Episode 93: NextEnergy Capital’s Michael Bonte-Friedheim In episode 93 of the [i3] Podcast, we speak with Michael Bonte-Friedheim, the Founding Partner and Group CEO of NextEnergy Capital, a firm that specialises in investing in solar energy plants. We talk about the role of subsidies, the growth of the sector and the fact that ESG in solar isn’t just about renewable energy. […] Read More
Episode 97: Franklin Templeton’s Felicity Walsh In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton 01:00 Hanging up the chemistry lab coat and safety […] Read More
Episode 90: Janus Henderson’s Australian Insurance Report In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company’s 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of every 10 insurers plan to change […] Read More
Episode 94: ART’s Andrew Fisher Andrew Fisher is the Head of Investment Strategy at the Australian Retirement Trust (ART), a $260 billion pension fund in Australia. In this episode of the [i3] Podcast, we reflected on the merger with QSuper and the implications the larger scale of the fund has on the investment strategy. Enjoy the show! Overview of Podcast […] Read More
Episode 98: Artificial Intelligence in Wealth Management In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the […] Read More
Year in Review – 2023 Editorial, ESG, Innovation What were the topics that resonated most with our audience? We delve into the data of 2023 to find out Read More
Episode 96: T. Rowe Price’s Maria Elena Drew In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show! Overview of Podcast with Maria Elena Drew, T. […] Read More
Episode 88: HMC Capital’s David Di Pilla David Di Pilla is Managing Director and Group Chief Executive Officer of HMC Capital, a diversified alternative investment firm. In this episode, we speak about the challenges of building a new investment firm during the COVID-19, the attraction of healthcare real estate and the taking a private equity approach to listed markets. Please enjoy the […] Read More
Episode 89: Dr. Michael Kollo on ChatGPT and Distrust Why are Australians so distrustful of artificial intelligence compared to most other countries? We asked Dr. Michael Kollo this question and discussed the impact of new versions of ChatGPT on the institutional investment industry. Enjoy the show! Overview of Podcast with Dr. Michael Kollo 01:00 Getting involved in artificial intelligence 03:30 Australia doesn’t trust AI, […] Read More
Episode 92: Benefit Street Partners’ Mike Comparato Mike Comparato is Managing Director and Head of Real Estate at Benefit Street Partners, a credit-focused alternative asset management firm owned by Franklin Templeton. In this episode, we cover Mike’s views on the turmoil that the commercial real estate market is facing and the impending debt maturity wall that could set off a hurricane. Overview […] Read More