Latest Interviews
Showing 1–8 of 8 interview transcripts.
Clear all filters- Goldman Sachs42 min
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
TCW President and CEO Katie Koch, a former Goldman Sachs CIO with two decades of investment experience, is steering the firm's strategic evolution from its fixed-income heritage into private credit and ETFs to address a shrinking public market landscape. Leveraging significant dry powder during recent market dislocations, Koch emphasizes a culture rooted in integrity and psychological safety while executing active management strategies designed to generate outsized returns for institutional clients. Her leadership philosophy blends operational discipline with personal values regarding resilience, aiming to provide holistic investment solutions that allow borrowers and investors to navigate volatility across both public and private asset classes.
- Goldman Sachs21 min
Investing with Oaktree Capital Management’s Howard Marks
Howard Marks, Katie Koch, Alison Nathan
Howard Marks characterizes the mid-2022 market environment as a corrected balance where significant public equity markdowns have created attractively valued opportunities absent from private markets. Rejecting macroeconomic forecasts, Marks outlines Oaktree's crisis strategy of deploying capital when others retreat, a methodology built on historical conditioning and the principle that price matters more than asset quality. His 35-year partnership with Bruce Karsh further reinforces this discipline through complementary governance, ensuring joint conviction remains high during market dislocations.
- Goldman Sachs23 min
Investing with Norges Bank Investment Management’s Nicolai Tangen
Nicolai Tangen, Katie Koch, Alison Nathan
Nikolai Tangen, chief executive of Norges Bank Investment Management, directs the world's largest sovereign wealth fund as it navigates a projected decade of stagflation and geopolitical instability through tactical portfolio adjustments and a rigorous negative selection strategy. Leveraging an interrogative background and a philosophy of active ownership, Tangen emphasizes capitalizing on undervalued opportunities in markets like China while excluding companies with weak balance sheets to preserve the fund's $1.3 trillion in long-term assets. His approach integrates diverse intellectual perspectives and a commitment to transparency, as evidenced by his "Good Company" podcast and a pledge to donate most of his personal wealth to educational initiatives.
- Goldman Sachs43 min
Howard Marks, Co-chairman of Oaktree Capital Management
Bill Marks and Bruce Karsh executed a massive $10 billion distressed debt strategy during the 2008 financial crisis by maintaining an $11 billion reserve to capitalize on market dislocation without relying on predictive forecasting. Marks argues that long-term investment success depends on buying quality assets at "absurdly" low prices while avoiding quantitative risk models, emphasizing that surviving catastrophic losses is more critical than chasing top-tier annual returns. He maintains that superior performance requires human judgment to navigate qualitative uncertainty and a commitment to idiosyncratic positions that diverge from market euphoria.
- Goldman Sachs21 min
Heather Hasson and Trina Spear, co-founders and co-CEOs of FIGS
Heather Hasson, Trina Spear, Katie Koch
Co-founders Heather Hassan and Trina Speer established FIGS to disrupt the commoditized healthcare apparel market by introducing performance fabrics and high-fashion silhouettes to medical professionals. The company overcame significant early challenges, including manufacturing errors and investor rejection, to build a brand centered on technical comfort and a mission of serving those who serve others. Today, FIGS continues its global expansion across multiple continents while leveraging its proprietary technology to eventually diversify into other uniform sectors.
- Goldman Sachs23 min
Val Ackerman, Commissioner of the Big East Conference
On March 12, the Big East Conference suspended its tournament quarterfinals following a strategic assessment by its Board of Directors amidst state mandates on large gatherings and the broader coronavirus response. Under the leadership of President Val Ackerman, the conference simultaneously launched a diversity working group across its 11 member schools and advocated for NCAA rule changes permitting student-athletes to monetize their names, images, and likenesses. With UConn's recent addition strengthening its competitive profile and an expanded digital network, the conference is navigating complex return-to-play logistics while leveraging its status as the largest producer of collegiate women's sports programming.
- Goldman Sachs23 min
Muffet McGraw: Winning in Women’s Sports
Notre Dame head coach Muffet McGraw reflects on her eight Final Four appearances and two national championships while advocating for women in coaching and challenging media double standards. Drawing on her background as a seven-on-seven pioneer, she details a recruiting philosophy prioritizing character over talent and the strategic implementation of an all-female coaching staff to foster role modeling. Her insights further explore the resilience required to overcome severe team injuries and adversity, exemplified by the 2018 championship run, alongside her observations on the persistent scrutiny female leaders face regarding emotional expression and professional behavior.
- Goldman Sachs28 min
Ibtihaj Muhammad: Making History in a Hijab
Dhurah Ibtisam is a trailblazing fencer who became the first American to compete in a hijab at the Olympics, securing a team bronze medal in Rio while authoring a memoir on her journey of resilience. Beyond her athletic achievements, she founded the modest fashion brand Luella and collaborated with Mattel to launch a "Sheroes" Barbie doll that challenges stereotypes through authentic representation. Ibtisam's career highlights her advocacy for dismantling systemic barriers in sports, transforming her experiences with discrimination and financial hardship into a platform for empowering marginalized communities.