Explore every episode of the podcast Going Long

On this episode of Going Long, Sarah Williamson speaks with Ron O’Hanley, Chairman and CEO of State Street, about why “reglobalization” — not deglobalization — better describes today’s global economy.

Topics include:

•            [00:05:00] How today’s changes in global supply chains, capital flows, and policy shifts are reshaping long-term investing

•            [00:12:00] The evolving role of the U.S. dollar and the possibility of a more multipolar financial system

•            [00:19:30] How investors can navigate uncertainty through diversification, insurance, and long-term thinking


•            [00:27:00] Under-appreciated risks: sovereign debt, immigration declines, geopolitics, climate costs — and where opportunities may emerge 

On this episode of the Going Long Podcast, Sarah Williamson speaks with Brian Moynihan, Chair and CEO of Bank of America, about leading a systemically important financial institution through crisis recovery, technological transformation, regulatory complexity, and long-term capital deployment. Moynihan reflects on rebuilding Bank of America after the financial crisis, defining “responsible growth,” and financing the energy transition amid shifting global economic dynamics. 

Topics Include: 
 

[00:00:41] Rebuilding Bank of America and balancing short-term survival with long-term objectives: Moynihan reflects on inheriting a bank reshaped by rapid acquisitions and crisis-era volatility, and the long-term work required to stabilize risk, restore trust, and rebuild a durable competitive advantage. 
 

[00:10:05] Scaling AI in a systemically important financial institution: How Bank of America approaches innovation — prioritizing customer usability, reliability, cybersecurity, and enterprise-wide scalability over experimentation or hype. 
 

[00:19:33] Responsible growth as a long-term operating model: What “responsible growth” means in practice — aligning risk discipline, customer trust, workforce investment, community engagement, and sustainable profitability. 
 

[00:23:35] Regulation, capital requirements, and the real economy: Moynihan examines the trade-offs between financial resilience and economic dynamism, arguing that overly restrictive capital rules can constrain lending and slow growth. 
 

[00:31:15] Financing the energy transition, energy security, and future growth: How long-term capital supports decarbonization, infrastructure investment, evolving energy systems, and the geopolitical implications of energy independence. 

In this episode of the Going Long Podcast, Sarah Williamson speaks with Mark Konyn, Group Chief Investment Officer at AIA Group. Drawing on decades of experience across the region, Konyn explores Asia’s structural diversity, the role of long-term capital, China’s economic transition, and why technology adoption across Asia may reshape markets faster than many expect.

Topics Include: 


• [00:00:00] Asia is not a single investment story

  Konyn opens by challenging the idea of Asia as a homogeneous region, emphasizing the importance of understanding local legal systems, financial structures, demographics, and development paths.

• [00:07:00] How long-term capital is mobilized in Asia

  The role life insurers play in aggregating domestic savings, matching long-dated liabilities and assets, and supporting the development of capital markets and infrastructure.

• [00:12:00] Hong Kong’s renewed role as a financial hub

  What “Hong Kong is back” looks like on the ground, pointing to IPO activity, returning international engagement, and the city’s continued role as a conduit for capital.

• [00:20:00] China’s structural transition and the confidence challenge

  China’s property overhang, demographic shifts, and the way confidence, rather than capital availability, is shaping savings behavior and investment outcomes.

• [00:46:00] Why technology adoption may surprise investors

  Looking ahead, Konyn explains why Asia’s speed and willingness to adopt digital finance, automation, and AI could reshape markets over the next decade.

On this episode of the Going Long Podcast, Sarah Williamson speaks with Karl Kuchel, Chief Executive Officer of Macquarie Infrastructure Partners and Head of Infrastructure Americas at Macquarie Asset Management. Kuchel explains why infrastructure is in a sustained “supercycle,” driven by energy transition, digitalization, and shifting supply chains, and how AI and data center growth are colliding with power constraints. He also unpacks why infrastructure is fundamentally a stakeholder business, how Macquarie creates value by scaling platforms rather than simply owning mature assets, and what different types of investors should consider as they build and refine their infrastructure allocations for the next decade. 

Topics Include: 

• [00:01:20] The Infrastructure Supercycle and Its Drivers: How structural themes like decarbonization and digitalization, combined with underinvestment and cyclical shifts such as deglobalization and reshoring, are creating broad, sustained demand for infrastructure capital across sectors. 

• [00:05:20] Global Scale, Local Stakeholders: Why similar digital and energy trends are unfolding across the US, Europe, and Asia-Pacific, and how successful investing depends on pairing a global view with a deep local understanding of regulators, communities, employees, and other stakeholders. 

• [00:11:45] AI, Data Centers, and Power as the New Constraint: How accelerating AI and data usage are driving unprecedented demand for data centers, why grid constraints and power availability now determine where capacity is built, and why rising costs have not dimmed investor appetite. 

• [00:18:50] Creating Value Through Growth Platforms: What Macquarie’s Aligned Data Centers journey illustrates about entering thematics early, scaling from a handful of sites to a national platform, exiting to crystallize returns, and focusing on businesses where growth and building are more accretive than simply buying at mature multiples. 

• [00:25:55] Matching Infrastructure to Investor Objectives: How “infrastructure” spans a spectrum from stable, income-oriented assets to growth- and development-heavy strategies, and why more mature allocators now think in terms of how each exposure complements their existing infrastructure portfolio. 

• [00:31:37] The Next Decade: Thematics Endure, Discipline Differentiates: Why Kuchel expects today’s big themes – digital, data, power, and deglobalization – to remain in place over the next decade, and how the real test will be which investors paid sensible prices and executed well versus those who overpaid for strong stories. 

On this episode of the Going Long Podcast, Sarah Williamson welcomes Mark Wiseman, co-founder of FCLTGlobal and currently a Senior Advisor and Chairman of Lazard Canada. Wiseman unpacks why long-term capital is still up against short-term limitations, how private markets and geopolitical risk are reshaping portfolios, and what today’s investors must understand to build durable value in an increasingly unstable world.

Topics Include: 

• [00:01:00] Why FCLTGlobal Was Created Almost a Decade Ago: How the global financial crisis triggered recognition that short-term market behavior was structurally misaligned with long-term savers.

• [00:02:30] The Core Mismatch Between Savers and Markets:
Why individuals save for decades while institutional capital and corporate decisions operate on quarterly timeframes, and how this gap drives short-termism.

• [00:08:00] Private Markets: Long-Term Solution or New Risk?
How private equity and infrastructure enable longer-term decision-making — and how liquidity innovations are starting to make private markets behave more like public ones.

• [00:21:00] Governance, Culture, and the Cost of Short-Term Thinking:
 The dangers of a “trading mentality” — and why long-term investing requires tolerance for underperformance.

• [00:33:40] Geopolitics, AI, and the Next Era of Investment Risk:
 Why geopolitical risk has become central to long-term investing, and how AI and critical resource scarcity could reshape value creation over the next two decades.

On this episode of the Going Long Podcast, Sarah Williamson welcomes Mark Machin, co-founder of Intrepid Growth Partners and former CEO of CPP Investments. From neuroscience at Oxford to leading one of the world’s largest pension funds — and now investing in transformative AI companies — Machin shares how an analytical, data-driven mindset shapes his approach to long-term investing and innovation.

Topics include:

• [00:02:00] From Science to Strategy:
  How Machin’s neuroscience background shapes his data-driven, probability-based approach to long-term investing and how early models of AI drew from our understanding (and misunderstandings) of the human brain.
• [00:04:00] Founding FCLTGlobal to Fix Short-Termism:
  The research that exposed corporate short-term bias and inspired FCLTGlobal’s creation, and why the mission to realign incentives for long-term value remains just as vital today.
• [00:08:00] Market Evolution: Private, Public, and Geopolitical Shifts:
  Machin’s perspective on the merging of private and public markets, the rise of liquidity tools, and how U.S.–China tensions are reshaping global capital flows and risk.
• [00:14:00] Investing in the AI Economy:
  Inside Intrepid Growth Partners’ focus on enterprise AI companies with measurable results, examples like StackAdapt and Skin Analytics, and how value is moving up the stack from chips to applications.
• [00:30:00] The Future of Finance and Work:
  Why AI may flatten traditional hierarchies, make advisors smarter (not obsolete), and change how young professionals enter finance, all while creating new opportunities for human creativity.
• [00:41:00] Looking Twenty Years Ahead:
  Machin’s long-range themes: a rebound in biotech, underappreciated Canadian and European tech, a potential commodities super-cycle, and the coming wave of quantum computing.

On this episode of the Going Long Podcast, Sarah Williamson welcomes Adel Alderbas, Chief Investment Officer of Wafra, to discuss how the firm is redefining the landscape of alternatives and pioneering new investment models that benefit both asset owners and emerging managers. For listeners interested in the intersection of long-term investing, alternative assets, and entrepreneurial innovation, this episode offers valuable insights into how to navigate these areas successfully.

Topics include: 

• [00:02:04] – Introduction and background on Wafra: Adel Alderbas introduces Wafra’s 40-year history and its evolution from a parent-focused firm into a $28 billion global alternatives manager. Their differentiated strategy includes 3 main pillars: strategic investments, real assets, and their real estate investing program. 

• [00:04:21] – The GP-Staking model explained: Alderbas describes Capital Constellation as a partnership of global investors working together to support emerging asset managers. Wafra’s unique institutional DNA, combining “LP humility” with “GP rigor,” enables it to innovate and lead in alternative investments. 
• [00:07:46] – The challenges of balancing long-range liabilities with keeping portfolios vibrant: Alderbas emphasizes prioritizing investor entrepreneurs who can build sustainable, value-adding businesses that will outlast their own leadership. 
• [00:10:39] – The importance of relationship-building: Alderbas highlights the emotional loyalty and stronger alignment that comes from backing investor entrepreneurs early, emphasizing the strategic benefits for asset owners – particularly early co-investment access and valuable market intelligence. He highlights the value of transparency, open dialogue, and intentionally collaborative relationships, contrasting this with the industry’s typical disengaged LP-GP dynamics. 
• [00:22:14] – Alderbas credits Wafra’s CEO for fostering a culture of transparency and cross-disciplinary collaboration. Alderbas emphasizes breaking down traditional investment silos—like between GPs and LPs or asset classes—which requires top-down commitment, cultural redesign, and a long-term mindset that persists through initial efforts and delayed results.

• [00:29:02] – Reflecting on the dual nature of financial innovation in private markets: While tools that increase liquidity enhance accessibility, they also introduce volatility, particularly in stressed environments. Wafra maintains a long-term conviction-based approach, resisting reactive selling to rebalance portfolios when public markets dip. 

In this episode, Sarah Williamson speaks with Brookfield’s Connor Teskey on several key trends affecting the global economy, investment strategies, and the role of private capital in shaping the future, ranging from technological advancements and decarbonization to the growing importance of private real assets. This discussion offers valuable insights into the opportunities and challenges investors face in a rapidly changing global landscape.

Topics include:

• [00:05:00]– The role of technology in investment and AI’s emerging influence on industries like energy, transportation, and manufacturing.
• [00:09:30]– Renewables, particularly onshore wind, solar, and battery storage as the dominant low-cost energy solutions, and the geopolitical benefits of domestic renewable energy sources.
• [00:19:00]– Short-term vs. long-term investment horizon and the stability of real assets during periods of market volatility.
• [00:24:00]– Liquidity in real assets, and the growing investor interest in real assets for their inflation-hedging and stabilizing qualities.
• [00:28:00]– Growth of private capital, particularly the shift towards partnerships with large corporations.
• [00:34:00]– Future trends in asset allocation, market volatility, and how private markets will continue to expand.

In this episode of Going Long, Sarah Williamson sits down with Thomas Buberl, CEO and Director of AXA, one of the world’s largest insurance companies, to discuss the future of insurance, risk management, and developing the next generation of leaders.

Topics include: 

• [00:01:35] Balancing short-term pressures with the mindset of building a company that people will rely on for years
• [00:04:16] Geopolitical tensions and Europe’s competitiveness
• [00:09:52] Mispricing and risk prevention
• [00:18:21] Vision 2030 and the future of insurance
• [00:25:21] The importance of having long-term shareholders

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.

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.

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]

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.

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.

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)

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.

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.

Investment management can sometimes feel like an intricate and complex industry, but does it have to be? Stuart Dunbar, a partner at Baillie Gifford, joins the Going Long podcast to explore the philosophy of “actual investing” – focusing on the fundamentals of deploying capital in the real world, and looking past that complexity to invest in projects that create value over time. Dunbar and host Sarah Williamson also discuss what are the common traits of long-term-oriented organizations around the world (15:11), navigating different ESG perspectives in global investing (31:16), and the need to embrace uncertainty and be on the right side of disruptive trends (37:52).

When sustainability and innovation are prioritized together, something transformational happens. Delivering social and environmental value creates new opportunities for generating long-term financial value. Lucy Parker, Strategic Advisor at the Brunswick Group, and co-author of “The Activist Leader: A New Mindset for Doing Business” joins the Going Long podcast to discuss how today’s leaders are stepping in to clean up broken systems, build sustainable businesses, and find their role in a new era of activist leadership. Parker and host Sarah WIlliamson discuss examples and anecdotes from “The Activist Leader,” exploring how integrating ESG goals into the core strategy of a business shifts the focus from a trade-off mentality to an investment mentality.  

The latest episode of Going Long features Carine Smith Ihenacho, Chief Governance and Compliance Officer at Norwegian Bank Investment Management (NBIM). The conversation dives into how NBIM's mandate to benefit future generations drives its focus on responsible investing, the importance of alignment, transparency, and simplicity in executive compensation, and the need for longer holding periods to ensure continued alignment with shareholder interests.

Historically, the purpose of the private investment industry – whether public or private – has been simply to achieve a return. Bain’s John Connaughton joins the podcast to discuss how to break that stereotype, both within his organization and across the industry as a whole. Topics include:

• How mission and purpose drive its investment process and its dialogue with companies
• How Bain is improving the sustainability of its portfolio, including highlights of their latest ESG report
• Diversity and inclusivity in the private equity industry
• The history of Bain’s focus on philanthropy and community engagement, and more

Seventy percent of respondents of Nuveen’s annual Responsible Investing survey indicated that seeing the specific societal or environmental benefits of their investments is a critical motivator to participating in responsible investing. Amy O’Brien, Global Head of Responsible Investing for Nuveen, joins the Going Long podcast to discuss her team’s approach to meeting that demand, including the evolution of the phrase “ESG”, the guiding principles behind Nuveen’s proxy voting on environmental issues, the details behind the organization’s 2050 net-zero commitment, and more.

Rachelle Sampson is an Associate Professor at the University of Maryland’s Smith School of Business and the inaugural winner of the Panmure House Prize, an award for research into long-term investing and its relationship with innovation. Sampson joins the podcast to discuss her award-winning research, which analyzed the relationship between a firm’s investment time horizons and innovation, finding that long-term-oriented firms are more likely to produce breakthrough inventions. Listen to learn more about the project's background and a deeper dive on some of the innovations explored in the research.

What does fiduciary duty mean in 2022? Lori Heinel, Global CIO of State Street Global Advisors, joins the podcast to discuss how major shifts in the investment industry over the past decade have impacted organizational purpose, strategy, and outlook. Topics include:

• ESG and non-traditional reporting
• Navigating turbulent geopolitics as an asset manager
• Current market conditions and prolonged volatility
• The next frontier for long-term investing

Scott Sperling, Co-CEO of THL, joins the podcast to discuss how long-term investors can help build companies of lasting value. With a wide array of experience as a private equity investor and as chair of MassGeneralBrigham, Scott compares the governance models for middle-market companies and more mature organizations, how strategic incentives are critical to maintaining a long-term focus for both, and the wider impacts of inflation and globalization.

Looking ahead, we talk about the ideal “hospital of the future”, expanding telehealth and access to care, increasing cost efficiency, and investing in tech and academic medicine.

University endowments are meant to create long-term value by definition. In the case of the MIT Investment Management Company (MITIMCo), that long-term value supports not only world-class education but also cutting-edge research and innovation. Seth Alexander, President of MITIMCo, joins the podcast to discuss some of the strategic decisions his team faces, including:

• Staying resilient by investing across a wide array of asset classes, including real estate, venture capital, energy firms, private equity and more
• Building both macro trends and current events into their portfolio, and their relationship with external managers
• Working with MIT’s administration and alumni network, and MITIMCo’s board
• Measuring success across a 10+ year time horizon, and what MITIMCo will be investing in 50 years from now

What role do consultants and advisors play in fostering sustainable and inclusive business growth? Bob Sternfels, McKinsey and Company’s Global Managing Partner, joins the podcast to share insights on how the firm aims to deliver “holistic impact” to its clients, improving financial performance and positively impacting other stakeholders in the process. Other topics include:

· The new sustainable paradigm for global businesses – and how high the stakes are to get it right.

· The latest on McKinsey’s climate change efforts.

· What developments CEOs are watching in 2022 – COVID-related or otherwise.

· Key business trends McKinsey is keeping an eye on for the coming year and over the next decade.

With a history dating back to 1737, van Lanschot Kempen is one of the oldest independent banks in the world, giving Kempen Capital Management a uniquely long-term vantage point. CEO Erik van Houwelingen joins the podcast to discuss how Kempen has made sustainability core to its long-term investment strategy – topics include:

• The creation and purpose of Kempen’s Sustainability Centre
• The impact of Kempen's approach to engagement and active ownership
• The new trends in sustainability that will come to define the investment industry over the next decade

What makes a long-term CEO? Clarke Murphy, Chief Executive Officer of Russell Reynolds Associates, joins the podcast to discuss the attributes that make executive leaders effective at driving long-term outcomes. Topics include:

• What factors are contributing to the steady decline in CEO tenure.
• How frequent turnover at the executive level affects companies’ ability to implement long-term plans - and what it means for investors.
• How successful companies are building diverse and well-rounded boards of directors.

Current projections show the New Zealand Super Fund peaking in size in the year 2070, making it among the foremost long-term investors today. How does this impact decision-making within the firm? Matt Whineray, CEO of New Zealand Super Fund, joins the podcast to discuss the practical implications of the Fund’s long-term investment horizon – topics include:

• The Fund’s origin and how its timeframe allows it to target uniquely long-term themes.
• The story behind the Fund’s historic standard-setting in 2017 for integrating climate trends into investment decision-making.
• How the Fund’s approach to engagement culminated in its participation in the “Christchurch Call,” a collaborative effort to engage the world’s largest social media companies to strengthen controls around objectionable content.

Anticipating new trends is a cornerstone of a long-term approach to investing. Christian Sinding, head of EQT Partners, joins the podcast to provide insight on how “future-proofing” plays a key role in EQT’s strategy for working with portfolio companies. Christian also discusses why he believes private equity is better positioned to make societal impacts, and the launch of a new private capital strategy, EQT Future, and more.

Charles Emond, President and Chief Executive Officer of Caisse de dépôt et placement du Québec (CDPQ), joins the podcast to discuss the organization's unique "double mandate" - providing financial returns for depositors and providing constructive capital to Quebec's economy. Charles also provides insight into CDPQ's proven track record of climate-conscious investing, including a 60%​ reduction in portfolio’s carbon intensity by 2030 and a new $10B​ transition envelope to decarbonize major carbon-emitting sectors.

Long-term trends often go underappreciated by investors. Mary Pryshlak joins the podcast to discuss the latest edition of Wellington's Future Themes, an annual project that explores the structural trends shaping our world - like climate change, emerging markets development, automation, and many others - with the goal of identifying new and underappreciated investment opportunities.

Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners , joins the podcast to share how the firm’s focus on Environmental, Social, and Governance and Diversity, Equity, and Inclusion shapes its investment strategy and the success of its portfolio. Robert and host Sarah Williamson discuss Vista’s approach to value creation for its companies, how digital inclusion propels the global economy forward, the importance of STEM education, and long-term profitability.

In focusing largely on wealth preservation, are fund managers stifling growth and innovation? James Anderson, a longtime partner at Baillie Gifford, joins the podcast to talk about why, for long-term investors, solving problems and making money for clients are one and the same – we also discuss the frequently changing landscape of ESG reporting, and what trends will come to define the investment industry over the next decade.

What role can the capital markets play in addressing climate change and putting the world on a path to long-term sustainability? Henry Fernandez, Chairman & CEO of MSCI, shares his views on the power of data in driving action on climate risk, the role of companies in meeting net zero targets, the recent impact of shareholder activism on business models, the launch of MSCI’s Net Zero Tracker, and more.

The recent growth of CEO pay is causing shareholders and policymakers to question companies’ compensation plans, especially against the backdrop of the pandemic. Bob Pozen, Senior Lecturer at MIT Sloan School of Management, joins the podcast to discuss the new trends and common pitfalls of executive pay plans, including the current state of regulation and “Say on Pay,” the prevalence of peer benchmarking, links to stock performance and adjusted earnings, and more.

The intersection of value and values is the existential issue at the core of business today. How to maximize return and impact, to “do well and do good”. Mark Carney, former Governor of the Bank of England and current Vice Chair of Brookfield Asset Management, joins the podcast to explore the financial industry's transition to a more socially conscious and sustainable future. Carney discusses the current state of ESG investing and reporting, the impact of shareholder activism, long-term prospects for cryptocurrency, goals for COP26, and more.

Carney’s book, Value(s): Building a Better World for All, is available now.

Unilever is a household name and a global leader in consumer goods. Now, it is quickly becoming a global leader in sustainable business, committing to net zero emissions across all its products by 2039. Learn more from CEO Alan Jope about how Unilever is merging its vision of sustainable living with its multistakeholder approach to running the business. Jope also discusses carbon pricing across Unilever's new projects, new trends in "non-financial" disclosures, and his views on the impact of COVID-19 and the future of work.

“Long-termism is our national ethos in Singapore.” Chow Kiat Lim, CEO of GIC, Singapore’s sovereign wealth fund, joins the podcast to share his views on how GIC’s long-term mission shapes its overall investment strategy, its approach to sustainable investing, its engagement with portfolio companies, and its cultivation of talent within the organization. Lim and host Sarah Williamson also discuss emerging trends and implications for investors as a result of the global pandemic.

APG Asset Management's motto is "a good income for today, tomorrow, and beyond". CEO Ronald Wuijster joins the show to shed light on the organization's long-term strategy and its impact on the Dutch working population. Wuijster explains the Netherlands's pension model and APG's role within it, and shares insights on trends in climate investing, investments in Chinese markets, and more.

Heather McGregor, Dean of Edinburgh Business School at Heriot-Watt University, joins the podcast to share details newly announced Panmure House Prize, an annual award in honor of pioneering economist Adam Smith for the best research into long-term investing. McGregor also discusses Herion-Watt's recent focus on decarbonization research, and her 15+ years writing as the Financial Times' "Mrs Moneypenny".

To learn more about the Panmure House Prize and Adam Smith's Panmure House, visit panmurehouse.org.

Theresa Whitmarsh, head of Washington's state investment board, joins the show to discuss how long-term investing is ingrained into the organization's approach to portfolio mix, governance and management, and its fiduciary duty to Washingtonians. Whitmarsh and host Sarah Williamson also explore the impact of COVID-19 on WSIB's strategy and its long-term market effects.

The first stated mission of Harvard Business School was to educate leaders who “make a decent profit—decently.” Nitin Nohria, former Dean of Harvard Business School (2010-2020), joins the podcast to discuss why this approach is becoming the norm in the form of stakeholder capitalism (18:00) and greater awareness of ESG issues (23:00). We also explore the lasting impact of the work of Adam Smith on the heels of the announcement of the new Panmure House Prize (31:00).

Mark Machin (CPP Investments) joins the podcast to discuss why Canada’s pension plan places such a high priority on its long-term strategy. Machin and host Sarah Williamson go in depth on the current state of climate investment and goals for COP26, the importance of recent progress in corporate board diversity, and which 2020 market trends tell us about the next decade of investing.

Our first episode of 2021 introduces FCLTCompass, our new dashboard tracking long-term investments on a global scale. Listen to a special replay of our launch event, held on 10 December 2020, to learn more about the dashboard and its important findings. To learn more, visit www.fcltglobal.org

Mark Wiedman (Senior Managing Director, BlackRock) joins the podcast to discuss the evolution of fixed income and sustainability, how ESG-conscious companies are outperforming, the recent push for consolidated reporting, the decision-making behind BlackRock’s corporate engagement, and more.

Bill Thomas, Global Chairman and CEO of KPMG, joins the podcast to weigh in on the shifting landscape of business due to COVID-19, specifically how workforce recruitment has changed in 2020 [00:05:06], how online and remote work has affected companies worldwide [00:08:00], why a focus on new corporate metrics will drive more long-term thinking [00:20:42] and more.

Chief Justice Leo Strine, Of Counsel in the Corporate Department of Wachtell, Lipton, Rosen & Katz, joins the Going Long podcast to discuss his views on the dichotomy of stakeholder capitalism and shareholder needs [00:01:35], varying global stances on ESG [00:12:32], the changing role of activist investors [00:19:06] and methods to improve corporate governance [00:37:31].

Adena Friedman, President and CEO of Nasdaq, sits down with FCLTGlobal's Sarah Keohane Williamson to discuss the importance of cooperative capitalism [00:09:56], the need for more diversity on companies' boards of directors [00:22:50], the new realities of public markets [00:27:10], and how coronavirus has completely altered the investment game [00:44:18].