Episode 43: IEEFA’s Tim Buckley Governance Note: This podcast was recorded before BlackRock announced to divest from thermal coal in its active strategies. Climate change has been a divisive issue in the investment world, as many investors struggle to articulate the impact of this development on their portfolios. But Tim Buckley brings clarity to this discussion with a sharp analytical framework […] Read More
Episode 42: TCorp’s Greg Cooper Investment Strategy Greg Cooper was for many years the Chief Executive Officer for Schroder Investment Management in Australia. More recently, he joined TCorp, the AU$ 93 billion government asset manager for the state of NSW, as chair of the investment committee and non-executive director. We speak with Greg about whether public markets are broken, the state of […] Read More
Episode 41: VMLH’s Vijoy Chattergy Asset Allocation, Governance Vijoy 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
Episode 40: Frontier Advisor’s Fiona Trafford-Walker Asset Allocation, Implementation Fiona 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
Episode 39: Ned Davis Research Investment Strategy MarketFox 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
Episode 38: Promethos’ Ivka Kalus Governance, MarketFox Ivka 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
Episode 37: Acquirer Funds’ Tobias Carlisle Value Investing Tobias 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
Episode 36: GMO’s Lucas White Governance, MarketFox Lucas 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
Episode 35: Neuberger Berman’s Michael Recce Factor Investing Michael 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
