Teneo Insights Podcast

As Europe approaches a pivotal election in Germany on February 23rd, mounting tensions between the U.S. and Europe take center stage, particularly over negotiations on the Russia-Ukraine war. With shifting global power dynamics, a key question emerges: can Europe rely on the U.S. as it once did? In this episode, Teneo Managing Director Carsten Nickel and WestExec Advisors Principal and former U.S. Ambassador to NATO Ivo Daalder join host Kevin Kajiwara to examine the evolving transatlantic relationship. As Europe navigates this uncertainty, its leaders face critical decisions on security, sovereignty and alliances. This discussion unpacks what happens when the old geopolitical rules no longer apply and explores the forces shaping the continent’s future.

As the second Trump Administration begins, expectations are high for pro-growth policies and a favorable regulatory environment that could drive increased M&A activity. Join Teneo Insights Series host Kevin Kajiwara and guests Makan Delrahim, Partner at Latham & Watkins and former Assistant Attorney General in charge of the U.S. Department of Justice’s Antitrust Division, Lauren Thomas, Lead Deals Reporter at The Wall Street Journal and Teneo Senior Managing Director Stephen Cohen for a timely discussion on the evolving M&A landscape, including potential shifts in antitrust enforcement and market dynamics. The conversation also explores how businesses and investors are preparing for new challenges and opportunities, from changing policies and geopolitical considerations to the broader economic implications of this pivotal moment.

Despite geopolitical tensions, trade wars and market volatility, global CEOs and investors remain optimistic about 2025. In this special edition of the Teneo Insights Series, our host Kevin Kajiwara is joined by Teneo Chairwoman Ursula Burns and CEO Paul Keary to discuss the results of Teneo’s recent survey of global CEOs and institutional investors. “Vision 2025: Where is the World Going in 2025 and Beyond?” captures perspectives from more than 300 global public company CEOs and 380 institutional investors representing approximately $10 trillion USD in company and portfolio value. The report offers unique perspectives on key issues facing corporate leaders in 2025 and beyond and includes findings on the macroeconomic outlook, M&A, geopolitics, innovation, ESG and leadership.

The geopolitical landscape of 2025 is poised for profound shifts as structural changes continue to reshape global dynamics. In this episode, Teneo’s geopolitical risk experts join host Kevin Kajiwara to explore key trends and risks shaping the year ahead. From the global implications of the impending Trump presidency and how regions like Europe, China, Canada and Mexico are preparing for possible tariff threats to developments in the Middle East, including the collapse of the Assad regime and prospects for peace, this discussion provides essential insights for navigating the challenges and opportunities in 2025 and beyond. Read Teneo’s latest insights in "What to Watch in 2025," where our geopolitical risk team delves even further into the key trends, regional flashpoints and critical risks shaping the world.

Now that the U.S. election has been decided, the political landscape is shifting its attention to the potential initiatives from the Trump Administration’s first 100 days in office. Join Teneo Insights Series host Kevin Kajiwara for a post-election discussion with Teneo Vice Chairman and former Speaker of the U.S. House of Representatives Paul Ryan and Trey Gowdy, former U.S. Representative from South Carolina. The conversation analyzes the implications of the election, focusing on anticipated cabinet appointments, expected policy initiatives and their potential impacts on business and markets. The discussion also explores how shifts in tax, trade and foreign policy could reshape the business environment, offering thought-provoking insights and strategies for companies to stay ahead amidst these evolving challenges. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.

With just over a month until Election Day, the race for the White House remains exceedingly close as Vice President Kamala Harris and former President Donald Trump compete for 270 electoral votes. Join Teneo Insights Series host Kevin Kajiwara for a conversation with Jonathan Martin, Politics Bureau Chief at Politico, and Senior Managing Director and head of Teneo’s Washington D.C. office Nate Tamarin as they analyze the state of the race, focusing on polling trends, key battleground dynamics and campaign strategies. They also explore how unexpected events, like Hurricane Helene, could impact the outcome while reflecting on lessons learned from the 2020 election and examining concerns about election challenges and political stability during the transfer of power. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.

As the dust settles from the highly anticipated Harris-Trump presidential debate, the race for the White House is entering a critical phase. Join Teneo Insights Series host Kevin Kajiwara for a conversation with former Speaker of the U.S. House of Representatives Kevin McCarthy as they dissect the debate’s outcome; its potential ripple effects; what it revealed about the state of the race and the crucial role of low-propensity voters. Kevin and the former Speaker also explore the down-ballot implications; the increasing polarization in politics and how corporate America should be preparing for the economic and legislative shifts on the horizon as Election Day approaches. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.

With Vice President Kamala Harris poised to face off against Former President Donald Trump on November 5, initial polling data indicates a race that will come down to the wire. Join Teneo Insights Series host Kevin Kajiwara for a conversation with Teneo Senior Managing Director Nate Tamarin and John Anzalone, Co-Founder of Impact Research and chief pollster for Joe Biden’s 2020 presidential campaign. Nate and John share their perspectives on what the current polls reveal about the state of the electorate and the “persuadable vote,” down-ballot implications of Harris entering the race, the playbook for both parties following the Democratic National Convention, and implications for businesses as they scenario plan during the 14 weeks until Election Day. Teneo Insights | Election 2024 This episode is part of Teneo’s ongoing series of conversations around the business implications of the 2024 U.S. presidential election.

Tune in for an insightful discussion on the forces driving Europe's political change and what to expect in the critical months ahead. Teneo’s Antonio Barroso and Stéphane Dupuis join our host Kevin Kajiwara for a deep dive into the upcoming snap elections in France; the latest polls; key issues shaping the race; how the recent European parliamentary elections provide a lens into Europe's political climate; a preview of the UK’s elections; and the broader implications for businesses navigating Europe's evolving political environment.

For decades, companies have supported the LGBTQ+ community – and continue to do so. Sarah Kate Ellis, President and CEO of GLAAD and Faten Alqaseer, Senior Managing Director and Co-Head of DE&I Advisory at Teneo delve into the evolving landscape of LGBTQ+ rights amid growing anti-LGBTQ+ activity and increasing political polarization; how organizations like GLAAD can assist companies during Pride month and a consequential election year; the concept of quiet diplomacy; GLAAD's advocacy efforts and the importance of LGBTQ+ engagement to corporate America.