Latest Interviews
Showing 1216–1230 of 2,089 transcripts.
Clear all filters- Milken Institute59 min
Can the Traditional University Thrive in the Internet Age?
Jeffrey Silber, Bill Achtmeyer, William Bennett, Gregory Cappelli, Ronald Daniels, Nikhil Sinha, Jeff Silber, Bill Bennett, Ron Daniels, Bhagwan Chaudhary, James Starr, Gary Weisserman, Ray Jacobson, Devian
Moderated by Jeff Silber of BMO Capital Markets, a panel including Bill Ackmeyer, Bill Bennett, Greg Capelli, Ron Daniels, and Nikhil Sinha examined the viability of traditional universities amid 24% growth in online enrollments and the rise of micro-credentials. Experts predicted that while elite research institutions will survive by leveraging prestige and innovation, small colleges with low endowments face extinction as market consolidation accelerates and Fortune 500 leaders increasingly define skills standards. The discussion highlighted that future higher education must differentiate itself through pricing disruption, personalized learning technologies, and hybrid models that balance technical instruction with essential soft skills.
- Milken Institute58 min
Young Entrepreneurs Who Are Rewriting the Biopharma Business Model
Luke Timmerman, Elizabeth Iorns, Ethan Perlstein, D.A. Wallach, Alice Zhang
In response to stagnant R&D productivity despite rapid technological advancement, a coalition of entrepreneurs including Prolara's Ethan Perlstein, Science Exchange's Elizabeth, and Verge Genomics' Alice is deploying novel business models to accelerate drug discovery. These initiatives leverage CRISPR, data science, and patient-led capital to bypass traditional inefficiencies, aiming to fail early and validate molecular hypotheses faster than legacy pharmaceutical methods allow. The panel further advocates for structural reforms in academia and big pharma to integrate computational and biological expertise, ultimately seeking to transform biotech from a chemistry-based discipline into a software-driven engineering field.
- Milken Institute1h 14m
Forces Shaping Asia
Timothy Dattels, Ronnie C. Chan, Tony Fernandes, Dilhan Pillay, Tokihiko Shimizu, Tony Tan Caktiong, Lev Mass, Ying Hosler
Executives from TPG Capital, Japan Post, Jollibee, and major regional carriers discussed how Asia's 60% contribution to global GDP growth is being driven by a shift toward consumption, digital transformation, and domesticated supply chains. Despite geopolitical complexities like U.S. isolationism and demographic challenges in Japan, panelists identified China's massive consumer base and ASEAN's mobile penetration as the era's primary investment opportunities, overshadowing concerns over trade deficits. The consensus emphasizes that while innovation risks remain, pragmatic business strategies and infrastructure expansion will continue to fuel a unified digital economy across the region.
- Milken Institute1h 12m
The Asset Management Outlook
Jason Kelly, David Druley, Nobel Gulati, David Hunt, Michelle McCloskey, Ron Mock
Leading institutional investors and asset managers, including representatives from PGM, Ontario Teachers, and Two Sigma, converge to declare traditional asset classifications obsolete as the industry pivots toward a scarcity-based model where only managers delivering true alpha command premium fees. The panel anticipates significant market consolidation over the next five years, driven by the dominance of technology in filtering noise, the rise of non-traditional talent in private markets, and capital flows shifting from liquid beta strategies to illiquid alternatives among a new generation of family offices. While geopolitical volatility is normalized, the primary long-term challenge remains the structural pressure to close the gap between projected global equity returns and historical pension targets, necessitating active management and strategic partnerships to achieve required risk-adjusted outcomes.
- Milken Institute58 min
New Horizons: The Evolution of Direct Lending and Illiquid Credit
Staci Warden, Michael Arougheti, Mary Katherine DuBose, Damien Dwin, Nino Fanlo, Terry Harris, Mike Garaghetti, Mary Catherine Dubois
Representatives from Ares Management, Wells Fargo, Brightwood Capital, SoFi, and Barings convened to analyze the maturation of the private credit market, defining direct lending as a global asset class spanning from family-owned businesses to PE-backed corporations. Panelists highlighted divergent strategies across the sector, including asset-backed senior financing, supply-demand imbalances for underserved founders, and disintermediation of super-prime consumers, while noting strong credit fundamentals despite a late-cycle environment. As regulatory frameworks evolve and fee compression accelerates, the industry faces a shift toward market efficiency where relationship premiums erode and liquidity managers prioritize rational relative value decisions over concentrated sponsor reliance.
- Milken Institute1h 4m
Quality Assurance: Why Women Lead Most Health-Care Decisions
Kelly Close, Lynn Goldman, Dariush Mozaffarian, Deneen Vojta
A strategic public health initiative addresses the global nutrition crisis and declining U.S. health outcomes by leveraging women's decision-making power while countering misinformation with evidence-based interventions. Experts propose systemic reforms including price transparency, Medicare incentives for healthy eating, and the integration of nutrition as a vital sign in electronic health records to shift focus from acute care to preventive "soft healing." The plan further outlines the deployment of automated monitoring technologies and community health workers to reduce chronic disease rates, aiming to transform healthcare delivery into a scalable, consumer-oriented model within the next decade.
- Milken Institute1h 0m
Global Private Equity Outlook
Gary Pinkus, John Connaughton, Bruce Flatt, Jonathan Nelson, David Rubenstein
Leading private equity executives including Bruce Flatt, David Rubenstein, and John Connaughton convened to analyze a sector at a record peak of $4.7 trillion in assets under management, emphasizing a strategic shift from financial engineering to operational value creation in emerging markets and U.S. infrastructure. The panel identified populism and regulatory uncertainty as key risks but concluded that the industry is resilient due to its ability to generate stable returns for pension funds and its capacity to navigate global trade dynamics. Future success will depend on adapting distinct operating models, such as Brookfield's public vehicle structure or Carlyle's partnership approach, to compete with rising capital sources like family offices and sovereign wealth funds.
- Milken Institute1h 2m
Commissioners of Sport: Agile Leadership in a Competitive World
Jim Gray, Gary Bettman, Don Garber, Robert Manfred Jr., Adam Silver
NBA Commissioner Adam Silver, NHL's Gary Bettman, MLS's Don Garber, and MLB's Rob Manfred discussed critical challenges facing major sports leagues, including balancing owner interests with fan experiences and navigating digital disruption. The commissioners highlighted significant policy decisions ranging from implementing strict concussion protocols and youth safety measures to managing international competition costs and substance use regulations. Furthermore, the leaders addressed roster management strategies like strategic player resting and the complexities of integrating social issues into the apolitical nature of professional sports while aiming to drive global growth and demographic shifts.
- Milken Institute1h 3m
Credit Market Outlook
Michael Milken, Mark Attanasio, George Hicks, Sir Michael Hintze, Joseph Naggar, Jim Zelter
Leading credit investors including representatives from Apollo Management, GoldenTree, and CQS convened to analyze market inefficiencies driven by passive capital flows and the proliferation of covenant-light debt. These firms highlighted specific strategies ranging from Crescent Capital's $4.6 billion mezzanine fund and Apollo's Westinghouse restructuring to GoldenTree's deep-value trust preferred trades, all designed to capitalize on global yield scarcity and emerging market distortions. The panelists collectively emphasized a defensive posture against rising interest rates through floating-rate dominance while stressing that deep fundamental analysis remains the primary source of excess returns in a shifting macroeconomic landscape.
- Milken Institute1h 0m
Activist Investors: Unlocking Value
Justin Baer, Alex Denner, Ana Marshall, Ronald O'Hanley, Alex Roepers, Jeffrey Ubben
Prominent investors including Jeffrey Ubin, Alex Ropers, and Anna Marshall convened to analyze the structural shifts in activism driven by the rise of passive index funds and the resulting necessity for constructive engagement. The panelists debated the evolution from transactional "hit-and-run" tactics toward sustainable governance changes, highlighting how permanent capital holders like State Street now prioritize long-term stewardship over short-term liquidity. Key discussions covered the strategic use of board interventions, the growing influence of ESG mandates, and the distinct approaches required to drive value in mature markets like Japan versus emerging economies where regulatory barriers currently limit intervention.
- Milken Institute57 min
Pivoting to Purpose: Defining the Next Chapter of Your Life
Errol Barnett, Marc Freedman, Sherry Lansing, Philip Pizzo, Lynda Resnick
Prominent leaders including Sherry Lansing, Philip Pizzo, and Linda Resnick advocate redefining aging from retirement to a continuous phase of "rewiring" driven by purpose, community, and wellness. Their discourse highlights how demographic shifts projecting life expectancies over 90 and rising populations over 60 necessitate a societal overhaul where older adults leverage their experience for cross-generational service and economic contribution. Ultimately, the panelists argue that resilience, intergenerational solidarity, and the active pursuit of meaningful work are essential to navigating this extended life course effectively.
- Milken Institute59 min
Global Growth Markets Outlook
Cristina Alesci, Ricardo Adrogué, Fock Wai Hoong, Penny Foley, Mona Sutphen, Anne Van Praagh, Wei Hong
Leading financial strategists from Barings, Moody's, TCW, and General Atlantic outline a synchronized global growth environment that favors emerging markets driven by falling interest rates, robust digital expansion in Southeast Asia, and structural reforms in nations like Brazil and India. Despite these opportunities, experts warn that geopolitical risks including tightened Russia sanctions, NAFTA renegotiations, and US protectionism could introduce volatility to credit markets and disrupt trade frameworks. While China maintains a positive growth trajectory through fiscal stimulus and demographic shifts, analysts caution that high-yield sovereigns with limited dollar access and complacent fiscal policies in Latin America remain vulnerable to sudden market corrections.
- Milken Institute59 min
L.A. as Entertainment Capital: Chasing Global Markets or Global Talent?
Noah Wintroub, Beatriz Acevedo, Jeffrey Hirsch, Jon Jashni, Michael Kriak, Chris Silbermann, Eric Schmidt
Los Angeles remains the dominant entertainment hub by leveraging a specialized professional network to sustain a $36 billion industry despite national demographic shifts. Industry leaders are pivoting from traditional B2B models to Direct-to-Consumer strategies, utilizing data analytics to target underserved demographics while addressing critical skills gaps in digital marketing. Concurrently, organizations are reforming talent pipelines by monetizing apprenticeships and using digital platforms to prove the viability of diverse narratives before securing studio greenlights.
- Milken Institute1h 0m
Brexit and the Domino Effect: What to Expect In the Year Ahead
Matthew Bishop, Mark Blyth, Nicholas Candy, Jim Mellon, Howard Shore, Janet Thomas, Nick Candy, Peter Mandelson
Prominent financial experts and political analysts convened to debate the economic and political trajectories of Brexit, forecasting a contentious two-year negotiation process dominated by the UK, German, and French governments. The panel presented sharply divergent views on the outcome, ranging from Howard Shaw's prediction of a last-minute "patchwork" deal and Jim Mellon's proposal for unilateral deregulation to Janet Thomas and Peter Mandelson's warnings of severe financial sector migration and long-term economic decline. While consensus emerged that Theresa May would strengthen her domestic position, deep disagreements persisted regarding the stability of the Eurozone, the viability of open borders, and whether the depreciated pound represents a necessary correction or a threat to low-income households.
- Milken Institute1h 0m
Human Capital Through the Eyes of Senior Leaders
Susan Marquis, David Buss, Wesley Clark, Tilman Fertitta, Michael O. Johnson, Dave Kindredtchen
Industry leaders from Landry's, Herbalife, and the US military convened to contrast their institutional approaches to leadership succession, workforce demographics, and decentralized decision-making authority. Executives highlighted how internal grooming, "up-or-out" talent filters, and the "Commander's Intent" doctrine effectively retain high-performing employees while navigating a shifting gig economy. The discussion underscored the strategic necessity of balancing tactical autonomy with senior-level political oversight to prevent operational failures in complex, modern environments.