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
Episode 86: Deloitte’s Craig Roodt ESG Craig Roodt is Director of Investment Governance and Risk at Deloitte Touche Tohmatsu and is also well known for his time with the Australian Prudential Regulation Authority (APRA). In this episode, we speak about the governance challenges of in-sourcing asset management functions by pension funds, the Your Future, Your Super performance test and some the […] Read More
Episode 85: PGIM’s Jakob Wilhelmus Commodities, Equities, Innovation, Private Markets In episode 85 of the [i3] Podcast, we speak with Jakob Wilhelmus, who is Director of Thematic Research at PGIM, about the new report into food security and the changing food system. We spoke about the impact on the global economy and investment opportunities for institutional investors. Please enjoy the show! Overview of Podcast with […] Read More
Episode 84: Lighthouse Infrastructure’s Peter Johnston ESG, Real Estate Peter Johnston is Managing Director of Lighthouse Infrastructure, a sustainable infrastructure and real asset fund management company that has more recently been investing in affordable housing for key workers. In this episode, we delve deep into the issue of affordable housing and how it presents an opportunity for institutional investors. Overview of Podcast with Peter […] Read More
Episode 83: Cook Islands Super’s David Brown Asset Owners, Private Markets David Brown is the Chief Investment Officer of the Cook Islands National Superannuation Fund. David is also well known for his involvement in the private asset markets in his previous role as Head of Private Markets for Victorian Funds Management Corporation (VFMC). In this episode, we cover both the unlisted space, his time working with […] Read More
Episode 82: ChatGPT, Machine Learning and VC Innovation In this episode of the [i3] Podcast, we look at machine learning and artificial intelligence. Our guests are Kaggle Founder Anthony Goldbloom and Stanford CS Professor Chris Manning, who are both involved in venture capital firm AIX Ventures, as investment partners. We speak about the state of play in machine learning and artificial intelligence, the […] Read More
Episode 81: TCorp’s Tanya Branwhite Asset Allocation, Asset Owners, Women in Finance Tanya Branwhite is the Head of Portfolio Construction at the asset manager for the state of New South Wales, TCorp. In this episode, we speak about Tanya’s early career, including ruffling some feathers at Macquarie Group, TCorp‘s interpretation of a Total Portfolio Approach and the lessons we should have learned from the GFC. Enjoy the […] Read More
Episode 80: Mine Super’s Sean Anthonisz Alternatives and Hedge Funds, Asset Owners Sean Anthonisz is the Head of Investment Strategy of Mine Super, a pension fund for the mining industry. In this episode, we talk to Sean about his background in academia and the intersection with investment implementation, the use of ‘fairly loose graphs’ in the industry, P-hacking and decarbonisation in a mining fund. Please enjoy the […] Read More
