The Exchange

Osad

• Derek Rozycki: What Makes a Better Investment Decision? 24.06.2026 38min

  The best investment decisions often come from asking broader questions. In this epsiode of The Exchange, Derek Rozycki, Head of Responsible Investing at Mubadala, reflects on how investing has evolved over the past two decades, and why long-term performance increasingly depends on understanding a wider range of risks and opportunities beyond traditional financial metrics. Derek shares how Mubadala approaches responsible investing as part of a broader effort to make better investment decisions...
• Luca Molinari: How Smart Capital Stays Patient 16.05.2026 34min

  Private equity today is shaped by a very different set of realities than it was a generation ago. Our Co-CEO of Private Equity, Luca Molinari, reflects on how the industry has evolved from a model driven largely by transactions and financial engineering to one increasingly focused on operational partnership, long-term value creation, and resilience through cycles. Luca shares how Mubadala approaches investing across sectors and geographies, and why flexibility has become a critica...
• Carlos Obeid: Value Beyond Numbers 15.04.2026 26min

  What does financial discipline look like when an institution scales from millions to hundreds of billions? In this episode of The Exchange, Carlos Obeid, Chief Financial Officer at Mubadala, shares how financial strategy evolves alongside institutional growth, and how the role of a CFO extends far beyond reporting into shaping capital allocation, governance, and long-term resilience. Carlos explains why traditional planning frameworks often fall short in dynamic investment environments,...
• Khaled Al Shamlan Al Marri: The Risk Castle - Discipline, Humility, and Long-Term Investing 19.02.2026 33min

  What does disciplined investing look like when essential real assets and resilience sit at the heart of your strategy? In this episode of The Exchange, Khaled Al Shamlan Al Marri, CEO of Real Assets at Mubadala, explains how infrastructure and real estate serve as the stabilizer within a diversified global portfolio, delivering consistent returns through structured risk, cash flow visibility, and disciplined execution. Khaled introduces what he calls 'the risk castle': structuring investments...
• Waleed Al Mokarrab Al Muhairi: How to Build a Conviction-led Investor 16.01.2026 42min

  What does conviction-led investing look like when the responsibility spans decades, not quarters? Waleed Al Mokarrab Al Muhairi is Mubadala’s Deputy Group CEO and a key voice behind the institution’s long-term investment strategy. In today’s episode of The Exchange, he reflects on his journey alongside Mubadala’s evolution from its early foundations into a globally active investment institution. Waleed breaks down what conviction-led investing looks like in practice when responsibility spans ...