Robin Vince
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- Milken Institute1h 0m
Global Capital Markets | Global Conference 2026
David Faber, Waleed Al Mokarrab Al Muhairi, Jon Gray, Jenny Johnson, Robin Vince, James Zelter, Robin Wright
Mubadala CEO Waleed Al-Saad outlines a resilient investment strategy that leverages the UAE's strong domestic cohesion to drive a global V-shaped recovery focused on long-term themes like AI, energy, and healthcare. While the US economy remains insulated by energy independence, unprecedented capital expenditure totaling trillions is reshaping asset markets through a shift from asset-light to heavy models, supported by a record $1.1 trillion in investment-grade issuance. The discussion further projects a labor market surge in blue-collar sectors due to physical AI infrastructure demands, while warning that US debt sustainability and European energy fragility necessitate a multi-faceted, open-architecture approach to funding future growth.
- Milken Institute1h 1m
Leading the Charge: CEOs Navigating Business Transformation | Global Conference 2025
Sara Eisen, Joaquin Duato, Robbert Rietbroek, Janet Truncale, Igor Tulchinsky, Robin Vince
Executives from BNY, J&J, Primo Brands, EY, and WorldQuant discuss navigating macroeconomic volatility while accelerating AI integration across drug discovery, financial services, and supply chains. These leaders highlight a strategic pivot toward workforce upskilling, with major organizations reporting over 90% employee adoption of AI tools to shift labor from routine tasks to high-value innovation. Simultaneously, the panel addresses how tariffs, M&A activity, and sustainability goals are reshaping long-term corporate strategies, emphasizing domestic manufacturing and cultural resilience as critical components of future growth.