Michael Milken
Showing 91–105 of 132 transcripts.
- Milken Institute1h 3m
Common Sense from Uncommon Investors
Michael Milken, Thomas Barrack, John Calamos Sr., Mitchell Julis, Stephen Schwarzman, Jonathan Sokoloff
Leading Blackstone executives and private equity investors convened to analyze the structural evolution of global capital markets, highlighting a strategic pivot toward service-based consumer portfolios and the critical role of alternative financing in filling gaps left by traditional banking constraints. The panel detailed specific operational successes, including long-term outperformance in real estate and private equity against public indices, while addressing governance models that align owner-operator incentives with sustained job creation and revenue growth. Participants further outlined a forward-looking framework that rejects the permanence of low-interest-rate environments, urging active management and disciplined exit strategies to navigate emerging geopolitical dislocations and inflationary pressures.
- Milken Institute1h 3m
Credit Market Outlook
Michael Milken, Mark Attanasio, George Hicks, Sir Michael Hintze, Joseph Naggar, Jim Zelter
Leading credit investors including representatives from Apollo Management, GoldenTree, and CQS convened to analyze market inefficiencies driven by passive capital flows and the proliferation of covenant-light debt. These firms highlighted specific strategies ranging from Crescent Capital's $4.6 billion mezzanine fund and Apollo's Westinghouse restructuring to GoldenTree's deep-value trust preferred trades, all designed to capitalize on global yield scarcity and emerging market distortions. The panelists collectively emphasized a defensive posture against rising interest rates through floating-rate dominance while stressing that deep fundamental analysis remains the primary source of excess returns in a shifting macroeconomic landscape.
- Milken Institute1h 22m
A Conversation with the 47th Vice President of the United States Joe Biden
Joe Biden, Michael Milken, Joseph R. Biden, Jr., Dr. Neil Cassell
The event details the clinical expansion of focused ultrasound from three to over 80 indications for treating conditions like Parkinson's and tumors, while highlighting the Biden Cancer Initiative's structural reforms to break research silos and secure $6.8 billion in funding through bipartisan legislation. Key outcomes include the creation of a "jukebox" model for clinical trials, the establishment of a global data-sharing network, and the founding of a non-profit organization to sustain these advancements. Vice President Biden attributes these policy shifts to personal resilience following the death of his son and emphasizes a strategy of cross-party collaboration to transform cancer care into a manageable, long-term discipline.
- Milken Institute1h 5m
Space Travel: From Mars to the Stars
Michael Milken, Buzz Aldrin, Daniel Goldin, Mae Jemison, Yuri Milner
Panelists including Buzz Aldrin, Dan Goldin, and May Yi outline a strategic roadmap for human expansion from the Moon to the stars, featuring Aldrin's 2039 Mars colonization plan and Breakthrough Starshot's billion-dollar interstellar probe initiative. The discussion emphasizes a collaborative framework where private sector funding drives high-risk exploration while governments support infrastructure, aiming to solve technical hurdles like relativistic sail integrity and biological survival for deep space travel. Ultimately, the experts argue that pursuing audacious goals like interstellar flight is essential to galvanize global innovation, ensuring the long-term survival of the human species by expanding beyond Earth's carrying capacity.
- Milken Institute1h 3m
Credit Market Outlook
Michael Milken, Mark Attanasio, George Hicks, Sir Michael Hintze, Joseph Naggar, Jim Zelter
Leading credit managers from Apollo, Crescent Capital Group, and GoldenTree warned that the global credit cycle is maturing and prone to a correction in 2018 due to excessive private equity leverage and a market overexposed to passive investment vehicles. To navigate an environment characterized by covenant-lite structures and rising interest rates, these panelists advocate for active management strategies focused on strict underwriting, floating-rate instruments, and distressed opportunities in Europe and emerging markets. By prioritizing complex origination and deep fundamental analysis over index-driven approaches, active managers aim to identify value in mispriced assets while mitigating the risks of an imminent market downturn.
- Milken Institute36 min
MIc'd Up | Part 2: Jim Yong Kim in Conversation with Michael Milken
Former World Bank President Jim Yong Kim, the first Asian American leader of an Ivy League school and co-founder of Partners in Health, outlines a strategy to transform the institution into a financial facilitator that aligns private capital returns with global development goals. He highlights the critical need to adapt to the fourth industrial revolution by training emerging market experts to deploy capital markets for poverty reduction while navigating automation challenges in Africa. Kim concludes by emphasizing the necessity of aggressive capital market application to solve extreme poverty and announces his impending departure to continue advocating for this integration of finance and opportunity.
- Milken Institute56 min
Institute Chairman Michael Milken on Building Meaningful Lives
At the 2017 Milken Institute Global Conference, the speaker delivered the first address of the decade under the theme "Building Meaningful Lives," arguing that access to capital serves as the primary engine for economic mobility and global prosperity. The presentation detailed a shift in the global economic landscape where private equity, technological innovation, and medical breakthroughs have driven job creation and health improvements despite stagnating median incomes and rising social isolation in the United States. By advocating for targeted investment in human capital across emerging markets and the development of new financial technologies, the Institute aims to expand economic opportunity to 90% of the world's population while transforming historical challenges like cancer into manageable conditions.
- Milken Institute1h 0m
A Conversation with the 43rd President of the United States George W. Bush
George W. Bush, Michael Milken
Former President George W. Bush discusses the Bush Institute's multifaceted mission, highlighting the enduring legacy of PEPFAR in reducing global HIV transmission and the organization's contemporary focus on leadership development through the Presidential Leadership Scholars program. The dialogue further addresses critical domestic policy priorities, including education reform grounded in accountability, the economic necessity of immigration reform, and veteran support initiatives designed to mitigate post-traumatic stress. Throughout the exchange, these initiatives are framed as strategic imperatives for national security, extending from the treatment of HIV in Namibia to the diplomatic assessment of Russian leadership.
- Milken Institute1h 10m
Global Capital Markets: New Risks, New Opportunities
Michael Milken, Marisa Drew, Luke Ellis, Thomas Finke, Nobel Gulati, Jonathan Nelson
Leading investment executives from Providence Equity Partners, Two Sigma, Credit Suisse, Man Group, and Barings convened to analyze how technology-driven innovation and regulatory shifts are reshaping capital markets. Participants emphasized that while true uncorrelated alpha has become scarce, firms are increasingly relying on organizational alpha, data science integration, and collaborative cultures to generate returns across media, private equity, and direct lending sectors. The consensus highlighted a critical transition where traditional finance models must evolve to incorporate scientific methods and address systemic risks associated with the rapid growth of non-bank lending.
- Milken Institute35 min
Lunch Plenary: The Quest for Meaningful Lives
James Morgon, Michael Milken, Katie O'Reilly
The Milken Institute London Summit, featuring keynote remarks by Chairman Michael Milken, convened to address critical global challenges ranging from US wealth disparity and labor force exclusion to rapid industry disruption by automation and biotechnology. Amidst a backdrop of collapsing financial commissions, plummeting genomics costs, and significant geopolitical shifts in bioscience, the event highlighted how financial innovation and precise regulation can stimulate economic growth while mitigating social instability. Sponsors including WorldQuant and the Gates Foundation supported the forum as it urged stakeholders to leverage capital markets and emerging technologies to expand access, create jobs, and address the psychological needs of an increasingly isolated population.
- Milken Institute1h 10m
2016 CA Summit - A Hard Sixth: Keeping California Strong in a Competitive Global Economy
Michael Milken, Kevin de León, Scott Minerd, Gabriel Petek, Marcus Thygeson, Mimi Walters
California leverages its status as the world's fifth-largest economy to drive global bioscience innovation and secure over 60% of U.S. venture capital, despite facing acute fiscal volatility and a $74 billion in retiree health liabilities. Key figures including Senator Kevin de Leon and Representative Mimi Walters debated strategies to balance aggressive clean energy investments with necessary corporate tax reforms to reverse manufacturing decline and resident outflows. Future growth hinges on democratizing access to education and early childhood programs while shifting pension portfolios toward infrastructure to sustain the state's demographic precarity and high cost of living.
- Milken Institute1h 19m
Fireside Chat with Sir An0drew Witty | Part 2 Fast Forward: A Glimpse Into Asia-Pacific's Future
Sir An0drew Witty, Haslinda Amin, Michael Milken, Raphael Arndt, Jeffrey Jaensubhakij, Hiromichi Mizuno, Mark Tucker, Doug Appel, Michael Sterling, Curtis Chin
Former GSK CEO Sir Andrew Witty outlined the company's strategic expansion into Singapore as a new global hub while detailing major advancements in global health access, including HIV treatment milestones and profit reinvestment in sub-Saharan Africa. Concurrently, a panel of prominent investors analyzed Asia-Pacific economic shifts, highlighting China's transition toward domestic consumption and the structural growth potential of Southeast Asian demographics despite risks of global slowdowns. Witty emphasized the urgent need for future leaders to fundamentally reshape business models, a sentiment echoed by the broader consensus that long-term value lies in navigating regulatory complexities and embracing the Fourth Industrial Revolution.
- Milken Institute1h 2m
Investment Outlook from Global Industry Titans
Michael Milken, Leon Black, David Bonderman, Lei Zhang
A coalition of 70 university researchers and global stakeholders is mobilizing a half-million-person initiative to address Japan's $23 trillion U.S. cash surplus and the social security gap through a new six-sector classification system. This strategy integrates fiscal reforms, climate change measures, and a dedicated focus on disability inclusion to stabilize currency fluctuations and revive underperforming industrial sectors highlighted during recent G20 discussions. By leveraging direct community engagement over social media and establishing a new scientific framework for labor, the group aims to achieve a 35% growth rate while avoiding the pitfalls of past economic failures.
- Milken Institute1h 5m
Global Capital Markets The Search for Value
Laura Deal Lacey, Michael Milken, Gordon Fyfe, Lawrence Golub, Omar Lodhi, Larry Post
Leading institutional investors including BC Pension Fund, Arena Capital, Golub Capital, and emerging markets specialist Omar Choudhry convened to address the intensifying pressure of meeting 6%–7.5% return targets in a low-growth global environment. The panel detailed strategies for overcoming these challenges through geographically diversified active management in India, Africa, and distressed Brazilian assets, while leveraging short-duration high yield and non-bank middle market lending to capture illiquidity premiums. Emphasizing rigorous credit discipline, fee compression via internalization, and deep local partnerships, the group highlighted that sustained performance will rely on avoiding capital preservation failures rather than chasing high-volatility gains.
- Milken Institute1h 3m
Global Overview: Navigating an Uncertain World
Michael Klowden, Jonathan Woetzel, Ronnie C. Chan, Ravi Menon, Michael Milken, Steven Tananbaum, Peter Wuffli
The third annual Milken Institute Asia Summit convened 450 global leaders in Singapore to analyze eight critical dynamics reshaping the region, ranging from geopolitical security risks to the structural shift of capital from public to private markets. Prominent speakers including Steve Tannenbaum, Ravi Menon, and Michael Milken highlighted late-stage U.S. economic cycles, the failure of monetary policy to address stagnant private investment, and the urgent need for public investment in lifelong learning and digital infrastructure. The dialogue concluded with a consensus that overcoming regulatory barriers and aligning technological advancement with social stability are essential for sustaining prosperity amidst declining trade volumes and an aging global population.