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Milken Institute Finance
Finance Pillar Highlight
Report
Global Opportunity Index 2026: Growth Markets in Southeast Asia
This report offers an in-depth look at the composition and evolution of capital inflows and cross-border mergers and acquisitions activity.
Finance Portfolios
We work within six portfolio areas: Economic Mobility; Financial Innovations Labs; Fintech, Entrepreneurship, and Innovation; Geo-Economics, Climate Resilience, and AI; Lifetime Financial Security; and Pathways to Capital.
Featured Thought Leadership
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Financial Longevity: Redesigning Economic Architecture for Longer Lives
Our accelerating transition into an older society is rendering existing economic systems obsolete. As life expectancy continues to increase, we must shift away from structures designed for shorter lifespans and modernize them to reflect...Read ReportImage
Dawn M. Carpenter, DLS
Director, Financial LongevityDawn M. Carpenter, DLS, is the director of financial longevity at MI Health. -
Strengthening Private Markets: Fueling Economic Growth and Global Competitiveness
Private markets built America’s innovation engine, supporting over 13 million jobs and driving outsized growth in venture-backed firms.Read Report
CC
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A World Reshaped by Disruption. A Conference Built to Respond
The Milken Institute convenes its 29th annual Global Conference in Los Angeles, May 3–6Read ArticleImage
Chad Clinton
Director, Media RelationsChad Clinton is the director of media relations for the Milken Institute. Hired to this role in August 2021, Clinton develops and executes strategies to amplify the Institute’s core messages by generating coverage of its pillar workstreams, experts, and events. -
The Milken Institute HBCU Strategic Initiative and Fellowship Program Impact Report | 2026
This impact report highlights the growth, progress, and overall impact of the Milken Institute Fellowship over the past four years.Read Report -
Financing the 'Great Ownership Transition' Through Inclusive Capitalism Mechanisms
The transition of business ownership across the United States represents one of the largest intergenerational wealth transfers in recent history. As millions of small and medium-sized businesses change hands, this “ownership transition”...Read Report
NJ
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Improving Capital Access for Veteran Entrepreneurs and Military Spouses
Historically, veterans and military spouses have produced some of the most innovative and successful entrepreneurs in the United States, but their potential in today’s economy is constrained by limited access to the capital needed to grow...Read Report
EY
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Examining the Gap Between AI Use and Impact: Insights from the Global Opportunity Index
AI adoption is accelerating across both advanced and developing economies. According to a recent report by Strand Partners and Amazon Web Services (AWS), 42 percent of European businesses were using AI in 2025, a 27 percent increase from...Read ArticleImage
Leilani Jimenez
Senior Associate, ResearchLeilani Jimenez is a senior associate with the Research Department at the Milken Institute. In this role, she supports the department's research portfolio in health economics, regional economics, and international finance. -
Global Opportunity Index 2026: Growth Markets in Southeast Asia
As firms diversify supply chains amid intensifying geopolitical competition, Southeast Asia's developing economies are drawing renewed attention from global investors.Read Report
NJ
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Request for Information Related to the Financial Literacy and Education Commission (FLEC) Update to the US National Strategy for Financial Literacy
April 6, 2026 Financial Literacy and Education Commission US Department of the Treasury Washington, DC 20220 RE: Notice of Request for Information Related to the Financial Literacy and Education Commission (FLEC) Update to the US National...Read LetterImage
Cheryl L. Evans, JD
Director, Lifetime Financial Security, Milken Institute FinanceCheryl L. Evans, JD, leads the Lifetime Financial Security (LFS) Program of the Milken Institute’s Finance pillar. She frequently discusses a variety of issues related to financial security and retirement savings and has been cited in publications such as US News and World Report, Yahoo Finance, Bloomberg News, MarketWatch, CBS News, Pensions & Investments, McKnight’s Senior Living, and TheStreet. -
Strategic Recalibration of Climate Finance: Maximizing Impact, Managing Disruption
The global community is at a strategic inflection point in the race to meet ambitious climate, sustainability, energy transition, and adaptation goals.Read Report
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Milken Institute’s 2026 Global Conference Convenes Changemakers in Los Angeles, May 3–6
At a defining moment for international stability, leaders will focus on solutions through open dialogue and cross-sector collaboration.Read ArticleImage
Chad Clinton
Director, Media RelationsChad Clinton is the director of media relations for the Milken Institute. Hired to this role in August 2021, Clinton develops and executes strategies to amplify the Institute’s core messages by generating coverage of its pillar workstreams, experts, and events. -
Investing in Europe’s Competitiveness: Improving European Defence Readiness
The Milken Institute, in partnership with Oliver Wyman, hosted a private roundtable during the World Economic Forum in Davos, Switzerland, on January 19, 2026.Read Report
