George Serafeim

Larry Fink, CEO of BlackRock, champions the cause of ESG investing, sparking debates around its true impact. George Serafim from Harvard sheds light on the challenges of reliable sustainability metrics. They discuss the backlash against 'woke investing' from some politicians and the emergence of anti-woke funds. The conversation dives into the balance between profitability and responsible investing, questioning whether ESG is genuinely transformative or merely a pacifier for investors. Transparency in corporate practices and shifts in investor perspectives also take center stage.

George Serafeim, a Harvard Business School professor and expert on Apollo Global Management, dives into Apollo's evolution from a private equity giant to an insurance-focused powerhouse. He discusses the implications of their Athene acquisition, revealing shifts in their financial profile and governance. The conversation covers the competitive landscape between asset-heavy and asset-light firms, the transformation of their investment strategy, and the growing role of private credit. Serafeim also emphasizes the importance of risk management amid changing market dynamics.

Harvard Business School professor George Serafeim discusses the case of Northvolt, a Sweden-based startup company producing batteries for Europe's EV auto manufacturers. They explore government partnerships, hiring the right people, financing, the importance of batteries in the transition to EVs, net zero and climate change drivers, the problem of the commons and climate change, and Northvolt's strategy and goals.

Professor George Serafeim, Harvard Professor, Board Member and Advisor, discusses balancing corporate purpose with profit and building profitable purpose-driven organizations. He explores the challenges and opportunities in creating companies that positively impact society. Topics include impact accounting, aligning reporting with strategy, and the importance of understanding the distinction between strategy and operational effectiveness.

George Serafeim, Harvard Business School professor and author, discusses the humanistic element of ESG and practical tips for driving purpose and profit. Topics include the role of individuals in driving change, the increasing demand for stakeholder engagement, and businesses embracing a humanistic approach and integrating ESG.