The Active Share
William Blair Investment Management
Curious about the ever-changing world and how it impacts investing? So are we. If you’re seeking the less obvious, The Active Share podcast is for you. Hear thought-provoking conversations with thought leaders, company executives, and William Blair Investment Management’s own analysts and portfolio managers as they share unique perspectives on investing in a world that’s always evolving.
Disclosure: This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security or to adopt any investment strategy. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. The views and opinions expressed are those of the speakers as of the date of this recording, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair Investment Management. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Any discussion of particular topics is not meant to be comprehensive and may be subject to change. This material may include forecasts, estimates, outlooks, projections and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. Past performance is not indicative of future results. Investing involves risks, including the possible loss of principal. Any investment or strategy mentioned herein may not be suitable for every investor. References to specific companies are for illustrative purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. William Blair Investment Management may or may not own any securities of the companies referenced. It should not be assumed that any investment in the companies referenced was or will be profitable. Copyright © 2019 William Blair. "William Blair" refers to William Blair Investment Management, LLC. William Blair is a registered trademark of William Blair & Company, L.L.C.
Disclosure: This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security or to adopt any investment strategy. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. The views and opinions expressed are those of the speakers as of the date of this recording, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair Investment Management. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Any discussion of particular topics is not meant to be comprehensive and may be subject to change. This material may include forecasts, estimates, outlooks, projections and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. Past performance is not indicative of future results. Investing involves risks, including the possible loss of principal. Any investment or strategy mentioned herein may not be suitable for every investor. References to specific companies are for illustrative purposes only and should not be construed as investment advice or a recommendation to buy or sell any security. William Blair Investment Management may or may not own any securities of the companies referenced. It should not be assumed that any investment in the companies referenced was or will be profitable. Copyright © 2019 William Blair. "William Blair" refers to William Blair Investment Management, LLC. William Blair is a registered trademark of William Blair & Company, L.L.C.
Episodes
Mentioned books
Nov 30, 2021 • 43min
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.
Oct 29, 2021 • 31min
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.
Sep 28, 2021 • 37min
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.
Aug 27, 2021 • 34min
Conservation Capitalism
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.
May 26, 2021 • 44min
Finding Finance
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.
Apr 26, 2021 • 43min
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.
Mar 4, 2021 • 32min
Connected Commerce
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.
Feb 2, 2021 • 41min
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.
Jan 11, 2021 • 31min
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.”
Dec 21, 2020 • 40min
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.
