Going Long

FCLTGlobal
  • 4.8 (4)
  • INVESTING
  • UPDATED BIMONTHLY
Going Long

Non-profit FCLTGlobal interviews today's leaders in global business and investing to discuss how they are running their companies for the long term, on issues including capital allocation, risk management, climate change, sustainability, and more. Hosted by Sarah Keohane Williamson, CEO of FCLTGlobal. To learn more, visit FCLTGlobal.org.

  1. OCT 8

    Ep. 43: C.S. Venkatakrishnan on Reviving the UK’s Equity Culture

    Sarah Williamson sits down with C.S. Venkatakrishnan, Group Chief Executive of Barclays, to gain his perspective on long-term opportunities for the UK economy, the importance of fostering a thriving investment culture, and the role of banks in the transition to net zero. Topics include: [00:02:08] Restoring investment culture in the UK: How the UK has lost its equity risk culture over time and the need for pension reform, education, and improved accessibility. [00:14:16] Reworking the industrial economy: The role global banks have to play in building a low-carbon economy and the future of the UK's new sovereign wealth fund. [00:24:37] Globalization: Particularly in a year of multiple elections, reflecting on the past 30 years of global political disruptions and developing a sense of what trends will take shape over the next 30. [00:31:24] Trustworthiness as the key to long-term success: In an ever-changing world with so many technological advancements, core values and the relationship with the customer must remain front and center.

    44 min

  2. SEP 4

    Ep. 42: Raphael Arndt on Building Resilient Sovereign Wealth Funds

    Sarah Williamson interviews Raphael Arndt, the Chief Executive Officer of the Future Fund, Australia’s sovereign wealth fund managing A$285 billion on behalf of the Commonwealth of Australia. Arndt shares insights into the Future Fund's culture and investment approach, emphasizing the importance of a collaborative, whole-portfolio strategy. He discusses the impact of global economic and geopolitical shifts on long-term investment strategies, the challenges of managing reputational risk, and the need to adapt to a changing world. Topics include: [00:01:55] Overview of the Future Fund: Background on the establishment, mission, and current management of Australia's sovereign wealth fund.  [00:06:04] Future Fund’s Investment Culture: Discussion on the collaborative, whole-portfolio approach and the challenges of maintaining this culture during growth and external pressures like COVID-19. [00:12:48] Geopolitical and Economic Shifts: Insights on how global geopolitical changes, including a move towards a more multipolar world, are influencing long-term investment strategies. [00:23:59] Revisiting Portfolio Construction: Exploring the need for more dynamic and flexible portfolio management in a world of increasing volatility and inflation. [00:36:27] Optimism Amidst Change: Arndt's outlook on the opportunities created by the current economic environment, and the importance of adapting to change.

    35 min

  3. AUG 7

    Ep. 41: Ashby Monk on the Next Generation of Institutional Investing

    Sarah Williamson interviews Ashby Monk, the executive and research director of the Stanford Research Initiative on Long Term Investing (SLTI). Ashby shares insights from his 20+ years of experience studying and advising investment organizations. He discusses the origins of the SLTI, their new fellowship initiative aimed at creating a new pipeline for top graduates to work in public pension plans, and why he believes advanced analytics and AI can revolutionize investment decision-making. Topics include: Background on the Stanford Research Initiative [00:02:09] Importance of Pension Funds in Capitalism [00:07:23] Introducing the Fellowship Initiative [00:10:18] Impact of Technology on Investment Decision-Making [00:27:01] Customizing Portfolios with Technology [00:34:29]

    56 min

  4. JUN 24

    Ep. 40: EY's Carmine Di Sibio on Building a Better Working World

    In this episode Going Long, Sarah Williamson sits down with Carmine Di Sibio, Global Chairman and CEO of EY. They delve into the importance of long-term strategy in today's fast-paced business environment, discussing EY's Vision 2020 and Next Wave strategies, which emphasize growth, innovation, and long-term value creation. Di Sibio shares insights on the evolving landscape of ESG disclosures and the transformative potential of AI. Reflecting on his career at EY, Di Sibio offers advice for future leaders and his perspective on navigating disruptions in the global market. Topics covered in this episode include: [2:22] The role of purpose in building sustainable, long-term strategies. [8:12] The challenges and opportunities in ESG disclosures and non-financial reporting. [18:36] Managing global disruptions and maintaining a focus on long-term goals. [24:23] The impact of AI on business efficiency and innovation. [30:26] Reflections and lessons learned from a nearly 40-year career at EY and 5+ years leading the organization.

    39 min

  5. FEB 12

    Ep. 39: Andrew Liveris on Managing Through Disruption

    Former Dow chairman and CEO Andrew Liveris shares insights on leading companies in an era of disruption and geopolitical uncertainty. He discusses instilling a solutions mindset in the next generation to drive change in business, society, and government, and how activists and short-term "renters" of stock can impact long-term strategic thinking. Topics include: How a multicultural upbringing in Darwin, Australia shaped Andrew's open, inclusive leadership style and view of diversity as an asset The challenges leaders face today with constant disruption, tribalism, and short-term mindsets Why the "American Global Corporation" model is breaking down and the need for businesses to step up in the leadership breach What it takes to build an "enlightened board" that incorporates diverse viewpoints and contextual decision-making Liveris's new book, Leading Through Disruption, is now available in US bookstores.

    39 min

  6. 12/27/2023

    Ep. 38: IFM's David Neal on Harnessing the Potential of Pension Capital

    Sarah Williamson and David Neal discuss the history and evolution of IFM Investors, the importance of stakeholder engagement for infrastructure investments, adopting a "profit-to-member" philosophy, and more. Overview of the Australian superannuation pension system and how it is structured to give individual choice (5:46) How the "profit to member" concept drives investment decisions at Australian pension funds (9:32) The origin story and investment philosophy behind IFM Investors (11:45) Why an "open-ended" fund structure allows for a longer investment time horizon (18:00) The importance of considering all stakeholders, including local communities, when making infrastructure investments (16:01) How institutional investors can promote solutions for major issues like climate change (24:33) Advice for designing pension systems globally that focus on member outcomes (31:41)

    42 min

  7. 10/02/2023

    Ep. 37: Blackstone's Jon Gray on Finding Opportunities in Market Shifts and Global Megatrends

    For long-term investors, staying ahead of the curve is imperative. Jon Gray, President and Chief Operating Officer of Blackstone Group, joins the podcast to explore how Blackstone is navigating macro market shifts, the advantages of scale, and using data management capabilities to identify patterns and make better investment decisions.

    34 min

  8. 09/12/2023

    Ep. 36: OTPP's Jonathan Hausman on Long-term Investing in a Changing World

    Jonathan Hausman, Executive Managing Director for Global Investment Strategy at Ontario Teachers' Pension Plan joins the show to explore OTPP's focus on long-term strategies and perspectives. Topics include: Understanding OTPP's Unique Investment Model: At OTPP, the key to success lies in a distinctive model for managing pension assets, which prioritizes independence, autonomy, and internal capabilities, enabling OTPP to efficiently manage assets on behalf of their clients. Navigating Geopolitical Challenges: Changing dynamics necessitate a strategic shift in investment focus, with OTPP favoring a targeted approach. Understanding and adapting to these complex relationships is crucial in the pursuit of long-term success. Adapting to a Changing Investing Era: As the investing landscape evolves, so too must institutional investors like OTPP. Hausman emphasizes the importance of embracing new approaches, particularly in the era of artificial intelligence. Addressing Climate Change and Social Impact: Hausman explains OTPP's approach to addressing climate change, aiming to reduce the carbon intensity of their portfolio by engaging with the companies they own and using proxy voting and partnerships to promote value creation while lowering emissions.

    46 min
See All (43)

Ratings & Reviews

4.8
out of 5
4 Ratings

About

Non-profit FCLTGlobal interviews today's leaders in global business and investing to discuss how they are running their companies for the long term, on issues including capital allocation, risk management, climate change, sustainability, and more. Hosted by Sarah Keohane Williamson, CEO of FCLTGlobal. To learn more, visit FCLTGlobal.org.

Information

  • Creator
    FCLTGlobal
  • Years Active
    2020 - 2024
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © FCLTGlobal
  • Show Website
    Going Long

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