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
Episode 110: Allspring Global Investments’ Jamie Newton Fixed Income, Private Markets In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit […] Read More
Episode 109: Is DeepSeek What It Promises To Be? Innovation In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? […] Read More
Episode 108: Victory Park Capital’s Brendan Carroll Fixed Income, Private Markets Brendan Carroll is a Senior Partner at Victory Park Capital, which he co-founded in 2007. In this episode, we discussed the evolution of private credit investments, how they can be made more friendly to insurers and the acquisition of VPC by Janus Henderson Investors. Enjoy the show! Overview of podcast with Brendan Carroll, Victory […] Read More
Episode 107: UNSW Associate Professor Scott Donald ESG, Governance In episode 107 of the [i3] Institutional Investment Podcast, we speak with Scott Donald, Associate Professor at the School of Private and Commercial Law of the University of New South Wales, about his research into governance and the now mandatory annual member meetings of superannuation funds. How do funds field questions from members? How can […] Read More
Episode 106: Tuckwell Family Office’s Craig Dandurand Alternatives, Asset Owners, Fixed Income In episode 106 of the [i3] Institutional Investment Podcast, I speak with Craig Dandurand, Chief Investment Officer of the Tuckwell Family Office. Craig has an impressive career in the investment industry that spans time with US pension fund CalPERS and Australia’s the Future Fund. We talked about his background in credit investing, setting up a […] Read More
Episode 105: T. Rowe Price’s Jessica Sclafani Innovation, Investment Strategy, Women in Finance In episode 105 of the [i3] Institutional Investment Podcast, we speak with Jessica Sclafani, a Global Retirement Strategist with US fund manager T. Rowe Price, which manages $1.6 trillion in total assets on behalf of clients. Retirement is a more complex phase than wealth accumulation and it needs a more sophisticated approach to deliver good […] Read More
Episode 104: State Super’s John Livanas Asset Owners, Innovation, Investment Strategy, Leadership John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show! Overview of podcast with John Livanas, […] Read More
