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
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
