Conversations with Institutional Investors
Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry experts to inspire smarter, more innovative investment approaches. For further insights go to i3-invest.com. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
Episodes
April 29, 2025 • 46 mins
Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their performance against the benchmark. In this episode, we delve into the philosophy of absolu...
Mark as Played
April 1, 2025 • 34 mins
In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show!
Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART
02:00 Role of real assets in...
Mark as Played
March 30, 2025 • 35 mins
Private credit has evolved significantly since the global financial crisis, and Brendan Carroll, Senior Partner at Victory Park Capital, has been at the forefront of that transformation. In this episode, we explore how private credit investments are adapting to meet the needs of insurers, the growing role of asset-backed lending, and why insurance companies are becoming the fastest-growing investor base in the space.
Brendan also...
Mark as Played
March 3, 2025 • 30 mins
In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data centres and other digital assets. Enjoy the Show!
Overview of Podcast with Jamie Ne...
Mark as Played
February 11, 2025 • 28 mins
In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show!
Overview of Podcast with Will Liang on DeepSeek
01:00 First impressions of DeepSeek
03:00 Is ...
Mark as Played
December 18, 2024 • 39 mins
In episode 107 of the [i3] Institutional Investment Podcast, we speak with Scott Donald, Associate Professor at the School of Private and Commercial Law of the University of New South Wales, about his research into governance and the now mandatory annual member meetings of superannuation funds.
How do funds field questions from members? How can we check they answer all questions? What impact do these meetings have on the corporat...
Mark as Played
November 17, 2024 • 59 mins
In episode 106 of the [i3] Institutional Investment Podcast, I speak with Craig Dandurand, Chief Investment Officer of the Tuckwell Family Office. Craig has an impressive career in the investment industry that spans time with US pension fund CalPERS and Australia's the Future Fund. We talked about his background in credit investing, setting up a hedge fund program and the world of private wealth. Enjoy the show!
Overview of Podcas...
Mark as Played
October 24, 2024 • 29 mins
In episode 105 of the [i3] Institutional Investment Podcast, we speak with Jessica Sclafani, a Global Retirement Strategist with US fund manager T. Rowe Price, which manages $1.6 trillion in total assets on behalf of clients. Retirement is a more complex phase than wealth accumulation and it needs a more sophisticated approach to deliver good outcomes. Sclafani discusses a 5 dimensional approach to retirement and the tradeoffs that...
Mark as Played
October 8, 2024 • 45 mins
John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show!
Overview of podcast with John Livanas, Chief Executive Officer of State Super
01:30 Peter Drucker’s book, The Unseen Revolution, provided...
Mark as Played
September 3, 2024 • 44 mins
Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!
Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors
02:00 I initially wanted to become a fighter pilot, but then got glasses and that dream went out the door
06:00 B...
Mark as Played
July 30, 2024 • 44 mins
In episode 102 of the [i3] Podcast, we speak with Andrew Spence, Chief Investment Officer of the $9 billion corporate super fund Qantas Super. Qantas Super recently announced to merge with ART and we took the opportunity to look back at the investment strategy that Spence put in place as the fund's first CIO, the innovations along the way and lessons learned.
Overview of podcast with Andrew Spence, CIO of Qantas Super
02:00 I cam...
Mark as Played
July 2, 2024 • 47 mins
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 started in investing
04:00 Sam: My dad was CEO of Bega Cheese and that got me both in...
Mark as Played
June 4, 2024 • 41 mins
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 Berman
01:00 Starting in mid-market lending, but liking what the guys on the other side o...
Mark as Played
April 30, 2024 • 39 mins
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 Investors
02:00 Getting into Japanese equities fresh out of law school
04:00 We still invest in Japan
07:00 ...
Mark as Played
April 16, 2024 • 61 mins
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 services and wealth management, ChatGPT and how to deal with AI hallucinations.
Overview...
Mark as Played
April 2, 2024 • 48 mins
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 Templeton
01:00 Hanging up the chemistry lab coat and safety specs, and joining Watson Wyatt
05:00 Defined benefit post GFC and getting into clien...
Mark as Played
March 5, 2024 • 41 mins
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. Rowe Price
01:00 When I was at school, I didn’t think this was a career path that ...
Mark as Played
February 28, 2024 • 51 mins
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 approach
Overview of podcast with John Bowman, CAIA
02:00 I got involved in international equity investing through a few Boston wealth managers at SSGA.
6...
Mark as Played
January 30, 2024 • 37 mins
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
01:00 Merging two funds with different investment philosophies
04:00 YFYS perform...
Mark as Played
January 2, 2024 • 38 mins
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 energy
Overview of Podcast with Michael Bonte-Friedheim
01:00 The genesis of NextEnergy Capital
04:00 Solar is our choic...
Mark as Played
Popular Podcasts
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The latest news in 4 minutes updated every hour, every day.
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
Listen to 'The Bobby Bones Show' by downloading the daily full replay.