Episode 77: Maple-Brown Abbott’s Geoff Bazzan Geoff Bazzan is Head of Asia-Pacific Equities at Maple-Brown Abbott. In this episode of the [i3] podcast, we speak about the Asian equity markets, whether value-style investing is suited to the Chinese market and the recent geopolitical upheaval. Please enjoy the show. Overview of podcast with Geoff Bazzan, Maple Brown Abbott 01:00 Starting at […] Read More
Episode 82: ChatGPT, Machine Learning and VC In this episode of the [i3] Podcast, we look at machine learning and artificial intelligence. Our guests are Kaggle Founder Anthony Goldbloom and Stanford CS Professor Chris Manning, who are both involved in venture capital firm AIX Ventures, as investment partners. We speak about the state of play in machine learning and artificial intelligence, the […] Read More
Episode 79: Dr Warren McKenzie on Nuclear Fusion Last month, scientists from the Lawrence Livermore National Laboratory, a defence facility that sits under the US Department of Energy, announced that they had achieved a nuclear fusion reaction that produced more energy than it took to ignite it, using high-powered lasers. The announcement was both celebrated as a milestone in science and criticised as […] Read More
Episode 83: Cook Islands Super’s David Brown David Brown is the Chief Investment Officer of the Cook Islands National Superannuation Fund. David is also well known for his involvement in the private asset markets in his previous role as Head of Private Markets for Victorian Funds Management Corporation (VFMC). In this episode, we cover both the unlisted space, his time working with […] Read More
Episode 76: Allspring’s Henrietta Pacquement Henrietta Pacquement is the Head of the Global Fixed Income Team at Allspring Global Investments (formerly known as Wells Fargo Asset Management). In this episode we look at the differences between the US and European fixed income markets, the likelihood of a recession and how to place portfolios and the impact of the energy transition […] Read More
About [i3] Podcasts The [i3] Podcast is a conversation with leading institutional investors around the world about strategy and portfolio construction Read More
Episode 75: Behavioural Finance for Equity Investors In this episode of the [i3] Podcast, we speak with Simon Russell, Founder and Director of Behavioural Finance Australia, about his new book: ‘Behavioural Finance: A Guide for Listed Equities Teams’. We talk about how institutional investors are not immune to biases, even if they are aware of them. We discuss the application of behavioural […] Read More
Private Equity and the Alpha of Change Asset Owners, Chief Investment Officers, Pacific Region, Private & Alternative Markets Aligning listed and private equity cultures can be quite tricky, David Brown says. Read More
Episode 71: Digital Assets with Nick Abrahams Nick Abrahams is the Global co-leader of Norton Rose Fulbright‘s Digital Transformation Practice and a futurist. In this episode, we talk about digital assets, the value drivers behind non-fungible tokens (NFTs), cybersecurity and negotiating with ransomware attackers. Overview of Podcast with Nick Abrahams, Norton Rose Fulbright 01:00 You are a lawyer by trade. How did […] Read More
Episode 72: Federated Hermes’ Caroline Cantor Why should institutional investors care about biodiversity in their investment strategy, when they are still embarking on the net zero journey? Because it is most likely to be the next area of focus for regulators and society more broadly, Caroline Cantor of Federated Hermes says. BTW, did you know the average person eats about a […] Read More