Brown Advisory Presents Navigating Our World

Navigating Our World is the podcast where we seek insights about some of the most pressing questions that we face as investors and as a society. We examine the forces shaping our world, moving capital and raising the future—with the thoughtful experts across our network. These conversations help us make better decisions for our clients, and we welcome you to join us.

 

Past Episodes

S5 | Episode 3 | The Global Battle for Chips  

August 12, 2024

Two seismic forces that are shaping our world—deglobalization and digitization—are colliding over a single inflection point: semiconductor chips. Chips are the building blocks of the global economy, an irreplaceable enabler of tens of trillions of dollars of annual economic activity. Geopolitically, the stakes could not be higher. 

In this conversation, recorded at the NOW Conference in June 2024, Ben Bayat speaks with Chris Miller, author of Chip War: The Fight for the World's Most Critical Technology. They discuss the true marvel that is semiconductor manufacturing, the remarkably complex supply chain and its risks, the CHIPS act, the state of the global semiconductor industry, and the precarious national security implications of our collective reliance on these diminutive components. Past Episodes

Listen Now

S5 | Episode 2 | A New World Order: China and the Geopolitical Landscape  

July 2, 2024

Global world order is shifting. The last four decades have seen a marked rise in the economic power of China and a simultaneous weakening in the stability of liberal democracies the world over. The outlook for the 2020s appears rife with uncertainty. We kicked off our NOW conference in San Francisco with two China experts in conversation about the changing geopolitical landscape and the future of U.S.-China relations--covering topics that included Xi Jinping's vision, the rise of national security over economic interests, multinational business engagement in China, Taiwan, and more.

Listen Now

S5 | Episode 1 | Fault Lines and Frontiers: A New Cold War? 

June 3, 2024

Global world order is shifting. The last four decades have seen a marked rise in the economic power of China, and a simultaneous weakening in the stability of liberal democracies the world over. 

As investors, how should we be thinking about the geopolitical outlook—and what might be on the horizon? 

In the lead-up to Brown Advisory's "Navigating Our World" conference in San Francisco, Meredith Shuey Etherington sat down with leading foreign policy expert Sir Robin Niblett for insights into current hot and cold conflicts and long-term geopolitical risks, and how they may shape the context for our investment decisions.

Listen Now

 

Guests

 

andy browne

Ellen Stofan, Ph.D.

Under Secretary for Science and Research Smithsonian

Ellen Stofan is the Under Secretary for Science and Research at the Smithsonian. She oversees its science research centers and the National Air and Space Museum, National Museum of Natural History, and the National Zoo and Conservation Biology Institute. The Smithsonian Libraries and Archives, Smithsonian Scholarly Press and Scientific Diving Program also report to Stofan. Her focus is on the Smithsonian’s “Our Shared Future: Life on a Sustainable Planet” initiative and collective research, especially in areas of biodiversity, climate change, global health, sustainable communities and environmental justice. Previously, Stofan was the John and Adrienne Mars Director of the Smithsonian’s National Air and Space Museum (2018–2021) where she was the first woman to hold that position. Under her leadership, the museum began its seven-year renovation of its flagship building in Washington, D.C., in 2018. Stofan also oversaw the momentous celebration of the 50th anniversary of the first moon landing in July 2019 at the museum and on the National Mall. Before joining the Smithsonian, Stofan had more than 25 years’ experience in space-related organizations and a deep research background in planetary geology. She was chief scientist at NASA (2013–2016), serving as the principal advisor to former Administrator Charles Bolden on NASA’s strategic planning and programs. She helped guide the development of a long-range plan to get humans to Mars and worked on strategies for NASA to support commercial activity in low Earth orbit as it transitions from the International Space Station to sending humans to the moon and Mars in the mid-2020s. She earned her bachelor’s degree in geology at the College of William & Mary and her master’s and doctoral degrees at Brown University, both in geological sciences. While finishing her doctoral degree, Stofan joined the Jet Propulsion Lab (JPL) as a post-doctoral fellow and became the deputy project scientist for the Magellan Mission to Venus. In 1994, Stofan became JPL’s chief scientist for the New Millennium Program where she managed a team of about 100 scientists working on new technologies. The following year, Stofan moved to London while continuing to work at JPL and was, and continues to be, an honorary professor at University College London. For 13 years (2000–2013), Stofan was vice president and senior scientist at Proxemy Research, a consulting firm in the Washington area specializing in planetary research. Stofan’s research focuses on the geology of Venus, Mars, Saturn’s moon Titan and Earth. Her favorite mission was Cassini, primarily because of her interest in Titan. She has published extensively and received many awards and honors, including the Presidential Early Career Award for Scientists and Engineers and the NASA Distinguished Service Medal, and was named one of “CNN’s Extraordinary People of 2014.” She is co-author of the books Planetology: Unlocking the Secrets of the Solar System and Next Earth: What Our World Can Teach Us About Other Planets, both published by National Geographic. Stofan serves on National Geographic Society’s Board of Trustees and the Presidential Committee on the National Medal of Science.  

andy browne

Chris Miller

Associate Professor of International History, Tufts University; Author, Chip War: The Fight for the World’s Most Critical Technology

Chris Miller's latest book Chip War: The Fight for the World’s Most Critical Technology reveals the geopolitical impact of the computer chip. It is a New York Times bestseller and a winner of the Financial Times Business Book of the Year Award and won the Council on Foreign Relations Arthur Ross Book Award. It was featured on many “Best of 2022” book lists, including in the New Yorker and the Economist. Dr. Miller is associate professor at the Fletcher School at Tufts University and is a nonresident senior fellow at the American Enterprise Institute, a think-tank in Washington, D.C. He also advises businesses and asset managers at Greenmantle, a consultancy, serves as a member of the Geopolitics Advisory Council at McKinsey & Company, and advises semiconductor and other technology startups and investors. He is frequently featured and quoted in media such as the New York Times, the Wall Street Journal, and the Financial Times, as well as on NPR and CNBC. In addition to Chip War, Dr. Miller’s books include We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin (Harvard University Press, 2021), Putinomics: Power and Money in Resurgent Russia (University of North Carolina Press, 2018), and The Struggle to Save the Soviet Economy: Mikhail Gorbachev and the Collapse of the USSR (University of North Carolina Press, 2016). He has an MA and PhD in history from Yale University and a BA in history from Harvard University.  

liz economy

Elizabeth Economy, Ph.D.

Senior Fellow, Hoover Institution

Elizabeth Economy is the Hargrove Senior Fellow at the Hoover Institution at Stanford University. From 2021–2023, Economy served as a senior foreign advisor (for China) in the Department of Commerce for the current administration. Economy was previously at the Council on Foreign Relations, where she served as the C.V. Starr senior fellow and director for Asia Studies for over a decade. Economy is an acclaimed author and expert on Chinese domestic and foreign policy. Her most recent book is The World According to China (Polity, 2022). She is also the author of The Third Revolution: Xi Jinping and the New Chinese State, (Oxford University Press, 2018; Thai edition, 2018; Chinese (Taiwan) edition, 2019), which was shortlisted for the Lionel Gelber Prize, a prestigious literary award for foreign affairs books. Her other books include By All Means Necessary: How China's Resource Quest is Changing the World (Oxford University Press, 2014; Vietnamese, 2019) with Michael Levi, and The River Runs Black: The Environmental Challenge to China's Future (Cornell University Press, 2004; 2nd edition, 2010; Japanese edition, 2005; Chinese edition, 2011). The River Runs Black was named one of the top 50 sustainability books in 2008 by the University of Cambridge, won the 2005 International Convention on Asia Scholars Award for the best social sciences book published on Asia, and was listed as one of the top ten books of 2004 by the Globalist as well as one of the best business books of 2010 by Booz Allen Hamilton's strategy+business magazine. She also coedited China Joins the World: Progress and Prospects (Council on Foreign Relations Press, with Michel Oksenberg, 1999) and The Internationalization of Environmental Protection (Cambridge University Press, with Miranda Schreurs, 1997). She has published articles in foreign policy and scholarly journals including Foreign Affairs, Harvard Business Review, and Foreign Policy, and op-eds in the New York Times, the Washington Post, and the Wall Street Journal, among others. Economy is a frequent guest on nationally broadcast television and radio programs, has testified before Congress on numerous occasions, and regularly consults for U.S. government agencies and companies. In June 2018, Economy was named one of the "10 Names That Matter on China Policy" by Politico Magazine. Economy serves on the board of managers of Swarthmore College and is a member of the Aspen Strategy Group. She was also on the advisory council of Network 20/20 and the science advisory council of the Stockholm Environment Forum. She served as a member of the World Economic Forum (WEF)’s Global Agenda Council on the United States from 2014 to 2016 and served as a member and then vice chair of WEF’s Global Agenda Council on the Future of China from 2008 to 2014. Economy also served on the board of the China-U.S. Center for Sustainable Development. She has taught undergraduate and graduate level courses at Columbia University, Johns Hopkins University's Paul H. Nitze School of Advanced International Studies, and the University of Washington's Jackson School of International Studies. Economy received her BA with honors from Swarthmore College, her AM from Stanford University, and her PhD from the University of Michigan. In 2008, she received an honorary doctor of law degree from Vermont Law School. She lives in New York City with her husband and three children. 

Steve Riney

Sir Robin Niblett

Distinguished Fellow, Chatham House

Sir Robin is a distinguished fellow at Chatham House after spending 15 years as its director and chief executive until 2022. He is also a distinguished fellow of the Asia Society Policy Institute and senior adviser to the Center for Strategic & International Studies (CSIS) in Washington DC. He is also principal of Ledwell Advisory, a risk advisory company. From 2001-06, Robin was executive vice president at CSIS, the largest foreign policy think tank in Washington D.C. During his time there, he also served as director of the CSIS Europe programme and its Initiative for a Renewed Transatlantic Partnership. Robin is co-chair of the World Economic Forum’s Global Futures Council on Geopolitics and has served as chair and member of other WEF Councils since 2012. He is a member of the FCDO’s Expert Group and was a special adviser to the House of Commons Foreign Affairs Committee (2015-17). He was chairman of the experts group for the 2014 NATO Summit in Wales and chair of the British Academy’s steering committee for its Languages for Security Project (2013). From January 2010–May 2020, he was a non-executive director of Fidelity European Values Investment Trust. Robin is the author of numerous reports on British, European and US foreign policy and his commentary and analysis have appeared in the world’s leading journals and newspapers such as Foreign Affairs, Foreign Policy, The Financial Times, The Washington Post, The Times, and The Guardian. He is a regular commentator on Bloomberg and CNN International and a speaker at major international conferences. He has testified to committees of the UK House of Commons, US Senate, and House of Representatives, and regularly briefs the senior executives and boards of global companies, financial institutions, and private foundations. He received his BA in Modern Languages and MPhil and DPhil in International Relations from New College, Oxford.  

allyson book

Allyson Book

Chief Sustainability Officer, Baker Hughes

Allyson Anderson Book is the Chief Sustainability Officer for Baker Hughes. In this role she oversees Baker Hughes’ energy-transition strategy by driving sustainable operations, supporting commercial energy transition solutions for customers and ensuring market creation of these solutions via stakeholder engagement and policy development. In 2021 alone, she was recognized by Petroleum Economist as among Top 10 Women Leading Energy Transition in Sustainability, by Oil & Gas Investor as among 25 Influential Women in Energy, and by Hart Energy for its ESG Champion of Year Award. Before joining Baker Hughes she served as the executive director of the American Geosciences Institute, which represents more than 250,000 geoscientists and focuses on increasing public awareness of the role geosciences play in society’s use of resources. Prior to that, she held a number of academic, policy and senior government positions, including teaching at Georgetown University, working for the U.S. Senate Energy and Natural Resources Committee and serving as the associate director of strategic engagement of the Bureau of Safety and Environmental Enforcement (BSEE) at the U.S. Department of the Interior. She began her career as a geoscientist for ExxonMobil. She holds bachelor’s degrees in geology and music from the University of Northern Iowa, and a master’s degree in geology from Indiana University-Purdue University Indianapolis. 

dan schulman

Dan Schulman

President and CEO, PayPal

M. Sanjayan is a global conservation scientist whose work spans from genetics to wildlife migration to nature’s impacts on human well-being. He has served as Conservation International’s chief executive officer since 2017. Sanjayan joined Conservation International in 2014, overseeing its successful $1.1 billion capital campaign and its critically acclaimed brand campaign, “Nature Is Speaking,” along with its push into virtual-reality filmmaking. Sanjayan holds a master’s degree from the University of Oregon and a doctorate from the University of California-Santa Cruz, and his peer-reviewed scientific work has been published in journals including Science, Nature and Conservation Biology. He is a visiting researcher at UCLA and a distinguished professor of practice at Arizona State University. He is also a Catto Fellow at the Aspen Institute. Raised in Southeast Asia and West Africa, Sanjayan’s unique background has informed his work and he has attracted widespread media coverage, from The New York Times, Outside Magazine and CNN International. His media appearances include NBC’s “Today Show,” “The Late Show with David Letterman,” “CBS This Morning,” and “CBS Evening News,” and he has hosted more than a dozen documentaries from PBS, BBC, National Geographic, Discovery and Showtime. Most recently, he hosted the University of California and Vox Media’s Climate Lab series, which has garnered over 20 million views. Sanjayan lives in Washington, D.C., with his wife and daughter. When able, he spends time in Montana fly-fishing, or birding and diving around the world. 

M. Sanjayan, Ph.D.

M. Sanjayan, Ph.D.

CEO, Conservation International

M. Sanjayan is a global conservation scientist whose work spans from genetics to wildlife migration to nature’s impacts on human well-being. He has served as Conservation International’s chief executive officer since 2017. Sanjayan joined Conservation International in 2014, overseeing its successful $1.1 billion capital campaign and its critically acclaimed brand campaign, “Nature Is Speaking,” along with its push into virtual-reality filmmaking. Sanjayan holds a master’s degree from the University of Oregon and a doctorate from the University of California-Santa Cruz, and his peer-reviewed scientific work has been published in journals including Science, Nature and Conservation Biology. He is a visiting researcher at UCLA and a distinguished professor of practice at Arizona State University. He is also a Catto Fellow at the Aspen Institute. Raised in Southeast Asia and West Africa, Sanjayan’s unique background has informed his work and he has attracted widespread media coverage, from The New York Times, Outside Magazine and CNN International. His media appearances include NBC’s “Today Show,” “The Late Show with David Letterman,” “CBS This Morning,” and “CBS Evening News,” and he has hosted more than a dozen documentaries from PBS, BBC, National Geographic, Discovery and Showtime. Most recently, he hosted the University of California and Vox Media’s Climate Lab series, which has garnered over 20 million views. Sanjayan lives in Washington, D.C., with his wife and daughter. When able, he spends time in Montana fly-fishing, or birding and diving around the world. 

Fred Blackwell

Fred Blackwell

CEO, San Francisco Foundation

Fred Blackwell is the CEO of the San Francisco Foundation, one of the largest community foundations in the country. The San Francisco Foundation works hand-in-hand with donors, community leaders, and both public and private partners to create thriving communities throughout the Bay Area. Since joining the foundation in 2014, Blackwell has led it in a renewed commitment to social justice through an equity agenda focused on racial and economic inclusion. Blackwell, an Oakland native, is a nationally recognized community leader with a longstanding career in the Bay Area. Prior to joining the foundation, he served as interim city administrator for the city of Oakland, where he previously served as the assistant city administrator. He was the executive director of the San Francisco Redevelopment Agency and director of the Mayor’s Office of Community Development in San Francisco; he served as the director of the Making Connections Initiative for the Annie E. Casey Foundation in the Lower San Antonio neighborhood of Oakland; he was a Multicultural Fellow in Neighborhood and Community Development at The San Francisco Foundation; and he subsequently managed a multiyear comprehensive community initiative for the San Francisco Foundation in West Oakland. Blackwell serves on the board of the Independent Sector, Northern California Grantmakers, the Bridgespan Group, the dean’s advisory council for UC Berkeley’s College of Environmental Design, and the community advisory council of the San Francisco Federal Reserve. He previously served on the boards of the California Redevelopment Association, Urban Habitat Program, LeaderSpring and Leadership Excellence. He is a visiting professor in the department of City and Regional Planning at UC Berkeley and the Co-Chair of CASA — The Committee to House the Bay Area. He holds a master’s degree in city planning from UC Berkeley and a bachelor’s degree in urban studies from Morehouse College. 

craig young

Craig Young

Managing Principal, Tidewater Capital

Craig Young is the Managing Principal of Tidewater Capital. Mr. Young is responsible for long range planning and spearheading growth initiatives for the business. On a day-to-day basis, Mr. Young oversees the firm’s investment, development, asset management, and organizational functions. Since the company’s inception in 2013, Mr. Young has grown the firm’s portfolio by investing in and/or developing more than twenty projects throughout the Bay Area. These projects include vertical developmentand repositioning existing assets across a range of product typesincluding market rate, affordable, and rent-controlled housing, as well as office, retail, hotel, industrial and self-storage assets.Mr. Young also leadsthe firm’s investor relations effortsand has organized a series of discretionaryinvestment vehiclesalongside endowment, foundation, and family office partners.Before establishing Tidewater, Mr. Young was a leader within the investments group at The JBG Companies (now JBG Smith) in Washington, D.C. His previous work experience includes roles at CIM Group and Deutsche Bank. Equipped with a strong entrepreneurial zeal, Mr. Young has gained significant experience across a broad range of business building endeavors throughout his career.Mr. Young is activelyinvolvedin various philanthropic efforts aimed at promoting economic opportunityand the artsthroughout theBay Area. In 2014, Mr. Young received the Golden Brick Award;a recognition presented annually to an individual who has made an outstanding impact in their community. In 2015, Mr. Young was recognized as one of the San Francisco Business Times’40 Under 40honorees. Mr. Young has spoken on at Harvard and the Milken Institute as well as at industry events including ULI and NAIOP. A native of Central Florida with deep family roots in Northern California, Mr. Young received hisBachelor of Arts from Brown University and his MBA from Harvard Business School. Mr. Young enjoys spending his free time outdoors. 

kate gordon

Kate Gordon

CEO, California Forward

Kate Gordon is the CEO of California Forward, a statewide organization dedicated to a more sustainable, resilient, and inclusive economy across every region of the state. Kate Gordon has spent the past two decades working at the intersection of climate change, energy policy, and equitable economic development. Most recently, Gordon served as Senior Advisor to U.S. Energy Secretary Jennifer Granholm, where she led a variety of place-based initiatives to help drive a more sustainable and resilient energy transition, including creating the agency’s “Community Benefits Plan” requirement for funding applicants. Gordon continues to serve on the Secretary of Energy’s Advisory Board (SEAB). Prior to her time in the Biden-Harris administration, Gordon served for several years in California state government as the Director of the Governor’s Office of Planning and Research and Senior Climate Policy Advisor to Governor Gavin Newsom. In this role, Gordon launched or led several initiatives to better integrate climate and economic development strategy across the state. Gordon’s policy work in California earned her California Forward’s 2022 California Steward Leader Award. Before entering public service, Gordon served in senior leadership positions at several nonpartisan think tanks including the Henry M. Paulson Institute, the Center for the Next Generation, the Center for American Progress, and the Center on Global Energy Policy at Columbia University. Gordon got her start on energy and climate issues working at the national Apollo Alliance, where she ultimately served as co-Executive Director until the merger with the Blue-Green Alliance in 2011. Gordon earned a J.D. and a Masters in City and Regional Planning from the University of California-Berkeley, and an undergraduate degree from Wesleyan University. 

Kristen Roby Dimlow

Caryl Stern

Executive Director, Walton Family Foundation

Caryl M. Stern is the executive director of the Walton Family Foundation. Previously, she was president and CEO of UNICEF USA. A dynamic change-maker, Caryl has dedicated her career to helping others through education, compassion, advocacy and rolling up her sleeves. Since 2007, she has served as president and CEO of UNICEF USA, an organization that supports UNICEF’s lifesaving work to put children first. Caryl has traveled to more than 30 countries in support of UNICEF’s work and has spearheaded UNICEF USA’s emergency relief efforts for children affected by disasters, including the 2010 Haiti earthquake, the 2011 East Africa drought, the Ebola and Zika epidemics and the ongoing global refugee and migrant crisis. A sought-after public speaker on the topics of Kids Helping Kids, children and philanthropy, anti-bullying and international development, Caryl was invited to present at the White House’s inaugural summit on The United State of Women and was named one of "25 Women Changing the World in 2017" by People Magazine, “20 Most Influential Moms of 2017” by Family Circle, “25 Moms We Love” by Working Mother Magazine and “Ten Women to Watch” by Jewish Women International. She serves on the boards of directors of The Container Store and the We Are Family Foundation. In addition, Caryl is a member of the Advisory Board of Chime for Change and a trustee of The World’s Big Sleep Out. Prior to joining UNICEF USA, Caryl was an executive at the Anti-Defamation League, the founding director of its A WORLD OF DIFFERENCE® Institute, and the Dean of Students at Polytechnic University. Caryl is an activist, author, executive, public speaker, mother of three and grandmother of two. 

Kristen Roby Dimlow

J. Raymond DePaulo Jr., M.D.

Co-director, Mood Disorders Center, Johns Hopkins Medicine

J. Raymond DePaulo, Jr., M.D. is a University Distinguished Service Professor and co-director of the Mood Disorder Center in the Department of Psychiatry and Behavioral Sciences at the Johns Hopkins University School of Medicine. He has been an active clinician, teacher and researcher throughout his 39 years on the Johns Hopkins faculty. He founded the Hopkins Affective Disorders Clinic in 1977 and grew it into a multifaceted program that led patient care, teaching and research on depression and bipolar disorder at Johns Hopkins. Dr. DePaulo was the Henry Phipps Professor, director of the Department of Psychiatry and Behavioral Sciences at the Johns Hopkins School of Medicine, and psychiatrist-in-chief at the Johns Hopkins Hospital from 2002 until 2016. Dr. DePaulo’s research interests focus on clinical assessment, diagnosis, causes and treatments of mood disorders. His research group led several early genetic studies of bipolar disorder and unipolar depression. He has authored over 140 peer-reviewed scientific articles and mentored outstanding clinician scientists. Dr. DePaulo worked with Dr. Karen Swartz, who leads the Adolescent Depression Awareness Program, which developed, teaches and studies a model curriculum on depression for high schools. He has partnered with Dr. Kay Jamison in research, education and advocacy efforts for patients and families. Dr. DePaulo is now the chair of the board of directors of the National Network of Depression Centers. He has served on several foundation boards of directors and scientific advisory boards related to mood disorders. Dr. DePaulo has authored two books on depressive illnesses for patients and families (Understanding Depression and How to Cope with Depression). He has won a number of national awards for clinical leadership, teaching and research in depression and bipolar disorder. He has twice been named a Forum Fellow at the World Economic Forum, held annually in Davos, Switzerland. 

lynelle cameron

Lynelle Cameron

Vice President, Sustainability; CEO, Autodesk Foundation

Lynelle Cameron has over 20 years of experience helping large and small companies capitalize on market opportunities related to sustainability and climate change. Her career reflects a demonstrated track record leading large-scale transformative work spanning the nonprofit, public and private sectors. Cameron is currently Vice President of Sustainability at Autodesk and CEO of the Autodesk Foundation. She leads a team transforming the design, manufacturing and construction industries to capitalize on the business opportunities of a low-carbon economy. Through the Autodesk Foundation, she has invested over $40 million in entrepreneurs and innovators who are designing solutions to climate change and inequality. Under her leadership, Autodesk has won numerous awards for sustainability, climate leadership and philanthropy. Cameron is proving that companies can do well by doing good – in ways that strengthen brand reputation, recruit and retain the next generation of employees, and deliver financial results to shareholders. This year, Autodesk was ranked #5 most sustainable company in the world by Corporate Knights and #10 by Barron's. A cultural anthropologist by training, Cameron has lived and worked in many parts of the world at the intersection of conservation and economic development with WWF, TMI, and NOLS. Cameron brings her expertise in strategy, governance and management to the Boards of Innovators International, CEH, UC Berkeley CRB, Biomimicry 3.0. She is also the Executive Sponsor of the Autodesk Women’s Network, an organization that aims to bring gender diversity to every decision-making table. 

R. David Edelman, Ph.D.

R. David Edelman, Ph.D.

MIT Scholar and Former White House Tech Adviser

MIT scholar, Presidential advisor, and leading technologist R. David Edelman is one of the nation's foremost authorities on how new innovations are changing life and business around the globe. Dubbed the nation’s “Chief Cyber Diplomat,” his insights on issues like artificial intelligence (A.I.), cybersecurity, data ethics, and the geopolitics of technology have shaped national and international policy at the highest levels. Dr. Edelman served in the Bush and Obama Administrations, rising to become the youngest­ever Director named to the U.S. National Security Council. As Special Assistant to the President, he led the White House economic team’s work on technology, media, and telecom policy. He currently teaches at MIT and leads its Project on Technology, the Economy, & National Security. A sought­after counselor to CEOs and Boards on managing technological disruption, Dr. Edelman has a unique ability to clearly communicate these complex topics, making them both accessible and engaging. His insights and analysis have appeared in the New York Times, Wall Street Journal, Washington Post, WIRED, Forbes, Fortune, and on CNBC, MSNBC, and numerous international outlets. At MIT, Dr. Edelman leads an interdisciplinary team of researchers, students, and policymakers to address the challenges created by technological disruption – from the international concern of cyberattacks to the economic and regulatory consequences of A.I. and autonomous vehicles. He holds joint appointments in the Computer Science & Artificial Intelligence Lab (CSAIL) and the Center for International Studies (CIS). At the White House, Dr. Edelman led the development of and co­authored over a dozen legislative proposals, national strategies, Executive Orders, and Presidential policy reviews. As Director for Cybersecurity and International Cyber Policy at the National Security Council, he penned the government’s principal doctrine on cybersecurity and Internet issues within U.S. foreign policy. As chief architect of the President’s ConnectED initiative, Edelman managed the $10 billion effort that brought broadband to over 30 million American students in their classrooms. As Special Assistant to the President, he led White House engagement with top executives at over 100 companies in the technology, media, and telecom sectors and managed the Administration’s policy development on issues like net neutrality, consumer privacy, and patent reform. Prior to his time at the White House, Edelman served at the State Department’s Office of Cyber Affairs, and as the United States’ lead negotiator on Internet issues at the United Nations, where he received the Department’s Superior Honor Award and twice received its Meritorious Honor Award. He was named one of Forbes’ “30 Under 30” leaders in Law & Policy. He holds a B.A. from Yale University in History, and a Master’s and Doctorate in International Relations at Oxford University. His groundbreaking dissertation, “Cyberattacks in International Relations,” examined which forces might restrain state use of cyberattacks.

doug baker

Carla Hayden, Ph.D.

Librarian of Congress

Carla Hayden, Ph.D., was sworn in as the 14th librarian of Congress on September 14, 2016. Dr. Hayden, the first woman and the first African American to lead the national library, was nominated to the position by President Obama on February 24, 2016, and her nomination was confirmed by the U.S. Senate on July 13. Prior to her latest post, she served, since 1993, as CEO of the Enoch Pratt Free Library in Baltimore, Maryland. Dr. Hayden was nominated by President Obama to be a member of the National Museum and Library Services Board in January 2010 and was confirmed to that post by the Senate in June 2010. Prior to joining the Pratt Library, Dr. Hayden was deputy commissioner and chief librarian of the Chicago Public Library from 1991 to 1993. She was an assistant professor for library and information science at the University of Pittsburgh from 1987 to 1991. Dr. Hayden was library services coordinator for the Museum of Science and Industry in Chicago from 1982 to 1987. She began her career with the Chicago Public Library as the young adult services coordinator from 1979 to 1982 and as a library associate and children’s librarian from 1973 to 1979. Dr. Hayden was president of the American Library Association from 2003 to 2004. In 1995, she was the first African American to receive Library Journal’s Librarian of the Year Award in recognition of her outreach services at the Pratt Library, which included an after-school center for Baltimore teens offering homework assistance and college and career counseling. Dr. Hayden received a B.A. from Roosevelt University and an M.A. and Ph.D. from the Graduate Library School of the University of Chicago.

doug baker

Ziad Ahmed

Founder and CEO, JUV Consulting

Ziad Ahmed is an 20-year-old junior at Yale University. He is an unapologetic American-Muslim-Bangladeshi student activist, entrepreneur, and speaker. He is the CEO/Co-founder of JUV Consulting (www.juvconsulting.com), a Generation Z consultancy that works with clients to help them reach young people. The company has worked with over 20 Fortune 500 companies, has been profiled by The New York Times, and has established full-time offices in Times Square. As a result of JUV, Ahmed was named to the 2019 Forbes #30Under30 list at 19-years-old. Ahmed started the company in 2016 (while in high school), and JUV keeps growing as the need to better understand young folks is just getting greater. Ahmed also founded a nonproift, Redefy (www.redefy.org), committed to furthering equality in 2013. Redefy has reached hundreds of thousands of young people digitally, has established chapters in 10+ countries around the world, and has been honored as a part of the Facebook Community Leadership Program. Through Redefy, Ahmed has been recognized as a 2017 Global Teen Leader, a High School Trailblazer by MTV, and a Top 15 Young Prodigy Changing the World by Business Insider. Additionally, he has given four TEDxTalks, has spoken at forums such as the Council on Foreign Relations, has commentated for networks such as CNN, has written for publications such as Teen Vogue, and serves on boards such as the Marketing Advisory Board for DoSomething.org. He tries to use his voice wherever helpful to push the envelope -- and tries to pass the mic as often as possible.

doug baker

Denise Villa, Ph.D.

CEO, Center for Generational Kinetics

Denise Villa, Ph.D., is the CEO of The Center for Generational Kinetics. She leads CGK's global research, speaking, and consulting services, which now serves over 700 clients worldwide. Dr. Villa has delivered CGK’s research findings to audiences across the U.S., from HR Summits to global media companies. She has served as a Gen Z and Millennial expert on corporate panels and presented research at SXSW Interactive and at events in industries including student housing, real estate, technology, and financial services. Her Gen Z research led to a feature story in The Washington Post, and she’s been quoted as a generational expert in The Wall Street Journal. Dr. Villa has led several organizations, served on non-profit boards, actively advises startups, and was recognized as a Profiles of Power and Women’s Way finalist. Dr. Villa began her career as a middle school science teacher before becoming a middle school and high school administrator. She worked in urban, rural, and suburban schools. She continues to follower her passion for education by serving on the Women @ Austin Advisory Council, Philanthropitch Advisory Board, and as the incoming President of Entrepreneurs Organization (EO) Austin. A first-generation college student, Dr. Villa completed her undergraduate work at The University of Texas at Austin and her graduate work at Texas State University. She enjoys running marathons, adventure races, and attending sporting events, especially UT football. Dr. Villa is passionate about Gen Z and how they will change the world. Her forthcoming book, Zconomy: How Gen Z Will Change the Future of Business—and What To Do About It, will be released by HarperCollins in September 2020.

linda yueh

Linda Yueh, Ph.D.

Fellow in Economics, St Edmund Hall, University of Oxford; Adjunct Professor of Economics, London Business School

Dr. Yueh is Fellow in Economics at St Edmund Hall, Oxford University and Adjunct Professor of Economics at London Business School. She is Visiting Professor at LSE IDEAS, London School of Economics and Political Science's foreign policy centre, and Associate Fellow (Global Economy and Finance Department & U.S. and the Americas Programme) at Chatham House. Professor Yueh is Chair of the LSE Economic Diplomacy Commission. She was Visiting Professor of Economics at Peking University. She is a TV and radio presenter, including for BBC Radio 4 and the World Service, as well as having fronted BBC TV series, such as The New Middle Class, Next Billionaires, and Working Lives. Dr. Yueh is Chair of the Royal Commonwealth Society and Trustee of the Coutts Foundation and Malaria No More UK. She is a Non-Executive Director of the following publicly listed companies on the London Stock Exchange: Rentokil Initial, a FTSE 100 company, Fidelity China Special Situations PLC, a FTSE 250 investment trust, and Chair of Baillie Gifford's The Schiehallion Fund, listed on the Specialist Fund Segment of the Main Market. She serves on the Advisory Board of LSE IDEAS and on the Policy Committee of the Centre for Economic Performance (CEP), both at the London School of Economics. She is a Fellow (FRSA) of the Royal Society of Arts. She is a widely published author and Editor of the Routledge Economic Growth and Development book series. Her latest book, The Great Economists: How Their Ideas Can Help Us Today is published by Viking/ Penguin Random House (The Times's Best Business Books of the Year) and What Would the Great Economists Do? How Twelve Brilliant Minds Would Solve Today's Biggest Problems (Newsweek's Best Books of the Year) published by Picador/ Macmillan in the U.S. She is represented by Janklow & Nesbit. She was Chief Business Correspondent for BBC News and presenter of Talking Business with Linda Yueh for BBC World TV and BBC News Channel based in Singapore. She had been Economics Editor and anchor at Bloomberg TV in London. Previously, she was an attorney at Paul, Weiss, Rifkind, Wharton & Garrison in New York. Professor Yueh has advised the World Bank, European Commission, Asian Development Bank, World Economic Forum in Davos, among others. She was a Non-Executive Director of the LSE-listed companies: JPMorgan Asian Investment Trust and Baillie Gifford's Scottish Mortgage Investment Trust. She was previously Co-Chair of the Global Cities Business Alliance (GCBA) of London First; Board Member of London & Partners; Advisory Board Member of The Official Monetary and Financial Institutions Forum (OMFIF); advisor to the British Chambers of Commerce (BCC); and Advisory Board member of the Huxley Summit 2019.

Jon Meacham

Yascha Mounk, Ph.D.

Associate Professor of Practice, International Affairs, Johns Hopkins University

Yascha Mounk, Ph.D., is a writer, academic and public speaker known for his work on the rise of populism and the crisis of liberal democracy. Born in Germany to Polish parents, Dr. Mounk received his B.A. in history from Trinity College, Cambridge, and his Ph.D. in government from Harvard University. He is now an associate professor of the Practice of International Affairs at Johns Hopkins University, where he holds appointments in both the School of Advanced International Studies and the Agora Institute. Dr. Mounk is also a senior advisor at Protect Democracy, a senior fellow at the German Marshall Fund, a senior fellow at Harvard's Ash Center for Democratic Governance, a senior fellow at New York University's Reiss Center on Law and Security, and a term member of the Council on Foreign Relations. Mounk has written three books: Stranger in My Own Country: A Jewish Family in Modern Germany, a memoir about Germany’s fraught attempts to deal with its past; The Age of Responsibility: Luck, Choice and the Welfare State, which argues that a growing obsession with the concept of individual responsibility has transformed Western welfare states; and The People versus Democracy: Why Our Freedom Is in Danger and How to Save It, which explains the causes of the populist rise and investigates how to renew liberal democracy. His latest book has been translated into 11 languages and hailed as one of 2018's best books of the year by multiple publications, including the Financial Times. A contributing editor at The Atlantic, Dr. Mounk regularly writes for newspapers and magazines, including The New York Times, The New Yorker and Foreign Affairs. He is also is also a regular columnist or contributor for major international publications, including Die Zeit, La Repubblica l'Express, Folha de Sao Paolo, Kultura Liberalna and Letras Libres.

Jon Meacham

Tamara Lundgren

Chairman, President and CEO,
Schnitzer Steel

Tamara Lundgren is the chairman, president and CEO of Schnitzer Steel Industries Inc. SSI is one of the largest publicly traded (Nasdaq: SCHN) manufacturers and exporters of recycled metals in North America, operating 100 facilities throughout North America, including seven deep-water ports located on both coasts of the U.S. and Puerto Rico and a retail auto parts business with over five million annual retail visits. SSI’s vertically integrated operating platform also includes its steel manufacturing business, which manufactures finished steel products used in infrastructure and commercial projects. Lundgren joined SSI in 2005 as chief strategy officer and held positions of increasing responsibility, including executive vice president and COO. Lundgren was appointed president and CEO in 2008. Prior to joining SSI, Lundgren was an investment banker and lawyer with 25 years of experience in the U.S. and Europe. Lundgren was a managing director at JPMorgan Chase and Deutsche Bank in London and New York. Earlier, she was a partner in the Washington, D.C., law firm of Hogan Lovells (then Hogan & Hartson, LLP). Lundgren is a member of the board of directors of Ryder System Inc., Parsons Corporation and the Federal Reserve Bank of San Francisco, and the executive committee of the board of directors of the U.S. Chamber of Commerce. She has served as the chair of the board of directors of the U.S. Chamber and has been a frequent speaker on infrastructure and trade policy. Lundgren serves on the president’s Advisory Committee for Trade Policy and Negotiations, having been appointed by President Obama in 2016 and reappointed by President Trump. Lundgren is also a member of the Business Roundtable and the President’s Advisory Council of Wellesley College. Lundgren earned a B.A. from Wellesley College and a J.D. from the Northwestern University School of Law.

Jon Meacham

Jon Meacham

Historian and Pulitzer Prize-Winning Author

Jon Meacham is one of Americas most prominent public intellectuals. A contributor to TIME and The New York Times Book Review, Meacham is a highly sought-after commentator, regularly appearing on CNN and MSNBC. Known as a skilled orator with a depth of knowledge about politics, religion, and current affairs, Meacham brings historical context to the issues and events impacting our daily lives. His latest #1 New York Times best-seller, The Soul of America: The Battle for Our Better Angels, examines the present moment in American politics and life by looking back at critical times in U.S. history when hope overcame division and fear. Meacham is a co-author of the recently released book Impeachment: An American History, which reveals the complicated motives behind the three impeachments in U.S. history. Meacham’s presidential biography, Destiny and Power: The American Odyssey of George Herbert Walker Bush, debuted at #1 on the New York Times' best-sellers list. The New York Times said, “Destiny and Power reflects the qualities of both subject and biographer: judicious, balanced, deliberative, with a deep appreciation of history and the personalities who shape it.” Meacham delivered eulogies for both President George H.W. Bush and First Lady Barbara Bush. Meacham's #1 New York Times best-seller, Thomas Jefferson: The Art of Power, was hailed as "masterful and intimate" by Fortune magazine. His other national bestsellers include Franklin and Winston, American Gospel, and American Lion: Andrew Jackson in the White House, which won the Pulitzer Prize in 2009. A contributing editor at TIME, Meacham writes for the magazine’s Ideas section. He also pens “The Long View” column in The New York Times Book Review, in which he “looks back at books that speak to our current historical and cultural moment.” He served as Newsweek's managing editor from 1998 to 2006 and editor from 2006 to 2010. The New York Times called him “one of the most influential editors in the news magazine business.” Meacham is a frequent guest on Morning Joe, Real Time with Bill Maher and The 11th Hour, and was featured in Ken Burns’ documentary series The Roosevelts: An Intimate History. Fox News produced an hour long special about Meacham’s Destiny and Power in November 2015. Named a “Global Leader for Tomorrow” by the World Economic Forum, he is a member of the Council on Foreign Relations, a fellow of the Society of American Historians and chairs the National Advisory Board of the John C. Danforth Center on Religion and Politics at Washington University. Meacham is a distinguished visiting professor of history at The University of the South and a visiting distinguished professor at Vanderbilt. He is currently at work on a biography of James and Dolley Madison.

 

The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

ESG considerations are one of multiple informational inputs into the investment process, alongside data on traditional financial factors, and so are not the sole driver of decision-making. ESG analysis may not be performed for every holding in every strategy. ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Certain strategies seek to identify issuers that they believe may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, certain strategies may invest in issuers that do not reflect the beliefs and values of any particular investor. Certain strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk.