In Good Company with Nicolai Tangen Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
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Sep 24, 2025 Dilhan Pillay, CEO of Temasek, leads Singapore's influential investment firm with a long-term focus. He discusses how Temasek balances financial returns with social impact and explores the importance of governance and operational independence from the government. Dilhan emphasizes navigating geopolitical challenges and the integration of AI into their strategies. He shares insights on relationship-driven investing and highlights Singapore's success built on integrity and meritocracy, providing personal advice for lifelong learning.
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Holding Company Model Over Fund Manager
- Temasek defines itself as an investment holding company owning operating companies, a global minority portfolio, and asset-management platforms.
- This structure prioritizes long-term equity ownership and recycling capital for new opportunities.
Long-Term Returns Plus Network Effects
- Temasek pursues sustainable long-term financial returns while seeking insights across its portfolio to enhance value.
- The firm emphasizes network effects and linking global investments back to operating companies to create advantage.
Use Clear Decision Thresholds
- Delegate investment decisions below predefined thresholds to management to increase agility and scale board oversight for large deals.
- At Temasek, transactions over US$1bn escalate to executive or board approval to manage institutional shifts.