Going Long29 Huhti 2025

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 future, ranging from technological advancements and decarbonization to the growing importance of private real assets. This discussion offers valuable insights into the opportunities and challenges investors face in a rapidly changing global landscape.

Topics include:

[00:05:00]– The role of technology in investment and AI’s emerging influence on industries like energy, transportation, and manufacturing.
[00:09:30]– Renewables, particularly onshore wind, solar, and battery storage as the dominant low-cost energy solutions, and the geopolitical benefits of domestic renewable energy sources.
[00:19:00]– Short-term vs. long-term investment horizon and the stability of real assets during periods of market volatility.
[00:24:00]– Liquidity in real assets, and the growing investor interest in real assets for their inflation-hedging and stabilizing qualities.
[00:28:00]– Growth of private capital, particularly the shift towards partnerships with large corporations.
[00:34:00]– Future trends in asset allocation, market volatility, and how private markets will continue to expand.

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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

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 ...

1 Joulu 202542min

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