Best Neuberger Berman Podcasts (2024)

1
Disruptive Investments Within Disruptive Regulations 18:22

4d ago18:22

18:22

In the wake of past banking volatility and high-stake crises like the collapse of Silicon Valley Bank, regulatory scrutiny has continued to increase across the financial sector with proposals such as Basel III Endgame. The industry will need to adjust to the new disruptive forces at play. But what opportunities lie within the banking sector that co…

1
101: ECP's Damon Callaghan and Sam Byrnes 47:22

11d ago47:22

47:22

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!01:00 How we got st…

1
Steve Eisman: From The Big Short to the Long Way Home 20:33

18d ago20:33

20:33

In 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded. Their stories were captured in the New York Times bestselling book, The Big Short: Inside the Doomsday Machine, and i…

1
100: Private Equity Co-investments with Neuberger Berman 41:58

1M ago41:58

41:58

It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman01…

1
Consumer Dynamics Amid the Credit Crunch 22:53

1M ago22:53

22:53

M&A financing continues to translate into supply opportunities in the investment grade market. With companies like Home Depot and Johnson & Johnson recently announcing multi-billion-dollar acquisition deals, we believe there is a $100 billion pipeline of announced deals over the course of 2024. However, the consumer retail space has simultaneously …

1
The Wonders of Japan’s Economy 19:03

2M ago19:03

19:03

In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when i…

1
99: Global Equities with Janus Henderson 39:35

2M ago39:35

39:35

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show!Overview of Podcast with Julian McManus, Janus Henderson Investors02:00 Getting int…

1
Making Dollars and Sense: The Critical Role of Financial Literacy 30:00

3M ago30:00

30:00

As April marks Financial Literacy month, we recognize that budding investors are facing a backdrop of economic uncertainties and the ever-growing complexities of financial markets. With a staggering 78% of Americans living paycheck-to-paycheck and a significant portion of the population unable to cover unexpected expenses, understanding the basics …

1
What’s Up in the Air? 18:17

3M ago18:17

18:17

As you may have seen in the headlines, the airline sector has seen quite their fair share of volatility recently. Since the start of COVID shutting down air travel to then returning back to pre-pandemic levels and then exceeding those levels, the airline sector has been receiving its own fair share of market turbulence. But as the aerospace market …

1
98: Artificial Intelligence in Wealth Management 1:01:40

3M ago1:01:40

1:01:40

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…

1
Make Your Money Move 16:11

3M ago16:11

16:11

Given the economic uncertainties that unfolded from the COVID-19 pandemic and lead to rising inflation rates, investors held onto cash as their main arsenal. However, with central banks signaling interest rate cuts, now might be the time to move cash off the sidelines. Anchored in insights from our Make Your Money Move campaign, we will explore que…

1
97: Talking Leadership with Felicity Walsh 48:36

3M ago48:36

48:36

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…

1
Reassessing Retirement Savings with Robin Diamonte 27:22

4M ago27:22

27:22

As we mark the annual observance of International Women's Day this March, we highlight the contributions and milestones of women in society all month long. In honor of this celebration, we invited an esteemed female Chief Investment Officer to highlight a core investment topic some people tend to misunderstand: retirement savings. How has retiremen…

1
When Specialty Finance Meets Silicon Valley Innovation 19:55

4M ago19:55

19:55

In the rapidly evolving world of alternative credit, Specialty Finance strategies can offer access to high-quality deals, backed with strong partnerships, for investors seeking to generate current income via short-duration transactions. With geographical positioning and technological advancements to consider, what is so special about this sector? H…

1
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:50

4M ago41:50

41:50

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. …

1
95: CAIA's John Bowman – Alternatives, ESG and TPA 51:31

5M ago51:31

51:31

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 …

1
Real Estate Secondaries: A Diamond in the Rough Market? 15:45

5M ago15:45

15:45

With liquidity needs continuing to be on the rise, many sophisticated investors look to the secondaries market for solutions. However, with the lower valuations in Real Estate, there may be opportunities in the Real Estate Secondaries space that might not be on the radar as a result of skepticism in the market. But where is that skepticism coming f…

1
94: ART's Andrew Fisher on Scale 37:18

6M ago37:18

37:18

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…

1
A New Era for Private Credit 15:12

6M ago15:12

15:12

The recent buzz around private credit has captured the attention of investors worldwide. It has also demonstrated remarkable resilience amid economic uncertainties. So what opportunities does it present for both institutional and retail investors today? How has private credit disrupted traditional lending? And how could a potential recession affect…

1
What Tailor-Made Investing Looks Like 15:48

6M ago15:48

15:48

With a new calendar year ahead of us, many of us are taking the time to evaluate our investments against the current macro backdrop and seek to set ourselves up for long-term success. As the wave of economic volatility continues, we have found that there is no “one size fits all” approach in portfolio construction. But what does it mean to customiz…

1
93: NextEnergy Capital's Mike Bonte-Friedheim 38:24

6M ago38:24

38:24

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…

1
Behind the Scenes of Solving for 2024 23:18

7M ago23:18

23:18

As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come. How can investors manage volatility and risk, and still find promising investment opportunities? What does the process of creating the ten themes entail? And what strategies can investors…

1
92: Benefit Street Partners' Mike Comparato 33:04

7M ago33:04

33:04

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…

1
The Art of Giving in Philanthropy 24:54

8M ago24:54

24:54

As the end of the year approaches, many of us consider what we can we do for those in need. Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction effectively? And particularly during these times of volatility, how can donors o…

1
91: Celebrating 20 Years of NZ Super 48:03

8M ago48:03

48:03

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…

1
The Liquidity Squeeze in Secondaries 23:05

8M ago23:05

23:05

As we continue to navigate the challenged market environment, investors have been exploring what their options are for liquidity in their portfolios. Secondary Private Equity investors in particular have a lot to grapple with: from the undercapitalization of the secondary market to the shifting goals of buyers and sellers in the space. However, cou…

1
90: Janus Henderson 2023 Australian Insurance Report 36:53

9M ago36:53

36:53

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…

1
89: Michael Kollo on Artificial Intelligence 41:13

9M ago41:13

41:13

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…

1
A Force to Be Reckoned With 22:41

9M ago22:41

22:41

There have been countless disruptions to the asset management industry in the last century with many groundbreaking innovations along the way. From the modernization of the '40 Act to the transformative impact of generative AI, how can we strive for excellence in this incredibly complex environment? Is there a way to have positive systemic impact? …

1
88: HMC Capital's David Di Pilla 30:47

9M ago30:47

30:47

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…

1
From Hype to Reality: The Impact of Generative AI 26:14

10M ago26:14

26:14

Artificial intelligence (AI) has taken the world by storm, capturing our curiosity and driving massive investment in technology infrastructure. With the democratization of AI capabilities, the possibilities are endless. However there are also challenges and limitations, including the need for responsible use, data security, privacy, and regulatory …

1
Bonds and Beyond in Today’s Fixed Income Markets 25:51

10M ago25:51

25:51

A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much higher levels, making the asset class look attractive, how can investors be prepared for potential rate cu…

1
87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt 44:28

11M ago44:28

44:28

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…

1
Real Estate in a Time of Uncertainty 20:40

11M ago20:40

20:40

With this year’s bank failures and the continued rise of interest rates, questions loom about where our economy is headed and how best we can prepare ourselves for what is next. With concerns of a recession and commercial real estate defaults, what can investors do to better prepare themselves for what is to come? How will the opportunities weigh a…

1
The Changing Sentiment Around Wealth 24:41

11M ago24:41

24:41

In the last decade, we’ve have seen many shifts. One in particular that predates the market volatility of today is something known as the Great Wealth Transfer. This ongoing phenomenon came to fruition as baby boomers began to retire and started passing down their wealth to the next generation. But how are the heirs of this wealth deploying their c…

1
86: Deloitte's Craig Roodt – APRA, performance test and good governance 51:54

12M ago51:54

51:54

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…

1
The Implications Behind Indexation 14:33

12M ago14:33

14:33

Index funds give investors broad exposure to the market at an accessible price point and have taken equity markets by storm in recent years. As index companies make decisions about how to construct their indices, we wonder if those decisions are more active than market participants realize. What is known for its passive flair may actually be more a…

1
Emerging Opportunities in Emerging Markets Debt 18:02

1y ago18:02

18:02

The Emerging Markets sector has not been immune to today's market challenges. Between the pandemic and the Russia-Ukraine war, factors such as the cost of living and food inflation have caused an adverse impact on sovereign balance sheets. As a result, many of these countries have failed to meet external liabilities, inciting a wave of sovereign de…

1
85: PGIM's Jakob Wilhelmus on Food Security 30:01

1y ago30:01

30:01

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…

1
Commodities and Their Place in the Transition Pathway 29:08

1y ago29:08

29:08

With the broad awareness of the energy transition across the globe, investors are looking for ways to position their portfolios to capture the transition. However, some question whether portfolios exposed to the business of extracting more raw materials from the earth can meet the objectives of all investors. While commodity investing has been know…

1
Finding the Silver Lining in Commercial Real Estate 19:40

1y ago19:40

19:40

As the commercial real estate landscape continues to evolve out of the many crises that hit the sector, namely with COVID and regional banks, investors are evaluating what their next move is within this asset class. While headlines may seem gloomy, and default rates could continue to be a concern, is it still possible to have optimism in commercial…

1
84: Lighthouse Infrastructure's Peter Johnston 33:44

1y ago33:44

33:44

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…

1
The Many Facets of Japanese Investing 29:48

1y ago29:48

29:48

Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors? How else does this economy differ fr…

1
83: David Brown – Unlisted Assets and Cook Islands Super 1:00:04

1y ago1:00:04

1:00:04

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…

1
The True Meaning of Sustainable Investing 19:50

1y ago19:50

19:50

Interest in sustainable investing has significantly increased in the past decade. Morningstar estimates the number of sustainable open-ended mutual funds and exchange-traded funds nearly tripled between 2014 and 2019. However, the consideration of financially material sustainability factors is not a new phenomenon – it draws on a long history of so…

1
82: ChatGPT_Machine Learning and Venture Capital 1:16:12

1+ y ago1:16:12

1:16:12

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…

1
The Deal or No Deal of Event-Driven Investing 19:48

1+ y ago19:48

19:48

Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades. Savvy investors in space will evaluate current market inefficiencies to assess where a merger can be made. In volatile markets however, investors are able to find many of these mispr…

1
The Chatbot Phenomenon 18:57

1+ y ago18:57

18:57

Artificial Intelligence has been evolving for decades with the ultimate goal of enhancing our everyday lives. Some of the most recent iterations, such as ChatGPT and Midjourney, are the most advanced and human-like AI models we’ve seen yet. As additional digital assistance and chatbots flood into market, we ask what these disruptive technologies ar…

1
81: TCorp's Tanya Branwhite – Total Portfolio Approach and Diversification 45:05

1+ y ago45:05

45:05

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…

1
Natural Catastrophes in Today’s Climate 18:40

1+ y ago18:40

18:40

Natural disasters have certainly taken their toll on the environment. After Hurricane Ian decimated a large part of the American Eastern Seaboard, totaling roughly $50 billion in insured industry losses, one could ask: how is all of that getting paid for? However, in the Insurance-Linked Securities (or ILS) asset class, there have historically been…

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Neuberger Berman Podcasts

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