All Episodes
Conversations with Institutional Investors — 144 episodes · page 1 of 2
145: From the Archives – UniSuper's John Pearce
144: Governance and Safety in Agentic AI – Discussing The Hugging Face Incident with Michael Kollo
143: From the Archives – Tanya Branwhite on TPA
142: How ASX Companies Are Tackling AI Disruption – A Fidelity International Survey
141: From the Archives – NZ Super's Matt Whineray
140: Frontier Advisors' Charles Wu and Elie Saikaly – Launching an ICIO Business
139: Neuberger's Steve Meier – Do You Know the Risks You Own? TPA at NYC Retirement Systems
138: From the Archives – JANA's John Coombe
137: Aware Super's Simon Warner – Investment Strategy as a Perspex Box, TPA and the Changing Role of CIO
136: Circle the Square – Environmental Risk and the Repricing of Stability
135: Funds SA's Con Michalakis – TPA Lite, The Comic Con of Asset Allocation and my Best & Worst Investment
134: JANA's Jo Leaper – Risk as a Source of Alpha
133: From the Archives – Gus Sauter and the Early Days of ETFs
132: Michael Kollo – New Book, Building an AI Equity Analyst and AI as a Review Agent
131: From the Archives – Greg Cooper
130: RQI Investors' David Walsh – Is A Quant Winter Coming?
129: From The Archives – Fiona Trafford-Walker
128: MLC Asset Management's Dan Farmer – Active Management, Private Equity, AI and the Early Days at Telstra Super
127: Frontier Advisors' Kim Bowater – Consultants in a Changing Industry, AI and Gender Diversity
126: Professor Scott Donald – Should Trustees Use AI?
125: The Devolution of Neoliberalism – UTS Finance Department Roundtable
124: Fidelity's James Richards – Investing in Energy Transition Materials
123: Cbus' Linda Cunningham – Pricing Risk in Debt Investments, Private Credit and the Impact of Retail Investors
122: Fidelity's Maroun Younes and James Abela – SMIDs in a World of Large Cap Dominance, Are Things About to Change?
121: JANA's Mary Power – Offices Market Woes, Liquidity and Blended Approaches to Property
120: Stanford University's Ashby Monk - The Future of the Pension Industry
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security
117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7
116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets
115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies
114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing
113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT
107: Scott Donald on Governance and Member Meetings
106: Tuckwell Family Office's Craig Dandurand
105: T. Rowe Price's Jessica Sclafani
104: State Super's John Livanas
103: Janus Henderson's Matt Culley
102: Qantas Super's Andrew Spence
101: ECP's Damon Callaghan and Sam Byrnes
100: Private Equity Co-investments with Neuberger Berman
99: Global Equities with Janus Henderson
98: Artificial Intelligence in Wealth Management
97: Talking Leadership with Felicity Walsh
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios
95: CAIA's John Bowman – Alternatives, ESG and TPA
94: ART's Andrew Fisher on Scale
93: NextEnergy Capital's Mike Bonte-Friedheim
92: Benefit Street Partners' Mike Comparato
91: Celebrating 20 Years of NZ Super
90: Janus Henderson 2023 Australian Insurance Report
89: Michael Kollo on Artificial Intelligence
88: HMC Capital's David Di Pilla
87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt
86: Deloitte's Craig Roodt – APRA, performance test and good governance
85: PGIM's Jakob Wilhelmus on Food Security
84: Lighthouse Infrastructure's Peter Johnston
83: David Brown – Unlisted Assets and Cook Islands Super
82: ChatGPT_Machine Learning and Venture Capital
81: TCorp's Tanya Branwhite – Total Portfolio Approach and Diversification
80: Mine Super's Sean Anthonisz – academia, quants and loose graphs
79: Dr Warren McKenzie on Nuclear Fusion
78: ART's Ian Patrick - Merger, Internalisation and Decarbonisation
77: Maple Brown Abbott's Geoff Bazzan
76: Allspring's Henrietta Pacquement
75: Behavioural Finance Australia's Simon Russell – Equities, Selling Discipline and Biases
74: Janus Hendersons' David Elms – Hedge funds, Factor Strategies and Protection
73: PERSI's Bob Maynard – Retirement and Reflections on Career
72: Federated Hermes' Caroline Cantor – Biodiversity
71: Digital Assets with Nick Abrahams
70: World Gold Council's John Reade – Gold as a Long Term Asset
69: Stewart Investors' Pablo Berrutti - Bottom Up Sustainability
68: Future Fund's Sue Brake – 15 Years of the Future Fund
67: Janus Henderson's Hamish Chamberlayne – sustainable investing & technological reliance
66: Gilmour Space's Adam Gilmour – The Industry of Space, Insto Interest and Chinese spies
65: UniSuper's John Pearce – inhouse management, performance test and China
64: Vontobel's Matt Benkendorf – Investigative Journalism, Quality and Divestments
63: Janus Henderson's Daniel Graña – Regulatory Reform in China, Top Down Analysis and Cuba
62: Hearten Up's Joel Clapham
61: AustralianSuper's Alistair Barker – asset allocation, YSYF and Disruption
60: MFS's Ward Brown - Emerging Market Debt, the IMF and Geopolitics
59: Lazard AM's Steve Wreford – Thematic Investing and Non-Linear Structural Change
58: QMA Wadhwani's Dr. Sushil Wadhwani – monetary policy, systematic macro and the pandemic
57: HESTA's Daniela Jaramillo – Energy Transition, Social Stranded Assets and Systemic Risk
56: Cbus' Nicole Bradford - Net zero 2050, SDGs and Greenwashing
55: Trillium's Matt Patsky – Trump, Facebook and Fiction in Media
54: Professor Deep Kapur – Crises, Machine Learning and Lehmans
53: Sunsuper's Andrew Fisher – Asset Allocation, Pandemic and Retirement Products
52: Northern Trust AM's Michael Hunstad – Unintended Equity Risks
51: MMT's Bill Mitchell - Unemployment, Surpluses and Investments
50: PRI's Nathan Fabian - Climate Risk Pricing
49: Blackrock's Stephen Laipply – Fixed Income ETFs
48: Research Affiliates' Rob Arnott - The Value Factor
47: PineBridge's Michael Kelly - Where to go active and where passive
46: TCorp's Stewart Brentnall - TCorp, partnerships and the Canadian Model