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Artwork for Conversations with Institutional Investors

Conversations with Institutional Investors

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

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 monthlyEpisodes121Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Conversations with Institutional Investors

Latest Episodes

In Episode 122 of the [i3] Podcast, Conversations with Institutional Investors, we speak with Maroun Younes and James Abela, co-portfolio managers of the Fidelity Global Future Leaders strategy, about the attractiveness of small and mid-cap investmen... more

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In this episode of the [i3] podcast, I'm speaking with Mary Power, who is the Head of Property Research at asset consultant Jana. We cover the struggles of the property market in the early 90s, when Mary started out in the industry, and the learnings... more

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In this episode, I speak with Ashby Monk, who is Executive & Research Director at Stanford Long-term Investing, a part of Stanford University in California. Ashby has been advising most of the large superannuation funds in Australia on governance, or... more

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In this episode of the [i3] Podcast, I'm speaking with Richard Brown, who is a Client Portfolio Manager with Janus Henderson Investors. And today we are going to talk about global small caps. We look at whether small caps are affected by the increasi... more

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Recent Guests

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
Jamie Newton
Head of Global Fixed Income Research and Deputy Head of Sustainability
Allspring Global Investments
Episode: 110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?

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 and strong content provided in the discussions, often highlighting the expertise of the guests. Many emphasize the depth of knowledge shared, which supports informed investment decision-making.

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Talking Points

Recent interactions between the hosts and their guests.

121: JANA's Mary Power – Offices Market Woes, Liquidity and Blended Approaches to Property
Q: Is that supporting the office market? Are we seeing some more positive numbers coming out there?
Mary Power confirms that the office market is seeing some positive signs due to the lack of supply and companies recalibrating their office space requirements post-COVID.
121: JANA's Mary Power – Offices Market Woes, Liquidity and Blended Approaches to Property
Q: How is the investment side changed much?
Mary Power reflects that a lot has changed while some fundamentals remain the same, pointing out the drastic changes seen in the 90s and the evolution of property investment.
121: JANA's Mary Power – Offices Market Woes, Liquidity and Blended Approaches to Property
Q: What got you into property investing or property research in the first place?
Mary Power mentions that she was influenced by a friend whose father was a valuer and started her property career through a cadetship after taking a property valuations course.
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: Are there any particular sectors that look attractive at the moment?
Industrials are currently favored while being underweight on REITs due to market conditions.
119: Janus Henderson's Richard Brown – Small Caps in a Concentrated World
Q: How do you see AI impacting small cap investments?
AI can enhance operational efficiencies in small caps, leading to significant earnings growth particularly in industries that are labor-intensive.

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Frequently Asked Questions About This Podcast

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

This series presents insightful conversations with influential leaders in the investment sector, who are generally associated with prominent global investment firms such as pension funds, insurance companies, and sovereign wealth funds. Key topics include asset allocation, portfolio construction, and the latest investment strategies, providing listeners with a comprehensive understanding of current trends and shifts in the investment landscape. The unique aspect of these discussions is the access they offer to expertise that can drive innovative investment approaches and informed decision-making for both institutional and individual investors.

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These podcasts share a similar audience with this podcast:

1. NAB Morning Call
2. The Rules of Investing
3. Chanticleer
4. The Fin
5. The Memo by Howard Marks

How many episodes of this podcast are there?

this podcast launched 8 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.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

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

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