Latest Interviews
Showing 181–195 of 272 transcripts.
Clear all filters- Goldman Sachs19 min
Theresia Gouw, Founding Partner of Acrew Capital
A Crew Capital leverages its unique multi-generational partnership to navigate a venture capital landscape marked by a sharp decline in mega-deals and a resurgence in early-stage Series A activity. The firm differentiates itself by exclusively targeting software subsectors like cybersecurity, fintech, and consumer internet, utilizing a diverse investment team that secures 40–45% of backed founders with female co-founders. By compressing deal timelines while mitigating overcapitalization risks, A Crew focuses on "white space" opportunities to identify high-potential companies before they enter the public eye.
- Goldman Sachs27 min
Andy Jassy, Chief Executive Officer of Amazon Web Services
AWS reported over $45 billion in annual revenue, contributing more than half of Amazon's total profits while serving millions of enterprise and government customers across diverse sectors. The division drives innovation by prioritizing autonomous "builder" roles and offering a three-tiered AI stack that democratizes machine learning access for organizations facing talent shortages. Additionally, AWS emphasizes converting capital expenditure to variable costs to accelerate business agility, while maintaining industry-leading security standards and committing to net-zero carbon emissions by 2040.
- Goldman Sachs18 min
Alastair Campbell, Political Strategist and "Mind" Ambassador
Alastair Campbell, Peter van de Ven
Former press secretary Alastair Campbell discusses his career trajectory and draws on his history of severe mental health struggles to outline a management framework centered on expanding one's capacity for positive experiences. He highlights the acute physical and psychological symptoms of depression while contrasting his own self-medication with the forced treatment of his brother to underscore generational disparities in psychiatric care. Campbell concludes by condemning the high rate of suicide among young British men and urging for a more urgent public and political response to address this crisis.
- Goldman Sachs18 min
Toni Petersson, Chief Executive Officer of Oatly
Founded in 1993 by scientists including Rickard Östberg, Oatly transitioned from an ingredients supplier to a consumer brand under Tony Peterson's 2012 leadership to address the food industry's 30% contribution to global carbon emissions. The company strategically prioritizes sustainability over short-term profit by publicly reporting negative environmental metrics and leveraging CEO vulnerability to drive market adoption, despite facing significant resource constraints. With a long-term vision to evolve beyond oat milk into a global sustainability platform, Oatly advocates for retail and governmental support to accelerate the shift toward plant-based diets by 2050.
- Goldman Sachs17 min
David Katz, Founder and CEO of The Plastic Bank
The Plastic Bank operates a global currency system that enables impoverished communities to exchange collected plastic for essential goods like education, healthcare, and utilities. This model functions as a for-profit enterprise that supplies major corporations with verified recycled materials while providing collectors with an entrepreneurial income stream exceeding traditional wages. The organization is currently expanding its footprint upstream along the Nile River to prevent marine debris at its source by formalizing waste collection in Egypt and neighboring nations.
- Goldman Sachs32 min
Risk Management - Goldman Sachs 2020 Investor Day
Brian Lee, Karen Seymour, Sarah Smith, Shira Fredman
A panel of four seasoned executives, including CRO Brian Lee and General Counsel Karen Seymour, outlined a risk and compliance framework defined by an independent function that integrates disciplined risk-reward strategies into all new business initiatives. The firm aims to maintain a Common Equity Tier 1 ratio between 13% and 13.5% while deploying robust stress-testing methodologies and enhanced surveillance systems to address geopolitical, climate, and cybersecurity threats. This approach ensures that control functions participate in strategic planning from day one and that the balance sheet retains fair valuation flexibility regardless of accounting designations.
- Goldman Sachs35 min
The Future of Market Structure - Goldman Sachs 2020 Investor Day
Ezran Ahoum, Liz Martin, Amy Hong
The firm is transforming its global markets structure by leveraging high-frequency technology and regulatory automation to process billions of daily transactions while shifting equity and fixed income workflows toward algorithmic trading and real-time pricing engines. Strategic investments in digital platforms like Marquee and AI-driven natural language processing have enabled 99.9% straight-through processing rates, allowing the firm to capture doubled market share in Europe and become the leading provider of US investment-grade corporate bond electronic trading. As the talent base evolves toward data science and engineering, the organization is capitalizing on securities lending and financing bundles to offset compressing margins and secure a dominant position in an increasingly fragmented, data-intensive financial ecosystem.
- Goldman Sachs31 min
Fixed Income Investor Relations - Goldman Sachs 2020 Investor Day
Beth Hammack, Kerry Halio, Rajeshri Datta
Goldman Sachs is accelerating a strategic shift to increase unsecured consumer deposits, aiming to replace $10 billion of wholesale debt annually to reduce interest costs and fund a long-term 50-50 debt-deposit mix. Complementing this funding evolution, the firm plans to shorten its wholesale debt weighted average maturity to eight years or less while executing a targeted transition away from LIBOR by the end of 2021. These liquidity and asset-liability management initiatives, supported by robust capital buffers and conservative underwriting, are projected to lower net interest expenses by $1 billion over the medium term.
- Goldman Sachs42 min
A Conversation with David Solomon - Goldman Sachs 2020 Investor Day
David Solomon, Julian Wellesley, Brennan, Mike, Kiana Wilson, Doug, Christian Bolu, Glenn, Betsy, Devin, Steve, John, Gerard Cassidy, Matt O'Connor, Jeff Hart
Goldman Sachs is executing a strategic pivot to diversify its Global Markets client base and expand Consumer and Wealth Management operations, specifically targeting a $1.3 billion expense reduction while simultaneously building toward $125 billion in deposits. CEO David Solomon and leadership team emphasized a "One Goldman Sachs" ethos to break internal silos, with management deferring specific payout ratios in favor of a CET1 target of 13% to 13.5% to fund accretive growth. The firm projects a three-to-four-year J-curve for new lending and transaction banking initiatives, planning to report progress against these capital allocation and efficiency milestones on an annual basis rather than quarterly.
- Goldman Sachs18 min
Innovation - Goldman Sachs 2020 Investor Day
Marco Argenti, Stephanie Cohen, David
Marco Argenti, former co-CIO of Goldman Sachs, leads a technology transformation designed to evolve the firm into a "vertical cloud" provider by prioritizing modular APIs and externalizing services like Marquee and Apple Card. Chief Strategy Officer Stephanie Cohen reinforces this strategy by shifting engineering focus toward differentiated capabilities, resulting in a dynamic framework that combines buying, building, partnering, and investing to capture a $60 billion retail deposit base and expand quantitative trading volumes through external broker-dealers. This approach leverages Goldman Sachs' heritage in equity markets and deep pre-IPO relationships to create a self-reinforcing platform that enables developers to embed financial services directly into client workflows while generating durable, fee-based revenue.
- Goldman Sachs21 min
International Strategy - Goldman Sachs 2020 Investor Day
Goldman Sachs International CEO Richard Nutter detailed a five-decade strategy that expanded the firm's international footprint to over 40% of total revenue, supported by a diverse leadership team of 80 nationalities and the cross-border "One Goldman Sachs" model. The firm achieved market leadership in China and global M&A while driving growth in underpenetrated regions like South Africa and Europe through specific launches in fixed income, digital banking, and alternative investments. Looking ahead, Goldman plans to secure full ownership of its China joint venture, expand its international private wealth advisory force by 50%, and target $100 billion in new fundraising to capitalize on projected revenue pools.
- Goldman Sachs26 min
Global Markets - Goldman Sachs 2020 Investor Day
Jim Esposito, Ashok Varadhan, Mark Nachman
Under the leadership of Jim Esposito and Ashok Varadhan, Goldman Sachs' Global Markets division is executing a strategic pivot to become the preeminent global franchise by leveraging high-barrier-to-entry scale and regulatory advantages. The firm is accelerating this transformation through technology-driven automation, the expansion of its Marquee platform, and a shift toward lower-volatility financing activities that have already captured 30% of revenues. By systematically closing over 1,000 client gaps and reducing operating expenses by nearly $1 billion, the division projects to exceed an 11% return on tangible equity while narrowing its revenue gap with top-ranked peers.
- Goldman Sachs30 min
Investment Banking - Goldman Sachs 2020 Investor Day
Greg Lemkaw, Dan Dees, John, David, Jim Esposito, Ashok Varadhan
Co-led by Greg Lemkau and Dan Dees, the investment bank reinforces its position as the global market leader in M&A and underwriting through a strategy targeting mid-cap growth, financial sponsors, and transaction banking. The firm leverages a vast network of over 10,000 clients and a culture of mentorship to drive record revenues, recently exemplified by landmark deals like the Spotify direct listing and the Fiat Chrysler-Peugeot merger. Looking toward 2025, leadership plans to expand coverage of $500M–$2B companies and launch a high-tech transaction banking platform to diversify revenue streams and achieve 1% global market share within five years.
- Goldman Sachs29 min
Executing Our Strategy - Goldman Sachs 2020 Investor Day
John Waldron, President and COO of Goldman Sachs, outlines a strategic mandate to drive operational excellence and global client engagement through a three-pillar approach of strengthening the core franchise, investing for growth, and enhancing efficiency. The firm targets a return on equity exceeding 10% over the next three years by expanding investment banking coverage, unifying its alternatives platform, and implementing $1.3 billion in cost savings while reallocating resources toward technology and talent mobility. This comprehensive roadmap includes structural changes such as increasing engineering budgets, launching the Apple Card, and scaling the "One Goldman Sachs" philosophy to break down silos across 100 key client relationships.
- Goldman Sachs31 min
Tom Brokaw, Author of "The Fall of Richard Nixon: A Reporter Remembers Watergate"
In a new memoir, journalist Tom Brokaw chronicles the Watergate scandal and President Nixon's 1974 resignation, emphasizing how the "California crew's" hubris and efficient control systems led to the unprecedented imprisonment of Nixon's top aides. Brokaw details the methodical, cross-party investigation led by Peter Rodino and Bill Cohen, which utilized limited 1970s news cycles to dismantle Nixon's claims of executive privilege and result in a landmark Supreme Court ruling. The narrative also explores Brokaw's personal career trajectory, including his refusal of a White House offer from Haldeman and his later coverage of the Berlin Wall's fall, framing these events through the lens of journalistic integrity and the dangers of unchecked political power.