Michael Milken
Showing 16–30 of 85 transcripts.
- Milken Institute46 min
The Next Generation of Investment Leaders | Global Conference 2025
Michael Arougheti, Todd Boehly, Michael Milken
On May 6, 2025, Ares' Michael Arrigetti and Eldridge's Todd Boley convened to discuss replicating Berkshire Hathaway's scale by building companies from scratch rather than acquiring existing ones. Their firms distinguished themselves through decade-long returns exceeding 67% for high-yield instruments and deep cultural investments in sectors ranging from private credit to sports franchises like the Baltimore Orioles and Los Angeles Dodgers. Both leaders project trillions in assets under management by leveraging undeployed capital, maintaining strict leverage discipline, and prioritizing long-term compounding over immediate financial necessity.
- Milken Institute38 min
A Conversation with US Secretary of the Treasury Scott Bessent | Global Conference 2025
Scott Bessent, Richard Ditizio, Michael Milken
The 28th annual Milken Institute Global Conference convened 1,000 speakers under the theme "Toward a Flourishing Future" to address critical resource gaps in health, connectivity, and global wealth distribution while urging for inclusive coalitions to bridge societal divides. Concurrently, Treasury Secretary Scott Bessent outlined the Trump administration's economic agenda, which prioritizes trade tariffs to boost domestic manufacturing, a "big beautiful bill" of tax cuts and deregulation, and an aggressive strategy to lower the federal deficit by 1% annually. The administration further signaled a shift toward "safe, sound, and smart" financial regulation, strategic partnerships with Ukraine, and a focus on maintaining U.S. dominance in AI and quantum computing to foster a "new golden age" of prosperity.
- Milken Institute43 min
A Conversation with Citadel CEO Ken Griffin | Global Conference 2025
Ken Griffin critiques current U.S. fiscal policies and immigration frameworks, warning that regressive tariffs and restrictive visa rules threaten to erode national flexibility while failing to retain the international scientific talent essential for future growth. He advocates for aggressive K-12 and higher education reforms driven by school choice and data transparency to dismantle systemic inefficiencies, citing Success Academy and his own Harvard philanthropy as models for overcoming institutional inertia. Looking forward, Griffin aims to mobilize an estimated $150 billion in generational wealth to fund private-sector innovations and inspire a new era of scientific ambition similar to the 1960s space race.
- Milken Institute30 min
A Conversation with Nvidia CEO Jensen Huang | Global Conference 2025
NVIDIA CEO Jensen Huang frames AI as a $100 trillion industrial revolution that creates "AI factories" to automate labor and reintegrate millions of workers into the global economy. Operating as an end-to-end infrastructure provider, the company builds massive, gigawatt-scale systems while arguing that unrestricted global chip trade is essential for establishing dominant U.S. standards. Through a culture of perpetual resilience and a focus on "Physical AI," NVIDIA aims to close the technology divide and drive GDP growth across healthcare, manufacturing, and robotics sectors.
- Milken Institute1h 0m
Bold Proposals for Protecting the Free-Enterprise System while Closing the Wealth Gap | GC 2024
Michael Milken, John Hope Bryant, Brad Gerstner, Teresa Ghilarducci
At a May 2024 Milken Institute panel moderated by Michael Milken, experts including Stephen Mnuchin, Brad, John Hope Bryant, and Theresa outlined a consensus strategy to protect the free enterprise system by replacing wealth taxes with universal financial literacy and private capital access. The discussion detailed specific legislative and corporate initiatives such as the Retirement Savings for American Act and the "Invest America" proposal, which aim to automatically enroll millions of workers in retirement accounts and establish seed accounts for newborns to counteract economic inequality. Proponents argue these structural reforms, alongside private equity expansion, are essential to prevent national decline and ensure that the impending intergenerational wealth transfer builds lasting capital rather than dependency.
- Milken Institute36 min
Conversation with His Excellency Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit 2024
Khaldoon Khalifa Al Mubarak, His Excellency Khaldoon Khalifa Al Mubarak, Michael Milken
Since its inception in 2004, Mubadala has expanded its assets under management from $50 million to $330 billion by evolving into a diversified global investor with a distinct strategic focus on direct private equity, third-party capital, and the newly launched AI-focused MGX platform. Driven by the UAE's consistent political stability and aggressive talent attraction policies, the institution aims to secure a top-three global economic position by 2025 while prioritizing high-growth sectors like artificial intelligence and life sciences in emerging markets. Looking ahead, Mubadala plans to fully integrate AI into all investment functions by late 2025 to outperform traditional sovereign benchmarks and maintain long-term returns comparable to leading global endowments.
- Milken Institute21 min
Building Markets of Tomorrow | Middle East and Africa Summit 2024
Jim outlines a paradigm shift where investment success depends on selecting differentiated business models with long-term tailwinds rather than relying on broad public indexing or predicting short-term economic transitions. As private markets expand to house 32,000 companies and capital flows converge with intellectual assets in regions like the GCC, the strategy must address evolving risks from interest rate volatility to the $120–150 trillion opportunity within the global energy transition. This approach emphasizes that future returns are determined by where investors begin and end, particularly as sovereign debt cycles and fragmentation drive a fundamental restructuring of global capital allocation.
- Milken Institute1h 14m
Navigating a Changing Global Economy | Middle East and Africa Summit 2024
Laura Deal Lacey, Michael Milken, His Royal Highness Prince Turki Al Faisal Al Saud, Makhtar Diop, Mohamed Mansour, Alan Schwartz, Prince Turki Al Faisal Al Saud
Held in Abu Dhabi in December 2024, the 6th Annual Middle East and Africa Summit convened global leaders from the Milken Institute, the International Finance Corporation, and the Mansour Group to mobilize capital toward healthcare, economic development, and environmental sustainability. The event highlighted a strategic pivot where emerging markets are transforming from passive capital providers into technology hubs capable of bridging the gap between the aging Global North and Africa's young, growing workforce. Participants addressed critical investment barriers such as regulatory uncertainty and currency mismatches by proposing blended finance models and de-risking strategies to unlock trillions of dollars in private and philanthropic resources.
- Milken Institute53 min
Health Care of the Future | Future of Health Summit 2024
Michael Milken, Alex Azar, Buddy Carter, Diana DeGette, Renee Wegrzyn
The event detailed how ARPA-H and legislative initiatives like "Cures 2.0" are addressing systemic healthcare challenges by funding high-risk biomedical innovations and ensuring pharmaceutical independence. Key figures including Rep. Diana DeGette and Rep. Chris Carter highlighted strategies to reform Medicare Advantage payment models and repatriate drug manufacturing to counter supply chain vulnerabilities. The panel concluded with a call for increased federal investment in translational science and a broader call for business leaders to enter government to sustain the pace of medical breakthroughs.
- Milken Institute40 min
Global Overview | Perspectives from Around the World | Middle East & Africa Summit 2023
Becky Anderson, Iván Duque Márquez, Michael Milken, Patrice Motsepe, Mohandas Pai
Michael Milken identifies five primary economic drivers—education, demographics, health, financial markets, and sustainability—while highlighting a global power shift from the industrial-era North to emerging markets like India, Africa, and Latin America. Regional analyses reveal divergent trajectories where Nigeria and Africa face demographic dividends or bombs, India leverages its digital "India Stack" for massive transaction volume, and Latin America capitalizes on nearshoring and renewable energy potential. Despite these opportunities, the global outlook remains precarious due to rising geopolitical polarization, accelerating climate change impacts, and financial vulnerabilities created by the dominance of private equity in the United States.
- Milken Institute46 min
The Road Ahead: Reflections and Insights to Improve Health for All | Future of Health Summit 2023
Alex Azar, Xavier Becerra, Michael Milken
Former and current HHS Secretaries Alex Azar and Javier Becerra contrasted their divergent economic philosophies regarding the Inflation Reduction Act and pandemic response while detailing the collaborative frameworks used in Operation Warp Speed and current legislative efforts to lower drug costs. Their discussion highlighted a unified push toward healthcare equity, evidenced by significant vaccination rate improvements among minority populations and the expansion of the 988 mental health crisis lifeline, despite ongoing challenges in data transparency and life expectancy trends. Ultimately, both leaders emphasized the critical need for international coordination on pandemic preparedness and domestic investments to address structural gaps in rural and maternal care.
- Milken Institute31 min
Milken-Motsepe Prize Award Ceremony: Global Green Energy Winners | Global Conference 2024
Michael Milken, Patrice Motsepe, Emily Church, Randy Kabuya, Derick Nwasor, Diana Orembe, Jordan Oxley, Zoë Slattery, Jonathan Wilson, Mike Milken, Joy Egbe
Co-founded by Mike Milken and Patrice Motsepe, the Milken-Mozespe Innovation Prize Program has funded 45 companies across 20 nations to solve critical electricity and agricultural challenges in Sub-Saharan Africa. The initiative recently awarded its inaugural Green Energy Grand Prize of $1 million to Aftrac for its sustainable solar tractor model, while runner-up Omnivat received $250,000 for its modular container-based power grid. Building on this momentum, the program has announced a new $2 million Fintech award cycle designed to continue bridging economic opportunities between the United States and the continent.
- Milken Institute45 min
Global Investment Outlook | Asia Summit 2023
Laura Deal Lacey, Michael Milken, Haslinda Amin, Lim Chow Kiat, Steffen Meister
A fragmented discussion addressed speculative topics ranging from unverified energy transition goals to undefined geopolitical strategies involving the United States, China, and the United Kingdom. Participants mentioned broad concepts like artificial intelligence, fiscal accountability, and market volatility without establishing concrete data, specific timelines, or actionable policy outcomes. The session concluded with general acknowledgments but failed to produce a coherent narrative, leaving the stated objectives regarding value capture and supply chain dynamics unresolved.
- Milken Institute18 min
A Conversation with CDC Director Mandy Cohen | Milken Institute Global Conference 2024
CDC Director Mandy is advancing a strategic realignment that treats public health as a cornerstone of national security and economic stability, prioritizing the forward deployment of personnel to contain outbreaks in Sub-Saharan Africa before they reach U.S. borders. Domestically, the agency targets critical life expectancy disparities and a mental health crisis through zero-to-ten age interventions, while simultaneously modernizing data infrastructure to leverage artificial intelligence and eliminate legacy reporting silos. This comprehensive approach seeks to unify government, business, and community voices to build lasting public trust in vaccines and optimize workforce health as a financial imperative.
- Milken Institute1h 1m
Credit Outlook | Milken Institute Global Conference 2024
Michael Milken, James Keenan, Victor Khosla, Marc Lipschultz, Purnima Puri
Leading institutional investors from BlackRock, Blue Owl Capital, Strategic Value Partners, and J.P. Morgan Partners outlined a rigorous selection framework that targets only 2% to 5% of reviewed deals to navigate a "higher for longer" interest rate environment. Panelists emphasized that private credit offers superior covenant protection and recovery rates compared to public markets, positioning it as a permanent portfolio diversifier rather than a temporary boom as bank deleveraging drives capital toward asset managers. Looking ahead, industry leaders anticipate a multi-year opportunity in distressed debt and non-sponsor financing, where operational involvement and strict governance will define success amid projected $600 billion in annual maturities.