Inside the Strategy Room

We speak  Brian Vickery and John Spivey, two authors of the 2023 McKinsey Global Private Markets Review. Brian and John join us to explore recent trends in private markets. They analyze why the markets have enjoyed strong tailwinds since the depths of the Global Financial Crisis and look at the origins of the recent slowdown. Will private markets continue to face headwinds? How did private market performance compare to public markets? That’s what we’re here to find out.

Related insights

• McKinsey Global Private Markets Review: Private markets turn down the volume
• Follow Brian's new podcast, Deal Volume

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In this episode, we explore the core principles of a successful investor relations strategy. 
We're joined by Werner Rehm, a partner in our New Jersey office, Jay Gelb, a partner in our New York office, David Honigmann, a senior expert in our London office, and Karl Mahler, a senior adviser to McKinsey based in Zurich who brings over 30 years of experience as a healthcare executive, including as head of investor relations at Hoffmann-La Roche. 

We discuss why you should focus communication on the large intrinsic investors that matter the most, how to communicate with those intrinsic investors, and how to take a one-story approach that ensures communication is consistent across all groups. 

Related insights: 
Should you start issuing EPS guidance again?
A better investor story for insurers
Valuation: Measuring and Managing the Value of Companies, 7th edition

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Our guest is Eric Lamarre, a senior partner in our Boston office and coauthor of the new book, Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI.

Eric and his coauthors, fellow senior partners Kate Smaje and Rodney Zemmel, based their book on the results of more than 200 large-scale digital transformations, creating a detailed guide for companies seeking to outcompete in the age of digital and AI.

They’ve found that to increase the odds of long-term success in a digital transformation, the C-suite must make fundamental changes to the company’s talent, operating model, technology and data capabilities. In this episode, we speak to Eric about those changes and discuss how executives can leverage them to ensure that their digital transformation is a success.

Related insights:

Rewired: The McKinsey guide to outcompeting in the age of digital and AI

The Wall Street Journal article mentioned by Eric: It’s Time to Get Rid of the IT Department

Rewired for value: Digital and AI transformations that work

Rewired to outcompete

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In this episode, we explore why and how business leaders, and CFOs in particular, should try to see their businesses as investors see them.  

We're joined by Chantal Lorbeer, a partner in our Munich office who advises global chemicals companies on their strategy, growth transformations, as well as their operating models and portfolio moves. Chantal co-leads our Strategy & Corporate Finance Practice in Germany was well as chemicals capital-markets perspective globally.

Also joining us is Justin Sanders, a partner in our New York office who co-leads our shareholder teardown team, bringing a private equity investor perspective to corporate clients. Justin also founded our work helping clients prepare for, and respond to, activist investors. 

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In this latest episode in our Committed Innovator series Erik Roth speaks with Harley Finkelstein, an entrepreneur and innovator who is president of the multichannel commerce platform, Shopify.

Their conversation is essential listening for anyone interested in learning how to create and build a business that scales. Harley and Erik speak about what it means to be an entrepreneur, why starting a side business makes sense, Shopify's company culture, and how the t-shirt business Harley started in college led directly to him serving as the president of Shopify.

Related insights

• The Committed Innovator podcast
• The transcript for this episode 
• The Committed Innovator on McKinsey.com 

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The finance function and CFO's rope are evolving rapidly as digitization accelerates the pace of change amidst continuing economic and geopolitical volatility. Two expert colleagues join us to discuss how CFOs can help build world-class finance functions capable of withstanding external shocks and staying ahead of the competition. 

Bjørnar Jensen is a senior partner in our Zurich office, and Liz Fasciana, is a senior partner in our London office. Both work extensively with CFOs around the world.

They spoke with Sean at McKinsey’s CFO Forum in London in June.

Related insights:  

CFOs and the evolving finance function

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In this episode we talk about corporate venture capital: Why should you do it? How should you do it? And what should you expect from it?  

Traditionally, established corporations have tended to view start-ups as undisciplined and naive, while start-ups might dismiss incumbents as stodgy and behind the times. It’s (mostly) not like that anymore, as both sides increasingly recognize each other’s strengths and the value of collaborating. In fact, large companies are now involved in about a third of all venture deals—an all-time high. More than three-quarters of the Fortune 100 are active in the venture capital (VC) space and half have a VC arm set up as a subsidiary, not including companies with internal VC business units. 

Joining us to discuss this innovation and investment landscape are Matt Banholzer and Sid Ramtri. Matt is a partner in our Chicago office who heads up innovation at McKinsey and is a leader in our growth and LEAP business building practices. Sid is an associate partner in our São Paulo office and a core member of our private equity and venture capital practices.  

Related insights:  

How to make investments in start-ups pay off 

How to build a unicorn: Lessons from venture capitalists and start-ups 

The Ecosystem Economy  

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Today's episode focuses on how companies can manage risks and seize opportunities emerging from shifting geopolitical trends. We’ll talk about why organizations need to strategically invest in capabilities, people, processes, structures, and technology to navigate the risks arising from an evolving and fraught geopolitical landscape.

Joining us is Ziad Haider, McKinsey's global director of geopolitical risk, Leo Geddes, a partner based in London who co-leads our geopolitics client service globally, and Olivia White, a senior partner in our Bay Area office who is also a director of the McKinsey Global Institute.

Related insights:

How to navigate geopolitical risk amid a fragmenting global order

How three global companies navigate geopolitical risk to build resilience

How to build geopolitical resilience amid a fragmenting global order 

War in Ukraine: Twelve disruptions changing the world 

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Joining us for this episode is John Horn, author of the new book Inside the Competitor's Mindset. John’s book analyzes how businesses can better understand their competitors and maximize the value of their competitive insights. He is a Professor of Practice in Economics at the Olin Business School at Washington University in St. Louis.

We also have Emma Gibbs with us. Emma is a partner in our London office, and head of our Strategy and Corporate Finance Practice in the U.K., Ireland, and Israel.

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Juvencio Maeztu is Deputy CEO and CFO of Ingka Group. Ingka Group is IKEA’s primary retail organization and represents roughly 90% of its global sales. Juvencio joined IKEA in 2001 and prior to starting his current role, he led IKEA India as CEO for over 6 years.

Juvencio sat down with Sean Brown in London to discuss the company's triple bottom line: successfully meeting customer needs, achieving financial outperformance, and ensuring a sustainable environmental footprint.

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