Governance | Report

The Board Playbook: Winning Strategies for Long-Term Value Creation

By Matthew Leatherman, Victoria Tellez

19 May 2025 - Companies — both public and private — strive to build boards that are instrumental in creating long-term value. But boards often feel they must follow somebody else's playbook. As companies grow, especially when they transition from private to public markets, they encounter a set of norms that governance experts expect them to follow. While some of these norms are listing requirements or laws that companies must follow, many are simply conventions rather than mandates.

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Innovation, Investor-Corporate Engagement | Podcast

Going Long Podcast: Wafra’s Adel Alderbas on Building Capital Constellation and the Future of GP Staking

27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”

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Video

May 2025 Research Town Hall

30 May 2025 - In this meeting, our research staff offers analysis on the latest findings from our FCLT Compass dashboard, recaps recently published reports, and provides a preview of what's next on our research agenda.

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Risk and Resilience, Innovation | Podcast, Video

Going Long Podcast: Brookfield’s Connor Teskey on Digitalization, Decarbonization, Deglobalization

29 April 2025 - "The capital requirements to capture the growth opportunities in these trends are so significant that […] they outstrip what is available from governments and […] from the public markets, and that is creating a very large and attractive opportunity for private capital."

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Article

Rethinking the Emerging Markets Exit: AI, Supply Chains, and the Case for Patience

By Jessica Pollock

22 April 2025 - From strategic supply chain realignment to national investments in AI and digital infrastructure, several emerging markets (EM) are laying the groundwork for building structural resilience. While not evenly distributed, these trends are already reshaping the long-term opportunity set in select economies.

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Pre-order "The CEO's Guide to the Investment Galaxy"

The CEO's Guide to the Investment Galaxy by Sarah Keohane Williamson provides indispensable insights for business leaders navigating the landscape of the global investment community. Not all shareholders are created equal. Knowing who your shareholders and the other members of the investment community are―and what drives them―is key to your success. Whether you're stepping into a CEO role at an established company or spearheading a promising start-up, this guide demystifies the diverse members of the investment community you will encounter, from pension funds to private equity firms to proxy advisors, and provides practical advice to help attract the shareholders who can support you in building a great company.

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