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  1. The Economist9 min

    Why America is stepping away from the institutions it built | The Economist

    John, Ed, Charlotte

    U.S. foreign policy is undergoing a structural shift from values-based engagement to a transactional approach, driven by a bipartisan consensus that the post-World War II order has failed to deliver sufficient economic returns or strategic advantages. Former President Trump's 2015 platform catalyzed this pivot by framing the abandonment of multilateral institutions as a correction to decades of free-riding, leading to increased reliance on tariffs and coercive trade rather than traditional alliances. Experts project three potential futures for this realignment: a renegotiated U.S. hegemony, a fragmented status quo, or a chaotic descent into systemic collapse triggered by unchecked military coercion.

  2. Milken Institute1h 3m

    Data-Driven Solutions to Advance the American Dream | Global Conference 2024

    Rachel Goslins, Raj Chetty, Jon Clifton, Brian Hooks, Poppy MacDonald, John

    Hosted by Rachel Goslins of the Milken Center, this panel featured experts Raj Chetty, Poppy Gentry, Brian Sheth, and John Pollack to analyze the decline in American economic mobility using large-scale data from tax records, government sources, and social networks. The discussion highlighted a sharp drop in intergenerational wealth transfer since the 1940s and exposed how geographic variance, low social capital, and gaps in wealth measurement contribute to the widening prosperity gap. By integrating public perception surveys with "customer-first" philanthropy models, the session concluded that improving mobility requires redefining the American Dream to prioritize freedom and opportunity while leveraging private financial data to guide targeted policy interventions.

  3. Goldman Sachs28 min

    Protecting You, Your Family and Your Employees

    Dr. Mark McClellan, Alex Gorsky, Dr. Susan David, John

    Johnson & Johnson Chairman Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and psychologist Dr. Susan David discuss a unified framework for navigating the intersection of the pandemic, racial justice, and economic stability. Gorski details Johnson & Johnson's accelerated vaccine development using its viral vector platform with a not-for-profit pricing model, while McClellan outlines a four-phase reopening strategy requiring robust healthcare capacity and equitable testing access. Concurrently, David argues that organizational resilience depends on leaders adopting emotional agility to validate employee distress and realigning systemic practices with core values to address the social inequities exposed by the crisis.

  4. Goldman Sachs28 min

    Dr. Susan David, Alex Gorsky, and Dr. Mark McClellan

    Dr. Susan David, Alex Gorsky, Dr. Mark McClellan, John

    Johnson & Johnson CEO Alex Gorski, former FDA Commissioner Dr. Mark McClellan, and Dr. Susan David discuss leveraging emotional agility and industry-wide cooperation to address the compounding crises of the pandemic, economic disruption, and racial injustice. J&J details its accelerated vaccine development timeline, noting a pivot to viral vector technology that aims for human trials in July and a commitment to global not-for-profit distribution. Panelists further outline a four-phase reopening framework based on healthcare capacity and testing, while projecting permanent shifts toward preventive care models and concurrent clinical study phases.

  5. Milken Institute37 min

    Opening Plenary - Part 2: Global Overview

    Waleed Al Muhairi, Adam Boehler, Raymond Dalio, Dina Powell McCormick, John, Haldun al-Mubarak

    The event analyzes escalating global economic headwinds driven by geopolitical tensions and the coronavirus outbreak while detailing how major institutional investors like Mubadala adjust their portfolios toward cash-flow robust assets amidst shifting monetary policies. Simultaneously, the discussion highlights the strategic maneuvering of entities such as the DFC to counter Chinese influence in emerging markets and addresses the urgent need for economic diversification in the Middle East to mitigate youth unemployment risks. Experts emphasize that long-term success now depends on integrating ESG principles and accelerating the transition away from hydrocarbon dependency before fiscal stability is compromised by resource depletion.

  6. Milken Institute56 min

    A Conversation with Wilbur L. Ross, Jr., Secretary, U.S. Dept. of Commerce | The American Workforce

    Wilbur L. Ross, Jr., Gerard Baker, Bernard Harris, Jr., Barbara Humpton, Jonathan Sokoloff, John, Wilbur Ross

    The American Workforce Advisory Board, led by Secretary Ross, has secured commitments for 7.5 million apprenticeships to address critical labor gaps caused by a "barbell" demographic and a vocational training deficit. Industry leaders and policymakers are collaborating to shift from a traditional degree-centric model toward merit-based hiring, lifelong retraining, and expanded STEM education to prepare for technological displacement and emerging sectors like space travel. This strategic pivot aims to align the workforce with evolving economic realities by prioritizing digital readiness, soft skills, and streamlined credentialing over obsolete vocational labels.

  7. Milken Institute57 min

    Reimagining Medicare for Longer Lives

    Joanne Kenen, Efrem Castillo, Nancy-Ann DeParle, Terry Fulmer, Darilyn Moyer, John, Saira, Corinne Purtill

    This panel discussion analyzes the structural misalignment between the US healthcare system's acute-care origins and the modern demographic reality of an aging population living longer with chronic conditions. While bipartisan legislation and private sector innovations in Medicare Advantage are successfully shifting incentives toward value-based care and addressing social determinants, implementation is severely hindered by astronomical administrative burdens and fragmented health IT interoperability. Participants conclude that future progress requires integrating social services into medical models and leveraging private sector experimentation to streamline the transition away from volume-based reimbursement.

  8. Milken Institute58 min

    Russia Revealed: Where Moscow and Washington Go from Here

    Michael Crowley, Jane Harman, Daniel Russell, Andrew Weiss, Nikolai Zelenski, Laura Satrakian, Ben Weg-Prosser, Michael Bright, Kevin Ciccino, John

    A 2017 expert panel analyzed the deterioration of U.S.-Russia relations, highlighting how election interference investigations and a dysfunctional Trump administration have eroded the trust necessary for diplomatic engagement. Experts including Jane Harmon, Andrew Weiss, and Daniel Russell cautioned that military miscalculations in Syria and Ukraine, combined with a stagnant Russian economy adapted to sanctions, create a volatile environment prone to accidental escalation. The consensus warned that without a cohesive national security strategy to replace incoherent policies, the risk of a strategic "collision" increases alongside fears of a "world war by accident."

  9. Milken Institute1h 0m

    Health Care in the Digital Age

    Anna, Mike, Patrick, Atul, Victor, John

    A strategic partnership between BlackBerry and a biotech firm is addressing the critical security and infrastructure gaps in healthcare by developing a portable "passport" device for full human genome storage and a secure "mission control" center. This initiative supports a broader paradigm shift from organ-based medicine to molecular-level treatments, leveraging dynamic data and technologies like engineered natural killer cells to extend survival in aggressive cancers. Despite these advancements, the industry faces significant hurdles including a lack of interoperability, stringent FDA approval delays for biomarkers, and the need to bridge the digital divide for equitable patient empowerment.

  10. Milken Institute1h 0m

    The Art and Science of Capital Structure

    Manny, Mitch, Mark, John

    Industry leaders from Crescent Capital, Leonard Green, and Canyon detail how post-2008 regulations have transformed US banks into public utilities, driving a $75 trillion expansion in shadow banking and alternative financing structures. Panelists highlight specific investment opportunities in capital structure arbitrage, OpCo/PropCo splits, and the European vacuum for operating finance companies to capitalize on market volatility. Ultimately, these firms advocate for disciplined balance sheet restructuring and private credit strategies while avoiding regulated banking entities to mitigate liability and regulatory risk.

  11. Milken Institute1h 0m

    Global Real Estate: Best Countries, Best Classes

    Tom, Sam, John, Eyal, David Einhorn

    A global panel warns that the most severe demographic shift in 500 years is compressing cap rates and driving institutional capital into Grade A assets in North American cities while highlighting Mexico's supply chain diversification and China's distressed opportunities as key investment targets. The discussion identifies floating-rate debt structures and disruptive technologies like short-term rental platforms as primary risks to market stability, even as these forces force a bifurcation between public long-term holding strategies and private tactical trading in volatile Asian markets. Ultimately, experts debate whether soaring high-end prices reflect income inequality or a global search for wealth preservation, concluding that the sector is evolving toward specialized assets like assisted living while navigating complex regulatory and currency headwinds.

  12. Milken Institute1h 12m

    Textbooks, Tablets and Teaching: Reinventing How We Learn

    Nolan, Roger, Joel, John, Jim

    This initiative drives a fundamental shift in education by replacing static, time-based curricula with dynamic, competency-based digital platforms that accelerate student learning speeds by a factor of ten. Currently deploying across major districts like Los Angeles and Guilford with millions of students, the program addresses critical infrastructure gaps through FCC E-Rate revisions and transitions funding models from textbook contracts to flexible technology packages. By enabling real-time curriculum updates, personalized assessment, and external skill validation, the movement aims to dismantle traditional barriers to graduation and prepare a globally competitive workforce within the next decade.