At Davos 2026, Jose Minaya, head of wealth management at BNY, joins Worth’s Dan Costa to discuss how ultra-high-net-worth investors are navigating market volatility, geopolitical uncertainty, and the rapid evolution of artificial intelligence. Minaya explains why long-term discipline, diversification, and outcome-driven investing remain central—even as anxiety rises and liquidity becomes more valuable.
He also shares how AI is reshaping both investment strategy and wealth management operations, why transparency around AI winners and losers matters more than ever, and how client priorities are shifting amid a historic generational wealth transfer. From active management to client experience, Minaya outlines why the next decade of investing will look fundamentally different from the last.
Participants
artificial intelligence
The AI Revolution in Healthcare Is Happening Faster Than Most People Realize with Brian Kreiter
At the Milken Institute Global Conference 2026, Dan Costa speaks with Brian Kreiter, Co-Founder and CEO of Braidwell, about the future of medicine, AI-driven drug discovery, biotech investing, and why healthcare may be entering its biggest transformation in decades. Kreiter explains how Braidwell combines science, investing, and technology to identify breakthrough medicines—and why artificial intelligence […]
artificial intelligence
The AI Boom Is Creating an Energy Crisis Nobody Is Ready For with Milken Institute’s Rachel Halfaker
Rachel Halfaker of Milken Institute discusses AI, climate finance, energy infrastructure, and the future of American development.
artificial intelligence
The Data Advantage No One Talks About with Clear Street’s John Levene
After nearly three decades inside legacy Wall Street institutions, including 14 years as a partner, John Levene made a decisive move: leaving traditional prime brokerage to help build a modern clearing platform from the ground up. Recorded live at iConnections, this conversation explores why outdated infrastructure is limiting major banks, how cloud-native systems are changing […]
artificial intelligence
The New Power Players in Markets with Clear Street’s Mark Daniels
At the iConnections Global Conference, Worth Media’s Jim McCann sits down with Mark Daniels, Head of Platform Sales at Clear Street, to discuss how fintech infrastructure is reshaping institutional finance. Clear Street was built to challenge the legacy systems that have powered Wall Street for decades. In this conversation, Daniels explains how modern cloud-native technology […]
