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All Episodes

Conversations with Institutional Investors — 132 episodes

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Title
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

51

83: David Brown – Unlisted Assets and Cook Islands Super

52

82: ChatGPT_Machine Learning and Venture Capital

53

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

54

80: Mine Super's Sean Anthonisz – academia, quants and loose graphs

55

79: Dr Warren McKenzie on Nuclear Fusion

56

78: ART's Ian Patrick - Merger, Internalisation and Decarbonisation

57

77: Maple Brown Abbott's Geoff Bazzan

58

76: Allspring's Henrietta Pacquement

59

75: Behavioural Finance Australia's Simon Russell – Equities, Selling Discipline and Biases

60

74: Janus Hendersons' David Elms – Hedge funds, Factor Strategies and Protection

61

73: PERSI's Bob Maynard – Retirement and Reflections on Career

62

72: Federated Hermes' Caroline Cantor – Biodiversity

63

71: Digital Assets with Nick Abrahams

64

70: World Gold Council's John Reade – Gold as a Long Term Asset

65

69: Stewart Investors' Pablo Berrutti - Bottom Up Sustainability

66

68: Future Fund's Sue Brake – 15 Years of the Future Fund

67

67: Janus Henderson's Hamish Chamberlayne – sustainable investing & technological reliance

68

66: Gilmour Space's Adam Gilmour – The Industry of Space, Insto Interest and Chinese spies

69

65: UniSuper's John Pearce – inhouse management, performance test and China

70

64: Vontobel's Matt Benkendorf – Investigative Journalism, Quality and Divestments

71

63: Janus Henderson's Daniel Graña – Regulatory Reform in China, Top Down Analysis and Cuba

72

62: Hearten Up's Joel Clapham

73

61: AustralianSuper's Alistair Barker – asset allocation, YSYF and Disruption

74

60: MFS's Ward Brown - Emerging Market Debt, the IMF and Geopolitics

75

59: Lazard AM's Steve Wreford – Thematic Investing and Non-Linear Structural Change

76

58: QMA Wadhwani's Dr. Sushil Wadhwani – monetary policy, systematic macro and the pandemic

77

57: HESTA's Daniela Jaramillo – Energy Transition, Social Stranded Assets and Systemic Risk

78

56: Cbus' Nicole Bradford - Net zero 2050, SDGs and Greenwashing

79

55: Trillium's Matt Patsky – Trump, Facebook and Fiction in Media

80

54: Professor Deep Kapur – Crises, Machine Learning and Lehmans

81

53: Sunsuper's Andrew Fisher – Asset Allocation, Pandemic and Retirement Products

82

52: Northern Trust AM's Michael Hunstad – Unintended Equity Risks

83

51: MMT's Bill Mitchell - Unemployment, Surpluses and Investments

84

50: PRI's Nathan Fabian - Climate Risk Pricing

85

49: Blackrock's Stephen Laipply – Fixed Income ETFs

86

48: Research Affiliates' Rob Arnott - The Value Factor

87

47: PineBridge's Michael Kelly - Where to go active and where passive

88

46: TCorp's Stewart Brentnall - TCorp, partnerships and the Canadian Model

89

45: JP Morgan's Bob Michele - Yield inversion, Gold and Cryptocurrencies

90

44: Intech's Adrian Banner - The Stochastic Portfolio Theory and Klezmer music

91

43: IEEFA's Tim Buckley - Climate Risk, Stranded Assets and the Energy Transition

92

42: TCorp's Greg Cooper - Problems of Public Markets, Active management and Venture Capital

93

41: VMLH's Vijoy Chattergy - Crisis Risk Offset, Complexity and Governance

94

40: Frontier Advisor's Fiona Trafford-Walker - Manager Selection and Value Investing

95

39: Ned Davis Research - Rules of Research and the Inevitable Mistakes

96

37: Acquirer Funds' Tobias Carlisle - Quantitative Value, Deep Value and Concentration

97

36: GMO's Lucas White - Climate Change, Energy and the Low Carbon Economy

98

35: Neuberger Berman's Michael Recce - Data Science and Winning Companies

99

38: Promethos' Ivka Kalus - Women Investors, Responsible Investing and Millennials

100

34: MarketFox's Daniel Grioli – Decision Making, Emotions and the Psychology of Investing

101

33: Gus 'Mr. Index' Sauter - Vanguard, Jack Bogle and Sunsuper

102

32: Simon Russell - Behavioural Finance and Artificial Intelligence

103

31: Castran Gilbert's Paul Castran - Real Estate Tricks and Surviving Crises

104

30: Pzena's Rich Pzena - Value Investing, Tech Disruption and Incumbents

105

29: ANU's Geoff Warren - Equity fund capacity, long term investing and insourcing

106

28: JANA's John Coombe - Impact of Choice, Consultants and Investment Philosophy

107

27: Thinking Ahead Group's Tim Hodgson - Systemic Problems and the Future of Asset Management

108

26: MFS's Mike Cantara - ESG, Screening and Sin Stocks

109

25: Fidelity's Alva Devoy - Molecular Engineering, Robo Advice and Retirement

110

24: Abnormal Returns' Tadas Viskanta - Education and the Early Days of Blogging

111

23: Research Affiliates' Rob Arnott - Factor Timing, Cliff Asness and Value Factor

112

22: India Avenue's Mugunthan Siva - Indian Stocks, Modi and Reforms

113

21: Future Fund's Stephen Gilmore - Bail Outs, the Future Fund and Tajikistan's War Lords

114

20: Finder's Fred Schebesta - Crypto Exchanges, Banks and Currencies

115

19: Thorney's Alex Waislitz - Micro Caps and the Trappings of Investing

116

18: Rob Prugue - Internalisation, Outsourcing and Mental Health

117

17: Willis Towers Watson's Sue Brake - Governance and the Real Cost of Poor Culture

118

16: Research Affiliates' Mike Aked - Australian Office, CAPE Ratios and Simplicity

119

15: Newfound Research's Corey Hoffstein - Style Factors and Investment Risk

120

14: Parametric's Raewyn Williams - Taxation Myths and Investing

121

13: William Blair's Brian Singer - Mean Reversion, Gary Brinson and DAA

122

12: Pzena's Allison Fisch - Value Investing and Emerging Markets

123

11: Jack Gray - GMO, Probability and Jeremy Grantham

124

10: Intelligent Investor's Jason Zweig - Value Investing Today and Benjamin Graham

125

9: O'Shaughnessy AM's James P O'Shaughnessy - Quantitative Investing

126

8: PERSI's Bob Maynard - Asset Allocation and the Magic of NZ Super

127

7: Copper Rock's Denise Selden - Being a Women on Wall Street 60 Years Ago

128

6: Finder's Fred Schebesta - Blockchain, Crypto and Online Marketing

129

5: GMO's Jeremy Grantham - Mean Reversion, Trumponomics and EM

130

4: Clover's Harry Chemay and Sahil Kaura - Robo Advice

131

3: KPA Advisory's Keith Ambachtsheer - Governance, the Future Fund and the Canadian Model

132

2: Principal Global's Jim McCaughan - Digital Disruption