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Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
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The Citywire Virtual, Global CEO Summits bring together Chief Executives of Asset Management firms to discuss their response to the coronavirus crisis. In Series One, held in late March, the discussion centred on how they were responding to the crisis, what lessons were they learning and what the future might look like.
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Thanks, I quit features Swiss finance professionals who had an interesting career change. Hosted by Citywire Switzerland reporter Fergus Horsfall, the first series includes star names who left Switzerland’s financial heavyweights and those who took unconventional routes to the top. From bitcoin bosses to Iraq fund impresarios and sustainability pioneers, make sure you tune in every second Wednesday to learn from the most fascinating figures in the industry.
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Hosts Alex Steger, Frank Talbot, and Chris Sloley ask the best investors about their worst mistakes, and (crucially) what they learned from them. We hear from some of the brightest minds in markets, advice, and analysis to glean their gravest errors and discover how they beat their blunders to become better investors today.
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They say that money changes everything. Well, so does technology. In this podcast, The WealthTech Show, we speak to the ground-breaking pioneers who are using tech tools and trends to shape the future of investing and financial planning. With new solutions and trends popping up at a mind-boggling rate, we explore what this means for our everyday lives, as well as the wealth management and financial advice industries. Welcome to The WealthTech Show.
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Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.
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Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.
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Welcome to the Conkers3 page. The home of the Conkers’ Corner podcasts, Twin Petes Investing podcasts and so much more. The podcasts are set out to enhance the awareness of new investors, experienced investors, high net worth individuals (HNWI), Independent Financial Advisers and life long students of the financial markets. This will be done through insightful interviews and podcasts published on a regular basis. If you’re aiming to achieve a financial goal then these podcasts will have wort ...
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A Media Operator

Jacob Cohen Donnelly

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A Media Operator is a community for entrepreneurs and operators in the digital media space. This podcast is a natural extension of the newsletter (www.amediaoperator.com) and community that has already been built. Each week, I will interview entrepreneurs and operators that are building these media companies. Over the course of approximately an hour, we'll discuss their businesses, their success and failures, and, ultimately, what they learned about building media companies. This podcast wil ...
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Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local…
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My guest this week is Richard Lander, Director at Citywire, a UK-based media company that serves the asset management and wealth industries. In this 40 minute conversation, we talked about the various parts of the business, why the pandemic ultimately killed the print business, their events model, the various ways they generate revenue from licensi…
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Today is our first episode of a new underlying series in partnership with Morningstar South Africa and their Head of Investments - Sean Neethling, who was on the show not too long ago. This new series is aptly called: ‘Mind over Markets with Morningstar’ and will provide the latest insights on monthly investment trends. So, for the foreseeable futu…
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The topics, stocks and shares mentions / discussed include: With special guest, Andy @FlyFinance, Full-time pilot & part-time investor A winning 30 bagger investment Takeovers Riskified Ltd / $RSKD Next 15 Group / NFG H&T Group / HAT Foresight Sustainable Forestry Co / FSF Hargreaves Lansdown / HL. International Distribution Services / IDS / Royal …
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My guest this week is Kat Craddock, the editor-in-chief and CEO of Saveur, a publication that she acquired from Recurrent Ventures a little over one year ago. In this episode, we dove into how the deal happened, how she financed it, why they reintroduced a print product, and so much more.By Jacob Cohen Donnelly
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The two-pot retirement fund system is the most significant reform that the local pension fund industry has seen in recent years. Besides getting a handle on the legal changes — including the Revenue Laws Amendment Bill and the Pension Laws Amendment Bill —each private and public fund will also have to amend its rules to accommodate the new regime. …
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In this episode, we delve into the essential topic of default regulations and their impact on investors and retirees. We'll explore the significance of these regulations for investment portfolios, the crucial roles of trustees and financial advisers and the strategic setup of the Investment Policy Statement. Discover how these regulations, implemen…
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The topics, stocks and shares mentions / discussed include: A winning Warren Buffett screening strategy, Apple / AAPL, Takeovers, Private Equity / EBITDA / EBITDAC, Record FTSE 100 Could we see FTSE 9000? What could drive it there. Record indices International Distribution Services / IDS / Royal Mail Hargreaves Lansdown / HL. Natwest Group / NWG Ba…
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The South Africa of 1995 was a very different place. The country was basking in the glow of its first democratic elections the year before. We won the Rugby World Cup for the first time and DStv had just launched. The Johannesburg Stock Exchange also looked vastly different. At the time, 600 companies were listed on the exchange. Only six of the co…
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Many South African investors are seeking offshore opportunities, whether for diversification purposes or a currency hedge, or due to an economic or a political agenda. However, a recurring, underlying problem in such decisions is that most individuals don’t realise how their foreign investments may impact their estate on death. Offshore probate ref…
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This week we have a special edition of the AMO Podcast with Todd Handy, the chief revenue officer at SEBPO, a leading global outsourcing partner that serves the advertising, media, and technology industries. In this discussion, we dig into how companies should properly think about outsourcing, the scale, save, and succeed framework, how to overcome…
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The topics, stocks and shares mentions / discussed include: -After a 1411% return should you consider this UK investment? Its Actions even beat Warren Buffett's Berkshire Hathaway 20 year returns, -The importance of BONDS, -Interest Rates / Bond Yields -Growth Vs Value -3i / III / Infrastructure / Private Equity -Ebay / EBAY -VeriSign / VRSN, Domai…
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My guest this week is Jim VandeHei, co-founder and CEO of Axios. In this hour long conversation, we talked about the importance of advertising for the main business and why they never paywalled that, the company’s expansion into niche subscriptions, events, local news, entertainment, and software, how they've structured the team to build these vari…
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My guest this week is Andrew Perlman, co-founder and CEO of Recurrent. In this 45 minute conversation, we talked about the firm’s M&A strategy, their thesis on content to commerce and the various revenue sources, how they are thinking about platforms cutting into traffic to publisher sites, and how they’ve structured the teams with various GMs acro…
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The topics, stocks and shares mentions / discussed include: -With special guest Jamie Ward, Investor, Equity Analyst, Fund Manager, former Head of Investment Solutions @ AJ BELL @JamieCDubya on Twitter / X -With special guest Jason Needham, Full-time investor / Small to Mid cap specialist trend follower @stealthsurf on Twitter / X Website Trading B…
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Welcome to Money, Markets, and Masterminds,’ a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making. In this episode, we explore the captivating journey of continuous professional development (CPD) in South Africa, with a specific focus on its impact within the tax advisory landscap…
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My guest this week is Andy Cates, the President and founding Chair of Memphis Fourth Estate, a 501(c)(3) that launched and operates The Daily Memphian. In this conversation, we talked about why The Daily Memphian care so much about reaching break even on operating revenue versus purely fundraising, the inherent challenges they have raising money fr…
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In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the advice market over the past year, the challenges facing advice firms – and why she believes the regulatory focus…
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My guest this week is Stephanie Kaplan Lewis, co-founder and CEO of Her Campus Media, a network of brands that serve college students across thousands of colleges. In this conversation, we dug into the early days of the business, the various advertising products they take to market, how they think about the inevitable graduation of their audience, …
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The topics, stocks and shares mentions / discussed include: Winning 270% in profits with this private label winner, TwinPetesInvesting Challenge winners, Stamp Duty, Tesla / TSLA McBride / MCB British American Tobacco / BATS Kainos / KNOS META Windward Ltd / WNWD Unity Software / U / Spatial Computing Helium One Global /HE1 Zephyr Energy / ZPHR Gre…
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My guest this week is Isaac Saul, founder of Tangle, a media company that tries to summarize the best arguments from across the political spectrum. In this hour-long conversation, we talked about the brand's exceptional free to paid conversion rate, where they are exploring advertising and events, the major headwinds the brand and all political med…
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In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.By Citywire
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Insurance brokers still play a vital role in the financial services industry in providing product expertise, access to markets, claims assistance and regulatory compliance support. Despite technological advancements and alternative distribution channels, brokers continue to serve very specific needs in the value chain. In this episode we are talkin…
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My guest this week is Ellen Hyslop, co-founder of The Gist, a fan-first sports media brand based out of Canada (but serving the United States). In this episode, we talked about the early days of the business, what sorts of growth tactics they used when first starting versus what now works, how their user onboarding impacts the types of content that…
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As the global economy evolves, so do the strategies of institutional investors, including pension funds. With an aim to diversify their portfolios and optimise returns, many retirement funds across the continent are increasingly looking towards offshore investments. But I wanted to find out what exactly the trends are and what is driving this shift…
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The topics, stocks and shares mentions / discussed include: Special guest Algy Hall of Citywire Elite Companies Top Fund Managers / Top Portfolio Managers Rolls Royce / RR. Unilever / ULVR Renault / RNO Reckitt Benckiser / RKT BridgeBio Pharma / BBIO Mortgage Advice Bureau (Holdings) / MAB1 Moneysupermarket.com / MONY Thor Industries / THO Inditex …
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Ben Rogoff speaks about why he's 'not worried' about elevated share prices in the artificial intelligence (AI) space, and why the asset manager is pulling back from any tech firm that is not involved in the AI theme. Polar Capital's £9.6bn tech unit, which Rogoff leads alongside Nick Evans, accounts for around half of the asset manager's total AUM.…
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Brian Van Heuverswyn is the chief operating officer at Active Interest Media, a portfolio of enthusiast brands, including Power & Motoryacht, Fine Gardening, Woodsmith, and so many more. In this conversation, we talk about how AIM came to be, the most recent Taunton Press acquisition, the move toward digital, and so much more.…
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Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making. If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right place - here…
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Scott Jamieson is the CEO (COO when recording) of Annex Business Media, a network of b2b publications headquartered in Canada. In this episode, we talked about how Annex came to be along with him finding himself running the business, how the brands of Annex are stronger when united, and how they have made the transition from being predominately pri…
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The topics, stocks and shares mentions / discussed include: Potential UK takeover stocks & How to identify them, Renishaw / RSW Smith & Nephew / SN. TBC Bank Group / TBCG / Georgia Capital / BGEO / Bank of Georgia CGEO Marks & Spencer / MKS Greggs / GRG Victrex / VCT AG Barr / BAG Coats / COA Currys / CURY Spirent / SPT ITV Natwest Bank / NWG Lloyd…
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On Tuesday I was invited to attend a media conference at the Association for Savings and Investment South Africa (ASISA), where the organisation introduced its Transformation Report, amongst other things. It detailed the progress made by ASISA members between 2018 and 2022 and revealed that both life offices and asset managers had made encouraging …
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Mitch Bettis is the owner and President of both Arkansas Business Publishing Group and 360 West Magazine in the Dallas/Fort Worth area. In this episodewe discuss how he came to own Arkansas Business, how the business has evolved from generating predominantly print revenue to diversified sources, the various consumer and b2b brands that he owns, and…
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