Going Long1 Joulu 2025

S8E2: Mark Wiseman on Long-term Capital in Short-term Systems

On this episode of the Going Long Podcast, Sarah Williamson welcomes Mark Wiseman, co-founder of FCLTGlobal and currently a Senior Advisor and Chairman of Lazard Canada. Wiseman unpacks why long-term capital is still up against short-term limitations, how private markets and geopolitical risk are reshaping portfolios, and what today’s investors must understand to build durable value in an increasingly unstable world.

Topics Include:

[00:01:00] Why FCLTGlobal Was Created Almost a Decade Ago: How the global financial crisis triggered recognition that short-term market behavior was structurally misaligned with long-term savers.

[00:02:30] The Core Mismatch Between Savers and Markets: Why individuals save for decades while institutional capital and corporate decisions operate on quarterly timeframes, and how this gap drives short-termism.

[00:08:00] Private Markets: Long-Term Solution or New Risk? How private equity and infrastructure enable longer-term decision-making — and how liquidity innovations are starting to make private markets behave more like public ones.

[00:21:00] Governance, Culture, and the Cost of Short-Term Thinking:  The dangers of a “trading mentality” — and why long-term investing requires tolerance for underperformance.

[00:33:40] Geopolitics, AI, and the Next Era of Investment Risk:  Why geopolitical risk has become central to long-term investing, and how AI and critical resource scarcity could reshape value creation over the next two decades.

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S8E6: State Street’s Ron O’Hanley on An Era of Reglobalization

On this episode of Going Long, Sarah Williamson speaks with Ron O’Hanley, Chairman and CEO of State Street, about why “reglobalization” — not deglobalization — better describes today’s global economy....

9 Maalis 38min

S8E5: Brian Moynihan on Building a Bank That Thinks in Decades

On this episode of the Going Long Podcast, Sarah Williamson speaks with Brian Moynihan, Chair and CEO of Bank of America, about leading a systemically important financial institution through crisis re...

3 Helmi 45min

S8E4: Mark Konyn on Building Resilient Portfolios Across Asia’s Shifting Economies

In this episode of the Going Long Podcast, Sarah Williamson speaks with Mark Konyn, Group Chief Investment Officer at AIA Group. Drawing on decades of experience across the region, Konyn explores Asia...

13 Tammi 53min

S8E3: Karl Kuchel on the Infrastructure Supercycle

On this episode of the Going Long Podcast, Sarah Williamson speaks with Karl Kuchel, Chief Executive Officer of Macquarie Infrastructure Partners and Head of Infrastructure Americas at Macquarie Asset...

15 Joulu 202539min

S8E1: Mark Machin on The Scientific Mindset Behind Long-Term Investing

On this episode of the Going Long Podcast, Sarah Williamson welcomes Mark Machin, co-founder of Intrepid Growth Partners and former CEO of CPP Investments. From neuroscience at Oxford to leading one o...

17 Marras 202545min

S7E8: Wafra's Adel Alderbas on Building Capital Constellation and the Future of GP Staking

On this episode of the Going Long Podcast, Sarah Williamson welcomes Adel Alderbas, Chief Investment Officer of Wafra, to discuss how the firm is redefining the landscape of alternatives and pioneerin...

27 Touko 202537min

S7E7: Brookfield’s Connor Teskey on Digitalization, Decarbonization, Deglobalization

In this episode, Sarah Williamson speaks with Brookfield’s Connor Teskey on several key trends affecting the global economy, investment strategies, and the role of private capital in shaping the futur...

29 Huhti 202535min