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Artwork for Conversations with Institutional Investors

Conversations with Institutional Investors

Investment Innovation Institute [i3]
Investment Strategy
Geopolitics
China
Emerging Markets
Investment Strategies
Retirement Planning
Private Credit
Superannuation Funds
Covid-19
India
State Super
Member Engagement
Deepseek
Fixed Income
Gilmour Space
Brazil
Electric Vehicles
Financial Literacy
Longevity Risk
Payments Volatility

Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry exper... more

PublishesTwice monthlyEpisodes128Founded8 years ago
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InvestingBusiness

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Artwork for Conversations with Institutional Investors

Latest Episodes

In this episode, we go into our archive to October 2019, when we interviewed Fiona Trafford-Walker. Fiona was one of the key consultants behind the success of Frontier Advisors and spent 25 years with the asset consultant, advising many of the larges... more

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In this episode, I'm speaking with Dan farmer, who is the Chief Investment Officer of MLC Asset Management. We talk about Dan's early days managing an internal Australian equity portfolio and getting involved with derivatives at Telstra Super, almost... more

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In this podcast, I'm speaking with Kim Bowater, who is the Director of Consulting at Frontier Advisors. Kim has spent 23 years at the firm and saw the asset consultant grow from a small advisory firm with just 13 people when she started in 2002 to th... more

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In episode 126, Scott Donald, Professor at the Faculty of Law and Justice of the University of New South Wales, breaks down how artificial intelligence is reshaping the work of superannuation trustees. Efficiency is the big draw, but legal and ethica... more

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Recent Guests

Kim Bowater
Director of Consulting at Frontier Advisors
Frontier Advisors
Episode: 127: Frontier Advisors' Kim Bowater – Consultants in a Changing Industry, AI and Gender Diversity
Ashby Monk
Executive and Research Director at Stanford Long-term Investing
Stanford University
Episode: 120: Stanford University's Ashby Monk - The Future of the Pension Industry
Richard Brown
Client Portfolio Manager with Janus Henderson Investors
Janus Henderson Investors
Episode: 119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Mary Manning
Chief Investment Officer of the National Reconstruction Fund Corporation
National Reconstruction Fund Corporation
Episode: 118: National Reconstruction Fund's Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security
Dr. Alan Dupont
Founder and CEO of Cognoscenti Group, geopolitical strategist.
Cognoscenti Group
Episode: 117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7
Ben Darwin
Co-founder and general manager of Gain Line Analytics, and former Wallaby rugby player
Gain Line Analytics
Episode: 115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies
Michael Block
Chief Investment Officer of Bellmont Securities
Bellmont Securities
Episode: 114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing
Eduard van Gelderen
Head of Research at FCLT Global
FCLT Global
Episode: 113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation
Suhail Shaikh
Chief Investment Officer of Fulcrum Asset Management
Fulcrum Asset Management
Episode: 112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck

Host

Wouter Klijn
Editorial Director for the Investment Innovation Institute, and Host of the I3 Podcast.

Reviews

4.6 out of 5 stars from 29 ratings
  • Great information on investing style and strategies

    Live the content on this podcast and valuable guests.

    Apple Podcasts
    5
    Camscharl
    Australia7 years ago

Listeners Say

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

Listeners appreciate the valuable insights provided on investment strategies and the quality of guests featured.

Chart Rankings

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

Apple Podcasts
#75
Philippines/Business/Investing
Apple Podcasts
#241
Philippines/Business

Talking Points

Recent interactions between the hosts and their guests.

128: MLC Asset Management's Dan Farmer – Active Management, Private Equity, AI and the Early Days at Telstra Super
Q: You sort of had an interesting example there where you say you look at the managers when stripping out those big tech stocks.
Dan explains that they are looking at the performance of active managers even after considering market concentration.
128: MLC Asset Management's Dan Farmer – Active Management, Private Equity, AI and the Early Days at Telstra Super
Q: So how did those first company meetings go? Did you feel that you were taken seriously or did you have to build up some...
Dan felt he was taken seriously, although he acknowledges that he may not have been viewed as such in retrospect.
128: MLC Asset Management's Dan Farmer – Active Management, Private Equity, AI and the Early Days at Telstra Super
Q: Tell me a little bit about how you got started and what some of your key moments were at your time with Telstra.
Dan discusses how he started in the investment industry at Telstra Super, working on Australian equity portfolios, and the early challenges he faced.
124: Fidelity's James Richards – Investing in Energy Transition Materials
Q: How do you look at nuclear or more specifically, uranium as a material in the context of your strategy?
While uranium is critical for the energy transition due to its low carbon potential, sustainability issues are also considered, and we apply existing ESG frameworks when evaluating it.
124: Fidelity's James Richards – Investing in Energy Transition Materials
Q: What are transition materials and why should institutional investors care?
Transition materials represent a broad range of commodities that benefit from the energy transition, which is a major thematic for upcoming decades due to rising demand and limited supply.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

In-depth discussions with industry leaders drive exploration into the evolving landscape of institutional investing. Key episodes provide insights into asset allocation, the intricacies of portfolio construction, and innovative investment strategies from seasoned professionals associated with major global investment firms, including pension funds, insurance companies, and sovereign wealth funds. Unique perspectives are offered by each guest, ensuring a diverse range of topics relevant to finance professionals and investors alike. Whether discussing the impacts of AI on trusteeship or the challenges in the property market, the content is tailored to inspire and inform listeners seeking to enrich their investment knowledge.

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These podcasts share a similar audience with this podcast:

1. NAB Morning Call
2. Unhedged

How many episodes of this podcast are there?

this podcast launched 8 years ago and published 128 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 this podcast?

Recent guests on this podcast include:

1. Kim Bowater
2. Ashby Monk
3. Richard Brown
4. Mary Manning
5. Dr. Alan Dupont
6. Ben Darwin
7. Michael Block
8. Eduard van Gelderen

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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