Episode 108: Victory Park Capital’s Brendan Carroll Brendan Carroll is a Senior Partner at Victory Park Capital, which he co-founded in 2007. In this episode, we discussed the evolution of private credit investments, how they can be made more friendly to insurers and the acquisition of VPC by Janus Henderson Investors. Enjoy the show! Overview of podcast with Brendan Carroll, Victory […] Read More
Episode 106: Tuckwell Family Office’s Craig Dandurand In episode 106 of the [i3] Institutional Investment Podcast, I speak with Craig Dandurand, Chief Investment Officer of the Tuckwell Family Office. Craig has an impressive career in the investment industry that spans time with US pension fund CalPERS and Australia’s the Future Fund. We talked about his background in credit investing, setting up a […] Read More
Episode 92: Benefit Street Partners’ Mike Comparato 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 87: Janus Henderson’s Thomas Haugaard 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 76: Allspring’s Henrietta Pacquement Henrietta Pacquement is the Head of the Global Fixed Income Team at Allspring Global Investments (formerly known as Wells Fargo Asset Management). In this episode we look at the differences between the US and European fixed income markets, the likelihood of a recession and how to place portfolios and the impact of the energy transition […] Read More
Episode 60: MFS’ Ward Brown Ward Brown is a fixed income portfolio manager for MFS Investment Management and runs an emerging market debt strategy. Brown started focusing on emerging markets, while he worked at the International Monetary Fund. We talked about his time at the IMF, geopolitical tensions and the global pandemic. Enjoy the show! Overview of podcast with Ward […] Read More
Episode 51: MMT’s Bill Mitchell Professor Bill Mitchell is one of the key figures behind the Modern Monetary Theory, a term he coined himself. We talk to Professor Mitchell about the impact of the pandemic on economies, what can be done about the sky-high unemployment rates and why ultimately unemployment is a political choice. Overview of Podcast with Bill Mitchell, […] Read More
Episode 49: BlackRock’s Stephen Laipply In Episode 49 of the [i3] Podcast, we speak with Stephen Laipply, US Head of iShares Fixed Income ETFs for BlackRock. We discuss how fixed income exchange traded funds (ETFs) fared during March and April of this year, when many bond markets froze due the global pandemic. We talk about price discovery in listed and […] Read More
Episode 45: JP Morgan’s Bob Michele Bob Michele is Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities Group at JP Morgan. At the end of every year, Bob writes a tongue-in-cheek blog post, handing out awards to various fixed income asset classes and events. In this podcast, we discuss his post and we talk about yield […] Read More
