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  1. Milken Institute57 min

    Global Real Estate Outlook: A More Attractive Asset?

    Barry Sternlicht, Eric Adler, Rick Caruso, R. Donahue Peebles, Ross Perot, Jr., Sam Zell

    Prominent real estate executives and financial analysts convened to assess a complex global landscape where U.S. fiscal deficits and tax reforms are poised to drive interest rates higher while specific international markets like Brazil and Mexico present distinct investment opportunities. The panel highlighted divergent sectoral strategies, with some predicting a supply glut in U.S. office and multifamily assets while others champion high-yield industrial logistics and experiential retail driven by e-commerce and labor shortages. Ultimately, despite varying stances on short-term volatility, the consensus leans toward a bullish five-year outlook contingent on fiscal stimulus boosting wage growth and rent increases across key asset classes.

  2. Milken Institute57 min

    Health Citizenship: The Nexus of Data, Technology and Research

    Margaret Anderson, Stephanie Devaney, Eric Friedman, Joyce Tung, Bernard J. Tyson, Roni Zeiger

    This panel introduces the concept of "health citizenship," a strategic shift toward a two-way dialogue between patients and providers that redefines healthcare delivery beyond episodic care. Featuring insights from leaders at Kaiser Permanente, 23andMe, and the All of Us Research Program, the discussion highlights how leveraging diverse data sources, mobile health technologies, and community-based interventions can improve equity and treatment outcomes. The event concludes by emphasizing the necessity of modernizing regulatory frameworks and adopting AI-driven, team-based models to sustain this transition toward proactive, personalized health management.

  3. Milken Institute1h 2m

    A Conversation with Angela Ahrendts, Part 2: A Conversation with Elizabeth Blackburn

    Angela Ahrendts, Elizabeth Blackburn, Lucy Parker, Joon Yun

    Apple Retail is executing a strategic transformation led by Angela Ahrendts that redefines physical locations as community town squares and learning centers to address social isolation and boost employee retention. The initiative involves rolling out a "Today at Apple" curriculum across 419 stores, introducing specialized Creative Pro roles to deliver free education in fields like coding and art while supporting local entrepreneurship. This approach integrates retail as a service product that measures social impact alongside financial returns, successfully raising employee retention to 82 percent. Concurrently, Elizabeth Blackburn's research demonstrates that telomere length, a marker of cellular aging, is malleable and responsive to lifestyle interventions such as brief daily exercise, sleep, and stress management. Her findings highlight that positive social connections and a sense of purpose can significantly buffer telomere shortening, reframing aging as an opportunity to maximize health span rather than an inevitable decline.

  4. Milken Institute1h 1m

    Financial Regulation in the 21st Century: Risks, Challenges and Opportunities

    Josh Barro, Patrick Cronin, Robert Lavet, Barbara Novick, Mike Sommers, Neal Wolin

    A panel of industry leaders and experts from firms like BlackRock, SoFi, and the American Investment Council evaluated the viability of reforming post-crisis regulations like Dodd-Frank and the Volcker Rule following the 2020 election. While acknowledging that capital requirements have reduced systemic failure risks, the group criticized the current framework for excessive complexity, disproportionate burdens on small banks, and the displacement of speculative risk into unregulated sectors. The discussion concluded with a consensus that while major legislative repeal faces political hurdles, future improvements will likely rely on RegTech adoption, proportional regulation based on asset size, and the consolidation of fragmented agency oversight.

  5. Milken Institute1h 2m

    Chess and the Art of War: Strategies That Win, from Grandmaster Magnus Carlsen

    Magnus Carlsen, Erik Schatzker, Danny Rensch, DAN GALPIN, Rockwell Shaw, Frank Motek, Yascha Monk, Igor Tuchinsky, Steven Knapp, Toby Post, James Kuffner, Brett Bryan, Noaf Altari, Danny Kane, David Wall, Ari Milken, Bailey Milken, Eric Olives, Mike Tyson

    World champion Magnus Carlsen demonstrated his elite cognitive endurance by winning most games in a rapid "sudden death" simul against ten opponents, including WorldQuant CEO Igor Tuchinsky and representatives from major tech and academic institutions. While adhering to a philosophy that prioritizes winning over artistic expression and relies on flexible physical optimization, Carlsen managed the extreme time pressure of ten-minute games by rapidly controlling the center and converting technical endgames. The event highlighted the intense mental strain of simultaneous high-level play, featuring a notable draw against David Wall that resulted from a clerical error where Carlsen mistakenly believed the game had concluded.

  6. Milken Institute54 min

    The First 100 Days—and the Next 1,000

    Carol Lee, Paul Atkins, William Bennett, Richard Haass, Chris Liddell, Andrew Liveris, Bill Bennett

    The Office of American Innovation has engaged over 200 business leaders to advance a growth agenda focused on deregulation, legislative reforms like the Financial Choice Act, and workforce modernization to address manufacturing and STEM skills gaps. Concurrently, the administration is restructuring foreign policy by shifting toward fair trade negotiations and withdrawing from the Trans-Pacific Partnership while utilizing executive orders to lower regulatory costs for the automotive and banking sectors. Although fiscal concerns persist regarding deficits and political challenges remain from both congressional factions, the strategy emphasizes a transition from consultation to active policy implementation intended to secure a permanent voice for job creators.

  7. Milken Institute58 min

    Unleashing Innovation: Advancing a Creative, Productive and Competitive Workforce

    Amy Wilkinson, Navdeep Bains, Krishna Nathan, Scott Neal, Hilton Romanski, Jeff Wong, Christian Navin

    A high-level panel featuring leaders from Cisco, Gulfstream, EY, S&P Global, and the Canadian government convened to dissect strategies for embedding innovation within large organizations. Participants argued that sustainable growth requires shifting from pure technology adoption to business model reinvention, supported by cultural frameworks that treat failure as a learning mechanism and utilize specialized governance for high-risk projects. The discussion concluded with a unified focus on leveraging AI, cultivating diverse talent ecosystems, and creating safe spaces for internal disruption to drive future economic value.

  8. Milken Institute1h 3m

    Not Working: Solutions to America's Underemployment Crisis

    Nicholas Kristof, Rev. Greg Boyle, Alan Krueger, Kris Stadelman, Cyrus Vance, Jr., Scott Walker, David Batts

    The discussion outlines a shifting U.S. labor landscape defined by an underemployment crisis driven by population aging, skill obsolescence, and systemic barriers in the criminal justice system. Speakers contrast failed national approaches with successful state-level interventions, citing Wisconsin's strategies of workforce development and Wisconsin's restoration of pension systems to achieve a top-10 national participation rate. The panel concludes with a consensus on the necessity of comprehensive, trauma-informed policies targeting early childhood, prison education, and localized service hubs to leverage an emerging labor shortage for social rehabilitation.

  9. Milken Institute1h 1m

    Entrepreneurship & Essential Ingredients to U.S. Competitive Advantage

    Erik Schatzker, Jim Clifton, John Danhakl, Adena Friedman, Julie Sweet

    Panelists Julie Sweet, Jim Clifton, and Adina Friedman warn that the United States faces a critical decline in entrepreneurial momentum and GDP per capita, driven by a failing education system, stagnant startup formation, and restrictive immigration policies. While global rivals like China and Sweden outpace American innovation through targeted tax incentives and cultural support, the domestic landscape is suffering from a collapse in IPO activity and a disconnect between intellectual capacity and independent business creation. To counter these trends, experts advocate for structural reforms including expanded apprenticeships, private sector-led reskilling initiatives, and reduced regulatory burdens to restore the U.S. competitive edge.

  10. Milken Institute1h 1m

    The Future of Europe: Is Liberal Democracy in Trouble?

    Alec Russell, John Emerson, David Landsman, Lord Mandelson, Alexander Stubb, Peter Mandelson

    Former high-ranking officials including Peter Mandelson, Alexander Stubb, and John Emerson convened under moderator Alec Russell to analyze the drivers of global populism and the strategic challenges facing European integration. The panelists examined critical issues such as the reliability of polling ahead of the French election, the internal fractures threatening the Alternative for Germany, and the long-term economic consequences of the United Kingdom's departure from the Single Market. Ultimately, the group urged a shift from traditional defense of the status quo toward pragmatic reforms that address income inequality and reposition the EU as a global power block capable of balancing US and Chinese influence.

  11. Milken Institute58 min

    How Technology Trends Will Impact Your Portfolio

    Scarlet Fu, Nathaniel Barker, Christopher Bartel, Bill Brady, Alex Griffiths, Stephanie von Friedeburg

    Experts forecast that the automotive industry will undergo a decade of radical transformation driven by electric vehicles and autonomous technology, creating a market where Tesla's valuation rivals legacy manufacturers while investors increasingly favor supply chain components over traditional automakers facing distress. Parallel disruptions in fintech, retail, and education are reshaping global commerce through mobile banking adoption, direct-to-consumer models, and AI-driven personalized learning, though these sectors face significant hurdles regarding regulatory oversight and valuation risks. By 2035, despite a surge in EV adoption, internal combustion engines will remain dominant in the global vehicle fleet, cementing a transition period defined by infrastructure gaps and the strategic shift from ownership to utility-based services.

  12. Milken Institute59 min

    Populism: Passing Fad or New Political Era?

    Tony Blair, Matthew Elliott, Jason Furman, Luis Madrazo Lajous, Yascha Mounk

    A panel of international experts analyzes the global surge of populism as a strategic movement exploiting economic anxiety and social media acceleration to divide populations and undermine democratic institutions. Contributors from the UK, US, and Mexico detail how the collapse of the "Third Way," cultural resistance, and leadership failures have created a polarized environment where complex policy debates are replaced by simplistic narratives blaming external villains. The discussion concludes that addressing the "complexity gap" through robust independent institutions and substantive economic reforms is essential to prevent further erosion of post-WWII international frameworks and restore public trust.

  13. Milken Institute59 min

    Reducing the Health and Economic Burden of Chronic Disease

    Bill Dietz, Jim, Stefano Bertozzi, ERIC SCHMIDT, ELLEN MULLENFELDTNER, JOHN MCDONOUGH JR., JOHN MCCORD JR., ERIC SCHWARTZMANN, FRIDA L., COREY, Alice Waters

    Experts address the rising economic and health burden of chronic diseases like obesity and diabetes, highlighting disparities across demographics and the urgent need for scalable preventive programs such as the virtual Real Appeal initiative. While policy tools like sugar-sweetened beverage taxes show promise in reducing consumption, significant barriers remain in provider knowledge, fragmented data systems, and limited community access to healthy resources. The future of chronic disease management is shifting toward a pivot point where data analytics and mandatory provider accountability drive clinical decision-making alongside voluntary patient data sharing.

  14. Milken Institute54 min

    AI: Reshaping the World As We Know It

    Shivon Zilis, Paul Blase, Mark Gorenberg, Rohit Prasad, Lior Ron, Francesca Rossi

    Five industry leaders from sectors including Amazon, Uber, IBM, and venture capital convened to analyze the next decade of artificial intelligence, emphasizing a consensus that AI will transition from experimental technology to invisible infrastructure. While all panelists expressed optimism about the technology's potential to solve immediate global challenges like traffic fatalities and pandemics, they highlighted critical hurdles regarding explainability, value alignment, and the shifting paradigm from individual vehicle ownership to autonomous services. The discussion concluded that future success relies on establishing trust through statistical safety and collaborative governance rather than eliminating deep learning's "black box" nature, ultimately predicting a symbiotic future where human creativity complements machine intelligence.

  15. Milken Institute1h 0m

    Global Overview: The Economic Outlook

    John Micklethwait, S Iswaran, Julie T. Katzman, Emmanuel Roman, David Zaslav

    A high-level panel convened by Singapore's Trade Minister Chan Chun Sing, IDB executive Julie Katzman, and PIMCO's Manny Roman analyzed the divergent impacts of technological automation and fiscal policy on global employment. The discussion highlighted that while U.S. technology drives job displacement and emerging Asian markets face demographic shifts, Latin America requires deeper regional integration to mitigate external trade shocks. Experts concluded that successful economic resilience depends on removing labor market rigidities, implementing modular training systems for displaced workers, and redirecting capital toward agro-industry and digital infrastructure.