Episode 95: CAIA’s John Bowman Alternatives, Alternatives and Hedge Funds, ESG John Bowman is President of the Chartered Alternative Investment Analyst (CAIA) Association. In this episode we look back at the growth of the alternative investment industry, in particular private equity, discuss ESG and take a look at the upcoming paper on the total portfolio approach (TPA). Enjoy the show! Overview of podcast with John Bowman, […] Read More
Episode 94: ART’s Andrew Fisher Asset Owners, Investment Strategy 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 93: NextEnergy Capital’s Michael Bonte-Friedheim ESG, Private Markets 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 92: Benefit Street Partners’ Mike Comparato Alternatives and Hedge Funds, Fixed Income, Real Estate 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
Episode 91: Celebrating 20 Years of NZ Super Asset Owners This year, New Zealand Super celebrates its 20th year. We speak to the fund’s CEO, Matt Whineray, about the evolution of the fund throughout the years, do a deep dive into its strategic tilting program and cover responsible investing, AI and much more. Enjoy the show! Overview of Podcast with Matt Whineray, CEO of NZ […] Read More
Episode 90: Janus Henderson’s Australian Insurance Report Insurance 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 89: Dr. Michael Kollo on ChatGPT and Distrust Innovation 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 88: HMC Capital’s David Di Pilla Alternatives, Alternatives and Hedge Funds 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 87: Janus Henderson’s Thomas Haugaard Emerging Markets, Fixed Income In this episode, we speak with Thomas Haugaard, Portfolio Manager for Emerging Market Debt at Janus Henderson Investors. Haugaard, a former economist, talks passionately about why emerging markets form such an interesting investment universe, the influence of geopolitics on debt securities and the risks from climate change. Please enjoy the show! Overview of podcast with […] Read More
