Episode 110: Allspring Global Investments’ Jamie Newton In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why it is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit […] Read More
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 100: Innovations in Private Equity It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman 01:00 Starting […] Read More
Episode 93: NextEnergy Capital’s Michael Bonte-Friedheim In episode 93 of the [i3] Podcast, we speak with Michael Bonte-Friedheim, the Founding Partner and Group CEO of NextEnergy Capital, a firm that specialises in investing in solar energy plants. We talk about the role of subsidies, the growth of the sector and the fact that ESG in solar isn’t just about renewable energy. […] Read More
Episode 85: PGIM’s Jakob Wilhelmus 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 83: Cook Islands Super’s David Brown 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 19: Thorney’s Alex Waislitz Alex Waislitz is the founder and Chairman of Thorney Investment Group, one of Australia’s most successful private investment groups. After being lent $1.15 million, he went on to invest in micro and small caps and ultimately gathered a fortune of $1.39 billion. In this interview, Daniel Grioli takes Waislitz back to the start and dissects […] Read More
