Seth Klarman on finding value and maintaining discipline
Talks at GS23 Heinä 2025

Seth Klarman on finding value and maintaining discipline

Seth Klarman, CEO and portfolio manager of The Baupost Group, is known for his unwavering focus on value. In this conversation with Goldman Sachs President and COO John Waldron, Klarman discusses how his philosophy fits into the current market environment, and how his approach to leading Baupost has evolved in his long career as a fund manager. This session was recorded on May 27, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Demond Martin on Purpose, Community, and Giving What You Have

Demond Martin on Purpose, Community, and Giving What You Have

WellWithAll is a purpose-led health and wellness company built on an inclusive capitalism model that reinvests 20% of its profits into health equity initiatives to help close the wellness gap across g...

5 Elo 24min

Arun Gupta on Bringing Silicon Valley’s Spirit to Public Service

Arun Gupta on Bringing Silicon Valley’s Spirit to Public Service

The NobleReach Foundation taps into leaders across sectors – technology, science, government, academia – who have a penchant for national service and a desire to bridge the gap between a flourishing p...

29 Heinä 25min

Jon Winkelried on Lessons from Goldman Sachs and TPG’s Next Chapter

Jon Winkelried on Lessons from Goldman Sachs and TPG’s Next Chapter

TPG has evolved into one of the world's leading alternative asset management firms, with over $300 billion in assets under management. Jon Winkelried, CEO of TPG and a Goldman Sachs alum, joins Matt M...

27 Heinä 17min

Carlos Cordeiro on the Legacy of the FIFA World Cup 2026

Carlos Cordeiro on the Legacy of the FIFA World Cup 2026

The 2026 FIFA World Cup is set to become the largest and most inclusive tournament in the sport's history, spanning 104 soccer matches across the US, Canada, and Mexico. Carlos Cordeiro, senior adviso...

17 Heinä 19min

Strengthening the Navy SEAL Community Amid Geopolitical Shifts

Strengthening the Navy SEAL Community Amid Geopolitical Shifts

The Navy SEAL Foundation serves as a critical pillar of support for the SEAL community, providing comprehensive resources for active-duty operators, veterans, and their families. Goldman Sachs’ Vanya ...

1 Heinä 23min

The Future of Industrial AI with Honeywell Technologies Chairman and CEO Vimal Kapur

The Future of Industrial AI with Honeywell Technologies Chairman and CEO Vimal Kapur

Honeywell Technologies Chairman and CEO Vimal Kapur joined John Waldron to discuss the organization's transformation into a more focused automation company and its strategy to unlock growth through in...

30 Kesä 23min

Emma Grede on Building Iconic Brands and the Inspiration Behind 'Start with Yourself '

Emma Grede on Building Iconic Brands and the Inspiration Behind 'Start with Yourself '

Emma Grede has redefined the modern consumer brand landscape, emerging as a global leader in fashion and lifestyle as the co-founder and CEO of Good American, founding partner of SKIMS and co-founder ...

26 Kesä 25min

Thelma Golden on Preserving Black Culture and the New Era of the Studio Museum in Harlem

Thelma Golden on Preserving Black Culture and the New Era of the Studio Museum in Harlem

The Studio Museum in Harlem serves as an internationally recognized home for Black art and artists, championing new scholarships and cultural dialogue while anchoring the historic 125th Street corrido...

22 Kesä 21min

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