Moderator:
Lewis Feldman, Partner and Los Angeles Chair, Goodwin Procter LLP

U.S. real estate markets seem to be recovering, but there are significant differences in performance across asset classes and geographies. How are participants positioning themselves, and who is providing the financing? Where are the best opportunities: commercial, retail, industrial, multi-family, hospitality or other sub-sectors? Retail sales are showing surprising strength, office vacancy rates are inching downward, apartment rental rates are rising and hotels have more occupants. Is debt or equity financing the way to engage? Is the capital coming from private equity, hedge funds, pension funds, life insurers or REITS? What new opportunities are markets overlooking from repositioning existing assets to financing new projects? How does this performance compare internationally?

Moderator:
Stephen Rimmer, CEO, Guggenheim Aviation Partners; Senior Managing Director, Guggenheim Partners

The last 18 months have brought forth the largest aircraft orders in both the commercial and business aviation markets in history. Driven largely by the demands of customers, new aircraft platforms (including the Airbus A350, Boeing's 787 and Bombardier's C Series in the commercial market, and Bombardier's new Global family, Learjet 85 and Gulfstream's G650 in the business market) have begun to introduce major improvements in cabin comfort, speed and efficiency. This panel will explore how manufacturers respond to the evolving needs of their customers in an environment that requires investments of billions of dollars to develop new technologies and where there is a growing reliance on a supply chain that continues to spread across the globe. What most influences aircraft development: the market, technology or access to capital?

Moderator:
Francesco Guerrera, Editor, Money & Investing, Wall Street Journal

Dramatic economic growth in the developing world has transformed the market for everything from corn to oil to copper. Prices for commodities have skyrocketed, boosting exports for resource-rich nations like Russia, Canada and Australia. China has been investing heavily in Africa and Brazil to access the resources needed for its huge manufacturing sector and rising consumer demand. Is this boom permanent, and if so, how should companies and investors adjust? What are the downsides for resource-dependent countries? Will rising prices create food insecurity in developing nations? Should the world be concerned by China's acquisition of rare earth metals?

Moderator:
Dottie Mattison, Senior Managing Director, Guggenheim Partners

It's not so easy to get a handle on the U.S. consumer anymore. Sure, the iPad 3 is flying off the shelves, and riots actually broke among shoppers clamoring for retro-style Air Jordans. But millions of newly frugal consumers use digital tools to comparison shop, refusing to bite on purchases until prices are slashed to the bone. Can discount and mid-level stores withstand the pressure on their margins? Will growth be driven by luxury brands? Which big names will fade away from the retail landscape, and which ones are poised for blockbuster growth? Did middle-class consumers really become more disciplined and minimalist during the recession, or do they feel entitled to reward themselves with travel, escapism and luxuries? Are they back to relying on credit cards, or are they still preoccupied with paying down old debt? How are higher gas prices changing the equation?

Moderator:
Jared Carney, Chief Strategy Officer, Milken Institute; Acting Director, Milken Institute Asia Center

There's never been a more challenging moment to be at the helm of a large corporation. But leadership matters when disruptive change is sweeping through your industry and competition is fierce. How do you articulate a vision that will marshal the commitment you need? What goes into creating a culture that nurtures innovation and excellence? How do you step out of the constant stream of e-mail, data and other distractions to focus on the big picture and the challenges that are truly mission critical? This panel of CEOs will share insights about how to unify and manage complex, multinational operations; how to communicate effectively with employees, customers and investors; and how to inspire companies to achieve greatness.

Moderator:
Lewis Feldman, Partner and Los Angeles Chair, Goodwin Procter LLP

The Real Estate Lightning Round assembles leaders in the sector to share their thoughts on the markets, opportunities and the year ahead. Lightning Round participants will give their takes on a range of topics, including the strength of the capital markets, the future of single- and multi-family housing, commercial development, and REIT structuring.

Moderator:
Rick Newman, Chief Business Correspondent, U.S. News & World Report

The housing market continues to sputter along. What policies and investments could finally bring it back to health? The government's involvement in the housing sector has never been greater, though its various programs to help struggling homeowners have had limited effect. Almost all securitization activity in the housing sector is now being undertaken by Fannie Mae, Freddie Mac and Ginnie Mae. Can we not only reform the GSEs but also bring private capital back into the market? How has the housing bust affected multifamily development and the rental market? What is the best way to address foreclosures and help homeowners who are underwater?

Moderator:
Michael Milken, Chairman, Milken Institute

It's an age-old debate in the media industry: Is content really king, or do the gatekeepers hold the cards? The question is worth re-examining in an era of disruptive change, when new digital platforms are making content trickier to monetize. How quickly will web video mature into a sustainable business model? Will cable and satellite providers successfully incorporate competitive technologies and delivery systems? Will names like Google, Netflix, Hulu, Apple and Facebook displace the traditional media companies? Will these new players begin developing high-quality content of their own? How will revenue flows to studios, artists, writers and producers change?

Moderator:
Carole Brookins, Managing Director, Public Capital Advisors, LLC

As the world's population climbs by the billions in the coming decades, so does the imperative of planning for food security. With a limited amount of arable land and looming water shortages, the world still needs to double crop production by 2050. Can we achieve this sustainably? How does climate change affect the equation? Will precision agriculture and crop science develop the solutions and technologies that are needed? Is there a way to answer health and safety concerns regarding genetically modified crops? Will we see greenhouses in the desert, robots in the fields and breakthroughs that can resurrect the soil of depleted land? This panel will look at the intersection of technology and agriculture.

Moderator:
Joel Kurtzman, Senior Fellow and Executive Director of the Center for Accelerating Energy Solutions, Milken Institute

The world's energy options, once composed of a narrow menu of fuels, have gotten wider. Biofuels have come into their own in Brazil, via sugarcane ethanol, while the United States has become the world's largest ethanol producer using corn. New techniques are also maturing, such as cellulosic ethanol. What role will biofuels play in the future? Can this industry scale up? Will private investors provide enough capital and momentum?

Moderator:
Richard Sandler, Executive Vice President, Milken Family Foundation; Partner, Law Offices of Maron & Sandler

Fifty years ago, the Internet would have sounded like science fiction. Today it's not only a staple of daily life - but it's enabled the rate of innovation to accelerate beyond our wildest dreams. What amazing breakthroughs are currently being cooked up in R&D labs? Join us for some sneak previews and live demonstrations that are sure to leave you buzzing.

Moderator:
Aaron Task, Host, Daily Ticker, Yahoo Finance

Lost in the controversy surrounding national health-care reform is the fact that it's opened up new investment opportunities. Health-care providers, payors and the government are operating in a complex environment in which new participants will emerge, models will be reinvented, entrepreneurial opportunities will crop up, capital will be deployed and new business leaders will emerge. Amid these changing dynamics are ample value-creating possibilities for those who position themselves on the right side of the equation. Investment potential abounds in a range of sectors, including providers, managed care services, wellness and disease management, diagnostic technology and services, devices, IT services, staffing, and other companies serving the health-care sector. Our panel brings together thought leaders and stakeholders from various spheres of influence in the health-care community to explore how this transformation will evolve.

Moderator:
Barbara Fairchild, Editor, Real Eats; former Editor-In-Chief, Bon Appetit

The restaurant business isn't for the faint of heart: It's estimated that 27 percent of restaurant startups fail in their first year; after three years, half have shuttered their doors. But for chefs and restaurateurs, it's not just about the balance sheet. The very best are driven by a passion for great food and the desire to create a memorable experience for the customer. Today our obsessive foodie culture celebrates chefs like never before - and despite the business risks, the opportunities for turning culinary talent into a national brand have never been greater. How can big-name chefs run multiple locations, write cookbooks and make TV appearances without losing the personal touch and attention to detail that created their success in the first place? How are social media and non-stop cable cooking shows changing the game? Is the movement toward organic ingredients and sustainable sourcing here to stay? What are the trends to watch?

Moderator:
Jim Gray, Sportscaster, Showtime, Sacramento Kings and Westwood One Radio

Albert Pujols just landed a 10-year, $240 million deal. Companies shelled out an average of $3.5 million for 30-second commercial spots during the Super Bowl. Kobe Bryant brought down $53 million in just 12 months, according to Forbes. And the sports world was just electrified as the Dodgers franchise sold for a cool $2 billion. Those dizzying figures are just a small slice of the pie, which encompasses everything from ticket sales to Tebow jerseys, from SportsCenter to Olympic sponsorships. In this age of fragmented audiences, major sporting events still manage to garner gigantic viewership numbers. This panel will bring together some of the biggest names on the business side of sports to discuss new opportunities, marketing strategies and the delicate balancing act between staying competitive but not overspending.

Speaker:
Randall Stephenson, Chairman and CEO, AT&T Inc.

Interviewer:
Justin Fox, Editorial Director, Harvard Business Review Group

Randall Stephenson got his first job with a Southwestern Bell office in Oklahoma. Three decades later, as chairman and CEO of AT&T, he has help lead the mobile Internet revolution, driving dramatic growth and enabling a high-tech ecosystem of device-makers, app developers and content creators. What's next on the horizon? What are the implications for video in an age of tablets with high-speed access to content in the cloud? How will the mobile Internet's next incarnation change business models? What kind of impact will it have on fields like health care and education? How will this sector continue to shape the nation's economy and U.S. competitiveness? Join us as one of the industry's most powerful CEOs sits down for a candid one-on-one conversation.

Moderator:
Frank Mottek, Business News Anchor, CBS KNX 1070 Los Angeles

After years of watching its manufacturing base erode, the United States is starting to see conditions shift. With wages increasing overseas, energy and shipping prices on the rise, and global supply chains facing increased uncertainty, domestic production is starting to seem like a more favorable option to many firms. But there's no denying that other countries continue to offer more a "business-friendly" environment for manufacturing, even throwing in lucrative incentives that outweigh potential disadvantages. This panel will focus on the factors that could reverse the exodus of U.S. manufacturing. Experts will examine why the U.S. lost manufacturing in the first place, what it can do to retain production and which types of products we should manufacture. Which policies will not only help promote industry retention but also bring back some of the jobs we've lost? Why does manufacturing matter so profoundly for the U.S. - not only in terms of job creation but also for its ability to innovate?