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Asia Summit 2015 - Opening Chinas Market and What It Means for Investors
Malcolm, Yan Xuan, Frank Yao, Greg Donoghue, Law Tech Singh, Sheng Ming Gao, Lucy Colbeck, Leanna, Andrew White, Sheikhan Bilek
Market analysts and policymakers discussed the aftermath of China's late 2023 equity volatility, where government intervention stabilized the A-share sector despite concerns that such measures have reversed long-term market-oriented reforms. Experts projected a transition toward a "New Normal" characterized by 4–5% GDP growth and a structural shift from investment-led expansion to consumption-driven models, driven by urbanization needs and a demographic dividend decline. The event concluded with insights on debt management strategies, private equity trends focusing on quality sectors like healthcare and logistics, and the geopolitical implications of the Belt and Road initiative as a mechanism for exporting industrial capacity.
- Milken Institute1h 40m
Asia Summit 2015 - AIIB and the Evolving Multilateral Lending Landscape
Mike Milken, Lee Kuan Yew, Jin Li-chun, Tommy Koh, Jin Tong, Tadashi Maeda, Clive Kerner, Elena Okorochinko
At a Milken Institute discussion, AIIB President-designate Jin Li-chun outlined the bank's lean, clean, and green operational framework designed to complement existing multilateral development banks in addressing a global infrastructure financing gap of $2 trillion annually. With 57 provisional founding members approved and a target to operationalize by year-end, the institution plans to leverage a 2.5 gearing ratio to reach $250 billion in lending capacity while offering flexible financing stages to bridge the $8 trillion Asian infrastructure demand projected for 2030. Although major economies like the United States and Japan remain cautious, stakeholders including rating agencies and the IFC view the AIIB as a strategic partner capable of enhancing credit quality and mobilizing private capital for sustainable development.
- Milken Institute50 min
Asia Summit 2015 - The View from Institutional Investors: Where Will Returns Come From?
Jonathan Nelson, Adrienne, Gordon Fyfe, Jeffrey Jean Subakit, Hiromichi Mizumo
Moderated by Jonathan Nelson, a panel of five institutional investors managing over $2 trillion in assets convened to dissect strategies for generating alpha amid low-interest-rate environments and divergent views on China's economic trajectory. The discussion revealed a unanimous shift away from passive indexing toward active stock-picking, private asset allocation, and rigorous manager selection to justify fee structures while navigating market volatility and valuation discrepancies. Furthermore, the group identified Africa as a key frontier for long-term growth while emphasizing that future returns will depend on operational efficiency and the ability to capitalize on distressed prices rather than relying on regional macroeconomic growth figures.
- Milken Institute55 min
Asia Summit 2015 - Modi's Second Year: Realism After Optimism
Modi, Brooks Entwistle, Gunit Chahal, Rajesh Shah, Shiv Nath, Vinod Kumar
Deutsche Bank analysts and a policy panel assess India's macroeconomic stability, citing 7% GDP growth and robust foreign exchange reserves while highlighting persistent legislative bottlenecks that are shifting reform efforts toward state-level "competitive federalism." The discussion identifies critical gaps in infrastructure and corporate governance alongside a booming startup ecosystem, emphasizing that the skills deficit poses a significant risk to the country's demographic dividend. Looking forward, the consensus projects India to outperform other emerging markets with a $5 trillion economy target achievable within two political terms, provided state governments effectively drive investment and job creation.
- Milken Institute1h 42m
Asia Summit 2015 - Asias Future: Perspectives on Prospects and Challenges
Wing, Kirk Wager, Mike Milken, Cesar, Purisima, Kevin Sneader, Jing Ulrich, Tim Cofer, Achal Agarwal, Sam Fisher, Chris Wei
This event highlighted the United States' deepening strategic commitment to Southeast Asia, underpinned by a $220 billion cumulative investment in top ASEAN markets and projected to support a middle class growing from 525 million to 1.2 billion people by 2030. Key speakers detailed Indonesia's aggressive fiscal shifts, including a $32 billion subsidy cut and $22 billion infrastructure allocation, alongside the Philippines' demographic-driven growth fueled by its young, English-speaking workforce and expanding manufacturing sectors. Despite short-term currency volatility, the consensus among global corporations and government officials affirmed that Asia's unique blend of urbanization, digital innovation, and rising consumption will anchor the region as the primary engine of global economic expansion.
- Milken Institute55 min
Asia Summit 2015 - A World in Turmoil: Finding Opportunities Amid Volatility (II)
Clinda Amin, Mike Milken, Scott Minard, Piyush Gupta
The Milken Institute Asia Summit in Singapore convened 400 global leaders to analyze Asian economic resilience, highlighting China's robust foreign exchange reserves and structural realignment despite short-term market volatility. Panelists identified Africa's demographic dividend, Arctic shipping routes, and capital market inefficiencies as critical future growth engines while debating the timing of US Federal Reserve rate hikes. The event concluded by emphasizing the necessity of developing mature financial markets and socio-cultural ecosystems for innovation to address global shifts where the Asian economy is projected to exceed 50% of global output.
- Milken Institute1h 1m
Asia Summit 2015 - Treasure Hunters: Finding Value in Today's Market
Tom Finke, Paul Horvath, Rob Petty, Takumi Shibata, Hans Paul Birkner, Mike Milken, Chris Langer, Stefan Kostjusko
Four institutional managers from Babson, Orchid, Clearwater, and Nikkei Asset Management convened to argue for long-term value generation through high-yield credit and private lending amidst current market volatility and geopolitical uncertainty. The panel identified specific structural opportunities, including a $4 trillion regulatory capital gap for global banks, a $35 trillion Asian credit market, and the need for concentrated, high-conviction portfolios over traditional asset allocations. By prioritizing top-of-capital structures in non-bank lending and leveraging bank disintermediation strategies, the experts projected mid-teens returns while dismissing the existence of a prevailing high-yield credit bubble.
- Milken Institute55 min
Asia Summit 2015 - The Rising Sun: Japan's Resurgence in the Asia-Pacific Region
Shinzo Abe, Kotaro Tamura, Kage, Hirano, Paul San, Yamazaki, Volker Jermitsch, Ivan
At the IGA summit, a panel of experts from Blackstone, KKR, Standard & Poor's, and Japan's Ministry of Finance analyzed the nation's transition from decades of deflation to cautious optimism driven by Abenomics and improved corporate balance sheets. While the panel highlighted record corporate retained earnings and a tight labor market as catalysts for higher wages and global expansion, they cautioned that demographic decline and premature fiscal consolidation, such as consumption tax hikes, threaten to stifle the government's 3% nominal GDP growth target. Experts concluded that Japan's future economic stability relies on successfully mobilizing corporate capital, implementing incremental deregulation through the "third arrow," and expanding tourism and labor immigration to offset a shrinking workforce.
- Milken Institute1h 1m
2014 London Summit - Europe: Still at a Crossroads
Louisa Bojesen, Nigel Farage, Gerard Lyons, Helena Morrissey, Howard Shore
Panelists including Nigel Farage, Helena Morrissey, and Gerard Lyons analyzed severe Eurozone structural failures, noting that countries like Greece and Italy face deflation and bear markets while Germany risks a shallow recession. The discussion highlighted the limitations of monetary tools like quantitative easing in addressing deep-seated issues such as rigid labor markets and the mismatch between the currency union and fragmented fiscal governance. Looking ahead, the experts predicted a political shift toward Euroscepticism and explored divergent investment strategies favoring defensive sectors like healthcare over financials, while debating the viability of UK exit scenarios against a backdrop of deteriorating European economic cohesion.
- Milken Institute1h 4m
Who Gets What — and Why: The New Economics of Matchmaking and Market Design
Alvin Roth, Dan Ariely, Peter Purcell
Nobel laureate Al Roth explains how market design distinguishes between commodity and matching mechanisms to address structural frictions like exploding offers and congestion that cause real-world inefficiencies. By applying these principles to complex systems, he has facilitated life-saving kidney exchanges and proposed regulatory shifts for high-frequency trading and healthcare to align incentives with social welfare. Roth argues that intentional institutional redesign, rather than reliance on price signals alone, is essential for optimizing outcomes in labor, criminal justice, and education sectors.
- Milken Institute56 min
The World in 2025 (I)
Brian Sullivan, Karen Harris, Carrie Colagia, Pablo Legoreta, Strive Masiwa, Jim McCauken
The "World in 2025" panel featuring Strive Masiwa, Carrie Colagia, Pablo Legoreta, Karen Harris, and Jim McCaughen identifies capital superabundance, P4 medicine, and mobile leapfrogging as primary drivers reshaping global markets. These experts forecast a sustained demand-constrained economy with persistently low interest rates, alongside a decisive healthcare shift from reactive treatment to predictive monitoring enabled by wearable technology. Ultimately, the group concludes that while technology will automate routine tasks, the decade's most significant disruptions will stem from entrepreneurs who design new incentive structures to overcome regulatory inertia in traditional sectors.
- Milken Institute1h 6m
Can Hollywood Speak Chinese?
Stuart Ford, Brian Goldsmith, Ryan Cavanaugh, Bob Simons, Dominic Eng
A panel of industry experts analyzed how China's exponential theater growth and dominant 50% share of U.S. box office receipts have transformed it into a primary source of global film capital, fundamentally altering financing models and exhibition ownership. Participants detailed the complex regulatory hurdles imposed by the State Administration of Radio, Film, and Television, including strict import quotas and content censorship that force Hollywood studios to adopt co-production strategies and navigate non-convertible currency restrictions. The discussion projected that while Chinese box office revenue is poised to surpass U.S. totals within two years, sustained growth depends on evolving digital distribution channels and the emergence of universal narratives that satisfy both domestic cultural mandates and international market demands.
- Milken Institute53 min
The Long War Against Terrorism: A Military Perspective
Matt Driscoll, John Danu, John Gallagher, Kimberly Field, General Yu, Jennifer, David Solomon
Facilitated by Lt. Cmdr. Matt Driscoll and Travis Dredd, the Milken Institute convened seven military officers, including Brigadier General John Danu and Lieutenant Colonel John Gallagher, for a comprehensive analysis of the Global War on Terrorism's evolving ideological and territorial threats. Panelists identified a critical gap in current strategies regarding the delegitimization of extremist narratives and emphasized that lasting stability requires synchronizing military action with governance and economic development, citing specific case studies from Afghanistan and Syria. Addressing pressing budgetary constraints that consume 65 percent of military funding, the officers warned that failing to balance counterterrorism with emerging geopolitical challenges in Ukraine and the Pacific risks eroding U.S. deterrence capabilities for future generations.
- Milken Institute1h 7m
What Online Lending Means for Banks, Businesses and Borrowers
Amy Cortese, Jeff Bogan, Noah Breslow, Lou Feldman, Sam Hodges, Aaron Vermoot
Marketplace lending is projected to surge from $9 billion to $20 billion by leveraging advanced machine learning underwriting and digital aggregators to bypass traditional banking inefficiencies. This growth is sustained by a shifting investor base dominated by institutional capital and a robust regulatory framework that enforces strict compliance while eliminating systemic moral hazard. As the industry expands globally into markets like China and Australia, established platforms are increasingly partnering with major banks and tech giants to address universal small business capital gaps without compromising risk management standards.
- Milken Institute1h 5m
Women in Elective Office
Crystal Ball, Mimi Walters, Lauren Leader Chivay, Tulsi Gabbard, Laura Cox Kaplan, Crystal Lambert, Jane Hollandery, Carolyn Jungermann Bennett Jr., FEMALE SPEAKER 1
Hosted by Crystal Ball on MSNBC, a panel including Congresswomen Mimi Walters and Tulsi Gabbard discussed the critical need for increased female representation in the U.S. Congress, citing statistics that show the nation ranks 72nd globally. The discussion highlighted systemic barriers such as confidence gaps and fundraising disparities while advocating for strategies like local-level entry and corporate investment to build a stronger pipeline of qualified female candidates. By reframing diversity as a driver of legislative productivity rather than a numbers game, the panelists emphasized the necessity of structural changes to ensure women can compete on equal footing in elective office.