[i3] Podcast – Interview with Vijoy Chattergy Asset Allocation, GovernanceVijoy Chattergy is the founder and president of VMLH, a consulting firm for global institutional investors. Previously, Vijoy was Chief Investment Officer of the US$17.5 billion State of Hawai‘i Employees Retirement System. He is well known for implementing an investment philosophy that focuses on functional risk classes instead of asset classes, which led him to […] Read More
[i3] Podcast – Interview with Fiona Trafford-Walker Asset Allocation, ImplementationFiona Trafford-Walker is one of the world’s most respected asset consultants, but has announced to leave the company on 6 December 2019 to focus on her directorships. In this podcast, we look back on her 25 years with Frontier Advisors, her career as an asset consultant and discuss a variety of topics, including manager selection, […] Read More
[i3] Podcast – MarketFox interview with Ned Davis Research Investment StrategyMarketFox columnist Daniel Grioli speaks with Tim Hayes, Chief Global Investment Strategist, Joe Kalish, Chief Global Macro Strategist and Ed Clissold, Chief US Strategist of Ned Davis Research about multi-asset portfolios, asset allocation, the rules of research and the inevitability of making mistakes. Ned Davis Research is one of the largest independent institutional investment research […] Read More
[i3] Podcast – MarketFox interview with Ivka Kalus Governance, MarketFoxIvka Kalus is a veteran of the investment management industry, having worked as a senior international equity portfolio manager for the likes of Boston Advisors, Pax World Management and State Street. She has been named among the top three female investors in the US by Citywire. In April 2019, Kalus launched Promethos Capital, a majority […] Read More
[i3] Podcast – MarketFox interview with Tobias Carlisle Value InvestingTobias Carlisle is a deep value investor and founder of Acquirers Funds. He is author of the best-selling books ‘The Acquirer’s Multiple’, ‘Deep Value’, ‘Concentrated Investing’ and ‘Quantitative Value’. Tobias has extensive experience in activist investment, company valuation, public company corporate governance, and mergers and acquisitions law. He has also worked as an analyst at […] Read More
[i3] Podcast – MarketFox interview with GMO’s Lucas White Governance, MarketFoxLucas White is the lead portfolio manager for the GMO Climate Change Strategy and a member of GMO’s Focused Equity team. Together with the firm’s co-founder Jeremy Grantham, Lucas has developed a strategy to invest in companies that are likely to profit from climate change mitigation and the transition to a low-carbon economy. In this […] Read More
[i3] Podcast – Interview with Michael Recce Factor InvestingMichael Recce is Chief Data Scientist with Neuberger Berman and is leading the firm’s effort into incorporating data signals into the investment process. When working on predictive algorithms for the advertising industry, he realised that these applications would work just as well in finance. After all, if you know which products customers are interested in […] Read More
[i3] Podcast – Who is the MarketFox? Behavioural Finance, Investment Strategy, MarketFoxDaniel Grioli is the voice behind many of our podcasts, but he is also a professional investor and adviser as principal and founder of Guiscard Capital. Having worked previously within Australian pension funds, in his last capacity as deputy CIO, Daniel understands the issues institutional investors are facing. In this podcast, [i3] Insights editor Wouter […] Read More
[i3] Podcast – Interview with Gus Sauter Factor Investing, Investment StrategyGus Sauter is the former Chief Investment Officer of Vanguard for 10 years and was instrumental in the company’s venture into exchange traded funds. He talks to [i3] Insights editor Wouter Klijn about his early career, Jack Bogle’s questioning of ETFs and his current role as adviser to Australian pension fund Sunsuper. Podcast overview Gus […] Read More
