Going Long

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:

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:

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:

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:

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.

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:

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.