang, Laurent Fayollas, Michael Kelly, Tanya, Eliane
Industry leaders and institutional investors gathered to address the $2.1 trillion global clean energy finance landscape, emphasizing the critical need for stable public policies and de-risking instruments to unlock capital for projects ranging from Brazil's TransNordestina railway to Canada's $15 billion Growth Fund. The panel highlighted emerging technologies like advanced geothermal and carbon capture alongside the transformative potential of AI in grid optimization, while noting that demand-side behavior change and Indigenous legal reforms are essential drivers for scaling decarbonization efforts. Ultimately, the discussion concluded that achieving a balance between affordability, security, and sustainability requires overcoming geopolitical supply chain risks and shifting political focus toward concrete project execution in resource-rich but underfunded regions like Africa.
- Milken Institute31 min
Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo
Patricia Torres, Clara Barby, Tony Lent, Jens Nielsen, Wolfgang Schwerdtle
A recent high-level forum brought together investors from GIC, the World Climate Foundation, and Just Climate to align capital strategies with Brazil's mandate to cut greenhouse gas emissions by 59% to 67% below 2005 levels by 2035, prioritizing land use and agriculture over traditional energy transition. Participants identified a maturing market where average deal sizes are rising to $30 million, yet emphasized that overcoming data gaps and currency risks requires innovative financial instruments like off-take guarantees and specialized intermediaries. The dialogue concluded with a unified call for asset owners to appoint dedicated NBS executives and reallocate 2–3% of assets by 2025 to support scalable nature-based solutions that bridge the gap between venture and infrastructure capital.
- Milken Institute51 min
Movies, Games, Anime: Redefining the Fanverse in the Gen Z Era | Asia Summit 2025
Chong Seow Wei, Maureen Fan, Kun Gao, Patrick Lee, Kevin Lin
Industry leaders Maureen Fan, Kun Kun Gao, Patrick Lee, and Kevin Lin convened to redefine Gen Z fandom as a shift from passive consumption to active co-creation and transmedia immersion. The panelists analyzed how authentic creator-driven pipelines, particularly in Asian entertainment, and platforms like Roblox are reshaping audience power, while noting that AI democratization will necessitate stronger human curation to manage the resulting content explosion. Their discussion concluded that future business success relies on building direct creator-to-audience infrastructure that prioritizes collaborative storytelling and physical live experiences over traditional gatekeeping and isolated adaptation silos.
- Milken Institute45 min
From Potential to Powerhouse: Navigating India's Growth Journey | Asia Summit 2025
Menaka Doshi, Rahul Mammen, Prabhat Ojha, K V Rao, Siddharth Shah
A panel of industry leaders described India's current economic landscape as a paradox of optimism and pessimism driven by structural resets in legal, digital, and physical infrastructure that have spurred record foreign investment despite US trade tariffs and immigration restrictions. While short-term Foreign Portfolio Investment has rotated out due to high valuations, the economy remains resilient through robust domestic savings, a massive annual engineering talent pool, and a shift toward innovation-led manufacturing in sectors like automotive and electronics. Experts advise international investors to prioritize long-term horizons and active local partnerships to navigate stickier regulatory challenges and capitalize on growth emerging from previously underdeveloped northern and eastern states.
- Milken Institute30 min
Progress with Purpose | Asia Summit 2025
Martin Soong, Hadi Badri, Dilhan Pillay Sandrasegara
Dubai's leadership identifies organizational inertia as a primary risk, responding with a rapid adaptation strategy that combines three-year plans with daily data-driven adjustments to maintain a high-performance standard. Amidst a fragmented global economy marked by rising nationalism and supply chain reconfiguration, the emirate has secured a 60% year-over-year surge in foreign direct investment by positioning itself as a permanent global hub for talent and capital. This growth is further accelerated by a robust artificial intelligence framework prioritizing small language models and regulatory agility, alongside progressive visa policies that have established the UAE within the top ten globally for AI talent density.
- Milken Institute1h 1m
Global Stakes: Critical Mineral Investments in a Changing World | Middle East & Africa Summit
Eleni Giokos, Mateo Goldman, Marie-Chantal Kaninda, Oskar Lewnowski, Ayo Sopitan, Bob Wilt
The US government and its allies are accelerating a strategic pivot to diversify critical mineral supply chains away from Chinese dominance by leveraging the Development Finance Corporation to fund midstream processing hubs in Saudi Arabia and the Lobito Corridor. This initiative targets a projected 2040 copper shortfall of 10 million tons by addressing permitting bottlenecks, integrating ESG standards, and financing renewable energy infrastructure to enable "green copper" production in the DRC. Simultaneously, partnerships between nations like the US and Saudi Arabia aim to build downstream industrial capabilities while developing recycling technologies to meet the massive demand for electrification without relying on Chinese refining networks.
- Milken Institute47 min
Future of Global Asset Platforms: Scaling, Strategy, & Stewardship | Middle East & Africa Summit
Nour Amache, Jonathan Goldstein, Dana Settle, David Steinbach, Guy Weldon
Representatives from Bridgepoint Group, Heinz, Greycraft, and Kean International discussed strategies for scaling multi-product platforms while maintaining cultural identity and operational agility in a consolidating market. The panelists highlighted how leveraging AI for data-driven sourcing, vertical integration for deal flow, and decentralized governance models allows firms to navigate structural shifts from beta to alpha generation. Key outcomes included predictions of rising demand for compute infrastructure, a pivot toward private wealth allocation, and the critical role of transparency in sustaining long-term investor relationships amidst macroeconomic uncertainty.
- Milken Institute59 min
Digital Assets at the Crossroads: From Promise to Permanence | Middle East & Africa Summit 2025
Michael Piwowar, Adeeb Ahamed, Yoni Assia, Yuval Rooz, Joanne Strain, Adib Ahmed
Geopolitical fragmentation is driving a shift toward sovereign regional payment ecosystems while AI integration and configurable privacy protocols like the Canton Network address critical interoperability challenges. Simultaneously, legal frameworks in jurisdictions such as the UAE and UK are classifying digital assets as a distinct form of property, enabling the tokenization of trillions of dollars in traditional illiquid assets onto blockchain rails. This regulatory evolution, paired with the rise of stablecoins as primary treasury instruments, is forcing traditional capital markets to adopt 24/7 trading models and modernize legacy infrastructure to meet the demands of a crypto-native generation.
- Milken Institute47 min
Advancing Precision Oncology: Prevention, Early Detection, & Treatment | Middle East & Africa Summit
Alan Tisch, Georges Pascal Haber, Majed Mohammed, Simranjit Singh, Nicole Sirotin
A comprehensive panel discussion detailed the global shift toward precision oncology and AI-driven drug discovery, highlighting how biomarker-specific treatments and metabolic interventions are projecting a transition where cancer becomes a manageable chronic condition by 2050. The event underscored strategic initiatives in the UAE, including the Emirati Genome Project and GLP-1 repurposing, which aim to address regional screening disparities and reduce mortality through early detection and preventive care models. Experts further emphasized the integration of robotic surgery advancements and mRNA technologies alongside robust patient advocacy to bridge the gap between innovative clinical protocols and accessible public health infrastructure.
- Milken Institute45 min
Real Estate in a Repriced World | Middle East & Africa Summit 2025
Caitlin MacLean, Ian Livingstone, Yasseen Mansour, Sue Nickason, Yassine
This event analyzed divergent real estate trajectories across key jurisdictions, highlighting the UAE's rise as a tax-efficient migration hub while detailing how Egyptian developers are countering inflation through premium branding and mixed-use revenue streams. Attendees examined strategic adaptations to global volatility, including Panama's fast-track privatization laws, Cayman Islands' self-sufficient infrastructure models, and the specific risks of surging data center debt and hospitality distress in the US. The discussion concluded that long-term success now requires rigorous due diligence on climate resilience and legal stability to navigate a market where speculative gains have given way to sustainable, experience-driven asset management.
- Milken Institute50 min
How Investing in Europe’s Competitiveness Can Spur a New European Renaissance | MEA Summit 2025
Petra Freddi, Lucie Berger, Pablo Casado, Jean-Baptiste Fantun, Vincent Levita, Andrea Rossi
The Milken Institute's "Investing in Europe's Competitiveness" initiative addresses a projected €800 billion annual investment gap by mobilizing private capital from the UAE, the US, and Asian markets into European infrastructure, defense, and AI sectors. Driven by the Draghi report and the need for a Savings Union, the event highlights critical opportunities in private credit, energy sovereignty, and dual-use technologies while advocating for the Capital Markets Union and Solvency II reforms. Strategic partnerships with non-European investors are positioned to accelerate industrial consolidation and commercialization, aiming to secure Europe's economic "golden age" by 2035.
- Milken Institute40 min
Navigating the Crosscurrents: Global Macro and Investment Outlook | Middle East & Africa Summit 2025
Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Tony Minella, Anne Walsh
In this session, Tony Minella of Eldridge, Waleed Al-Mahari of Mubadala, and Anne Walsh of Guggenheim project a U.S. macroeconomic steady state with 2% GDP growth while anticipating Fed rate cuts that will place the 10-year Treasury yield in a 3.5% to 5% trading range. The panelists distinguish the current AI investment super-cycle from the dot-com bubble by citing real earnings among tech conglomerates, though they warn of obsolescence risks and the eventual disruption of traditional valuation models. Despite U.S. market dominance, the group emphasizes a strategic pivot toward global diversification in Asia and Brazil to capture emerging growth while managing systemic leverage and geopolitical volatility.
- Milken Institute1h 1m
How African Sovereign Wealth Funds Are Accelerating Investments | Middle East & Africa Summit 2025
British Robinson, Badr Drissi, Alain Ebobissé, James Mwangi, Aminu Umar-Sadiq, Samaila Zubairu
A consortium of African sovereign wealth funds, development finance institutions, and commercial banks is mobilizing over $1.8 trillion in domestic savings to pivot from passive asset holding toward active industrialization and value-added exports. By leveraging de-risking mechanisms such as bond wrappers, public-private partnerships, and green energy integration, these entities are launching critical infrastructure projects in copper processing, aluminum smelting, and cross-border power transmission across the continent. This strategic shift aims to attract global capital by transforming underutilized mineral reserves into finished goods while addressing energy gaps and fostering a digital economy to support long-term economic growth.