Non-profit FCLTGlobal interviews today's leaders in global business and investing to discuss how they are running their companies for the long term, on issues including capital allocation, risk management, climate change, sustainability, and more. Hosted by Sarah Keohane Williamson, CEO of FCLTGlobal.
9 March 2026 - “The idea that somehow trade is going to stop or that international activity will stop is not the case at all… Patterns are changing… and what that means to the long term… is now the great uncertainty.”
3 February 2026 - “Whether it was in the late eighties and early nineties on real estate, whether it was the fallen angels in the 1999–2000 timeframe, or into the financial crisis… leverage is consistent. And when it gets out of hand, it causes trouble.”
15 December 2025 - “Anytime where you have a constrained market, it's good to be a supplier of capacity into that market, which is why you're seeing a lot of investment and construction of data centers even though you've got higher interest costs, higher CapEx costs, higher operating costs, inefficiency in the supply chain.”
1 December 2025 - “In the long run, most of the time, values and value converge… it doesn’t matter much what your political perspective is… it will have an impact on the long-term cash flow potential of an asset.”
17 November 2025 - “The scientific method is pretty helpful when you think about investing — the accumulation of knowledge and insight, the fact that nothing’s ever black and white, and that you look at things on a probability-driven basis.”
27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”