Latest Interviews
Showing 1171–1185 of 1,561 transcripts.
Clear all filters- Milken Institute1h 2m
Women: Key Players in High-Growth Investment Strategies
Chris Ailman, Carol Kretschmann
Despite women comprising over 60% of U.S. PhDs, they remain critically underrepresented in venture capital and private equity, with less than 5% of fund capital flowing to female-led companies. Institutional leaders like CalSTRS are leveraging $200 billion in assets to enforce structural reforms, including "Rooney Rule" style hiring mandates and diversity-linked compensation, while investors are urged to demand representation during due diligence. Panelists conclude that overcoming deep-seated bias requires shifting from voluntary pipeline initiatives to enforced accountability through shareholder voting, diverse sourcing, and the transfer of wealth toward female consumers.
- Milken Institute1h 12m
Follow the Flow: How Asset Management Is Reshaping the Global Financial System
Eric Schatzker, Jess Staley, John Chervam, Jeff Gundlach, David Harding, Kent Clark
A panel of industry leaders and regulators discussed the accelerating consolidation of asset managers, where firms face strategic divergence between pursuing scale to access exclusive deal flow or capping assets to preserve performance quality. The discussion highlighted critical systemic risks emerging from liquidity mismatches, the displacement of bank credit intermediation by asset managers, and the potential dangers of negative rates and "unconstrained" strategies in an oversaturated market. Experts concluded that while market stress tests like the energy sector repricing have shown resilience, the next crisis will likely stem from currently logical assumptions regarding risk and capital preservation.
- Milken Institute1h 3m
Southeast Asia: A Compelling Case for Investment
Cecilia Mazzeca, Kirk Wagger, Cesar Purisima, Kasim Sid Patumsok, Richard Lee, Dina Jalal, AJ Gandhi, Carl Harris, Ben Rosen Manning, Nate Pierce
This presentation analyzes the ASEAN Economic Community's projected rise as the world's fifth-largest economy by 2015, driven by a youthful demographic dividend and strategic infrastructure integration. While U.S. foreign direct investment has surpassed China's through a "China Plus Two" diversification strategy, investors face distinct challenges including regulatory non-tariff barriers and the necessity for localized partnerships. Experts recommend utilizing Singapore as a legal hub and adopting a country-specific approach to capitalize on emerging opportunities in electronics manufacturing, medical tourism, and urban development.
- Milken Institute1h 2m
The Alchemy of Finance: Portfolio Construction Strategies
Steven Toy, Brian Pellegrino, Hua Fan, Tim Hayward, Jane Buchan, Jennifer, HUA LIANG PENG YANG CHIU, DAVID LEVINSON, SHUO-CHUN LIU, DAVID KAPLAN, JULIANA GLEAVER, LIZ FONG, LIZ GARBUSKI, LIZ GAFFNEY, MICHAEL GREENSTONE
Distinguished investors from W.L. Ross, UPS, CIC, GAM, and PAMCO convened to analyze portfolio construction strategies within uncharted market conditions characterized by high valuations and fixed income volatility. Panelists detailed specific tactical shifts, including UPS's move to liability-matched private debt structures, W.L. Ross's focus on distressed energy and real assets, and coordinated views on avoiding overpriced European credit in favor of U.S. long-term bonds. The discussion underscored a consensus on prioritizing performance-based fees, managing liquidity for opportunistic deployment, and navigating regulatory-driven disintermediation across global asset classes.
- Milken Institute1h 2m
Global Risk
Wesley Clark, Lindsey Graham, Tony Blair, Yasuhide Nakayama
General Wesley Clark, Senator Lindsey Graham, Tony Blair, and Yasuhide Nakayama convened to address escalating global threats including Middle East extremism, Russian aggression in Ukraine, and China's strategic rise in Asia. While Graham confirmed his high probability of seeking the 2016 Republican presidential nomination, the panelists reached a consensus on the urgent need for robust military preparedness, the rejection of negotiation with terrorist entities, and a transition to American energy independence to counter authoritarian leverage. The discussion concluded with dire warnings regarding systemic financial instability and climate change, urging immediate diplomatic and economic reforms to preserve international security.
- Milken Institute57 min
Around the World in 60 Minutes: Creating Global Prosperity
Mike Milken, Tony, Strive, Nouriel, Kathy
The 18th annual Milken Institute Global Conference convened 4,000 attendees and global leaders including Tony Blair and Nouriel Roubini to address the dual challenges of global job creation and economic resilience. Key outcomes included the formation of a task force targeting one billion new jobs and strategic imperatives emphasizing migration liberalization, human capital investment, and health infrastructure to counter automation and demographic shifts. By shifting focus from aid to trade and advocating for lifelong learning, the panel established a framework for future prosperity centered on open governance and innovation.
- Milken Institute1h 11m
The Return of Volatility: Canary in the Coal Mine?
Mike Cloughton, Jillian Tett, Alex Friedman, Josh Friedman, Josh Harris, Alan Howard, Kerry Laidrock
Following a panel discussion on market structure, liquidity, and monetary policy, financial experts warn that structural imbalances created by post-2008 regulations and shifting market-maker functions are setting the stage for a structural 10% market pullback within the next four to six months. While the Federal Reserve is expected to delay rate hikes until 2016 due to dovish constraints, investors are advised to bypass overvalued liquid assets in favor of unrated credit, European cyclicals, and Japanese equities to capitalize on mispriced opportunities. The consensus identifies a fundamental market reset as inevitable as central bank support wanes, urging a strategic shift toward unquoted assets and sectors benefiting from geopolitical and commodity shifts to navigate the upcoming volatility.
- Milken Institute55 min
India: Can Modi Turn the Elephant Around?
Modi, Brooks Entwistle, Ravesh Agarwal, Praveen Chakravarti, Manjit Singh
A panel of experts including BSE Strategic Advisor Praveen Chakravarti assessed the first year of the Modi administration, highlighting a significant shift in global investor sentiment and policy reforms like reduced registration times despite challenges in judicial enforcement and federal constraints. While the government targets a major expansion of manufacturing and digital adoption to drive growth for a young demographic, structural bottlenecks in the primary capital market and infrastructure funding remain critical hurdles. Ultimately, the discussion projected a high probability of a second term for Modi and an upbeat market outlook, contingent on navigating upcoming state elections and global capital flow risks.
- Milken Institute1h 0m
The Future Is Now: Things That Will Blow Your Mind
William Santana Lee, Nina Tandon, Dr. Frederick Maul
At this event, William Santana Lee of Nightscope, Nina Tandon of EpiBone, and Dr. Frederick Maul of ORIS presented breakthrough autonomous systems ranging from crime-predicting security robots to tissue-engineered bone grafts and precision surgical micro-robots. These innovations collectively demonstrate a shift toward a "Third Industrial Revolution" where biotechnology and data-driven automation aim to reduce the $1 trillion annual cost of crime while revolutionizing minimally invasive medical procedures and drug testing. The panel further outlined significant challenges in regulatory approval and talent acquisition, alongside a shared vision for deploying tens of thousands of units globally to enhance public safety, accelerate clinical outcomes, and lower healthcare costs.
- Milken Institute1h 2m
How American Business Is Shaping the Gay-Rights Debate
Katie O'Reilly, Richard Socorides, Matthew Winkler, Nicole Dullet, Dustin Lance Black, Josh Barrow, Sumit Goel, Patricia Waldinger, Eric Schmidt, Mark Chamberlain
Since the early 1990s, major corporations across sectors like technology, finance, and entertainment have actively championed LGBT rights, evolving from isolated advocacy to a unified front that leveraged economic influence to defeat discriminatory legislation such as Indiana's 2015 Religious Freedom Restoration Act. Driven by data linking inclusive policies to higher productivity and younger consumer appeal, these business leaders have pioneered investment vehicles like the Credit Suisse LGBT Equality Index while pressuring governments to expand marriage equality and employment protections. Looking ahead, this corporate momentum is poised to address transgender rights and navigate global legal complexities, further fracturing traditional political coalitions and redefining workplace standards for the next generation.
- Milken Institute1h 1m
Next-Century Cities: A New Design for an Aging Demographic
Joe Coughlin, Mike Hoden, Nora Supra, Paul Irving, Fernanda Torres-Gill
With a global demographic shift projecting 3 billion older urban residents by 2050, a panel of experts including representatives from McKinsey and the Global Coalition on Aging addressed the critical intersection of urbanization, aging infrastructure, and socioeconomic equity. The discussion highlighted that while cities like Boston are adapting through age-neutral design, widespread challenges such as transit deficits, gentrification, and fragmented federal policies necessitate a strategic pivot to treat aging as an economic prosperity issue rather than merely a health concern. Ultimately, the event called for integrated governance models, private sector innovation in care delivery, and cultural shifts toward long-term planning to ensure cities can sustainably support a population where older adults outnumber the young.
- Milken Institute57 min
Beyond Start-Up Nation: Israel's Growth Platform for Global Co-Innovation
Glenn, Orna Berry, Yossi Beinart, John Medved, Dr. Nora Yang, Professor Yoram Cohen
Israel is executing a strategic pivot from its historic "Startup Nation" model to a "Beyond Startup Nation" framework aimed at fostering mid-tier scale-ups and retaining industrial value through structural reforms by the Tel Aviv Stock Exchange and influxes of private equity. This transition addresses a critical funding gap for companies valued between $50 million and $500 million by introducing equity crowdfunding platforms like OurCrowd and novel financing vehicles for translational medicine and cybersecurity infrastructure. By leveraging cross-border partnerships, particularly with California on water security and emerging markets, the ecosystem seeks to overcome premature exit trends and cultivate sustainable global enterprises rather than relying solely on acquisition-based exits.
- Milken Institute1h 0m
Taxes, Philosophy and Reform: Two Conversations With Milken Institute Review Authors
Peter Passell, Reihan Salam, Len Burman, John Marish, David Mallitz, Ray Bishop, Female Presenter 1
At the Milken Institute Review Panel, Len Berman of the Urban-Brookings Tax Policy Center and Reihan Salam of *National Review* delivered distinct analyses on US tax reform and conservative political strategy. Berman argued that structural polarization and a lack of bipartisan trust currently block comprehensive tax overhauls, proposing revenue-neutral shifts such as Value-Added Taxes and inheritance taxes to replace the current estate tax system. Simultaneously, Salam advocated for "reform conservatism" as a pragmatic framework that utilizes federalism, skills-based immigration, and market-based healthcare solutions to build coalitions rather than pursuing ideological purity.
- Milken Institute51 min
Fountain of Age: Unlocking the Secrets of Longer Life
Dr. Craig Venter, Dr. Peter Diamandis, Paul Irving
Human Longevity, Inc. is executing a strategy to sequence one million human genomes and integrate multi-omics data, including microbiome and neuroimaging, to enable predictive modeling that identifies complex genetic traits and anticipates diseases like dementia decades before onset. By leveraging machine learning to correlate vast datasets with phenotypic markers, the company aims to shift healthcare from reactive treatment to preventative intervention while addressing significant privacy challenges through advanced security protocols. The initiative projects to revolutionize the global economy by extending healthy lifespans, potentially unlocking trillions in capital and redefining retirement, provided society navigates the associated ethical frameworks regarding genetic data and discrimination.
- Milken Institute1h 1m
Expanding Our Frontiers: How Manned Spaceflight Can Change Your Future
John Elbon, Bill Gerstenmaier, Mike Hawes, Julie Van Cleek, Naveen Jain
A panel of industry experts and NASA representatives outlined a future space architecture driven by public-private partnerships, where the Orion capsule and Space Launch System enable crewed missions to the Moon and Mars by the mid-2030s. Commercial entities are simultaneously reducing costs through modular designs and in-situ resource utilization, while biological research on the ISS addresses critical human health risks like bone density loss. Although technical barriers remain high, the consensus projects a maturation of the sector over the next century, establishing space as a viable domain for deep exploration and commercial resource extraction.