Global Commerce Exchange

Jacqueline Novogratz, a pioneer in the field of impact investing and New York Times best-selling author, discusses how philanthropic patient capital can play a role in tackling global poverty. The founder and CEO of impact investment firm Acumen, she shares with Prof. Maillet her vision for how we can develop leaders with character to reimagine our global institutions. Her new book Manifesto for a Moral Revolution: Practices to Build a Better World provides a practical guide for how individuals can play a role in creating a better global community. She weaves into the conversation her personal experience in low-income countries across the world serving as an advocate for changing the status quo.  She gives her advice to students and young professionals on how to start on a path toward meaningful careers. The views and opinions expressed on the Global Commerce Exchange podcast are those of the host and guests and do not reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

Martin Josefsson, a global investor at London-based Elephant Asset Management, discusses how he finds investment opportunities in emerging markets from Indonesia to India and Kenya. He discusses investing during a global pandemic and evolving corporate governance standards in emerging financial markets. Martin shares with Prof. Maillet some of the strategies and examples of successful investment strategies for participating in the rise of middle-class consumers in Asia and Africa. The conversation concludes with advice for students and young professionals on pursuing a career in investment management. The views and opinions expressed on the Global Commerce Exchange podcast are those of the host and guests and do not reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

A lively discussion of current topics in global financial markets, disruptive technology, and impact investing. In this episode, Prof. Maillet is joined by six fourth-year students at UVA’s McIntire School of Commerce and McIntire visiting lecturer Rick Carew. In the course of the question-and-answer session, Prof. Maillet provides historical context on the state of equity markets, as well as the potential impact of rising inflation on markets and the economy. Prof. Carew discusses the state of U.S.-China technology competition and how social media platforms are grappling with their growing importance in the public dialogue. The conversation concludes with a consideration of the role of the corporation and the interconnectedness of business and society. The views and opinions expressed on the Global Commerce Exchange podcast are those of the host and guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

Qiao Ma – portfolio manager at Cooper Investors in Melbourne, Australia – discusses how she finds attractive investments in the ever-changing landscape of global technology. She explains how many of the most attractive stocks in her portfolio today are companies operating in traditional industries adopting technology innovation faster than their peers. Qiao shares with Prof. Maillet how she studies management team cultures and why founder-led companies can often outperform in the midst of industry disruption.

The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

Barbara Leaf, former U.S. ambassador to the United Arab Emirates, discusses the role of the Middle East in the global economy and how progressive policies are linked to economic development. As a long-time U.S. diplomat, she analyzes the prospects for the Gulf region’s future beyond oil and the constructive role that the U.S. can play in the region. Ambassador Leaf also shares with Prof. Maillet her personal experience as a woman in senior diplomatic roles across the region.

The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

A panel of distinguished investors – Marisa Drew, Chief Sustainability Officer at Credit Suisse; Max Gottschalk, Founding Partner of Ocean 14 Capital; Meredith Shields of Sorenson Impact Foundation; and Kunal Doshi of Capricorn Investment Group – discuss how global investors, from asset managers to endowments and family offices, are increasingly focused on putting capital into ventures aimed at improving society while also creating sustainable long-term returns for shareholders. These impact investors (all McIntire alumni) are redefining what it means to make a “successful” investment by prioritizing not only doing well but also doing good. They share with Prof. Maillet how this rapidly emerging investment space is integrating environmental, social, and governance (ESG) goals with traditional financial return metrics. The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

Cassandra Enyan shares her experience working for Google on projects across the African continent. Working with local partners from Ghana to South Africa to expand internet accessibility, she’s had a front-row seat to the digital revolution changing small businesses and livelihoods across Africa. She shares with Prof. Maillet some of the innovative ways local African companies are using technology – particularly digital banking and payments – and explains the continent’s budding startup scene.

Disclaimer

The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.