Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

Equity Bottom-Up

Roche Holding AG develops and manufactures pharmaceutical and diagnostic products. The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system. Roche Holding serves customers worldwide.

<ul><li>Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.</li><li>Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.</li><li>The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Nicola Tangent and Thomas Schnecker discuss the success and innovation of Roche, a leading healthcare company.Schnecker highlights the importance of understanding the genome to drive innovation in cancer treatment.The conversation delves into the impact of pricing, leadership, and the company's long-term vision and commitment to patient outcomes.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges

Apollo Global Management  / Equity Bottom-Up

Apollo Global Management, Inc. operates as an alternative investment management company. The Company focuses on investing in yield, hybrid, and equity markets to generate retirement and investment income for clients. Apollo Global Management serves businesses and individuals worldwide.

<ul><li>Mark Rowan shares his journey from founding Apollo Global Management to growing the firm to over $700 billion in AUM, emphasizing the importance of being aligned with tailwinds in the market.</li><li>Apollo's success is attributed to their investment philosophy of focusing on purchase price, excess return per unit of risk, and alignment with their clients.</li><li>Rowan discusses the challenges and risks in the current market environment, stressing the significance of judgment, integration, and communication in leadership and decision-making.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mark Rowan shares his journey from founding Apollo Global Management to growing the firm to over $700 billion in AUM, emphasizing the importance of being aligned with tailwinds in the market.Apollo's success is attributed to their investment philosophy of focusing on purchase price, excess return per unit of risk, and alignment with their clients.Rowan discusses the challenges and risks in the current market environment, stressing the significance of judgment, integration, and communication in leadership and decision-making.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Apollo CEO: Private Markets, Investment Alpha and Risk Management

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

<ul><li>Company specializes in battery products for electric vehicles and energy storage</li><li>Competes with itself to continuously innovate and invent new chemistries</li><li>Relies on state support in China to quickly meet consumer needs and roll out products efficiently</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Company specializes in battery products for electric vehicles and energy storageCompetes with itself to continuously innovate and invent new chemistriesRelies on state support in China to quickly meet consumer needs and roll out products efficientlyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CATL CEO & Founder Robin Zeng:  The Journey to Market Dominance

Private Capital Markets

Anthropic, PBC operates as an AI safety and research company. The Company builds reliable, interpretable, and steerable AI systems. Anthropic serves customers in the United States.

<ul>
<li>Anthropic is releasing a new, highly intelligent and powerful model in the near future</li>
<li>Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes</li>
<li>Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Anthropic is releasing a new, highly intelligent and powerful model in the near future
Developments in interpretability of AI models are progressing, allowing for greater understanding of decision-making processes
Progress in understanding AI models is happening rapidly, but keeping pace with the complexity of new models remains a challenge

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

EXOR N.V. is a diversified holding company. The Company brings in finance for the development of its companies, to improve their competitive position and profitability, and maintains a constant dialogue with the top management of the companies in which it invests, while fully respecting their operating autonomy.

<ul><li>Practice of committing to ownership, governance, and leadership alignment with companies similar to other respected examples like Berkshire Hathaway and the Walnbergs in Sweden</li><li>Focus on long-term thinking, staying current through innovation, and renewing oneself to ensure enduring success in business</li><li>Importance of family ownership, stability, and long-term thinking in combination with the benefits of being a public company; John Elkann's background and path to leadership within the family-owned company.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Practice of committing to ownership, governance, and leadership alignment with companies similar to other respected examples like Berkshire Hathaway and the Walnbergs in SwedenFocus on long-term thinking, staying current through innovation, and renewing oneself to ensure enduring success in businessImportance of family ownership, stability, and long-term thinking in combination with the benefits of being a public company; John Elkann's background and path to leadership within the family-owned company.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Exor CEO John Elkann: Family Ownership, Football and Ferrari

In Good Company with Nicolai Tangen
Podcast by CEO, Norges Bank Investment Management
• In Good Company with Nicolai Tangen

Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges

The CEO of Roche, a leading healthcare company, discusses their role in driving innovation and advancements in cancer treatment, personalized...

In Good Company with Nicolai Tangen

Apollo CEO: Private Markets, Investment Alpha and Risk Management

Mark Rowan, co-founder of Apollo Global Management, discusses the success, evolution, and challenges of the private equity industry, highlighting...

In Good Company with Nicolai Tangen

CATL CEO & Founder Robin Zeng: The Journey to Market Dominance

The company prioritizes providing high-quality chemical materials for their products, leading to strong consumer satisfaction, with a focus on...

In Good Company with Nicolai Tangen

Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact

Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...

In Good Company with Nicolai Tangen

Exor CEO John Elkann: Family Ownership, Football and Ferrari

John Elkann's leadership at Exor focuses on aligning ownership with governance and leadership in a similar fashion to Warren Buffett's Berkshire...

In Good Company with Nicolai Tangen