Golding Investor Days 2025

What began with a three-person team has grown into a company with over 200 employees. “Complexity is nothing new,” Jeremy Golding said in his opening speech. “And the good news is: for 25 years we’ve been mastering change, transformation, and disruption – and developing new strategies for the future out of it.”

The theme “Simplexity” – a combination of “simple” and “complexity” – reflected how clear, sustainable solutions can be found even in challenging times. Over the three conference days from June 24 to 26, numerous presentations, panel discussions, and informal conversations provided plenty of opportunities for exchange – with distinguished speakers from business, academia, and technology.

Particularly well-received were the keynotes by Prof. Marcel Fratzscher, President of the German Institute for Economic Research (DIW), and Fabian G. Westerheide, AI investor, founder of Asgard Capital, and one of Germany’s most prominent thought leaders on artificial intelligence.

Courage Makes the Difference

In his keynote, Prof. Marcel Fratzscher called for more confidence. “We are currently experiencing three massive transformations at the same time,” he explained. “Our biggest weakness is the lack of trust. And if you don’t have trust, you won’t invest. I’m convinced that Germany’s fundamentals are stronger than we often think.”

With an eye on the economy, he called for greater speed and willingness to take risks: “We have to move faster, let go of the old to make room for the new. Transformation only succeeds when companies take risks and assume responsibility.” At the same time, he urged reducing dependencies through diversification: “Moving away from ‘just in time’ towards ‘just in case’.” And he added: “We need more courage, more equity capital, and much more focus on success.”

Fratzscher also sees the underlying conditions in a positive light: Germany, he noted, benefits from reliable, functioning rule-of-law institutions – the constructive flipside of its often-criticized bureaucracy – from a robust, resilient economic structure with a strong SME sector, and from a high degree of community spirit and consensus orientation. While the latter can sometimes slow down quick decisions, it is also an important foundation for stability. According to Fratzscher, Germany’s export-oriented economy must free itself from asymmetric dependencies – not through isolation, but through smart diversification.

Progress Needs Enthusiasm

Fabian Westerheide looked to the future and advocated for greater openness toward technology: “Innovation happens where investments are made,” said the AI investor. “People who use AI will overtake those who don’t.” He called for less hesitation and more action – while reminding the audience that the human element remains irreplaceable: “That’s why personal contact is so important. And the question: What kind of future do we want?”

Sustainable investments and ESG also played a central role. “ESG remains an important part of our investment process,” emphasized Hubertus Theile-Ochel. “Climate technology will be a key driver here.” Christian Schütz added: “We see two major developments: impact becomes method, and climate becomes the topic.”

The Golding Investor Days 2025 showed how “Simplexity” works: with clear goals, trust in one’s own strengths, and the courage to take responsibility. With this mindset, we look to the future with optimism.

Golding Investor Days 2025 | Video Highlights