Episode 118: National Reconstruction Fund’s Mary Manning – Supporting Australian Manufacturing, Quantum Diamonds and Cyber Security Asset Owners, Investment Strategy, Women in Finance In this episode of the [i3] podcast, “Conversations with Institutional Investors”, we speak with Mary Manning, Chief Investment Officer of the National Reconstruction Fund Corporation, a recently established $15 billion fund that has been set up to promote the manufacturing industry in Australia. We speak with Mary about the investment objectives and how to balance […] Read More
Episode 117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7 Economics In this episode, I’m speaking with Dr Alan Dupont, who is the founder and CEO of Cognoscenti Group. Alan is a highly respected geopolitical strategist and has advised a wide range of governmental and commercial organisations, including the Northern Territory Government, Asia Society, the Australian Strategic Policy Institute and Outcomes Australia. He has advised several […] Read More
Episode 116: Igneo Infrastructure Partners’ Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets Infrastructure In this episode of the [i3] podcast, Conversations with Institutional Investors, we speak with Danny Latham, Partner and Head of Australia and New Zealand for Igneo Infrastructure Partners. We discuss the evolution of infrastructure assets, termed “Infrastructure 2.0,” which includes renewable energy, digitalisation, and waste management. Danny highlights the shift from traditional infrastructure to […] Read More
Episode 115: Gain Line Analytics’ Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies Behavioural Finance, Innovation, Leadership Ben Darwin is the Co-founder and General Manager of Corporate at Gain Line Analytics and in this episode we’re going to take a look at what makes teams successful and stay successful. Ben is a former Wallaby player, having played 28 test matches for Australia. He’s a former coach and a performance analyst, having worked […] Read More
Episode 114: Bellmont Securities’ Michael Block Asset Allocation, Asset Owners Michael Block is Chief Investment Officer of Bellmont Securities and Adjunct Industry Professor at the University of Technology Sydney (UTS), where he helped establish the UTS Anchor Fund. The UTS Anchor Fund is a live investment portfolio managed by students to give them hands on experience with managing portfolios. In this episode, we take a […] Read More
Episode 113: FCLT’s Eduard Van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation Asset Allocation, Governance Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a […] Read More
From The Archive – Gilmour Space Technologies Alternatives and Hedge Funds, Innovation, Private Markets In honour of Gilmour Space Technologies obtaining regulatory approval from the Australian Space Agency to launch its very first home-grown rocket into space, we bring you an interview with Adam Gilmour from January 2022. The Eris rocket is due to take off on Thursday morning. In Episode 66, we spoke with Adam Gilmour, who is […] Read More
Episode 112: Fulcrum’s Suhail Shaikh Asset Allocation, Behavioural Finance, Investment Strategy Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their performance against the benchmark. In this […] Read More
Episode 111: ART’s Michael Weaver Asset Owners, Real Estate In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the […] Read More
