John Waldron
Showing 16–19 of 19 transcripts.
- 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 Sachs25 min
Julie Sweet: Chief Executive Officer of Accenture
Accenture North America CEO Julie Sweet leverages her legal background and a culture of continuous learning to drive an innovation-led business model, currently prioritizing "natural curiosity" among her 500,000 global employees. Following strategic pivots from a historic earnings miss to a 2014 branding error, she has championed organizational agility and deep diversity initiatives to foster an inclusive environment. Sweet further guides the firm's digital transformation by emphasizing AI adoption, blockchain pilots, and 5G readiness while advising future leaders to master storytelling and embrace calculated risks.
- Goldman Sachs38 min
James Murdoch: Transforming the Future of Entertainment
James Murdoch outlines his transformational career spanning the restructuring of Star TV in Asia, the digital pivot of BSkyB in Europe, and the strategic simplification of 21st Century Fox to prepare for the Disney acquisition. He argues that vertical integration and content volume are now essential for competing against digital disruptors like Netflix while addressing critical industry challenges regarding advertising models and social media manipulation. Drawing on lessons from his Tesla board tenure, Murdoch projects a future defined by ubiquitous high-speed connectivity and immersive virtual realities that will fundamentally redefine media consumption.
- Milken Institute56 min
The Global M&A Outlook
Dana Mattioli, Leon Kalvaria, Navid Mahmoodzadegan, James Sprayregen, Chris Stadler, John Waldron
With year-to-date M&A activity reaching a record $1.6 trillion driven by tax reforms, activist pressure, and technological disruption, corporations are increasingly pursuing de-conglomeration and offshore consolidation despite regulatory uncertainties. Industry leaders are prioritizing cultural due diligence and capital allocation efficiency to navigate a landscape defined by aggressive private equity competition and a shift toward relational retail models. While panelists forecast a robust remainder of the year fueled by strong valuations and low rates, they caution that geopolitical shocks and potential regulatory blockages could disrupt the current market euphoria.