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The Active Share
49 minutes | Aug 22, 2022
The End of the World As We Know It
There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan, critically acclaimed author of The End of the World is Just the Beginning: Mapping the Collapse of Globalization. Through his work at the U.S. State Department, private intelligence company Stratfor, and his own firm (Zeihan on Geopolitics), Peter has gained a unique perspective of the way the world works and offers some insight about the end of globalization.
46 minutes | Jul 21, 2022
The Next Political Order
According to Gary Gerstle, University of Cambridge professor and author of The Rise and Fall of the Neoliberal Order: America and the World in the Free Market Era, we’re moving to a new political order. But will it resemble the welfare state that began with the New Deal? Will it be more like the capitalistic state of recent decades? Or will it be something else entirely? In this episode of The Active Share, Hugo speaks with Gary about what gave rise to the old orders, and what may be coming next.
34 minutes | May 9, 2022
Investing in People
When Aoifinn Devitt created The Fiftyfaces Podcast in 2020, she wanted to showcase the diversity of the world’s investors by telling their stories. Now, she tells Hugo her own story—from her start as a lawyer to her current role as the first female chief investment officer at Moneta, an investment advisor with $27 billion of assets under management. In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.
31 minutes | Mar 29, 2022
Rebel with a Cause
Most organizations are wary of rebels, but they shouldn’t be, says Francesca Gino, Harvard Business School professor and author of Rebel Talent: Why It Pays to Break the Rules at Work and in Life. Join Francesca and Hugo for a discussion of the complex problems that organizations face in 2022, and why we need people to embrace their rebelliousness in order to solve them.
38 minutes | Feb 28, 2022
Understanding Sovereign ESG
Environmental, social, and governance (ESG) frameworks have led to dramatic changes in corporate strategy and behavior. But it’s easier for a company to change than a country. In this episode of The Active Share, Hugo speaks with Teal Emery, founder of Teal Insights, a boutique research consultancy focusing on sustainability issues in sovereign debt markets, and Yvette Babb, a portfolio manager of William Blair’s emerging markets debt team. The topic of discussion: What does ESG mean in the context of sovereigns versus corporates?
54 minutes | Jan 24, 2022
Forces of Migration
Powerful global forces could cause billions of people to relocate over the next few decades, a transition that may have significant investment implications. Join Hugo and Parag Khanna, Ph.D., founder and managing partner of strategic advisory FutureMap and author of Move: The Forces Uprooting Us, for a discussion of what’s driving migration, including demographics, climate change, and politics.
25 minutes | Dec 20, 2021
Rise of the Machines
The future of manufacturing is digital—through sensors, software, robots and cobots, and connectivity. In the last installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo speaks with William Blair Global Research Associate Monika Budyn, and Global Research Analyst Andy Siepker, CFA, to discuss the “rise of the machines.”
43 minutes | Nov 30, 2021
New Cold War: China
In the current environment, it’s easy for investors to anchor on concerns about Chinese geopolitical tensions and increasing policy risk. But are these risks overshadowing the growth opportunity in China? In this episode, Hugo is joined by three guests with extensive experience in China who take us on a journey through the evolution of the Chinese system and discuss how investors can successfully navigate related challenges.
31 minutes | Oct 29, 2021
In the Kitchen With Chef CJ Jacobson
Cooking takes place in a high-performance environment but also requires teamwork. Join Hugo and CJ Jacobson, former member of the U.S. National Volleyball Team and current chef partner at Chicago restaurants Aba and Ēma, for a discussion about food and sports, creativity and process, and how COVID has changed the restaurant industry.
37 minutes | Sep 28, 2021
COVID-19: The End Game
Almost two years after the COVID-19 outbreak, much is still unknown. Why are heavily vaccinated countries such as Israel and the United States seeing record cases? Will children drive infections as we open up? And how will the economy stay on course? In this episode, Hugo speaks with William Blair Global Research Analyst Camilla Oxhamre Cruse, Ph.D., and Global Strategist Olga Bitel, about what’s next in the COVID crisis.
34 minutes | Aug 27, 2021
Everything is becoming smart these days—buildings, grids, and cities. In the fourth installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo Scott-Gall speaks with Alaina Anderson, CFA, portfolio manager and global research analyst, and Anil Daka, CFA, global research analyst to discuss renewable energy, smart infrastructure, and new business models, as well as how environmental, social, and governance (ESG) factors are accelerating these trends.
30 minutes | Jul 8, 2021
Beyond Digital Reality
In less than a decade we’ve moved from Google smart glasses to Oculus virtual reality headsets; what’s next? In the third installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo Scott-Gall speaks with William Blair Global Research Analysts Bill Benton, CFA, and Drew Buckley, CFA, to discuss a vision of the internet in which the virtual and physical worlds become a seamlessly interconnected realm.
44 minutes | May 26, 2021
Diversity in the financial services industry is an ongoing challenge, but it’s not due to a lack of talent—it’s due to a lack of exposure, education, and opportunity. But two nonprofits are hoping to change that. Join William Blair’s Hugo Scott-Gall for a conversation with Bevon Joseph, co-founder of the Greenwood Project, and Katherine Jollon Colsher, CEO of Girls Who Invest, which seek to connect women, Black, and Latinx students with careers in financial services.
43 minutes | Apr 26, 2021
Shades of Green
Green can be a moral color, a political color, or an economic color. Join William Blair’s Hugo Scott-Gall for a conversation with Adam Tooze, history professor at Columbia University and author of "Crashed: How a Decade of Financial Crises Changed the World," for a multidisciplinary discussion of how the decade is shaping up from an economic historian’s perspective—including climate change, inequality, geopolitics, and fragile financial markets.
32 minutes | Mar 4, 2021
The world is not just being recreated click-by-click instead of brick-by-brick; it is being reimagined. In the second installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo speaks with William Blair Global Research Analyst Jay Kannan, CFA, about what we call “connected commerce,” which covers the entire architecture of the digital economy.
41 minutes | Feb 2, 2021
Photography: Investing in a Memory
Investing in a photograph means investing in its power to affect the viewer. Take a step inside the world of photography with Michael Hoppen, CEO and founder of the Michael Hoppen Gallery, as we review the art form and its ties to society, discuss the impact of technology on photography, and explore parallels to investing.
31 minutes | Jan 11, 2021
EditGenetics: Improving Lives
Harnessing technology to solve known problems in healthcare and food is something we’ve been exploring in depth. In the first installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo speaks with William Blair Global Research Analysts Tommy Sternberg, CFA, and Ben Loss, CFA, to discuss what we call “EditGenetics.”
40 minutes | Dec 21, 2020
Can We Talk?
What do cricket and investing have in common? A lot more than you think. Join Hugo and Simon for a conversation with Tim Harkness, sports psychologist and author of 10 Rules for Talking: An Expert’s Guide to Mastering Difficult Conversations, and hear how his rules can help improve your personal and professional lives—and your cricket game.
42 minutes | Oct 29, 2020
Luck of the Draw
Is success the luck of the draw? Tune in as Hugo speaks with Michael Sandel, a professor of political philosophy at Harvard University. Michael has authored several books, including What Money Can’t Buy: The Moral Limits of Markets, Justice: What’s the Right Thing to Do?, and most recently, The Tyranny of Merit: What’s Become of the Common Good? Hugo and Michael discuss the impact of meritocracy and credentialism on society, investing, and politics.
47 minutes | Sep 16, 2020
Investing in the Next Generation
In this episode, Rendel Solomon, managing director at Muller & Monroe Asset Management and founder of One Stock One Future, joins our moderator, Hugo, for a conversation on Rendel’s family history, his “One Stock One Future” initiative, which aims to turn 1million underprivileged young people into public company shareholders, and the widening racial wealth gap.
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