David Solomon
Showing 16–27 of 27 transcripts.
- Goldman Sachs32 min
Norges Bank’s Nicolai Tangen on running the world’s largest sovereign wealth fund
Norges Bank Investment Management oversees the world's largest sovereign wealth fund, which has generated a 60% return over its CEO's five-year tenure while holding stakes in 9,000 global companies. Under CEO Nikolai Tangen, the organization distinguishes itself through aggressive active stewardship, transparency, and a shift toward real-time behavioral analytics that guide its 70% equity allocation. Tangen's strategy addresses current market risks from tech concentration and regulatory fragmentation by prioritizing renewable infrastructure and long-term decision-making to maintain the fund's role as a critical pillar of Norway's economy.
- Goldman Sachs15 min
Marc Benioff on how Salesforce is seizing on AI opportunities
Salesforce CEO Marc Benioff positions the company's new AgentForce platform as a critical industry shift designed to replace ineffective AI pilots with autonomous agents that augment existing workforces without requiring proprietary model training. By leveraging a foundational data cloud strategy, the system aims to boost revenue and operational efficiency across sales, service, and marketing while specifically addressing issues like healthcare worker burnout. With the platform set for public release next week, Benioff anticipates an immediate industry-wide adoption as clients gain the ability to deploy custom, high-performing agents that operate with significant speed and security.
- Goldman Sachs30 min
Nvidia Founder and CEO Jensen Huang on the AI revolution
NVIDIA founder Jensen Huang details the company's strategic pivot from gaming GPUs to a dominant full-stack accelerated computing platform driven by the "magic kernels" of generative AI. This approach leverages architectural compatibility and the Blackwell architecture to deliver up to 500x speedups, enabling super-clusters that deploy in 19 days while generating a 5:1 cloud rental revenue multiplier. With demand so intense that global capacity is already sold out, the organization relies on a concentrated Asian supply chain and AI-augmented engineering to maintain its competitive moat and scale innovation annually.
- Goldman Sachs41 min
Dr. Ruth Simmons on Diversity, Affordability, and the Challenges Facing America's College Campuses
Dr. Ruth Simmons, David Solomon
Former university presidents Dr. Ruth Simmons, a Chevalier of the French Legion of Honor and former Goldman Sachs board member, utilized the "One Million Black Women" initiative to graduate over 140 scholars while announcing plans to double the program's cohort size. Drawing on her leadership of Prairie View A&M and her personal history overcoming segregation, she critically analyzed the drivers of higher education costs and advocated for reconfiguring diversity strategies to embrace universal inclusion in a post-affirmative action landscape. The event concluded with Simmons emphasizing the necessity of tolerating conflicting viewpoints on campus to foster genuine intellectual growth and addressing a generational demand for organizational integrity among students and employees.
- Goldman Sachs38 min
Harvard’s former president Drew Faust on making “necessary trouble”
Drew Faust, Drew Gilpin Faust, David Solomon
Former Harvard University President Drew Faust details her transformation from a girl raised in segregated Virginia to a civil rights activist and historian in her new memoir, *Necessary Trouble: Growing Up at Mid-Century*. The book chronicles her early resistance to gender norms, her pivotal travels to East Germany and the American South that solidified her commitment to racial equality, and her participation in major 1960s protests alongside figures like John Lewis. Faust concludes by contrasting her era's battles for personal freedom with modern higher education's challenges, which now require navigating deep ideological divides and global conflicts within diverse campus communities.
- Goldman Sachs25 min
How Vuori’s Joe Kudla went from accountant to fashion industry success
Viore founder and CEO Joe Kudla transformed a failed apparel background into building a $4 billion men's performance brand that secured a landmark SoftBank investment by pivoting from wholesale to a direct-to-consumer model. The company successfully expanded its revenue composition to include a women's line and entered international markets in China and Korea while maintaining profitability and avoiding unnecessary dilution through secondary offerings. Guided by a culture of strategic alignment, Kudla's leadership team navigated early industry skepticism to establish Viore as a premium lifestyle brand focused on versatile activewear rather than niche yoga apparel.
- Goldman Sachs20 min
David Solomon on the global economy, deal-making environment, and the firm’s strategic priorities
Goldman Sachs CEO David Solomon outlines a 2024 economic outlook defined by reduced recession risk, persistently higher interest rates, and significant geopolitical headwinds from conflicts in Ukraine and the Middle East. Capital markets are projected to rebound from recent lows through a resurgence in M&A activity and private equity, driven by pent-up demand and upcoming refinancing waves. Meanwhile, corporate strategies are pivoting to balance energy security needs against sustainability goals while accelerating AI adoption to navigate complex regulatory landscapes and strengthen core banking franchises.
- Goldman Sachs1h 1m
Watch Live: 2021 Goldman Sachs Gives Analyst Impact Fund Finals
Brooke Farrelly, Carli Gogol, Sidney Mitchell, Zac Sicher, Filip Jedmo, Jake Lewis, Daniel Mayers, Aoife O'Halloran, Tilly Thatcher, Srushti Deshmukh, Anagha Gurumurthy, Aditi Kulkarni, Nitiksha, Shreya Srikanth, Will Elia, Max Pivonka, Sara Rogers, Julian Sanchez, Erica Leslie, Julian Salisbury, David Solomon, Dennis Coleman, Asahi Pompei, Emmanuel Oniyuku, Liz Martin, Dan, Ate Latiranta, Lydia Finnegan, Leela, Preston L. James II, Madison, Simone, Nicole Esposito, Ian Drayton, Carrie Haleo, Rachel Schneider, Claire Thompson, Kia Williams, Brad
The sixth iteration of the Goldman Sachs Analyst Impact Fund brought together 1,600 colleagues to compete for grants supporting 300 non-profits, with four finalist teams presenting proposals to judges including David Solomon. Lime Connect won the top prize for its initiative to bridge the employment gap for people with disabilities, while Hello World, Div Inc, and Prasarana Trust secured second, third, and fourth place respectively, with Prasarana also receiving the $25,000 Fan Favorite award. The event successfully aligned the firm's culture of entrepreneurship with tangible outcomes, including a projected $700 billion potential GDP increase in India and significant strides in global digital access and minority entrepreneurship.
- Goldman Sachs1h 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.
- Milken Institute57 min
Shifting Tides: How CEOs Navigate Today's Challenges
Andy Serwer, David Solomon, Barbara Humpton, Jeff Harmoning, Carmine Decibio, Bob Backus
CEOs from Goldman Sachs, Siemens, Viacom, General Mills, and EY discussed the strategic imperative of integrating diversity, sustainability, and technology into core business operations rather than treating them as peripheral issues. Leaders like David Solomon, Barbara Humpton, and Bob Backus highlighted specific initiatives ranging from carbon neutrality goals and digital transformation to talent retention and the rejection of creative mandates to align with evolving consumer values. The panel further addressed the necessity of adapting workforce development, communication strategies, and regulatory stances to navigate a shifting global landscape while maintaining organizational authenticity and growth.
- Milken Institute53 min
The Long War Against Terrorism: A Military Perspective
Matt Driscoll, John Danu, John Gallagher, Kimberly Field, General Yu, Jennifer, David Solomon
Facilitated by Lt. Cmdr. Matt Driscoll and Travis Dredd, the Milken Institute convened seven military officers, including Brigadier General John Danu and Lieutenant Colonel John Gallagher, for a comprehensive analysis of the Global War on Terrorism's evolving ideological and territorial threats. Panelists identified a critical gap in current strategies regarding the delegitimization of extremist narratives and emphasized that lasting stability requires synchronizing military action with governance and economic development, citing specific case studies from Afghanistan and Syria. Addressing pressing budgetary constraints that consume 65 percent of military funding, the officers warned that failing to balance counterterrorism with emerging geopolitical challenges in Ukraine and the Pacific risks eroding U.S. deterrence capabilities for future generations.
- Milken Institute1h 1m
Boom or Bust: Opportunities and Risk in M&A
Stuart Cable, Ray McGuire, Steve Kruskos, Peter Schoenfeld, Leon Wagner, David Solomon
The current M&A market is experiencing a robust boom driven by $5 trillion in corporate cash reserves and strategic buyers outpacing private equity in mega-deal valuations exceeding $80 billion. Accelerated by rising activist hedge funds that have shifted boardroom defenses toward proactive capital reallocation, deal volume is surging across healthcare, TMT, and natural resources sectors while valuations approach historical peaks. Panelists predict a near-term resurgence in hostile bids and a geographic shift toward Europe, even as the mid-market continues to serve as the primary engine for total transaction count.