Exchanges at Goldman Sachs: Great Investors is a new podcast miniseries that explores the key insights, investment views and strategies from the world’s most respected investors. Hosts from around the firm speak with notable investors across the public and private markets about their investing strategies and how they are navigating and succeeding in today’s investment landscape.
Latest
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of Goldman Sachs Exchanges: Great Investors.
A conversation with Renaissance Technologies CEO Peter Brown
In this special episode of Goldman Sachs Exchanges: Great Investors, Peter Brown, CEO of Renaissance Technologies, talks about his career and building the hedge fund company. He also recounts how the firm navigated market crises such as the “quant quake” and the Global Financial Crisis, and describes how computer models and algorithms have long played a role in Renaissance’s growth.
BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment
As the Chief Investment Officer of Global Fixed Income for BlackRock, Rick Rieder and his team are responsible for about $2.4 trillion of assets. In this episode of Goldman Sachs Exchanges: Great Investors, Rieder shares his views on the markets, the strength of the U.S. economy, and where he’s finding investment opportunities.
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around $145 billion. In this episode of Goldman Sachs Exchanges: Great Investors, Goldman Sachs’ John Storey speaks with Ellis about his perspectives on the hedge fund industry, his views on the markets and the global economy, and what’s he’s learned over his career.
GQG’s Rajiv Jain on bold moves, growth of capital and global markets
Since GQG Partners’ Chairman and CIO Rajiv Jain co-founded the global boutique asset management firm in 2016, the company has grown to more than $100 billion in assets under management. In this episode of Goldman Sachs Exchanges: Great Investors, Jain discusses his approach to managing portfolios and building teams, as well as his views on the macroeconomic and investment landscape.
Bain Capital’s Stephen Pagliuca on Private Equity and the Boston Celtics
In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the economy and investment landscape, and his experience managing the Boston Celtics and Atalanta soccer club.
Why Investors are Leaning into Alternatives: Apollo’s Marc Rowan
In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about leading one of the world’s largest alternative asset managers, the fundamental changes that are reshaping markets and economies, building a strong workplace culture, and why everyone should “be curious, not defensive.”
How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the economy and investment landscape, and his efforts to enhance the financial resilience of the workforce.
Investing with Permira’s Tara Alhadeff
In this episode of Exchanges at Goldman Sachs: Great Investors, Tara Alhadeff, partner at Permira, talks with Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, about investing in iconic brands like Doc Martens, Valentino and Golden Goose and the outlook for discretionary spending in times of volatility.
Investing with Forerunner’s Eurie Kim
In this episode of Exchanges at Goldman Sachs: Great Investors, Eurie Kim, managing partner at Forerunner Ventures, speaks with Goldman Sachs’ Katie Koch, chief investment officer of public equity in Goldman Sachs Asset Management, about the evolution of direct-to-consumer businesses, her investment philosophy and the dislocation between private and public market valuations.
Investing with Oaktree Capital Management’s Howard Marks
In this episode of Exchanges at Goldman Sachs: Great Investors, Howard Marks, co-chairman of Oaktree Capital Management, speaks with Goldman Sachs’ Katie Koch, chief investment officer of Public Equity in Goldman Sachs Asset Management, about his investment philosophy, his views on market cycles and why investing is the “discipline of relative selection.”
Investing with The Carlyle Group’s Sandra Horbach
In this episode of Exchanges at Goldman Sachs: Great Investors, Sandra Horbach, co-head of U.S. Buyout and Growth at The Carlyle Group, talks with Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, about what it was like to be a trailblazer in the private equity space and the evolution of diversity in the industry.
Investing with KKR’s Tara Davies
How is one of the most senior dealmakers in Europe navigating inflationary pressures? In this episode of Exchanges at Goldman Sachs: Great Investors, Tara Davies, partner, global head of Core Infrastructure and co-head of European Infrastructure at KKR, talks with Goldman Sachs’ Alison Mass, chairman of the Investment Banking Division, about the European infrastructure space and the inflation pass-through mechanic in infrastructure assets.
Investing with Norges Bank Investment Management’s Nicolai Tangen
How is the leader of the world’s largest sovereign wealth fund navigating slowing economic growth, rising inflation and geopolitical conflicts? In this episode of Exchanges at Goldman Sachs: Great Investors, Nicolai Tangen, chief executive officer of Norges Bank Investment Management, talks with Goldman Sachs’ Katie Koch, chief investment officer of Public Equity in the Asset Management Division, about the fund’s mission and why he expects the investing environment to be more difficult.
Investing with KKR’s Joe Bae
In this episode of Exchanges at Goldman Sachs: Great Investors, Joe Bae, Co-CEO of KKR, shares his thoughts with Goldman Sachs’ Alison Mass, chairman of the Investment Banking Division, about the evolution of the private equity industry, what’s top of mind for CEOs and how the firm is navigating a challenging macro environment.
Investing with Altimeter Capital’s Brad Gerstner
What’s it like to lead a tech-focused fund invested in public and private companies in this market? In this episode of Exchanges at Goldman Sachs: Great Investors, Brad Gerstner, founder and CEO of Altimeter Capital, talks with Goldman Sachs’ Katie Koch, chief investment officer of Public Equity in the Asset Management Division, about the tech downturn and the launch of Altimeter at the peak of the financial crisis.
Investing with Advent International’s Tricia Glynn
In our inaugural episode of Exchanges at Goldman Sachs: Great Investors, Tricia Glynn, managing director at Advent International, talks with Goldman Sachs’ Alison Mass, chairman of the Investment Banking Division, on “breaking glass moments” in the industry, her outlook on the private equity landscape, and how she finds her best investments.