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Critical thinking

Mercer
Diversification
Hedge Funds
Private Equity
Sustainability
Private Markets
Fixed Income
Climate Change
Investment Strategies
Leadership
Unicorn Managers
Portfolio Construction
Institutional Investors
Investment Returns
Not-For-Profit Portfolios
Mercer Global Investment Forum
Alternative Investments
Rugby
Healthcare Systems
Private Debt
Mercer

Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to ... more

PublishesTwice monthlyEpisodes121Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

As institutional and retail capital continue to flow into private markets, we believe the infrastructure supporting investment decisions hasn’t fully kept pace. The real challenge isn’t just access to opportunity; it’s access to reliable, data.

In t... more

The global economy is becoming more complex, raising the stakes for leaders navigating this change.

In this episode of CEO Perspectives, part of Mercer’s Critical Thinking series that take you inside the C-Suite for peer-to-peer conversations with l... more

In this episode of The CEO Perspectives, Mick Dempsey, President of Mercer Investments & Retirement business, sits down with Marc Rowan, CEO of Apollo Global Management, for a candid conversation on the structural forces reshaping private markets. As... more

Over the past five years, we've seen vast changes in interest rate and inflation levels globally, making it important for investors to understand what is driving market dynamics and the impact on portfolio execution and risk management.

In this epis... more

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Recent Guests

Marc Rowan
Co-founder, CEO, and Chair of Apollo
Apollo Global Management
Episode: Building tomorrow's private market portfolio | In conversation with Marc Rowan, CEO of Apollo Global Management
Jim Mahoney
CIO at Bon Secours Mercy Health
Bon Secours Mercy Health
Episode: 1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
Leslie Lenzo
CIO at Hershey Trust
Hershey Trust
Episode: 1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
Alecia DeCuollo
Private market specialist
Episode: Into the mainstream: how semi-liquid funds may be improving access to private debt
Tamsin Coleman
Deputy head of private debt Europe
Episode: Into the mainstream: how semi-liquid funds may be improving access to private debt
Dr. Janet Yellen
One of the biggest names in the world of economics, former Chair of the Federal Reserve and current Secretary of the Treasury.
U.S. Department of the Treasury
Episode: Janet Yellen on Economic Resilience, Global Stability, and the Path Ahead
Dave McMillan
Global Chief Investment Officer for Hedge Fund
Mercer
Episode: The value proposition of hedge funds
Leslie Maasdorp
CEO of British International Investment
British International Investment
Episode: Mobilising institutional investment towards emerging economies - in conversation with British International Investment
Matt Robinson
Head of Private Capital Mobilization at British International Investment
British International Investment
Episode: Mobilising institutional investment towards emerging economies - in conversation with British International Investment

Hosts

Andre Boucher
Host and Chief Investment Officer
Olaolu Aganga
US Chief Investment Officer at Mercer

Reviews

4.9 out of 5 stars from 57 ratings
  • Brilliant podcast

    The podcast covers some of the most pressing issues in capital markets, geo politics and society. Rupert and his guests provide deep insights into these topics! Look forward to the next one.

    Apple Podcasts
    5
    Stephen oppptyy
    Ireland5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The discourse is frequently described as informative and thought-provoking.
Listeners appreciate the depth of insights into capital markets and geopolitical issues.
The quality of guests and their expertise contributes to a positive reception of the content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#134
Japan/Business/Investing
Apple Podcasts
#202
Singapore/Business/Investing
Apple Podcasts
#246
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Private markets and leadership | In conversation with Martina Cheung, President and CEO of S&P Global
Q: What advice would you give to a 21-year-old thinking about careers?
Look around you and focus on collecting experiences over promotions, considering the long-term span of your career, and seek mentorship for honest feedback.
1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
Q: How does private capital play into future commitment modeling and capital planning?
Private capital management is increasingly dynamic, affecting pacing and modeling as organizations must navigate illiquidity and make hard investment decisions.
1 Theme, 2 CIOs, 3 Questions: Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust
Q: What have you seen that makes governance smoother in decision-making processes?
In healthcare, merging the investment committee with the finance committee has been pivotal for governance and decision-making.
Private markets in motion: Navigating complexity and innovation in today’s private markets
Q: What do you think about the evolution of product structures in private credit?
Tamsin discussed the importance of understanding liquidity profiles and mechanisms of new product structures in private credit.
Private markets in motion: Navigating complexity and innovation in today’s private markets
Q: What do you believe the expectations of increasing loss rates indicate?
David spoke on concerns about the increase in loss rates and the importance of manager selection during periods of economic stress.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Critical thinking

What is Critical thinking about and what kind of topics does it cover?

A series that engages industry thought leaders and experts to analyze and debate significant trends affecting the investment landscape. Listeners can expect discussions covering a range of topics, from liability-driven investment and private markets to the complexities of hedge funds, governance, and macroeconomic factors influencing capital markets. The content is tailored for institutional investors, providing insights that may assist in refining investment strategies and understanding market dynamics. Notable features include the exploration of unique investment opportunities and innovative strategies in response to evolving economic conditions and challenges.

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Which podcasts are similar to Critical thinking?

These podcasts share a similar audience with Critical thinking:

1. Unhedged
2. Odd Lots
3. Behind the Money
4. FT News Briefing
5. Masters in Business

How many episodes of Critical thinking are there?

Critical thinking launched 5 years ago and published 121 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Critical thinking?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Critical thinking?

Recent guests on Critical thinking include:

1. Marc Rowan
2. Jim Mahoney
3. Leslie Lenzo
4. Alecia DeCuollo
5. Tamsin Coleman
6. Dr. Janet Yellen
7. Dave McMillan
8. Leslie Maasdorp

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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