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Conversations with Institutional Investors

Conversations with Institutional Investors

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Conversations with Institutional Investors is a business podcast hosted by Investment Innovation Institute [i3]. It has 132 episodes, with the latest published April 2026.

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: i3-invest.com/subscribe/

business ·en-au ·132 episodes

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1

133: From the Archives – Gus Sauter and the Early Days of ETFs

2

132: Michael Kollo – New Book, Building an AI Equity Analyst and AI as a Review Agent

3

131: From the Archives – Greg Cooper

4

130: RQI Investors' David Walsh – Is A Quant Winter Coming?

5

129: From The Archives – Fiona Trafford-Walker

6

128: MLC Asset Management's Dan Farmer – Active Management, Private Equity, AI and the Early Days at Telstra Super

7

127: Frontier Advisors' Kim Bowater – Consultants in a Changing Industry, AI and Gender Diversity

8

126: Professor Scott Donald – Should Trustees Use AI?

9

125: The Devolution of Neoliberalism – UTS Finance Department Roundtable

10

124: Fidelity's James Richards – Investing in Energy Transition Materials

11

123: Cbus' Linda Cunningham – Pricing Risk in Debt Investments, Private Credit and the Impact of Retail Investors

12

122: Fidelity's Maroun Younes and James Abela – SMIDs in a World of Large Cap Dominance, Are Things About to Change?

13

121: JANA's Mary Power – Offices Market Woes, Liquidity and Blended Approaches to Property

14

120: Stanford University's Ashby Monk - The Future of the Pension Industry

15

119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World

16

118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security

17

117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7

18

116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets

19

115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies

20

114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing

21

113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation

22

112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck

23

111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio

24

110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?

25

109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model

26

108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT

27

107: Scott Donald on Governance and Member Meetings

28

106: Tuckwell Family Office's Craig Dandurand

29

105: T. Rowe Price's Jessica Sclafani

30

104: State Super's John Livanas

31

103: Janus Henderson's Matt Culley

32

102: Qantas Super's Andrew Spence

33

101: ECP's Damon Callaghan and Sam Byrnes

34

100: Private Equity Co-investments with Neuberger Berman

35

99: Global Equities with Janus Henderson

36

98: Artificial Intelligence in Wealth Management

37

97: Talking Leadership with Felicity Walsh

38

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

39

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

40

94: ART's Andrew Fisher on Scale

41

93: NextEnergy Capital's Mike Bonte-Friedheim

42

92: Benefit Street Partners' Mike Comparato

43

91: Celebrating 20 Years of NZ Super

44

90: Janus Henderson 2023 Australian Insurance Report

45

89: Michael Kollo on Artificial Intelligence

46

88: HMC Capital's David Di Pilla

47

87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt

48

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

49

85: PGIM's Jakob Wilhelmus on Food Security

50

84: Lighthouse Infrastructure's Peter Johnston

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