In Good Company with Nicolai Tangen

Canada's pension funds have become a blueprint for institutional investing worldwide, and John Graham runs the largest of them. Nicolai Tangen sits down with the CEO of CPP Investments, manager of $800 billion on behalf of 22 million Canadians, for a conversation spanning strategy and leadership. They explore the celebrated "Canadian model" and what imitators get wrong, why Graham calls diversification "an act of humility," and how CPP weighs private markets, the US, and China. A scientist before he was an investor, Graham reflects on leading through COVID, AI's uncertain role in investment decisions, and his belief that investing is "quantitative art" rather than science. Tune in!
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen and Jørgen Sviland. Background research was conducted by Isabelle Karlsson.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

We've curated a special 10-minute version of the podcast for those in a hurry.

Here you can listen to the full episode: https://podcasts.apple.com/us/podcast/fortescue-ceo-breaking-into-mining-going-green-and/id1614211565?i=1000774940168

Nicolai Tangen sits down with Andrew Forrest, Chairman and CEO of Fortescue, to explore one of the most remarkable stories in modern business. From building a mining giant from scratch against a 60-year duopoly, to pledging to run the entire company on zero fossil fuels by 2030 with no offsets, Forrest has never been afraid to think big. They discuss his "crazy brave Plan A" philosophy, the role of AI in running smart energy grids, and his disagreements with some of the world's most powerful people over climate policy. Andrew also opens up about the accident that reshaped his priorities, his philanthropic mission tackling modern slavery and ocean conservation, and the simple advice that guides his life: be useful, and enjoy it. Tune in!

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson, Halvor Njerve and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Karoline Woie.


Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

Nicolai Tangen sits down with Andrew Forrest, Chairman and CEO of Fortescue, to explore one of the most remarkable stories in modern business. From building a mining giant from scratch against a 60-year duopoly, to pledging to run the entire company on zero fossil fuels by 2030 with no offsets, Forrest has never been afraid to think big. They discuss his "crazy brave Plan A" philosophy, the role of AI in running smart energy grids, and his disagreements with some of the world's most powerful people over climate policy. Andrew also opens up about the accident that reshaped his priorities, his philanthropic mission tackling modern slavery and ocean conservation, and the simple advice that guides his life: be useful, and enjoy it. Tune in!

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson, Halvor Njerve and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Karoline Woie.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

We've curated a special 10-minute version of the podcast for those in a hurry.

Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/holcim-ceo-europes-housing-shortage-decarbonising-cement/id1614211565?i=1000773973863&l=nb

Where would the modern world be without cement? Nicolai Tangen sits down with Miljan Gutovic, CEO of Holcim, to explore the transformation underway in the global building materials industry. They discuss Europe's shortage of nearly 10 million homes and what it means for construction, how Holcim is turning sustainability into a competitive advantage, the logic behind spinning off its North American business, and the booming opportunity in Latin America. Gutovic also shares his three leadership rules: control the controllables, fight complacency, and benchmark relentlessly. Tune in!

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson, Olav Vhile and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Isabelle Karlsson.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.

Where would the modern world be without cement? Nicolai Tangen sits down with Miljan Gutovic, CEO of Holcim, to explore the transformation underway in the global building materials industry. They discuss Europe's shortage of nearly 10 million homes and what it means for construction, how Holcim is turning sustainability into a competitive advantage, the logic behind spinning off its North American business, and the booming opportunity in Latin America. Gutovic also shares his three leadership rules: control the controllables, fight complacency, and benchmark relentlessly. Tune in!

In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.

The production team for this episode includes Isabelle Karlsson, Olav Vhile and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Isabelle Karlsson.

Watch the episode on YouTube: Norges Bank Investment Management - YouTube
Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram
Hosted on Acast. See acast.com/privacy for more information.