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Critical thinking

Mercer, a Marsh Business
Portfolio Construction
Mercer Global Investment Forum
Diversification
Hedge Funds
Private Equity
Alternative Investments
Sustainability
Fixed Income
Private Markets
Climate Change
Investment Strategies
Leadership
Unicorn Managers
Investment Returns
Institutional Investors
Liquidity Management
Not-For-Profit Portfolios
Rugby
Healthcare Systems
Interest Rates

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 monthlyEpisodes125Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Critical thinking

Latest Episodes

In this episode, we join Roman Knipprath, Andreas Vermeiren and Arco van Oord to hear how insurers can strengthen their approach to the Prudent Person Principle (PPP) as regulatory scrutiny increases. From valuation and liquidity to governance, stres... more

In this episode, Anne Marie Schultz, US Investments Commercial Leader, Bernardo Serpa Pimentel, Senior Investment Consultant, and Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, explore the idea of a “Return o... more

Faith-based investing is evolving quickly, driven by advances in data, greater transparency, and more sophisticated portfolio design. Today, some investors are demonstrating their conviction through a range of strategies that seek to align mission wi... more

In this episode of Critical Thinking, Mercer’s U.S. Defined Contribution Leader Holly Verdeyen is joined by Matthew Calloway, Principal, Mercer’s Law and Policy Group, Kelly Henson, Defined Contribution Investment Strategy Leader, and Matt Vokes, Sen... more

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Recent Guests

Anne Marie Schultz
US Investments Commercial Leader at Mercer
Mercer
Episode: Return on resilience
Michel Meert
European Consulting Leader for Endowments, Foundations and Family Offices at Mercer
Mercer
Episode: Return on resilience
Jeff McCroy
CEO at Christian Brothers Investment Services.
Christian Brothers Investment Services
Episode: Where values meet value: Faith-based investing in a changing world
Tom Digenan
Chief Investment Officer at Christian Brothers Investment Services.
Christian Brothers Investment Services
Episode: Where values meet value: Faith-based investing in a changing world
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

Host

Mercer Hosts
Senior Mercer hosts engaged in investment governance, strategy, and market commentary.

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.

Covers timely topics like private markets and regulation with depth
High-caliber guests and practical takeaways for institutional investing
Insightful, data-driven discussion on capital markets and governance

Chart Rankings

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

Apple Podcasts
#166
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Return on resilience
Q: How should organizations think about moving from a governance structure that simply measures outcomes to one that strengthens the decision-making process?
Organizations should assess their current governance, use tools to identify gaps, and implement an action plan to address those gaps.
Return on resilience
Q: What does effective investment governance look like, particularly in an environment defined by uncertainty and rapid change?
It starts with clear documentation, a strong investment policy statement, and an effective investment committee. These elements help organizations adapt to changing environments.
Building a GP-led data backbone for private markets
Q: How do you see better data infrastructure influencing how investors allocate to private markets?
Better data infrastructure will provide LPs with comprehensive datasets to assess their portfolios, allowing for improved strategic decision-making.
Building a GP-led data backbone for private markets
Q: How do you think the industry can address the challenges of data inconsistency in private markets?
The industry can leverage technology and automation to reduce manual effort required in collecting private markets data and enhance reporting consistency.
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.

Audience Metrics

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Frequently Asked Questions About Critical thinking

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

This program frequently centers on governance, market structure, and the evolving landscape for institutional investors, with a heavy emphasis on private markets, private debt, and sustainable investing. Episodes explore how governance, data quality, and regulatory shifts shape decision-making, portfolio construction, and access to illiquid assets. Notable angles include faith-based and values-aligned investing, the democratization of private markets, and the role of technology and AI in data analytics. The show also surfaces practical considerations for plan sponsors, endowments, and large asset owners, including liquidity, risk management, and governance frameworks. A recurring strength is bringing senior practitioners from Mercer, asset ... more

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These podcasts share a similar audience with Critical thinking:

1. The Rest Is Politics
2. The Rest Is Politics: US
3. Odd Lots
4. The Indicator from Planet Money
5. Global News Podcast

How many episodes of Critical thinking are there?

Critical thinking launched 5 years ago and published 125 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Critical thinking?

Recent guests on Critical thinking include:

1. Anne Marie Schultz
2. Michel Meert
3. Jeff McCroy
4. Tom Digenan
5. Marc Rowan
6. Jim Mahoney
7. Leslie Lenzo
8. Alecia DeCuollo

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