In 2020, the world experienced an extraordinary confluence of crises in healthcare, the economy and social constructs. How did our policy makers respond? What are the implications for the economy, markets, and investments in the years ahead? Join this discussion with Rhodes Trustees:

Don Gogel (New Jersey & Balliol 1971), Chairman and Chief Executive Officer, Clayton, Dubilier & Rice, LLC

Neeti Bhalla Johnson (Kenya & Templeton 1998), Executive Vice President & CEO, Liberty Mutual Group

Moderated by:

Dylan Barry (South Africa-at-Large & Merton 2018), Writer, The Economist

Donald Gogel is Chairman of Clayton, Dubilier & Rice, a private equity investment firm that he joined in 1989. He served as chief executive officer from 1998 to 2019. CD&R had a $300 million fund when Mr. Gogel joined the firm. CD&R now has $16 billion in its eleventh fund and currently manages over $30 billion in invested capital across 34 portfolio companies that together have approximately $60 billion in revenues and 240,000 employees around the world. The firm has been a leader for more than 40 years in integrating senior operative executives into its partnership. CD&R invests in a broad range of sectors in Europe and the U.S.—notably businesses in consumer retail, health care, services, and industrials.

Mr. Gogel is a member of the Investment Committee and plays an active role in shaping the Firm’s strategy, recruiting talent, sourcing new investment opportunities, participating in portfolio company operating reviews, and leading CEO roundtables. Earlier in his career with CD&R, Mr. Gogel led several investments that established the Firm’s reputation for navigating and completing complex carve-outs from major corporations, including the Lexmark International acquisition from IBM, which was named by Private Equity International as one of the 30 most influential private equity deals of all time.Prior to joining CD&R, Mr. Gogel was a partner at McKinsey & Company, as well as a founder of the merchant banking group at Kidder Peabody & Co., Inc.

He is a member of the Business Council and the Trilateral Commission. He is Senior Vice Chairman of The Mount Sinai Medical System, Vice Chairman of the Cancer Research Institute, a Trustee of The Rhodes Trust and Vice Chairman of the Board of The SeriousFun Children’s Network that serves 100,000 seriously ill children around the world each year.Mr. Gogel received a B.A. with highest honors from Harvard College in international relations and then studied politics on a Rhodes Scholarship at Oxford University’s Balliol College where he received an M.Phil. Mr. Gogel also received a J.D. from Harvard Law School. He played varsity lacrosse at both Harvard and Oxford.

Neeti Bhalla Johnson is the President, Global Risk Solutions, Liberty Mutual Insurance. She leads the company’s commercial and specialty insurance business unit, with operations in 24 countries producing $18.5B in gross written premium. Notably, the business is ranked first in Global Surety and is the fifth largest global commercial and specialty lines writer. Neeti was previously President and Chief Investment Officer, Liberty Mutual Investments.

Neeti joined Liberty Mutual in September 2013. She was previously a managing director at Goldman Sachs. She began her career with Goldman Sachs in 2000, working as an analyst in the firm’s Investment Banking Division in London. In 2002, she joined the Goldman Sachs Investment Management Group in New York, where she was responsible for tactical asset allocation decisions for Private Wealth Management clients. In her position as head of the Tactical Asset Allocation team, she was a member of the Investment Strategy Group. Before Goldman Sachs, Neeti worked at the Central Bank of Kenya and the Nairobi Stock Exchange.

Neeti is the executive co-sponsor of LEAAP@Liberty (Leading and Empowering Asian & Ally Professionals) and an active participant in WE@Liberty, a women’s network and advocacy group at Liberty Mutual. While at Goldman Sachs, she also participated in the women’s network and mentored women in the firm’s Returnship program. Neeti has been featured in Working Mothers Magazine, Glass Hammer, Insurance Business America, Insurance AUM Journal, as well as having been honored by the Foreign Policy Association.

Neeti was a Rhodes Scholar at Oxford University, where she earned an MBA and MSc in Social Anthropology. She also has a BA in Economics from Kenyatta University in Nairobi, Kenya.

Neeti currently serves as a member of the Board of Directors of the Peterson Institute for International Economics; member of the Board of Directors of the Trustees Organization; member of the International Council of the Belfer Center, Harvard Kennedy School, Harvard University; and a member of the Board of Trustees, Rhodes Trust, University of Oxford.

Dylan Barry writes for The Economist and also works for The Global Commission for Post-Pandemic Policy (GCPPP), which counts amongst its commissioners economics Nobel laureates, Daniel Kahneman and Michael Spence.

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The Economy, Markets, and Investments—Investing through Crises