Sara Eisen
Showing 1–6 of 6 transcripts.
- Milken Institute1h 0m
Capital in Motion: Repositioning at Scale for the Next Cycle | Global Conference 2026
Sara Eisen, Marcie Frost, Ron O'Hanley, Harvey Schwartz, Daniel Simkowitz
Geopolitical conflicts and tariff pressures are driving a fundamental reprioritization of global capital toward national security, supply chain resilience, and AI infrastructure, fundamentally altering the fifty-year status quo of international markets. Leading institutional investors, including Carlyle, State Street, and Morgan Stanley, characterize the current private credit environment as a healthy cycle transition rather than a systemic risk while deploying significant resources to capture the estimated $3.2 trillion in shifting sovereign wealth and the emerging artificial intelligence sector. As the global economy pivots to prioritize defense and compute capacity, market participants are redefining portfolio allocations to focus on US innovation hubs, robust Asian markets, and rigorous underwriting standards to navigate rising capital demands and potential labor displacement.
- Milken Institute30 min
A Conversation with Citadel’s Ken Griffin | Global Conference 2026
Ken Griffin characterizes the Middle East conflict as a severe humanitarian crisis that threatens to trigger a global recession within six to twelve months, though he maintains that U.S. energy independence from fracking insulates the American economy from immediate oil shocks. He details a shifting political landscape where rising extremism and progressive policies in Chicago and New York drive a corporate exodus toward business-friendly states like Florida, where Citadel is doubling down on its operations. Looking ahead, Griffin emphasizes education as a national emergency to combat inflation and workforce displacement, advocating for meritocratic reforms and the integration of AI to create new jobs while preserving the skills of older workers.
- Milken Institute16 min
Conversation with Venezuelan Democratic Movement Leader María Corina Machado | Global Conference
María Corina Machado, Sara Eisen
Venezuelan opposition leader Maria Corina Machado frames the Maduro regime as a global criminal hub that threatens hemispheric security while outlining a strategy to restore a trillion-dollar economy through immediate U.S. partnership and debt restructuring. She asserts that her coalition won a historic election by 70 percent and is prepared to assume power to dismantle drug trafficking networks, re-establish financial ties with the IMF, and serve as a protective shield for the Americas. Machado emphasizes that this transition relies on aligning with a law enforcement approach to isolate the regime and leverage Venezuelan natural resources to rebuild the nation within days of taking office.
- 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.
- Milken Institute59 min
Leading in the Generative AI Revolution | Milken Institute Global Conference 2024
Sara Eisen, Greg Brown, Arvind Krishna, Thomas Kurian, Janet Truncale, Sharmini Peries, Janet Napolitanovich, Thomas Kaplan, Nicole Sullivan, Arvind K.
Prominent industry leaders including Arvind Krishna, Thomas Kurian, and Greg Clark characterize the AI sector as being in its early developmental stage, emphasizing a strategic pivot from immediate productivity gains to scalable deployment across public safety, healthcare, and enterprise operations. These executives detail a multi-cloud infrastructure approach where organizations like Motorola Solutions and EY leverage edge AI and "human-in-the-loop" frameworks to address data sovereignty, bias, and trust barriers while augmenting workforce capabilities rather than displacing them. The panel concludes that future growth depends on navigating light-touch regulatory environments and combating misinformation through rigorous data management and open-source collaboration.
- Milken Institute31 min
A Conversation with Citadel CEO Ken Griffin | Milken Institute Global Conference 2024
Ken Griffin emphasizes the urgency of fiscal discipline and the preservation of dollar credibility while advocating for continued support of Ukraine to prevent geopolitical destabilization. He critiques current deficits and political interference in monetary policy, arguing that structural reforms to Social Security and a renewed commitment to meritocratic education are essential for long-term stability. Concurrently, Griffin identifies artificial intelligence as a primary catalyst for future productivity growth while highlighting the contrast between Miami's civic successes and ideological challenges facing Ivy League institutions.