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[i3] Institutional Investment Podcast

[i3] Institutional Investment Podcast

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…
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In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton01:00 Hanging up the chemistry lab coat and safety spec…
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This month, I had the pleasure of interviewing Felicity Wingrove for my Podcast Show ‘Leadership Mindset’. Felicity Wingrove (Fliss) is one of the UK’s leading experts in the applied psychology of language. A psycholinguistics undergraduate, she went on to study persuasion and influence, neuroscience, NLP, and voice dialogue, as well as qualify as …
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In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, at T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show!Overview of Podcast with Maria Elena Drew, T. …
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My TEDx talk ‘Unleashing Your Creativity By Escaping Your Survival Thinking’ is now live and you can watch it here The feedback has been excellent and this is from people who were there on the day: “You absolutely nailed it!! Such an inspiration and such a powerful message that I really needed to hear today” DONNA E SMITH – The Burn Bright Coach fo…
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John Bowman is President of the Chartered Alternative Investment Analyst (CAIA) Association. In this episode we look back at the growth of the alternative investment industry, in particular private equity, discuss ESG and take a look at the upcoming paper on the total portfolio approachOverview of podcast with John Bowman, CAIA02:00 I got involved …
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Andrew Fisher is the Head of Investment Strategy at the Australian Retirement Trust (ART), a $260 billion pension fund in Australia. In this episode of the [i3] Podcast, we reflected on the merger with QSuper and the implications the larger scale of the fund has on the investment strategy. Enjoy the show!Overview of Podcast with Andrew Fisher, 2024…
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My book ‘Survival Psychology’ launches on April 11th with a launch event at the Nottinghamshire Golf and Country Club (you can book here) The book has already got excellent feedback from a group of 11 test readers: “This is a unique and ground breaking book in the area of leadership mindset” – Professor Paul McGee, Sunday Times Best Selling Author,…
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In episode 93 of the [i3] Podcast, we speak with Michael Bonte-Friedheim, the Founding Partner and Group CEO of NextEnergy Capital, a firm that specialises in investing in solar energy plants. We talk about the role of subsidies, the growth of the sector and the fact that ESG in solar isn't just about renewable energyOverview of Podcast with Michae…
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Mike Comparato is Managing Director and Head of Real Estate at Benefit Street Partners, a credit-focused alternative asset management firm owned by Franklin Templeton. In this episode, we cover Mike's views on the turmoil that the commercial real estate market is facing and the impending debt maturity wall that could set off a hurricane.Overview of…
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This month, I had the pleasure of interviewing Katie Allen for my Podcast Show ‘Leadership Mindset’. Katie Allen is a specialist Equality and Inclusion Coach and Consultant, TEDx speaker, and host of the ‘Speaking of Inclusion’ podcast series. With decades of experience in people and culture and commercial leadership positions, Katie is now on a mi…
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This year we celebrate 20 years of New Zealand Super. We speak to the fund's CEO, Matt Whineray, about the evolution of the fund throughout the years, do a deep dive into its strategic tilting program and cover responsible investing, AI and much more. Enjoy the show!Overview of Podcast with Matt Whineray, CEO of NZ Super on 20 years of the fund01:0…
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In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company's 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of every 10 insurers plan to change their strategic asset…
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This month, I had the pleasure of interviewing Rachael Edmonson-Clarke for my Podcast Show. Rachael is a Health Coach and Performance Transformation Partner and we know each other through the Professional Speaking Association, where she is soon to become the East Midlands President! Rachael is healthily obsessed with the practical strategies that e…
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In episode 88 of the [i3] Podcast we speak with Dr. Michael Kollo about artificial intelligence and large language models such as chatGPT. We talk about their application to the institutional investment industry and discuss why Australia is so distrustful of AI. Please enjoy the show!Overview of Podcast with Dr. Michael Kollo 01:00 Getting involved…
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David Di Pilla is Managing Director and Group Chief Executive Officer of HMC Capital, a diversified alternative investment firm. In this episode, we speak about the challenges of building a new investment firm during the COVID-19, the attraction of healthcare real estate and the taking a private equity approach to listed markets. Please enjoy the s…
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This month, I had the pleasure of interviewing Andrew Bailey for my Podcast Show. Andrew is a Pricing & Negotiation Specialist and is focused on helping people win more deals, more often at higher prices! During the episode we discussed the Psychology of Pricing, including: The issues people face psychologically when pricing their services and prod…
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In this episode, we speak with Thomas Haugaard, Portfolio Manager for Emerging Market Debt at Janus Henderson Investors. Haugaard, a former economist, talks passionately about why emerging markets form such an interesting investment universe, the influence of geopolitics on debt securities and the risks from climate change. Please enjoy the show!Ov…
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My latest podcast episode features an interview with Dawn Wray, who I met through the Professional Speakers Association. Dawn is a Gestalt Psychotherapist (in final training) and co-founder of The Listening Collective. The Listening Collective provides coaching with a difference. The difference being that all coaches are trained psychotherapists. S…
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Craig Roodt is Director of Investment Governance and Risk at Deloitte Touche Tohmatsu and is also known for his time with the Australian Prudential Regulation Authority (APRA). In this episode, we speak about the governance challenges of in-sourcing asset management functions by pension funds, the Your Future, Your Super performance test and some t…
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My latest podcast episode features an interview with my public speaking coach Helen Packham! Helen is a specialist in leadership behaviour and visual communications. She is a TEDX speaker and former curator of the TEDX Moseley. She covered evolutionary psychology as part of her psychology degree studies and has always had a fascination in relation …
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In episode 85 of the [i3] Podcast, we speak with Jakob Wilhelmus, who is Director of Thematic Research at PGIM about their new report into food security and the changing food system. We spoke about the impact on the global economy and investment opportunities for institutional investors. Please enjoy the show!Overview of Podcast with Jakob Wilhelmu…
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My latest podcast interview was with Beth Bearder Beth is a specialist Employment Law Solicitor. She is very well known for her professionalism and ability to provide her clients with confidence by cutting through legal issues to provide concise and easy to understand solutions. Beth has an interest in disability discrimination as well as strategic…
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My latest podcast interview was with Martin Ingham, the Chief Executive of Motorpoint Arena and National Ice Centre. I was very excited for Martin to be on the series after seeing him present at the Nottingham City Business Club in March. In a fascinating discussion, Martin and I discussed The 20+ year journey for Martin and the Arena Some of the k…
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Peter Johnston is Managing Director of Lighthouse Infrastructure, a sustainable infrastructure and real asset fund management company that has more recently been investing in affordable housing for key workers. In this episode, we delve deep into the issue of affordable housing and how it presents an opportunity for institutional investors.Overview…
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David Brown is the Chief Investment Officer of the Cook Islands National Superannuation Fund. David is also well known for his involvement in the private asset markets in his previous role as Head of Private Markets for Victorian Funds Management Corporation (VFMC). In this episode, we cover both the unlisted space, his time working with Leo de Bev…
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My latest podcast interview was with Taryn Lee Johnston, owner of 2 book publishing companies and she was the publisher for my first book in 2015! Taryn and I discussed: -Why she has such a passion for books * How there is now no better way to position yourself as an expert than to write a book * What blocks people from writing their first book * H…
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In this episode of the [i3] Podcast, we look at machine learning and artificial intelligence. Our guests are Kaggle Founder Anthony Goldbloom and Stanford CS Professor Chris Manning, who are both involved in venture capital firm AIX Ventures, as investment directors.We speak about the state of play in machine learning and artificial intelligence, t…
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My latest podcast interview was with Caroline Flanagan, the ‘Imposter Syndrome Coach for Lawyers’. Among many areas Caroline and I talked about: a) Her understanding of what Imposter Syndrome is, b) Why she feels so passionately about this topic, c) Whether she believe being labelled with imposter syndrome is helpful or detrimental, d) How Imposter…
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Tanya Branwhite is the Head of Portfolio Construction at the asset manager for the state of New South Wales, TCorp. In this episode, we speak about Tanya's early career, including ruffling some feathers at Macquarie Group, TCorp's interpretation of a Total Portfolio Approach and the lessons we should have learned from the GFC. Enjoy the show!Overvi…
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Sean Anthonisz is the Head of Investment Strategy of Mine Super, a pension fund for the mining industry. In this episode, we talk to Sean about his background in academia and the intersection with investment implementation, the use of 'fairly loose graphs' in the industry, P-hacking and decarbonisation in a mining fund. Please enjoy the show.Overvi…
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In my latest podcast episode I explore Optimism in detail and share strategies to be more optimistic in your outlook. *** In this episode I look at: Why our default wiring has a tendency towards Pessimism + Why would you want to be more optimistic? + What are some proven benefits + Strategies to be more optimistic + Examples of research into optimi…
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Last month, scientists from the Lawrence Livermore National Laboratory, a defence facility that sits under the US Department of Energy, announced that they had achieved a nuclear fusion reaction that produced more energy than it took to ignite it, using high-powered lasers. The announcement was both celebrated as a milestone in science and criticis…
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In this podcast I look at: The importance of reflection to assess what went well, not so well and your priorities are for 2023 + Clarifying the direction you intend to go in as you set sail in January + The goals, skills and changes that need to be made to grow + Quarterly, monthly, weekly and daily planning + The habits and routines that will brin…
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In episode 78 of the [i3] Podcast, we speak with Ian Patrick, Chief Investment Officer at the Australian Retirement Trust. We delve into the latest developments of the merger between legacy funds Sunsuper and Qsuper, we discussed inhouse asset management and the impact of decarbonisation. Enjoy the show!Overview of Podcast with Ian Patrick, CIO of …
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Racism is still such a critical ‘stubborn devil’ for us all to work on and eradicate. Claudia’s journey and insights bring awareness for us all, especially those of us in more privileged positions. Among many areas, Claudia and I talked about: - Why racism is still such an important matter to address in the workplace and society at large - How the …
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Geoff Bazzan is Head of Asia-Pacific Equities at Maple-Brown Abbott. In this episode of the [i3] podcast, we speak about the Asian equity markets, whether value-style investing is suited to the Chinese market and the recent geopolitical upheaval. Please enjoy the show. Overview of podcast with Geoff Bazzan, Maple Brown Abbott01:00 Starting at Maple…
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On this episode Andrea and I talked about: - What made the difference for Leicester Tigers to win the premiership this year - What it would feel like to come 2nd or lower this season - The critical importance of transparency - The positive and negative ends of a battery - "If you leave voids people will fill them" - Why leaders need head space - Su…
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Henrietta Pacquement is the Head of the Global Fixed Income Team at Allspring Global Investments (formerly known as Wells Fargo Asset Management). In this episode we look at the differences between the US and European fixed income markets, the likelihood of a recession and how to place portfolios and the impact of the energy transition on credit. P…
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On the Podcast Episode Fiona Kearns and I discussed: • What the central parts are that Fiona does in her consultancy role • The ‘hang ups’ she sees that stop leaders projecting a ‘confident powerful presence’ • What Fiona’s views are on the ‘career injuries’ that can leave a lasting mark on leaders • The most important things for a leader to work o…
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In this episode of the [i3] Podcast, we speak with Simon Russell, Founder and Director of Behavioural Finance Australia, about his new book: ‘Behavioural Finance: A Guide for Listed Equities Teams’. We talk about how institutional investors are not immune to biases, even if they are aware of them. The application of behavioural finance to selling d…
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In my latest podcast I help raise your awareness of how your survival psychology can hijack you across 5 key areas: - The Belief you have Impostor Syndrome - Developing a Defensive Mindset - Destructive Negative Self Talk - The damage done by Ego - Isolation and the impact of Tribal Behaviour The post 048 – Survival Psychology – How to recognise it…
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In Episode 74 of the [i3] Podcast, we speak with David Elms, Head of Diversified Alternatives and Portfolio Manager, Janus Henderson Investors. David, an Australian based in London, discusses the changing nature of bonds and their correlation to equities, trend-following versus option strategies and he tackles the idea that illiquidity stabilises p…
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In this episode of the [i3] Podcast, we speak with Bob Maynard, Chief Investment Officer of the Public Employees Retirement System of Idaho (PERSI) at the eve of his retirement, after 30 years with the fund. We look back at how a job as the deputy attorney of Alaska saw him getting involved with investing and how he has stuck to his mantra of keepi…
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Why should institutional investors care about biodiversity in their investment strategy, when they are still embarking on the net zero journey? Because it is most likely to be the next area of focus for regulators and society more broadly, Caroline Cantor of Federated Hermes says. BTW, did you know the average person eats about a credit card worth …
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My latest podcast interview was with Charlie Whyman, expert marketer and head of B2B Curious Marketing. She is also my wonderful Marketing Coach! Charlie has sold olive oil from Sardinia, laser scanners at the bottom of gold mines and drones to commercial ships! She knows what marketing works, what doesn’t and she helps business leaders avoid the m…
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Nick Abrahams is the Global co-leader of Norton Rose Fulbright's Digital Transformation Practice and a futurist. In this episode, we talk about digital assets, the value drivers behind non-fungible tokens (NFTs), cybersecurity and negotiating with ransomware attackers.Overview of Podcast with Nick Abrahams, Norton Rose Fulbright01:00 You are a lawy…
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John Reade is the Chief Market Strategist for the World Gold Council. John is not only a former investor with a well-known US hedge fund and strategist with investment bank UBS, he actually started out in the mines of South Africa as an engineer. In this podcast, we talk about gold as a long term asset, the potential as an inflation hedge and discu…
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My latest podcast interview was with Colin Mobey from Windward Coaching and Teamship expert! On the Podcast we covered Why stopping at a layby many times during a period of burnout led to an epiphany Colin’s path to setting up Windward Coaching His core philosophies, especially in relation to team performance and TEAMSHIP Why would should focus on …
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