Asset Allocation Archives - Investment Innovation Institute

Podcasts: Asset Allocation

[i3] Podcast: Interview with Michael Kelly of PineBridge

Preview: [i3] Podcast with PineBridge’s Michael Kelly

Michael Kelly is Global Head of Multi-Asset at Pinebridge. In this podcast preview, he talks about his entry into the investment industry, including playing softball with Alan Greenspan. The full podcast will be published in early June 2020. Bookmark here: https://i3-invest.com/podcasts/

[i3] Podcast – Interview with TCorp’s Stewart Brentnall

Stewart Brentnall is the Chief Investment Officer of Tcorp, the asset management arm of state of NSW. In this interview we discuss the fund’s move towards a total portfolio approach, how TCorp views partnerships with fund managers and his thoughts on the Canadian Model. Overview of podcast with Stewart Brentnall: 2:00 Getting started in investing. […]

Preview: [i3] Podcast with TCorp’s Stewart Brentnall

Stewart Brentnall is the Chief Investment Officer of TCorp, the asset management arm of state of NSW in Australia. The podcast interview covered the fund’s move towards a total portfolio approach, how TCorp views partnerships with fund managers and his thoughts on the Canadian Model. “We’ve been able to streamline the portfolio and we have […]

[i3] Podcast – Interview with Vijoy Chattergy

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 […]

Fiona Trafford-Walker, Director, Frontier Advisors

[i3] Podcast – Interview with Fiona Trafford-Walker

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, […]

[i3] Podcast – Interview with Geoff Warren

Geoff Warren is Associate Professor at the Australian National University and a former asset manager. He has done extensive research on equity fund capacity, insourcing asset management functions and investing for the long term. [i3] Insights editor Wouter Klijn speaks with Geoff about his past and upcoming research. Overview Geoff Warren podcast: 2:00 Why switch […]

[i3] Podcast – MarketFox interview with John Coombe

In this podcast, MarketFox columnist Daniel Grioli speaks to John Coombe, executive director with asset consultant JANA. John is one of Australia’s most respected asset consultants, advising some of the largest pension funds in the country. He is known for his outspoken, but always insightful comments and this time is no different. He speaks about […]

[i3] Podcast – MarketFox Interview with Alva Devoy

Alva Devoy is Managing Director Australia for Fidelity International. Alva started out her career as a molecular engineer, developing vaccines, but the Iraq War made her change her mind about her path and she switched to asset management. She talks to MarketFox columnist Daniel Grioli about the business of asset management, robo advice and the […]

[i3] Podcast – MarketFox interview with Brian Singer

Asset Allocation & Strategy

In this podcast, MarketFox columnist Daniel Grioli speaks with Global Macro investor Brian Singer about his time working for Gary Brinson, his views on mean reversion, the essence of dynamic asset allocation and the attributes of a good investor.