Money Maze Podcast
Money Maze Podcast
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Novo Holdings: Controlling Shareholder of Novo Nordisk - With Kasim Kutay
In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows).
Novo Nordisk is a leading global healthcare company, founded in 1923 and headquartered in Denmark. Their purpose is to drive change to defeat serious chronic diseases, built upon their heritage in diabetes.
Novonesis, also part of Novo Group, serves 130 markets with enzymatic, microbial and advanced protein solutions.
As of year-end 2023, Novo Holdings had total assets under management of €149bn (DKK 1,114 bn). In addition to managing a broad portfolio of equities, bonds & other assets, it also has a substantial allocation into life sciences.
In this illuminating discussion, Kasim shares Novo Holding’s asset allocation, their corporate structure, the European regulatory context, their long term mission and the importance of the foundation’s life-saving work.
Kasim also covers balancing disbursements to the Novo Nordisk Foundation & re-investment in the fund, some criteria for working with external managers, their engaged ownership approach (especially in life sciences) and why they’re comfortable as a public firm.
He also discusses the challenge of increasing antibiotic resistance, how biology is assisting in the green transition and the breathtaking development of medical research (including the revolutionary role of AI in diagnostics).
TOPICS:
00:00 - Intro and Kasim's Background
01:54 - Early Finance Career & Joining Novo Holdings
04:35 - The Transformative Role of AI in Diagnostics
07:55 - Mission and Strategy
10:56 - Novo Holdings Breakdown
13:58 - Choosing Allocation of Funds
15:10 - Engaged Ownership in Healthcare
16:46 - Antimicrobial Resistance
19:18 - Planet Capital
22:08 - European Regulatory Environment
24:05 - Approach to External Managers
26:07 - Disbursements Vs Reinvestments
27:41 - Ethical Principles
29:53 - Kasim’s Most Important Mentor
19:48 - Managing Stress
32:04 - Golfing, Sports & Info Overload
34:15 - Advice for the Young
36:30 - Concluding Thoughts
SPONSORS:
- Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: www.schroders.com/en/global/individual/
- IFM Investors are a global institutional asset manager whose purpose is to invest, protect and grow the long term retirement savings of working people. They manage investments across infrastructure, debt, listed equities and private equity assets. Find out more: ifminvestors.com/en-gb/
- The World Gold Council is membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. Find out more: www.gold.org/
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LISTEN:
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DISCLAIMER
All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. The Money Maze Podcast is funded by third party advertising, with all episodes editorial - and not commercial - in relation to all interview content discussed. Please note, Money Maze Curated Podcasts do not contain third party advertising, and are instead funded by the featured interviewee and/or their business (these episodes are commercial, as opposed to editorial features).
มุมมอง: 134

วีดีโอ

Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company (AUDIO)
มุมมอง 1219 ชั่วโมงที่ผ่านมา
In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation , one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is a leading global healthcare company, founded i...
The 30% Club and the Future of Institutional Investment Management - With Hanneke Smits, BNY Mellon
มุมมอง 15819 ชั่วโมงที่ผ่านมา
Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate landscape, why PE lags public investing in this ...
The 30% Club and the Future of Institutional Investment Management (AUDIO)
มุมมอง 219 ชั่วโมงที่ผ่านมา
Research demonstrates that diverse companies outperform their less diverse peers. The 30% Club’s mission, led by Chairs and CEOs, is to increase gender diversity at board and executive committee levels. In this episode, current 30% Club Global Chair Hanneke Smits, assesses the shifts underway to increase female representation across the corporate landscape, why PE lags public investing in this ...
David Schwimmer (CEO of LSEG) counters the narrative of the decline of the London Stock Exchange.
มุมมอง 12821 วันที่ผ่านมา
Subscribe to stay up to date with our range of fascinating interviews, featuring some of the biggest names in global finance and business! SPONSORS: - Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: www.schroders.com/en/global/individual/ - IFM Investors are a global ...
LSEG: Partnering with Microsoft & Why London Remains a Leading Financial Hub - With David Schwimmer
มุมมอง 1.6K21 วันที่ผ่านมา
If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only around 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of the LSEG since 2018, we examine an organ...
LSEG: Partnering with Microsoft and Why London Remains a Leading Financial Hub (AUDIO)
มุมมอง 319 ชั่วโมงที่ผ่านมา
If you were asked ‘What is the London Stock Exchange Group, (LSEG)?’, most investors would answer, ‘the London Stock Exchange, of course.’ Yet, the correct answer would be, “well that’s only 5% of revenues today”, and then you might pause and wonder what the rest is… In this conversation with David Schwimmer, a veteran of Goldman Sachs, and CEO of the LSEG since 2018, we examine an organisation...
Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)
มุมมอง 32428 วันที่ผ่านมา
Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (Economist, Legislator & Author)
Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (AUDIO)
มุมมอง 819 ชั่วโมงที่ผ่านมา
Why the World Economy Gets a B Grade - With Baroness Dambisa Moyo (AUDIO)
137: Money Maze Podcast 2024 Trailer
มุมมอง 119 ชั่วโมงที่ผ่านมา
137: Money Maze Podcast 2024 Trailer
Crypto: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Blockchain.com
มุมมอง 543หลายเดือนก่อน
Crypto: Ill-Advised Speculation or an Alternative Asset Class? With Nic Cary, Blockchain.com
Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? (AUDIO)
มุมมอง 432 ชั่วโมงที่ผ่านมา
Cryptocurrencies: Ill-Advised Speculation or an Alternative Asset Class? (AUDIO)
Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim
มุมมอง 434หลายเดือนก่อน
Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim
Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim (AUDIO)
มุมมอง 319 ชั่วโมงที่ผ่านมา
Insights from CPP Investments: Canada’s Largest Global Pension Fund - With Suyi Kim (AUDIO)
Understanding the Financial Landscape: From Bonds to Bear Markets | Key Insights
มุมมอง 232หลายเดือนก่อน
Understanding the Financial Landscape: From Bonds to Bear Markets | Key Insights
Nicky Gumbel, Pioneer of the Alpha Course, offers insights into one of the course’s success stories!
มุมมอง 64หลายเดือนก่อน
Nicky Gumbel, Pioneer of the Alpha Course, offers insights into one of the course’s success stories!
Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait
มุมมอง 3Kหลายเดือนก่อน
Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait
134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of t...
มุมมอง 619 ชั่วโมงที่ผ่านมา
134: Gold! Why & How to Own It, Tokenisation and Investor Positioning - With David Tait, CEO of t...
Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course
มุมมอง 2982 หลายเดือนก่อน
Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course
133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course
มุมมอง 1219 ชั่วโมงที่ผ่านมา
133: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course
Ann Davies, Senior VP, Wells at bp, on their work to build an energy system that serves society.
มุมมอง 522 หลายเดือนก่อน
Ann Davies, Senior VP, Wells at bp, on their work to build an energy system that serves society.
Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells
มุมมอง 1.1K2 หลายเดือนก่อน
Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells
132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells
มุมมอง 619 ชั่วโมงที่ผ่านมา
132: Why We Need Integrated Energy Companies - With Ann Davies, bp Senior Vice President, Wells
Money Maze Podcast Corporate Video
มุมมอง 3.8K2 หลายเดือนก่อน
Money Maze Podcast Corporate Video
Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index
มุมมอง 4272 หลายเดือนก่อน
Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux Index
131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux I...
มุมมอง 119 ชั่วโมงที่ผ่านมา
131: Wine, Whisky and Champagne: Buy, Sell or Hold? With Gary Boom, Founder and CEO of Bordeaux I...
How Passive Investing May Have Created A Bifurcated Market For Value Investors - With David Einhorn
มุมมอง 1.2K2 หลายเดือนก่อน
How Passive Investing May Have Created A Bifurcated Market For Value Investors - With David Einhorn
130: How Passive Investing May Have Created a Bifurcated Market for Value Investors
มุมมอง 119 ชั่วโมงที่ผ่านมา
130: How Passive Investing May Have Created a Bifurcated Market for Value Investors
Japanese Equities: An Opportunity 25 Years in the Making - With Peter Tasker and Mark Pearson
มุมมอง 8632 หลายเดือนก่อน
Japanese Equities: An Opportunity 25 Years in the Making - With Peter Tasker and Mark Pearson
Chris Dale, CIO & Founder of Kintbury Capital explains when and why they shorted Wirecard.
มุมมอง 1542 หลายเดือนก่อน
Chris Dale, CIO & Founder of Kintbury Capital explains when and why they shorted Wirecard.

ความคิดเห็น

  • @kingmiau937
    @kingmiau937 14 ชั่วโมงที่ผ่านมา

    Super excited for this one! Thanks for uploading, Simon :-)

  • @rosemaryspiota9836
    @rosemaryspiota9836 18 ชั่วโมงที่ผ่านมา

    Experts!!!! NATO cohesion?? woeful Russian execution of the war it is winning??? You care about investment and making money from destruction.

  • @IOSALive
    @IOSALive 2 วันที่ผ่านมา

    Money Maze Podcast, You're the best! I subscribed because I love your content!

  • @world_for_sale
    @world_for_sale 4 วันที่ผ่านมา

    Great Chat. Great Interviewer. Great Channel. Earned a Subscribe. Hard to find high quality content from people who are educated and have proper understanding of Economics and Finance.

  • @alanwerrell5411
    @alanwerrell5411 8 วันที่ผ่านมา

    According to the Hargreaves and Lansdown website the cumulative performance of Fundsmith is 60% over the past 5 years. The 5 year cumulative performance of the Legal & General Global 100 Index Trust is 111%. Why would you pay Terry Smith 1% to underperform the index which only costs 0.09%??

  • @HarryEidem
    @HarryEidem 8 วันที่ผ่านมา

    How do most of you guys still making profit? Even with the downturn of economy and ever increasing life standards

    • @LisaJackson198
      @LisaJackson198 8 วันที่ผ่านมา

      Well, I picked the challenge to put my finances in order. Then I invested in cryptocurrency and stocks, through the assistance of my discretionary fund manager

    • @LisaJackson198
      @LisaJackson198 8 วันที่ผ่านมา

      Mrs Mary Patricia Hester

    • @Vivian-fz2cm
      @Vivian-fz2cm 8 วันที่ผ่านมา

      This is correct, Mary's strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..

    • @-lz3lw
      @-lz3lw 8 วันที่ผ่านมา

      Isn't she the same Mrs Mary Patricia Hester neighbors are talking about, she has to be a perfect expect for people to talk about her so well.

    • @Mark_lee567
      @Mark_lee567 8 วันที่ผ่านมา

      Her platform is wonderful, and her services are exceptional

  • @krisragu4685
    @krisragu4685 10 วันที่ผ่านมา

    Brilliant !

  • @Nova2Yung
    @Nova2Yung 12 วันที่ผ่านมา

    look after us at vanguard salim <3

  • @NurseMoneyGrowWealth
    @NurseMoneyGrowWealth 12 วันที่ผ่านมา

    All I heard was blah blah blah 😅

  • @vicentecorrea5267
    @vicentecorrea5267 13 วันที่ผ่านมา

    Yes, truly believe this!!!

  • @jasoncummings7052
    @jasoncummings7052 15 วันที่ผ่านมา

    The rest of Europe is no better.

  • @trentwhaley4169
    @trentwhaley4169 15 วันที่ผ่านมา

    Your "FREE" shit come at a price of taxition upon the wealthy! 😂

  • @zoot4358
    @zoot4358 15 วันที่ผ่านมา

    Doesnt this guy say thhe same thing every year?

  • @AshleyHemlock
    @AshleyHemlock 15 วันที่ผ่านมา

    From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @KylePlanchon
      @KylePlanchon 15 วันที่ผ่านมา

      I agree just reached my goal of $500k monthly trade earnings. Setting realistic goals is an essential part of trading

    • @CliffordMulholland
      @CliffordMulholland 15 วันที่ผ่านมา

      Please educate me, i'm willing to make consultations to improve my situation,

    • @AshleyHemlock
      @AshleyHemlock 15 วันที่ผ่านมา

      Sonia campbell. understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

    • @JanetMeyer-mn4tj
      @JanetMeyer-mn4tj 15 วันที่ผ่านมา

      She's recognized as 'Mrs sonia campbell. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @TristanLegard
      @TristanLegard 15 วันที่ผ่านมา

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Sonia campbell

  • @sealdoggydog
    @sealdoggydog 15 วันที่ผ่านมา

    Dudes changed a lot since 'Friends'. I always liked him as Ross

    • @mercx007
      @mercx007 12 วันที่ผ่านมา

      I laughed hard at this comment

  • @moniquefrench
    @moniquefrench 17 วันที่ผ่านมา

    This was a treat to listen to ❤. Wish I could get a hold of his Accounting related book.

  • @lucyshapiro1250
    @lucyshapiro1250 17 วันที่ผ่านมา

    First and foremost, thank you for sharing this insightful conversation and for having such a special guest on your show, Simon. Question as I watch this on 5/14/2024: Based on this interview and our current market conditions, where do you think Emmanuel would adjust his stance? For instance, does the forecast of 8-9% returns for 2024 still hold, or has that prediction shifted?

  • @fashionman998899
    @fashionman998899 17 วันที่ผ่านมา

    I'm a guy who's up over 1000% over the past six years but I would be up 10,000% if I had a mentor like Bessent.

  • @fashionman998899
    @fashionman998899 17 วันที่ผ่านมา

    I'm so mad I missed this. I was telling everyone I know something is up with the Nikkei six months ago but I just didn't have the time to figure it out. This was the most undervalued financial interview of the past 12 months.

  • @murraycramp3947
    @murraycramp3947 20 วันที่ผ่านมา

    After studying history for years, my hindsight is more like 15/20.

  • @FoxxEFFEX
    @FoxxEFFEX 25 วันที่ผ่านมา

    As opposed to what??? Cash?? Criminals are using whatever the fuck they want. They are criminals. It’s not his fault. Who created the first coin?? Did they know it would be used in illegal trading?? Foh

  • @Middlesecond
    @Middlesecond 25 วันที่ผ่านมา

    Great interview. CPP is an amazing program in Canada. Grateful to all those who work there to ensure Canadians have a secure retirement.

    • @moneymazepodcast
      @moneymazepodcast 18 วันที่ผ่านมา

      Thank you. We're thrilled you like the interview!

  • @stevevince9715
    @stevevince9715 25 วันที่ผ่านมา

    ...yah...bs...

  • @bafanamotheogane3225
    @bafanamotheogane3225 26 วันที่ผ่านมา

    Thoroughly enjoyed the interview

  • @frockoff1
    @frockoff1 26 วันที่ผ่านมา

    Bs

  • @m.necatisepetcioglu4391
    @m.necatisepetcioglu4391 26 วันที่ผ่านมา

    buy cypto sell cypto , you get rich in 6 months. simple

  • @malcolmdarke5299
    @malcolmdarke5299 26 วันที่ผ่านมา

    Not comparing like with like. 0.24% of transactions is not the same as 2-5% of worldwide GDP.

  • @NotArtic
    @NotArtic 26 วันที่ผ่านมา

    Se how un say thy need a now a counter 😂😂😂😂

  • @Hopelevelheaded
    @Hopelevelheaded 27 วันที่ผ่านมา

    I don't believe the stat. I don't believe that at some point, when powerful and rich people have sold bitcoin, world governments will ban it. NO, I don't believe any crypto can't be banned. You use it, you go jail... hence banned.

  • @gills.manjit6306
    @gills.manjit6306 27 วันที่ผ่านมา

    Bullocks, try asking Hamas, Hezbollah, Houthi and ISIS not forgetting AlQueda and many2 other groups.

  • @QveenXsiren
    @QveenXsiren 28 วันที่ผ่านมา

    Simon, you are a delight. Love all your interviews and info

  • @QveenXsiren
    @QveenXsiren 28 วันที่ผ่านมา

    Touché

  • @QveenXsiren
    @QveenXsiren 28 วันที่ผ่านมา

    What if her daughters were the system? Walk a mile in those shoes

  • @QveenXsiren
    @QveenXsiren 28 วันที่ผ่านมา

    Michael can we chat??

  • @frederiqueabreu7599
    @frederiqueabreu7599 28 วันที่ผ่านมา

    It's always enjoyable to listen to this brilliant mind. Congratulations Baroness Dambisa Moyo

  • @tomriley5790
    @tomriley5790 28 วันที่ผ่านมา

    Most of the world wide financial system is about maintainig enough credability to remain respectable whilst allowing money laundering to occur and benefit from that credibility...

  • @coderider3022
    @coderider3022 28 วันที่ผ่านมา

    Msci world beats it for 1/4 cost ?

  • @sniff270
    @sniff270 29 วันที่ผ่านมา

    He is a scammer who owes users of his crypto platform money. We are unable to withdraw funds and support requests are ignored. He is INTENTIONALLY preventing us from obtaining our money. He needs to be arrested ASAP.

  • @sniff270
    @sniff270 29 วันที่ผ่านมา

    He is a scammer who owes users of his crypto platform money. We are unable to withdraw funds and support requests are ignored. He is INTENTIONALLY preventing us from obtaining our money. He needs to be arrested ASAP.

  • @sniff270
    @sniff270 29 วันที่ผ่านมา

    He is a scammer who owes users of his crypto platform money. We are unable to withdraw funds and support requests are ignored. He is INTENTIONALLY preventing us from obtaining our money. He needs to be arrested ASAP.

  • @elizabethlewis-jw5vu
    @elizabethlewis-jw5vu 29 วันที่ผ่านมา

    If u could take week away can we build Museum of ----/ guess

  • @elizabethlewis-jw5vu
    @elizabethlewis-jw5vu 29 วันที่ผ่านมา

    I think you Increditable leader inverter to our future digital age.

  • @efnik1
    @efnik1 หลายเดือนก่อน

    What bullshit gold has intrinsic value and zero 3rd party risk

  • @user-ts7uf7cr8o
    @user-ts7uf7cr8o หลายเดือนก่อน

    Great video

  • @elizabethlewis-jw5vu
    @elizabethlewis-jw5vu หลายเดือนก่อน

    I love u as our leader in Technology Capital infrastructure of future move

  • @user-ts7uf7cr8o
    @user-ts7uf7cr8o หลายเดือนก่อน

    저도 나중에 이런 사회공익 위한 펀드 론칭하는게 목표인데.. 이런 일 하시는 분이 계시는구나!!!! 역시

  • @imranhossain4588
    @imranhossain4588 หลายเดือนก่อน

    Hello Dear Sir I really enjoyed your videos. your content is so beautiful but I saw that your videos are not reached many people because your videos SEO is not perfect. your video SEO score is 50 out of 100. I think it should be solved it. If you want I will help you to grow your TH-cam channel Thank you .

  • @adamlovcevic8138
    @adamlovcevic8138 หลายเดือนก่อน

    If it wasn't western interventions in Ukraine none of this would happened

  • @adamlovcevic8138
    @adamlovcevic8138 หลายเดือนก่อน

    Co2 isn't a threat at all, its a technocracy scam

  • @JohnCamery
    @JohnCamery หลายเดือนก่อน

    The book being reviewed is British propaganda and t disinformation trying to rewrite history.