Talks at GS

In this episode, Richard Rothstein, author of The Color of Law, discusses his investigation into housing policies that shaped American cities in the 20th century and why housing remains central to the national conversation on racial equity. The interview is moderated by Goldman Sachs' Margaret Anadu. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or d...

In this episode of Talks at GS Presents: Insights from Great Investors, ARK Invest Founder, CEO and CIO Cathie Wood discusses her investment focus on innovation, the importance of building a diverse team, and why having great mentors has been key to her success. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management. This podcast...

In this episode, Alan Jope discusses why he has put sustainability at the center of his strategy at Unilever, from the products to the consumer and his views on the future of the consumer landscape. The interview is moderated by Goldman Sachs' Gilberto Pozzi. This session was recorded as part of Goldman Sachs' 2020 Carbonomics conference. This podcast should not be copied, distributed, published o...

In this episode, Kara Medoff Barnett discusses her leadership at American Ballet Theatre and her focus on advancing innovation and inclusion, navigating ABT through the pandemic and the future of the performing arts post-pandemic. The interview is moderated by Goldman Sachs' Iain Drayton. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by...

In this episode, Mark Carney, UN Special Envoy for Climate Action and Finance, discusses the state of global climate policy and the implications of that policy for both the private and public sectors. The interview is moderated by Goldman Sachs' Richard Gnodde. This episode was recorded as part of Goldman Sachs' 2020 Carbonomics conference. This podcast should not be copied, distributed, published...

In this episode of Talks At GS Presents: Insights From Great Investors, Advent Managing Partner David Mussafer discusses how he has kept his pandemic investing strategy focused on the long-term, learning the difference between a great company and a great investment, and why a management team is key to successful investing. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Inves...

In this episode, Dr. Seth Berkley, CEO of Gavi, discusses the progress made on the path to a COVID-19 vaccine, the logistics and challenges of distribution, and the strategy behind who receives the first doses. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast do...

In this episode of Talks at GS Presents: Insights from Great Investors, Key Square Group Chief Investment Officer Scott Bessent discusses the current investing landscape, how the digital transformation has impacted his investing outlook, and how he thinks tech will be disrupted in the future. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs...

In this episode, Council on Foreign Relations President and author of The World: A Brief Introduction Dr. Richard Haass discusses the history that has led to today’s geopolitical environment and the current forces shaping American foreign policy. The interview is moderated by Goldman Sachs' John F. W. Rogers. This podcast should not be copied, distributed, published or reproduced, in whole or in p...

In this episode, Frances Frei discusses her work advising companies on how to spearhead cultural change and insights on leadership from her book, Unleashed: The Unapologetic Leader’s Guide to Empowering Everyone Around You. The interview is moderated by Goldman Sachs' Omer Ismail. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any reci...

In this episode of Talks at GS Presents: Insights from Great Investors, Bain Capital Co-Managing Partner John Connaughton discusses how the pandemic has impacted his long-term investing strategy, why he thinks taking “calculated risk” is key to being a successful investor, and key lessons he’s learned from past investments. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Inve...

In this episode of Talks at GS Presents: Insights from Great Investors, Dennis Lynch, Morgan Stanley’s head of Counterpoint Global, discusses the investment trends accelerated by the pandemic, his approach to building his investing team, and why a key lesson from his career is thinking about the sizing of his investment positions. The interview is moderated by Katie Koch, co-head of the Fundamenta...

In this episode, Oscar Munoz discusses lessons from leading United through the pandemic, the impact on international air travel, and the future of the flying experience. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from a...

In this episode, Douglas Parker discusses his strategy for navigating American Airlines through the most difficult period in the industry’s history, his focus on sustainability, and how the pandemic could transform the future of travel. The interview is moderated by Goldman Sachs President and COO John Waldron. This podcast should not be copied, distributed, published or reproduced, in whole or in...

In this episode, Permira Co-Managing Partner Tom Lister discusses the three sectors he is focused on in the investing landscape, why he thinks it is important to sell ahead of an investment’s top performance, and why resilience is a key trait of great investors. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Division. This podcast should not be copied, dis...

In this episode, former US Defense Secretary General James Mattis gives his assessment of the global response to the pandemic, the state of the geopolitical landscape, and why alliances are critical to US national security. The interview is moderated by Goldman Sachs President and COO John Waldron. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or dis...

In this episode, IBM CEO Arvind Krishna discusses the perspective he brings to IBM as a technologist chief executive officer, how the pandemic is accelerating digital transformation and IBM’s strategic focus on artificial intelligence and the hybrid cloud. The interview is moderated by Goldman Sachs Chairman and CEO David Solomon. This podcast should not be copied, distributed, published or reprod...

In this episode of Talks at GS Presents: Insights from Great Investors, CalSTRS Chief Investment Officer Chris Ailman discusses leading the country’s second largest public pension fund through the pandemic, his long-term outlook on investing, and how he has incorporated ESG into his investing strategy. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Gold...

In this episode, Brian Niccol discusses how an early career in marketing has helped shaped his success as Chipotle CEO, why sustainability is at the core of Chipotle’s business and his strategy for the restaurant chain post-pandemic. The interview is moderated by Goldman Sachs Chairman and CEO David Solomon. This podcast should not be copied, distributed, published or reproduced, in whole or in pa...

In this episode of Talks at GS Presents: Insights from Great Investors, Thoma Bravo managing partner Orlando Bravo discusses why he began investing in software two decades ago, the resiliency of the software business model, and navigating the investing landscape throughout the pandemic. The interview is moderated by Alison Mass, chairman of Goldman Sachs' Investment Banking Division. This podcast...

In this episode of Talks at GS Presents: Insights from Great Investors, Wellington Management Managing Partner Jean Hynes discusses her focus on investing in the healthcare sector, advances that are reshaping the medical field, and the importance of a collaborative investing culture. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Man...

In this episode, Anne Applebaum discusses her book, Twilight of Democracy, the historical struggle between democracy and dictatorship, and the rise of populism and the deterioration of democratic institutions in the 21st century. The interview is moderated by Goldman Sachs' Jake Siewert. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by a...

In this episode, historian Fredrik Logevall discusses John F. Kennedy’s rise in American life and the ways in which Kennedy’s personal journey reflected the broader political and geopolitical story of America in the mid-20th century. The interview is moderated by Goldman Sachs' John F. W. Rogers. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or discl...

In this episode, NBC Sports host Mike Tirico discusses the evolution of sports broadcasting throughout his career, navigating sports coverage amid the pandemic and the intersection of sports and issues of racial equity. The interview is moderated by Goldman Sachs' Jeffrey Scruggs. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any reci...

In this episode, CNN’s Clarissa Ward discusses her memoir On All Fronts: The Education of a Journalist and her experience as an international war correspondent reporting from hot zones around the world including Iraq and Syria. The interview is moderated by Goldman Sachs President and COO John Waldron. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or...