PODCAST · business
Intergenerational Thinking with Aurellan
by Aurellan Asset Management
Aurellan CEO and CIO, Chris Di Leva interviews fellow co-Founder Anthony Edmonds. This conversation covers Anthony’s lucky break which got him into investments to founding and exiting three successful investment businesses.
Episodes
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Ep 12 - What SPIVA Doesn’t Tell You, and When an ETF Isn’t Passive
74% of active NZ global equity funds "underperformed" last year, according to the SPIVA NZ Scorecard. The headline spread fast. But not a single NZ global shares fund is benchmarked to the index SPIVA uses, and when we ran the same test on index funds, 86% "underperformed" too. In this episode of...
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Ep 11 - Broken Correlations and Sky-High Valuations: Lessons from Thirty Years of Return Forecasting
With the Shiller CAPE above 40, roughly double its post-1950 average, what should long-term investors expect from the next decade? Aurellan CEO Chris Di Leva talks with Steve Foresti, CIO Emeritus at Wilshire, who has spent decades building capital market assumptions. They cover how starting...
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Ep 10 - Talking Private Markets with Wilshire's Head of Alternatives Manager Research, Mark Perry
Listed markets have delivered exceptional returns but with valuations at elevated levels, where do investors find genuine diversification? In this episode, Aurellan CEO Chris Di Leva is joined by Mark Perry, Head of Alternatives Manager Research at Wilshire, joining us from Los Angeles. Mark…
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Ep 9 - From Appliances to Aerospace - Backing the next generation of NZ companies
In this episode of the Aurellan Intergenerational Thinking podcast, Chris Di Leva is joined by Fiona Foster of Movac and Andrew Bascand of Harbour Asset Management for a conversation about how innovation gets funded in New Zealand and where it comes from. Fiona shares how Movac identifies and…
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Ep 8 - Investing in the Rear-View vs. the Road Ahead: Los Angeles Capital's Forward-Looking Quant
In this episode of Intergenerational Thinking, Rachel Weld sits down with Colleen Raab of Los Angeles Capital to explore a quant approach built around a simple but powerful idea: the best guide to future returns isn't past performance, it's where companies are headed next. They unpack how Los...
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Ep 7 - Aurellan co-founders Chris Di Leva and Anthony Edmonds talk all things global equities from style to what they look for in great managers
Aurellan co-founders Chris Di Leva and Anthony Edmonds talk global equity style. Style is often a key driver which is often overlooked in terms of portfolio construction. Anthony and Chris talk about Aurellan's approach to style diversification.
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Ep 6 - Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital
Aurellan Investment Principal Rachel Weld interviews Causeway Capital's Sarah Ketterer who talks about the up's and down's of value investing over the past 25 years that Causeway Capital has been in business. Causeway Capital is an underlying manager within the Aurellan Global Shares Fund.…
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Ep 5 - The outlook for Real Estate in New Zealand and abroad
We interview Cotality NZ's Head of Research Nick Goodall and Aurellan's Rachel Weld on all things property.
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Ep 4 - Aurellan CEO Chris Di Leva on leading Aurellan in a time of industry change
In this episode, Aurellan co-founder and CEO Chris Di Leva is interviewed by Anthony Edmonds. Chris and Anthony talk about Chris' path to Aurellan including learnings from his role as Portfolio Manager at Mercer and Head of Global and Multi Asset Investments at Harbour Asset Management.
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Ep 3 - Wilshire's Rob Noe talks about identifying great investment managers early
Wilshire's Rob Noe talks about how Wilshire select global investment managers and how the strategy to do it isn't too dissimilar to Monopoly. Rob also talks about how he got into investments and what has shaped his perspective.
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Ep 2 - Founding Shareholder Campbell Gower on creating enduring brands from Charlie's to Mountain Buggy
Campbell Gower talks through building enduring brands such as Charlie's Juice, Mountain Buggy, phil&teds and talks about why he and the Gower Family Office have decided to back Aurellan Asset Management.
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Ep 1 - Aurellan Founder Anthony Edmonds on founding InvestNow & his read on the NZ Investment Industry
Aurellan CEO and CIO, Chris Di Leva interviews fellow co-Founder Anthony Edmonds. This conversation covers Anthony's lucky break which got him into investments to founding and exiting three successful investment businesses.
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ABOUT THIS SHOW
Aurellan CEO and CIO, Chris Di Leva interviews fellow co-Founder Anthony Edmonds. This conversation covers Anthony’s lucky break which got him into investments to founding and exiting three successful investment businesses.
HOSTED BY
Aurellan Asset Management
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Frequently Asked Questions
How many episodes does Intergenerational Thinking with Aurellan have?
Intergenerational Thinking with Aurellan currently has 12 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Intergenerational Thinking with Aurellan about?
Aurellan CEO and CIO, Chris Di Leva interviews fellow co-Founder Anthony Edmonds. This conversation covers Anthony’s lucky break which got him into investments to founding and exiting three successful investment businesses.
How often does Intergenerational Thinking with Aurellan release new episodes?
Intergenerational Thinking with Aurellan has 12 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Intergenerational Thinking with Aurellan?
You can listen to Intergenerational Thinking with Aurellan on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Intergenerational Thinking with Aurellan?
Intergenerational Thinking with Aurellan is created and hosted by Aurellan Asset Management.
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