Latest Interviews
Showing 1366–1380 of 2,089 transcripts.
Clear all filters- Milken Institute1h 11m
The Shifting Economic Power of Cities
Conrad Kiechel, Fahd Al-Rasheed, Byron Boston, Marc Morial, Naheed A. Nenshi, Carol Kretschmann
Leading urban experts, including New Orleans Mayor Marc Morial and Calgary Mayor Naheed Nenshi, convened to address the critical intersection of rapid global urbanization, financial sustainability, and social resilience. The panel examined diverse case studies ranging from post-Katrina infrastructure reform and Calgary's debt restructuring against sprawl to Emar Economic City's innovative corporate governance model in Saudi Arabia. Ultimately, the dialogue underscored the necessity of aligning private capital, smart city technologies, and inclusive social policies to manage the challenges of population growth, disaster recovery, and refugee integration in the modern metropolis.
- Milken Institute1h 1m
Investing in Infrastructure: Closing the Trillion-Dollar Gap
Andrew Clairaut, Kathy Hahn, Sudhir Hari, Scott Mackin, Greg Smith
A projected $90 trillion global infrastructure funding gap by 2030 persists due to a mismatch between long-term institutional mandates and the scarcity of bankable projects in both developed and emerging markets. While pension funds prioritize low-risk, regulated assets in OECD nations, private equity firms employ multilateral de-risking and hard currency strategies to target higher returns in developing regions where political and regulatory hurdles often stall deal execution. Bridging this deficit requires a shift from purely public funding to coordinated private mobilization, necessitating standardized concession frameworks and active stakeholder management to overcome sovereign default fears and political volatility.
- Milken Institute58 min
Is the Sharing Economy the New Normal?
Josh Barro, Stacy Brown-Philpot, Kenny Dichter, Belinda Johnson, Alan Krueger, Artie Minson
Alan Kruger and industry leaders from Uber, Airbnb, TaskRabbit, Wheels Up, and WeWork analyze how platform economies are rapidly scaling to unlock idle assets and labor flexibility, currently serving under 1% of the U.S. workforce. While companies like Airbnb and WeWork drive immediate efficiency through community-based models and high utilization rates, experts warn that true macroeconomic productivity gains will only materialize once platform work expands to 5–10% of the total economy. Despite these growth projections, the sector faces critical regulatory hurdles regarding worker classification, prompting proposals for a new "independent worker" category to balance flexibility with essential social protections.
- Milken Institute53 min
Global Overview: Will Economic Growth Be Sustained?
Henny Sender, Pierre Beaudoin, Liang Xinjun, Kevin Turner, Mark Weinberger, Andrew Witty
Leaders from Fosun, Bombardier, GSK, Microsoft, and PwC convened to analyze global economic dichotomies, highlighting China's shifting demographics, aerospace sustainability, and the Fourth Industrial Revolution as key growth vectors. The panelists contrasted China's consumption-driven leverage and capital outflows against Western infrastructure financing gaps and declining capital expenditure, while noting record M&A activity as a response to suppressed organic growth. Key takeaways included strategic pivots toward B2F health sectors, decentralized pharmaceutical manufacturing, and a warning that geopolitical protectionism poses a greater long-term productivity threat than the 2008 financial crisis.
- Milken Institute56 min
Entertainment: Riding the Global Wave
Les Moonves, Jeff Schell, Melody Hobson, Richard Lovett
Media executives detailed the sector's pivot from platform-centric models to content-driven ecosystems, highlighted by CBS's revenue exceeding expectations and its strategic repositioning as a global content-first company. In parallel, NBCUniversal's acquisition of DreamWorks Animation underscored the industry's consolidation trend, driven by the necessity for scale to handle international promotion and expand into theme parks and consumer products. Key figures further noted that diverse storytelling and direct-to-consumer distribution strategies have become essential financial imperatives for capturing the rapidly growing Asian and Latin American markets.
- Milken Institute1h 2m
Election 2016: Navigating the Fault Lines
Candy Crowley, Evan Bayh, Eric Cantor, Jason Grumet, Chris Krueger
The analysis predicts a decisive Republican nomination for Donald Trump in Indiana, while the Democratic primary remains a statistical tie between Bernie Sanders and Hillary Clinton driven by divergent spending strategies and structural superdelegate advantages. Underpinned by deep economic anxiety over stagnant wages and rising costs, the event frames the general election as a polarized referendum where Clinton faces a narrow path to victory in the Rust Belt and Trump must overcome significant headwinds with female voters. Expert assessments conclude that regardless of the winner, the presidency will face severe legislative gridlock, with the Supreme Court vacancy serving as the immediate and most critical policy priority for the incoming administration.
- Milken Institute1h 1m
Digital Darwinism: How Companies Can Survive and Thrive in the Digital Age
Andy Serwer, Nikesh Arora, John Chen, David Cote, Sallie Krawcheck
Hosted by Yahoo! Finance's Andy Serwer before a global audience, this panel featured leaders from Ellevest, Honeywell, BlackBerry, and SoftBank discussing critical shifts in technology and investment strategy. Sally Krawcheck highlighted the gender investing gap, while Nikesh Arora outlined SoftBank's focus on disrupting industries through long-term capital for IoT and FinTech. Simultaneously, Dave Cote detailed Honeywell's transition to software-driven industrial engineering, and John Chen described BlackBerry's pivot toward enterprise security and data manipulation protection. The discussion concluded with a consensus on the necessity of validating data for specific ROI, the disruption of traditional education models, and the growing corporate focus on cybersecurity as a primary risk management priority.
- Milken Institute57 min
Marketing in the Digital Age: A Conversation with John Sculley and David A. Steinberg
John Sculley, David A. Steinberg, Peter L. Hopkins
Former Pepsi CEO John Scully and Zeta Interactive discuss the critical industry shift from mass-media brand campaigns to data-driven, attribution-based marketing that directly correlates ad spend to sales outcomes. This transformation is powered by Zeta's proprietary database of 350 million individuals, which enables real-time "fast data" analytics to replace traditional agency models while adhering to strict privacy standards and opt-in regulations. Looking ahead, the speakers predict that surviving organizations must pivot toward adaptive innovation and the "experience internet," where future success depends on customer lifecycle management rather than broad advertising budgets.
- Milken Institute54 min
The Next Big Things in Technology: A Preview
Ken Housman, Rose Schuller, Yobi Benjamin, Bo Ewald, Arvind Sadani, Skip Rizzo
Moderated by Ken Housman, a panel of experts including Rose Schuller, Yobi Benjamin, Bo Ewald, Arvind Sadani, and Skip Rizzo analyzed the transformative economic and societal impacts of IoT, quantum computing, AI, and VR. The discussion highlighted specific breakthroughs such as IoT increasing rice yields by 50%, quantum systems achieving 100 million-fold speedups, and VR enabling clinical PTSD treatment, while projecting these technologies will eventually eradicate diseases like cancer and disrupt global labor markets. Ultimately, the speakers emphasized that democratizing these advanced tools is essential to mitigate security risks and ensure broad access to a future where resources are optimized and health challenges are solved computationally.
- Milken Institute53 min
The Road Ahead in Finance: Regulation, Disruption and Human Capital
Timothy O'Hara, Emanuel Friedman, Paul Hamill, Timothy Massad, Stephen Schwarzman, Darryl White, Tim O'Hara, Steve Schwarzman, Tim Massad, Manny Friedman
Six to seven years post-crisis, the financial sector has achieved lower leverage and improved balance sheets at the cost of reduced liquidity, declining returns to 9%, and a shifting landscape where non-bank entities challenge incumbent dealers. Regulatory pressures and technological shifts are driving a transition toward electronic fixed-income markets and blockchain-based data integrity, while firms face intense competition for talent from Silicon Valley. Ultimately, industry success depends on balancing ethical culture with digital innovation to stabilize returns at 13–15% without stifling broader economic growth.
- Milken Institute58 min
Mexico as a Global Powerhouse
Michael Milken, Thaddeus Arroyo, Pedro Aspe, Francisco González Díaz, Alan Schwartz, Blanca Treviño
Mexico has successfully transitioned from a high-inflation, discretionary economy to a rules-based system anchored by institutional reforms, an independent central bank, and NAFTA frameworks that stabilized inflation while driving automotive parity with US prices. These macroeconomic shifts, alongside aggressive sector-specific investments by firms like AT&T and energy producers, have catalyzed a surge in foreign direct investment, telecommunications growth, and manufacturing competitiveness that leverages a young, engineering-rich workforce. The event concludes that these developments position Mexico as an indispensable partner in a unified North American production powerhouse, essential for US companies seeking to compete globally against Asian markets.
- Milken Institute59 min
Credit Market Outlook
Michael Milken, Richard Byrne, Scott Minerd, Joseph Naggar, David Warren, James Zelter, Mike Milken, Rich Byrne
The panel examined a complex credit environment characterized by historically high corporate debt levels and constrained bank liquidity, which has created significant arbitrage opportunities in special situations, distressed commercial real estate, and non-bank lending. Industry leaders emphasized that effective capital deployment now demands substantial technological infrastructure and deep sector expertise, leading to a market dynamic where active management consistently outperforms passive strategies. While current conditions favor a "credit alpha" environment with yields ranging from 8% to 16%, experts warn that regulatory pressures and potential recessionary headwinds will likely drive future industry consolidation toward larger, well-capitalized firms.
- Milken Institute58 min
How Do We Value Art?
Jane Nathanson, Deborah McLeod, Timothy Potts, Philip, Lucienne, Martha Minowski
Art leaders including MOCA co-founder Jane Nathanson, Gagosian Director Deborah McLeod, and Getty Director Timothy Potts debate the shifting balance between passion-driven collecting and financial investment at a Los Angeles forum. Participants analyzed market dynamics from the $60 billion global fine art volume to the specific challenges of the antiquities trade, emphasizing rigorous due diligence and the curatorial role of auction houses like Sotheby's. The consensus highlighted a strategic pivot where museums act as cultural anchors driving tourism while collectors increasingly adopt contrarian investment strategies to navigate the cyclical nature of contemporary art valuations.
- Milken Institute58 min
Activist Philanthropy: Upping the Ante for Giving
Richard Ditizio, Precious Moloi-Motsepe, Sean Parker, Lynda Resnick, George Weiss
This event critiques the fragmentation of the U.S. nonprofit sector by showcasing five distinct models of high-impact philanthropy led by Linda and Rich Resnick, George Weiss, Precious Motsebe, and Shawn Fanning. Each speaker demonstrates how shifting from single-issue aid to systemic, business-driven strategies—such as Resnick's community surveys in the Central Valley, Weiss's city-wide health and education integration, Motsebe's private equity approach in South Africa, and Fanning's cross-institutional cancer research consortium—creates sustainable capital and measurable outcomes. Collectively, these case studies advocate for a generational shift toward "engineering" solutions that prioritize local data, talent mobility, and self-sustaining economic structures over traditional charity.
- Milken Institute1h 7m
Taking the Long View: The Dangers of Short-Termism
Scott Minerd, Christopher Ailman, Scott Evans, Vicki Fuller, Hiromichi Mizuno
Representatives from major funds including GPIF, CalSTRS, New York State, and New York City convened to advocate for shifting from quarterly transparency to long-term "permanent ownership" strategies that prioritize corporate governance over short-term market volatility. The panelists unanimously criticized outdated fee structures and bureaucratic hiring constraints, proposing aggressive reforms such as clawback provisions, in-house management expansion, and a transition of U.S. public pensions into quasi-commercial entities to secure top-tier talent. By aligning compensation models with actual performance and redefining passive management as active stewardship, these leaders aim to sustain multi-decade return objectives amidst a landscape of near-zero bond yields and intense public pressure for immediate results.