Donald Lacey
Showing 1–2 of 2 transcripts.
- Milken Institute46 min
China Opportunities: Insights from Business Leaders - Conference Call Series
Petra Freddi, Donald Lacey, Kai-Fu Lee, Cindy Mi, Don Lacey
The Milken Institute Asia Center hosted the seventh episode of "The World Post-COVID-19" series, moderated by Don Lacey and featuring Kai-Fu Lee and Cindy Mee to analyze the digital transformation in China's education and healthcare sectors. The discussion highlighted how pandemic-driven data surges have accelerated AI adoption, enabling rural learning via virtual tutors and healthcare leapfrogging through diagnostic tools, while noting a strategic investment shift from user-growth models to profitable AI integration in traditional industries. Furthermore, the panelists addressed geopolitical implications, observing that despite intensified US-China competition, China maintains AI self-sufficiency and is prioritizing global expansion in developing markets while advocating for technological over legislative solutions to digital risks.
- Milken Institute59 min
Breaking the Bank: How Asian FinTechs Are Redefining Financial Services
Dan Murphy, Kevin Jacques, Donald Lacey, Akshay Naheta, Simon Paris
The event analyzes the rapid divergence between Asian FinTech markets and legacy systems, highlighting a strategic industry shift from consumer-focused models to B2B platformization and embedded finance. It details how insurance and banking sectors are transforming through IoT data, usage-based pricing, and regulatory consolidation, while capital flows increasingly favor late-stage firms with proven unit economics over early-stage valuations. Finally, the discussion outlines critical success factors for founders and incumbents, emphasizing that long-term partnership strategies and deep regulatory expertise are essential to navigate fragmented global landscapes and avoid commoditization.