Goldman Sachs
Showing 736–750 of 1298 transcripts.
- 10 min
Orlando Bravo, Managing Partner of Thoma Bravo
Toma Bravo leveraged a conservative, hands-on operational strategy during the pandemic to navigate uninvestable markets, successfully capitalizing on the accelerated shift from on-premise to cloud infrastructure while validating the resiliency of software subscription models. The firm's long-term outlook prioritizes strict adherence to enterprise software within a controlled environment, applying a mentorship-driven framework that synthesizes deal structuring with deep operational execution to manage value creation across 3 to 5-year horizons. Despite current challenges regarding incomprehensible public market valuations, the approach maintains a disciplined focus on extracting costs and preserving fundamental business trajectories while advising emerging investors to build resilience through thoughtful, iterative practice.
- 9 min
Lexi Thompson, Professional Golfer
Professional golfer Lexi Thompson leverages her early competitive upbringing and record-setting career to launch a new entrepreneurial portfolio spanning skincare, fitness, and golf products. Her business ventures, including the copper-based Lexi Skin line and a planned South Florida gym, are driven by a selection process prioritizing shared passion and a commitment to excellence. Looking forward, Thompson aims to expand her fitness brand through a mobile app while advising athletes to prioritize fundamental mechanics and professional instruction over maximum swing speed.
- 1h 23m
Watch Live: 2020 Goldman Sachs Gives Analyst Impact Fund Finals
Eric Lane, Julian Salisbury, David Solomon, Stephen Scher, John Rogers, Asahi Pompei, Anne Black, Mabel, Abe, Olu, Anna Skoglund, Chris Johnson, Kim Posnett, Priyanka Pasi, Gauri, Mina Flynn, Jennifer Yume, Matthew, Av, Anshul Sugabi, Ruchand, Prashant, Khalil Razi, Carlos, Earl Hunt, Sarah Condon, Laura, Kia Williams, Arthur, Carrie Halio, Bridget Martinez, Alistair
The 2020 Analyst Impact Fund Finals engaged 733 Goldman Sachs analysts to evaluate non-profit proposals addressing critical global challenges like healthcare, climate change, and equity through a hybrid virtual and in-person format. Six finalist teams pitched their organizations, with Serum winning the $250,000 first-prize grant and an additional $25,000 "fan favorite" award, while Black Girl Ventures and CHaN secured second and third place respectively. This fifth annual competition has facilitated over $2.1 million in total grants to 69 nonprofits since its inception, serving as a key mechanism for junior talent to drive philanthropic impact and cross-office collaboration.
- 11 min
What’s Next for Brazil
Maria Silvia Bastos Marques, Liz
Brazil's economy, having weathered a deeper-than-expected recession through targeted liquidity support, is projected to resume growth despite lingering fiscal concerns and uneven investment confidence. The financial landscape has accelerated digital transformation via the Central Bank's PIX instant payment system and upcoming open banking, while the private sector maintains robust ESG commitments to sustain its agribusiness dominance. Concurrently, corporate strategies are increasingly prioritizing diversity and inclusion as essential performance drivers, aligning national economic recovery with social and environmental responsibility.
- 12 min
Kris Jenner, CEO of Jenner Communications
Kris Jenner, CEO of Jenner Communications, chronicles the evolution of the Kardashian-Jenner brand from the 2007 premiere of *Keeping Up with the Kardashians* to its 2021 conclusion, attributing their global dominance to relentless work ethic and innovative social media utilization. She details how the family transformed real-time digital engagement into a strategic "instant focus group" to validate products, ultimately fostering a business ecosystem where individual ventures collectively amplify family value. As the series concludes, Jenner outlines a forward-looking strategy focused on rapid product cycles and fast fashion, while advising entrepreneurs to prioritize interpersonal relationships over contracts to navigate an increasingly transient market.
- 19 min
John Foley, Founder and CEO of Peloton
Peloton founder John Foley disrupted the home fitness market by pivoting from art to digitize the industry through a direct-to-consumer hardware and software platform that has achieved continuous year-over-year growth since launch. Facing 400 institutional rejections during fundraising, the company scaled its workforce from a small team to 7,000 employees by recruiting top talent from major tech firms and executing a strict non-partisan social advocacy strategy. With a vision to capture 100 million subscribers and expand globally, Foley projects the organization could evolve into a trillion-dollar entity within 15 years by combining operational efficiency with a distinct corporate culture.
- 10 min
Jean Hynes, Managing Partner of Wellington Management
Jean Hines assumes the role of CEO at Wellington Management in July 2021, leveraging her expertise as a leading healthcare portfolio manager to guide the firm's $1.2 trillion asset portfolio across 50 distinct investment boutiques. Hines outlines critical long-term investment drivers, including global population aging and biomedical innovation, while emphasizing an "open collaborative platform" that grants portfolio managers autonomy within a unified research framework. Her leadership transition reflects a strategic shift toward integrating forward-looking regulatory and macroeconomic analysis, a methodology refined through her own career experiences and a commitment to cultivating deep, continuous learning for future investors.
- 22 min
Michaël Jérémiasz, Paralympian and Former Professional Wheelchair Tennis Player
Michaël Jérémiasz, Marilyn Mertz
Former world number one wheelchair tennis player and 2024 Paris Olympic Games ambassador Michael Jeremias leverages his personal journey from a snowboarding-induced spinal cord injury to championing universal accessibility and systemic inclusion. Drawing on his experience as a two-time Paralympic medalist and his observations of media representation gaps, he advocates for a societal shift where disability is treated as a common human issue rather than a niche concern. Jeremias combines his athletic credentials with recent life reflections from the pandemic to promote a future where diversity is naturally integrated into infrastructure and culture.
- 21 min
Bernardine Evaristo, Author of "Girl, Woman, Other"
Author Bernadine Averisto crafted the Booker Prize-winning novel *Girl, Woman, Other* over five years to highlight the scarcity of Black British women in adult fiction, employing her unique "fusion fiction" style to connect twelve diverse characters across a century-long narrative. Her historic victory, facilitated by a judging panel with significant female and minority representation, helped dismantle industry tokenism and coincided with the cultural shifts of the Me Too and Black Lives Matter movements. Following the award, the publishing sector actively audited its exclusionary practices, leading to a surge in engagement with works on race and gender while elevating emerging voices like poet Derek Owusu and theatre directors Ola Ince and Lynette Linton.
- 9 min
Europe’s Slowing Economic Recovery
Goldman Sachs projects a divergent global recovery where the US is expected to rebound to pre-crisis GDP levels by mid-2021, outpacing softer recoveries in the Euro Area and UK due to fiscal capacity and pandemic trajectory differences. While the outlook identifies Brexit negotiations as likely to result in minimal trade deals by mid-November, the firm classifies record sovereign debt levels as sustainable "good debt" that avoids inflationary spikes given negative output gaps and anchored expectations. Consequently, the investment strategy advises long-term holders to maintain strategic allocations while overweighting US equities over European and emerging market stocks based on superior demographics and innovation.
- 10 min
Chip Kaye, CEO of Warburg Pincus
Warburg Pincus partner Chip Kaye outlined a post-pandemic investment strategy emphasizing the non-correlated potential of U.S. and Asian markets, specifically highlighting the structural economic shifts in China. Drawing on 25 years of experience, Kaye advocated for independent judgment and relationship-building over conventional crowd-following, noting that successful investing relies heavily on fate and long-term patience due to the rare frequency of truly impactful decisions. The firm continues to prioritize mentoring junior talent in qualitative skills while navigating market uncertainties with a focus on sectors like energy and aerospace rather than struggling consumer retail.
- 10 min
Womenomics: Europe Moving Ahead
Recent analysis reveals that while Europe has surpassed the US in female labor participation rates and narrowed the gender pay gap through robust parental leave and childcare policies, stagnation persists for women over 40 due to a significant glass ceiling. Corporate board representation in Europe has climbed to roughly 31% but has plateaued at a target cap, with far slower progress occurring at executive management levels despite a proven 2.5% performance advantage for companies with high female leadership. Although the pandemic created disproportionate challenges for women in service sectors, the long-term shift toward flexible work arrangements and stability in the public sector may offer pathways for future equity gains.
- 19 min
Jitse Groen, CEO of Just Eat Takeaway.com
Founded by Yitze Groen in 2000, Takeaway.com evolved from a university experiment into a global food delivery powerhouse by leveraging Dutch EBITDA profits to survive a fragmented European market and merge with Just Eat. Facing intensifying competition from rivals like Delivery Hero and Delivery Hero, the company strategically raised capital to fuel international expansion, eventually acquiring Grubhub in 2024 to target the consolidated US market. Groen currently steers the entity toward profitable growth while rejecting unsustainable quick-commerce models, prioritizing a low-cost marketplace strategy to capture significant digital penetration potential in core and adjacent markets.
- 9 min
What’s on the Minds of CIOs
Chief Investment Officers are navigating the dual pressures of pandemic volatility and near-zero interest rates by reallocating capital from fixed income into higher-yielding alternatives like private credit and infrastructure to meet 6% to 8% return targets. Amidst uncertainty surrounding the 2020 U.S. election, these leaders are implementing broad hedging strategies and leveraging quantitative analysis to protect portfolios while integrating Environmental, Social, and Governance factors as core components of risk management. The convergence of these challenges has fundamentally shifted investment priorities for pension plans, healthcare organizations, and endowments, forcing a move from niche ESG considerations to a universal mandate for diversity and inclusion in all asset classes.
- 26 min
Howard Schultz, Chairman Emeritus of Starbucks Coffee
Under Howard Schultz's leadership, Starbucks transformed from an 11-store startup into a global entity spanning 77 countries while pioneering comprehensive healthcare and equity ownership for all employees. Facing a 2008 insolvency crisis, Schultz rejected shareholder demands to cut benefits, instead investing in manager training and community service to restore financial stability and brand equity. This turnaround established a unique corporate culture where strategic decisions are governed by customer and employee impact, resulting in a company with a 21,000% stock appreciation since its 1992 IPO.