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FCLTGlobal
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Brookfield Perspectives
Bonus: BAM President Connor Teskey on “Going Long with FCLTGlobal” Podcast
Listen in as Brookfield Asset Management’s President Connor Teskey joins Sarah Williamson on “Going Long with FCLTGlobal.” In the episode, Connor discusses Brookfield’s focus on digitalization, decarbonization, and deglobalization, and how these themes shape our investment strategy. You can watch the discussion here (https://youtu.be/aXkVmRO04zA). Please read this disclaimer (http://brookfield.com/podcast-disclaimer) before listening.
2025-04-29
36 min
Educational Alpha
S1: Conversation with Sarah Williamson, CEO, FCLTGlobal
In this episode, Sarah Williamson, CEO of FCLTGlobal, shares her insights on various subjects, including the differences between public and private investments, the critical transition to clean energy, and the modernization of pension systems. Delving into tools for investors and their long-term value impact, Sarah emphasizes the importance of climate considerations in portfolio management and critiques the outdated US pension system, highlighting the efficiency of the Australian superannuation system. Listen in!
2023-08-30
33 min
Imagine What's Next
Sarah Williamson, CEO at FCLTGlobal Joins Imagine What’s Next: Driving a Long-Term Approach to Company Strategies
In this episode of Imagine What’s Next, Daniel Forrester welcomes Sarah Williamson, CEO at FCLTGlobal. Sarah leads the FCLTGlobal efforts at conducting innovative, practical research, engaging with their global membership, sharing their perspectives and research with constituents globally, and building a strong team. Together Sarah and Daniel explore the value of long-term thinking when developing powerful, lasting company strategies. Sarah addresses the pitfall of short-termism, the power of incentives, and what it truly means to have a long-term vision for a company that will benefit not only our current capital allocation efforts but our children’s children’s well-b...
2023-05-11
44 min
Going Long
Ep. 32: John Connaughton, Bain Capital
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
2022-10-03
32 min
Going Long
Ep. 31: Amy O'Brien, Head of Responsible Investing for Nuveen
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.
2022-09-19
37 min
Going Long
Ep. 30: Rachelle Sampson
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.
2022-08-15
36 min
ESG台灣STAGE
【ESG This Week】08/08/2022-08/14/2022精選新聞
本系列節目由ESG世界公民數位治理基金會陳春山董事長攜手陳孝昌董事,為各位ESG夥伴精選出每週5大話題新聞,並透過個人觀點闡述、分析,向大家傳達出「關注時事也是每個世界公民須具備的素養」之理念。 本週新聞精選 關鍵字:亞太永續行動博覽會、永續、環境永續、氣候風險、綠色風潮、長期氣候轉型計畫、再生能源裝置獎勵、太陽能市場、永續經濟活動、淨零碳排目標、環保署、溫室氣體排放量盤查登錄 Top5. 亞太永續行動博覽會談求續:不只是生活選擇 更是國民競 (聯合新聞網) https://reurl.cc/pMMNEa Top4. 如何做出有效的氣候承諾?與投資人溝通必讀的策略清單 (FCLTGlobal) https://reurl.cc/9prD9X Top3. 美攻綠能 太陽能商機閃亮 (經濟日報) https://pse.is/4dyy8x Top2. 正視「非核家園不敵全球暖化」議題!(工商時報) https://reurl.cc/m3LRxA Top1. 第2波碳盤查 增250家公司 (聯合報) https://pse.is/4e666j 本節目由穩懋半導體股份有限公司贊助播出
2022-08-15
26 min
Going Long
Ep. 29: Lori Heinel, State Street Global Advisors
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
2022-07-05
36 min
Going Long
Ep. 28: Scott Sperling, THL
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.
2022-05-16
41 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Why Investors Should Adopt a Long-term Perspective & Capital Markets Should be More Supportive of Longer-term Businesses & Investments with Ariel Babcock, MD and Head of Research at FCLTGlobal
A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments. With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important p...
2022-05-11
21 min
Going Long
Ep. 27: Seth Alexander, MIT Investment Management Company
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 ne...
2022-04-03
47 min
Going Long
Ep. 26: McKinsey's Bob Sternfels on "Holistic Impact"
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...
2022-01-24
33 min
Going Long
Ep. 25: Erik van Houwelingen, Kempen Capital Management
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
2021-12-13
39 min
Going Long
Ep. 24: Clarke Murphy, Russell Reynolds Associates
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.
2021-11-22
40 min
Going Long
Ep. 23: Matt Whineray, New Zealand Super Fund
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 “Chris...
2021-11-08
42 min
Going Long
Ep. 22: Christian Sinding, EQT
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.
2021-10-25
34 min
Going Long
Ep. 21: Charles Emond, CDPQ
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.
2021-10-12
35 min
Going Long
Ep. 20: Mary Pryshlak, Wellington Management Company
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.
2021-09-27
34 min
Going Long
Ep. 19: Robert Smith, Vista Equity Partners
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.
2021-09-14
38 min
Going Long
Ep. 18: James Anderson, Baillie Gifford
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.
2021-08-30
40 min
The Edventure Brief
Global Equity Investor Natasha Braginsky Mounier On How To Succeed in a Rapidly Changing Financial Industry
In this podcast episode, we sit with Natasha Braginsky Mounier, independent director at Sberbank and senior fellow at FCLTGlobal. We discuss her early career following Harvard Business School, working as a financial analyst at The Blackstone Group and Corporate Finance Associate at JP Morgan. She elaborates on how the turbulent political climate affects investment outcomes for investors, particularly the changes following the election of Biden. We move on to discuss how climate stewardship and ESG oriented investing are gaining traction, and particularly, how societal pressure leads to such changes. Natasha also points out how role models can help women, in...
2021-07-27
1h 28
Going Long
Ep. 17: Henry Fernandez, MSCI
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.
2021-07-12
40 min
Going Long
Ep. 16: Bob Pozen, MIT
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.
2021-06-28
38 min
Going Long
Ep. 15: Mark Carney
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 ava...
2021-06-14
44 min
Going Long
Ep. 14: Alan Jope, Unilever
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.
2021-05-31
41 min
Going Long
Ep. 13: Chow Kiat Lim, GIC
“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.
2021-04-19
43 min
Going Long
Ep. 12: Ronald Wuijster, APG Asset Management
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.
2021-04-05
33 min
Going Long
Ep. 11: Heather McGregor, Edinburgh Business School
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.
2021-03-22
36 min
Going Long
Ep. 10: Theresa Whitmarsh, Washington State Investment Board
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.
2021-03-08
23 min
Going Long
Ep. 9: Nitin Nohria, Harvard Business School
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).
2021-02-22
42 min
Going Long
Ep. 8: Mark Machin, CPP Investments
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.
2021-01-25
38 min
Going Long
Ep. 7: Introducing FCLTCompass
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
2021-01-11
27 min
Going Long
Ep. 6: Mark Wiedman, BlackRock
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.
2020-12-14
36 min
Going Long
Ep. 5: Bill Thomas, KPMG
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.
2020-11-30
25 min
Going Long
Ep. 4: Leo Strine - Wachtell, Lipton, Rosen & Katz
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].
2020-11-16
47 min
Going Long
Ep. 3: Adena Friedman, Nasdaq
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].
2020-11-02
39 min
Going Long
Ep. 2: Carmine Di Sibio, EY
Carmine Di Sibio, Global Chairman and CEO of EY, joins the Going Long Podcast to share how EY embodies long-term principles in the way it does business. Di Sibio discusses EY's long-term value framework [00:02:00], the Business Roundtable’s Statement on the Purpose of a Corporation [00:08:50], the new norms of corporate governance [00:17:45], and the need for more data in the investor-corporate dialogue [00:27:25].
2020-10-19
34 min
Going Long
Ep. 1: Paul Polman, IMAGINE
Amid today's evolving global business environment, corporate-level long-term thinking is more important than ever. Paul Polman, Co-Founder and Chair of IMAGINE, former CEO of Unilever, and FCLTGlobal Strategic Advisor discusses the need for long-term perspectives in many professional capacities. Polman shares the story of the shift to long-term strategies during his time at Unilever [1:16], the effect that the COVID-19 pandemic has had on the long-term mentality [28:40], the importance of corporate-investor dialogue and engagement [32:00], and lessons learned from Unilever founder Lord Lever [34:34].
2020-10-05
44 min
The Reopening
Nasdaq’s Adena Friedman: “Capital is Part of the Cure.”
This week’s guest is Adena Friedman, President and Chief Executive Officer of Nasdaq. One of Forbes magazine’s “Most Powerful Women of 2019,” Ms. Friedman is a Class B director to the Federal Reserve Bank of New York and a board member of FCLTGlobal, a non-profit organization that researches tools to encourage long-term thinking in business and investing. In this episode, she talks about the central role of capital markets in economic recovery, the power of technology, and how companies that do the right thing deliver superior returns. Reading Notes: Adena T. Friedman | Nasdaq A biography of Nasdaq’s President and CEO of 3.5 years...
2020-08-11
30 min
Capital Allocators – Inside the Institutional Investment Industry
Sarah Williamson – Focusing Capital on the Long-Term
Sarah Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long-term behavior in business and investment decision-making. FCLTGlobal conducts research, convenes business leaders, develops actionable tools, and generates broad awareness of ways in which a longer-term focus can increase innovation, economic growth, and future savings. Prior to joining FCLTGlobal in 2016, Sarah spent 21 years at Wellington Management Company, where she was most recently a Partner and Director of Alternative Investments. She started her career at Goldman Sachs, and had stints at the U.S. Department of State and Mc...
2018-09-03
51 min