Milken Institute Global Conference 2025

In a complex and ever-evolving world, the Milken Institute Global Conference served as a premier forum for dynamic discussion, innovation, and connection. Leaders from various businesses, sectors, and industries gathered to explore key topics including geopolitics, health, economics, finance, and artificial intelligence (AI).

As a sponsor of the 28th Annual Global Conference themed “Toward A Flourishing Future,” we were excited to bring the power of our perspective — driven by deep industry insight, specialized expertise, and a spirit of true collaboration.

Key themes we explored included driving customer innovation, transforming organizations for the future, navigating financial uncertainty, leading in the 21st century, and unlocking the power of AI.

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We partner with the world’s leading financial institutions to tackle their most significant challenges, drawing from our deep-knowledge of our clients’ businesses, cutting-edge analytics, and an interdisciplinary team of strategists, innovators, operators, and former regulators.

Our Anti-Financial Crime Practice helps senior executives of major corporations and financial institutions navigate the evolving geopolitical landscape and manage risk.

Our Private Equity Practice has completed more than $100 billion in acquisition advisories over the past year, generating more than $50 billion in enterprise value over the last two years. We support clients throughout the deal cycle, from due diligences and deal execution to post-transaction support and integration.

Quotient — AI by Oliver Wyman, helps private companies and governments around the world harness the power of artificial intelligence. Our team of more than 1,200 digital specialists provides strategic advisory support, custom solution development, and enterprise transformation services to turn AI’s potential into measurable value.

The Oliver Wyman Forum is more than a think tank. It’s a community of senior leaders debating the issues shaping the future,  research that finds the signal in the noise, and solutions to global challenges.

May 5, 8:30 – 9:30 am PDT

Repricing Risk: Institutional Portfolios in an Era of Geopolitical Volatility

Institutional investors are navigating a rapidly evolving risk landscape shaped by escalating geopolitical tensions, including disruptions of global energy markets, rising trade fragmentation, and shifting industrial policies that are increasing market volatility and forcing a reconfiguration of global supply chains and capital allocation strategies. This roundtable will explore how portfolios are adapting to these converging risks—balancing resilience, diversification, and opportunity in an environment defined by policy uncertainty, supply shocks, and structural economic realignment..

Speakers: Daniel Tannebaum, partner and head of anti-financial crime, Oliver Wyman

May 6, 8:30 – 9:30 am PDT.

AI Infrastructure at Scale: Financing the Power-Constrained Grid

AI is driving a surge in demand for power, data centers, and grid capacity, reshaping how infrastructure capital is raised and deployed. This session examines how institutional investors are financing the AI–energy backbone across generation, grids, storage, and data centers through infrastructure equity, private credit, insurance balance sheets, and structured capital. Panelists discuss how reliability, duration, and regulatory constraints are being priced, how blended public-private models are scaling firm, always-on power, and how cost recovery and capital intensity intersect with consumer affordability, rate design, and public acceptance. Together, these forces shape capital efficiency, long-term return durability, and the sustainability of AI-driven infrastructure buildout..

Speakers: Michael Zeltkevic, global head of capabilities, Oliver Wyman; Lucy Heintz (Confirmed) - Managing Director and Head, Energy Infrastructure, Actis; Rajit Nanda (Confirmed) - CEO, DataVolt; Karl Kuchel (Invited) - Head of Infrastructure, Americas, Macquarie Asset Management; Douglas Kimmelman (Invited) - Executive Chairman and Founder, ECP