Meeting M&G’s CEO: Lee and the IC

Reuniting after the summer, Lord Lee and Alex Newman sit down in the M&G offices with Andrea Rossi, CEO since 2022. In the episode, the trio unpack what drew Rossi to take on the role, the challenges of balancing £350bn of assets, and how the affiliate deal with the Japanese life insurer Dai Ichi could transform the company, and more. Alex and Lord Lee wrap up in usual fashion with an update on Lord Lee’s portfolio, including a relatively unknown family-run Plc that’s crucial to the UK’s submarine programme.If you have any questions or any suggestions for future guests, email [email protected] 1:09 Rossi’s impression of the business prior to joining2:18 Why Rossi did not want to break up the group4:13 What Rossi sees in private markets 7:58 The challenge of valuing a business such as M&G14:36 Would private ownership be a better fit?16:02 The Dai Ichi deal17:43 Managing £350bn of assets20:38 Replicating deals elsewhere in the world21:22 Working in the Gulf23:17 How Rossi allocates capital26:12 Will M&G move into the ETF world 27:32 How optimistic is Rossi on M&G29:31 Lord Lee’s portfolioInvestors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.