Latest Interviews
Showing 1–15 of 20 transcripts.
Clear all filters- Goldman Sachs50 min
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
Centerbridge Partners, managed by co-founders Jeff Aronson and the late Mark Logue, oversees over $42 billion across private equity, private credit, and real estate strategies while championing an integrated approach to solving liquidity gaps in the market. The firm distinguishes itself through a unified investment model that pairs deep operational insight with hybrid capital structures, exemplified by its successful 2009 offensive restructuring of CIT Group and its recent expansion into non-sponsor middle-market lending. With a succession plan led by Managing Partner Matt K. Baker and a culture defined by rapid hiring standards and broad talent development initiatives like the CUNY partnership, Centerbridge continues to evolve toward non-siloed solutions that bridge traditional banking constraints.
- Goldman Sachs57 min
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
Sutter Hill Ventures, led by Managing Director Mike Spicer, operates as a product studio employing over 100 engineers and researchers to directly build portfolio companies like Snowflake, NVIDIA, and Astera Labs rather than acting as a traditional passive investor. The firm utilizes an evergreen fund structure that allows its founders to personally co-invest 25% of all capital while focusing on technical problem-solving in emerging sectors such as generative AI through internal projects REV and Bench. By prioritizing intellectual honesty and rapid iteration cycles, the Palo Alto-based organization aims to achieve massive efficiency gains and solve complex scientific challenges in fields ranging from database architecture to human longevity.
- Goldman Sachs1h 0m
How Sequoia Capital’s Roelof Botha is forging the future
Roloff Bota of Sequoia Capital outlines the firm's enduring investment philosophy, which relies on a small, high-integrity team to back founder-problem fit through rigorous processes like anonymous voting and pre-mortems. The discussion highlights how Sequoia navigates a contracting VC market and evolving AI landscape by prioritizing infrastructure software over capital-intensive foundation models while introducing a permanent fund structure to align long-term incentives. Ultimately, the event details how the firm balances historical underdog mentalities with modern behavioral economics to sustain 100x to 500x returns despite a 50% failure rate in its portfolio.
- Goldman Sachs54 min
KKR's Henry Kravis on private equity, culture, and global markets
In an October 2023 interview, KKR co-founder Henry Kravis outlines the firm's evolution from a $120,000 startup to a $520 billion alternative investment manager while detailing its transition to a co-CEO leadership model under Joe Bae and Scott Nuttall. The discussion highlights KKR's distinct value creation philosophy that aligns management and shareholder interests through owner-operator capital requirements, alongside a strategic "lean in" approach to market downturns focused on operational efficiency. Kravis further addresses the firm's broader macroeconomic outlook regarding sustained inflation and geopolitical risks, while emphasizing its internal "Ownership Works" culture and philanthropic commitment to education and social mobility.
- Goldman Sachs1h 21m
2022 Analyst Impact Fund
Asahi Pompei, Jim Kramer, Nikonj, Kee, Angela, Simon, Amber, Amy, Eduardo, Gabriella, Sandra, Eric, Anna Gipikoulos, Olivia, Lisa, Joseph, David Solomon
The seventh annual Goldman Sachs Analyst Impact Fund Finals brought four finalist teams from Singapore, Frankfurt, Copenhagen, and London to New York to pitch social impact projects before a panel including Jim Cramer. Team IntelliHealth secured the $250,000 first-place award for its telehealth platform, while Upwardly Global, Climate Science, and Witness received additional funding to scale their initiatives in workforce integration, climate education, and human rights verification. This in-person event marked a strategic shift for the competition, reinforcing Goldman Sachs' commitment to inclusive growth by deploying $550,000 in grants to support projects aligning with the firm's 2021 sustainability goals.
- Goldman Sachs50 min
Investing with Forerunner’s Eurie Kim
Eurie Kim, Katie Koch, Alison Nathan
Yuri Kim of Forerunner Ventures outlines a strategic pivot from traditional product-centric DTC models to experience-driven services while addressing the current venture capital slowdown caused by valuation misalignment and macroeconomic headwinds. The firm emphasizes a rigorous founder selection process prioritizing vision, discipline, and magnetism, particularly for teams navigating the shifting demographic landscape of Gen Z and settling millennials. Additionally, Kim highlights the critical role of diverse leadership in driving innovation and operational stability, noting that female investors bring distinct mediation skills essential for managing complex market environments.
- Goldman Sachs47 min
Investing with Altimeter Capital’s Brad Gerstner
Brad Gerstner, Katie Koch, Alison Nathan
Altimeter Capital founder Brad Gerstner forecasts a deep global recession followed by a deflationary shift, positioning the current market dislocation as a historic buying opportunity for high-quality private and public technology assets. He outlines a concentrated investment strategy that prioritizes secular AI and data trends over cyclical volatility, specifically highlighting undervalued opportunities in Meta, Snowflake, and the broader enterprise cloud migration. Beyond portfolio performance, Gerstner advocates for structural wealth inequality solutions through the "Invest America" initiative, which proposes universal investment accounts to democratize ownership of the American economy.
- Goldman Sachs55 min
Dr. Scott Gottlieb, Author of “Uncontrolled Spread” and Former FDA Commissioner
Dr. Scott Gottlieb, Charmaine Mosavar-Rahmani
Dr. Gottlieb discusses the Omicron variant's rapid transmission and reduced severity in South Africa while arguing that booster shots provide sufficient protection against severe disease without the need for immediate variant-specific vaccines. He outlines a shift toward endemic management strategies, emphasizing seasonal vaccination, improved air filtration, and the distribution of home diagnostics as key components of future pandemic preparedness. The analysis further critiques historical data suppression and institutional hesitation, calling for a national security approach to building resilient public health infrastructure.
- Goldman Sachs47 min
"The Battle for Our Screens," Part 2: The Future of Work
Heather Bellini, Ryan Nolan, Tammy Kiely, Renee James, Jake Siewert, Heath Terry, Marco Argenti
The rapid acceleration of remote work has triggered a wholesale shift in enterprise infrastructure, compressing two years of digital transformation into mere months and driving a decisive move from legacy systems to cloud-based Unified Communications as a Service. While global knowledge workers and institutions like Goldman Sachs successfully navigated unprecedented usage spikes through virtualized desktops and hybrid collaboration tools, the market is now consolidating around "Enterprise 4.0" standards that prioritize distributed security, automated workflows, and a blended office model. This new paradigm is attracting significant capital inflows for Series A to IPO-stage companies, fundamentally reshaping real estate footprints and IT budget strategies toward operational expenditure and data insights at the edge.
- Goldman Sachs46 min
From “The Way Forward" Conference: Jim Fitterling, CEO of Dow, and Julie Sweet, CEO of Accenture
Jim Fitterling, Julie Sweet, John
Accenture CEO Julie Sweet and Dow executive Fitterling describe how the 2020 pandemic accelerated a fundamental shift from physical to digital business operations, exposing a performance gap where top adopters leveraged cloud infrastructure to remote-work instantly while laggards struggled with obsolete sales channels. This crisis drove aggressive strategic pivots, including Dow's rapid e-commerce expansion and the integration of AI for product development, which simultaneously highlighted critical needs for cybersecurity fortification and systemic workforce reskilling through public-private partnerships. The leaders further argue that these technological transitions must be paired with enduring commitments to sustainability targets and racial justice initiatives to ensure long-term organizational resilience against future geopolitical and social disruptions.
- Goldman Sachs57 min
The State of the Real Estate Market
Sharmin Mossavar-Rahmani, Alan Kava, Roy March, Ralph Rosenberg, Sharmeen Mosavaramani
On April 24, 2020, Goldman Sachs, KKR, and Eastdale executives analyzed a global real estate market defined by record cap rate spreads, an 80% drop in private transaction volumes, and divergent sector performance driven by the COVID-19 pandemic. While hospitality and retail faced existential threats from plummeting occupancy and accelerating structural decline, industrial and life science sectors demonstrated resilience through e-commerce growth and near-perfect rent collections. Industry leaders anticipate a prolonged recovery period where well-capitalized banks may stabilize the market, yet a sharp bifurcation remains between distressed "have-to" sellers and liquidity-rich investors poised to acquire depressed assets.
- Goldman Sachs57 min
Jennifer Hyman: Redefining the Future of Fashion and Workplace Equality
Founded in 2009 by Jennifer Hyman and Jennifer Fleiss, Rent the Runway has evolved from a niche event rental service into a subscription-first enterprise serving over nine million members through a vertically integrated logistics network. The company disrupts the $2.4 trillion fashion industry by normalizing the rental mindset while leveraging proprietary data to help designers manufacture more durable, rentable garments. Beyond its commercial operations, the firm actively advocates for gender equity in venture capital and has implemented company-wide policy changes to equalize benefits for all 1,500 employees regardless of role.
- Goldman Sachs46 min
Doris Kearns Goodwin on "Leadership: In Turbulent Times"
Doris Kearns Goodwin, D'Arce, Bill Benson, Jr., Bob
Doris Kearns Goodwin's *Leadership in Turbulent Times* analyzes the formative adversity, crisis management, and legacies of Abraham Lincoln, Theodore Roosevelt, Franklin D. Roosevelt, and Lyndon B. Johnson to derive lessons for contemporary political dysfunction. Drawing from her personal experience as a White House Fellow under Johnson and historical research, Goodwin details how these four leaders utilized discipline, emotional intelligence, and specific energy-replenishment strategies to navigate national upheavals. The work concludes by contrasting their methods of fostering national unity against modern tribalism, warning that democracy falters when citizens view one another as opponents rather than fellow Americans.
- Goldman Sachs46 min
Emmanuel Roman: Leadership in a Digital-First Economy
PIMCO CEO Manny Roman leverages a deep background in finance and a growing technology workforce to deploy machine learning models for superior fixed income alpha while navigating a "seventh inning" global economic cycle. He maintains a "bend but not break" credit risk philosophy to address peripheral European and emerging market vulnerabilities, forecasting a 15-25% probability of an equity correction within 12 months. Looking toward 2028, Roman is driving a strategic expansion including a new Austin tech hub and a digital client portal to revolutionize retirement simulations and liability matching for both retail and institutional investors.
- Goldman Sachs52 min
Katie Couric on Telling America’s Stories
In a comprehensive interview, pioneering broadcaster Katie Couric details her unconventional path from a CNN failure to becoming the first solo female anchor of the CBS Evening News, where she prioritized substantive coverage of issues like sexual assault over traditional newsroom norms. She discusses her strategic negotiations for professional equality, her pivotal 2008 interview with Sarah Palin, and her current documentary series *America Inside Out*, which seeks to bridge deep societal divides through direct dialogue and the re-examination of Confederate history. Couric concludes by advocating for structural changes such as the Rooney Rule to combat workplace bias and emphasizing the critical role of proximity in fostering empathy across America's shifting demographic landscape.