Conversations with Institutional Investors is your gateway to in-depth discussions with the masterminds behind leading global investment firms, including key figures from pension funds, insurance companies, and sovereign wealth funds. Our podcast explores the evolving landscape of asset allocation, portfolio construction, and investment strategy, offering you firsthand insights from industry experts to inspire smarter, more innovative investment approaches. For further insights go to i3-inve ...
…
continue reading
Learn everything you want to know about Infinite Banking, Leverage Life Insurance, Real Estate, and all things smart investing with Dan Thompson. Dan has been in the financial planning business for almost 40 years. Starting out as a stockbroker, Dan learned quickly that the Wall-Street methods of diversification, asset allocation, etc., just simply did not work. Join Dan on his journey to finding the best, safe, high return investments for him and his clients on the Wise Money Tools Podcast- ...
…
continue reading

1
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck
46:33
46:33
Play later
Play later
Lists
Like
Liked
46:33Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…
…
continue reading

1
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio
34:36
34:36
Play later
Play later
Lists
Like
Liked
34:36In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show!Overview of Podcast…
…
continue reading

1
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT
35:56
35:56
Play later
Play later
Lists
Like
Liked
35:56Private credit has evolved significantly since the global financial crisis, and Brendan Carroll, Senior Partner at Victory Park Capital, has been at the forefront of that transformation. In this episode, we explore how private credit investments are adapting to meet the needs of insurers, the growing role of asset-backed lending, and why insurance …
…
continue reading

1
Ep 335 - The Next Trillion-Dollar Market!
17:50
17:50
Play later
Play later
Lists
Like
Liked
17:50
…
continue reading

1
Ep 334 - The Future of Tokenization & Digital Assets Explained: Sovereign Wealth Fund Institute Event
8:23
8:23
Play later
Play later
Lists
Like
Liked
8:23
…
continue reading

1
Ep 333 - How Much Can You Make Mining Bitcoin?: Bitcoin Technical Analysis
6:41
6:41
Play later
Play later
Lists
Like
Liked
6:41
…
continue reading

1
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration?
30:29
30:29
Play later
Play later
Lists
Like
Liked
30:29In 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 now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data…
…
continue reading

1
Ep 332 - Bitcoin Price Prediction: BlackRock Bitcoin ETF Explained!
8:50
8:50
Play later
Play later
Lists
Like
Liked
8:50
…
continue reading

1
Ep 331 - Using Leverage To Build Wealth: Best Way To Build Generational Wealth
11:05
11:05
Play later
Play later
Lists
Like
Liked
11:05
…
continue reading

1
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model
28:09
28:09
Play later
Play later
Lists
Like
Liked
28:09In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show!Overview of…
…
continue reading

1
Ep 330 - 9 Key Financial Concepts for 2025: Non-Traditional Financial Planning
17:21
17:21
Play later
Play later
Lists
Like
Liked
17:21
…
continue reading

1
Ep 329 - How To Invest Large Sums of Money: How To Build Wealth Through Investing!
11:59
11:59
Play later
Play later
Lists
Like
Liked
11:59
…
continue reading

1
Ep 328 - 4 Financial Tips For Married Couples: How To Talk Finances With Your Partner
9:48
9:48
Play later
Play later
Lists
Like
Liked
9:48
…
continue reading

1
Ep 327 - Ultimate Tax Saving Tips 2025: How to Reduce Taxes for High Income Earners
8:16
8:16
Play later
Play later
Lists
Like
Liked
8:16
…
continue reading

1
Ep 326 - 4 Common Retirement Planning Mistakes You Must Avoid To Achieve Financial Freedom
9:32
9:32
Play later
Play later
Lists
Like
Liked
9:32
…
continue reading

1
Ep 325 - How To Make Passive Income with Bitcoin: Crypto Passive Income Strategy
9:59
9:59
Play later
Play later
Lists
Like
Liked
9:59
…
continue reading

1
107: Scott Donald on Governance and Member Meetings
39:07
39:07
Play later
Play later
Lists
Like
Liked
39:07In episode 107 of the [i3] Institutional Investment Podcast, we speak with Scott Donald, Associate Professor at the School of Private and Commercial Law of the University of New South Wales, about his research into governance and the now mandatory annual member meetings of superannuation funds. How do funds field questions from members? How can we …
…
continue reading

1
106: Tuckwell Family Office's Craig Dandurand
59:24
59:24
Play later
Play later
Lists
Like
Liked
59:24In 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 he…
…
continue reading
In episode 105 of the [i3] Institutional Investment Podcast, we speak with Jessica Sclafani, a Global Retirement Strategist with US fund manager T. Rowe Price, which manages $1.6 trillion in total assets on behalf of clients. Retirement is a more complex phase than wealth accumulation and it needs a more sophisticated approach to deliver good outco…
…
continue reading
John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show!Overview of podcast with John Livanas, Chief Executive …
…
continue reading
Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show!Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors02:00 I initially wanted to beco…
…
continue reading
In episode 102 of the [i3] Podcast, we speak with Andrew Spence, Chief Investment Officer of the $9 billion corporate super fund Qantas Super. Qantas Super recently announced to merge with ART and we took the opportunity to look back at the investment strategy that Spence put in place as the fund's first CIO, the innovations along the way and lesso…
…
continue reading

1
101: ECP's Damon Callaghan and Sam Byrnes
47:22
47:22
Play later
Play later
Lists
Like
Liked
47:22In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show!01:00 How we got st…
…
continue reading

1
100: Private Equity Co-investments with Neuberger Berman
41:58
41:58
Play later
Play later
Lists
Like
Liked
41:58It 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 Berman01…
…
continue reading
In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show!Overview of Podcast with Julian McManus, Janus Henderson Investors02:00 Getting int…
…
continue reading

1
98: Artificial Intelligence in Wealth Management
1:01:40
1:01:40
Play later
Play later
Lists
Like
Liked
1:01:40In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…
…
continue reading

1
97: Talking Leadership with Felicity Walsh
48:36
48:36
Play later
Play later
Lists
Like
Liked
48:36In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton01:00 Hanging up the chemistry lab coat and safety spec…
…
continue reading

1
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios
41:50
41:50
Play later
Play later
Lists
Like
Liked
41:50In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, at T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show!Overview of Podcast with Maria Elena Drew, T. …
…
continue reading

1
95: CAIA's John Bowman – Alternatives, ESG and TPA
51:31
51:31
Play later
Play later
Lists
Like
Liked
51:31John Bowman is President of the Chartered Alternative Investment Analyst (CAIA) Association. In this episode we look back at the growth of the alternative investment industry, in particular private equity, discuss ESG and take a look at the upcoming paper on the total portfolio approachOverview of podcast with John Bowman, CAIA02:00 I got involved …
…
continue reading
By Dan Thompson
…
continue reading
Andrew Fisher is the Head of Investment Strategy at the Australian Retirement Trust (ART), a $260 billion pension fund in Australia. In this episode of the [i3] Podcast, we reflected on the merger with QSuper and the implications the larger scale of the fund has on the investment strategy. Enjoy the show!Overview of Podcast with Andrew Fisher, 2024…
…
continue reading
By Dan Thompson
…
continue reading
By Dan Thompson
…
continue reading
By Dan Thompson
…
continue reading

1
Ep 320 - Traditional Financial Planning Retirement Risk
8:20
8:20
Play later
Play later
Lists
Like
Liked
8:20By Dan Thompson
…
continue reading

1
93: NextEnergy Capital's Mike Bonte-Friedheim
38:24
38:24
Play later
Play later
Lists
Like
Liked
38:24In 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 energyOverview of Podcast with Michae…
…
continue reading
By Dan Thompson
…
continue reading

1
92: Benefit Street Partners' Mike Comparato
33:04
33:04
Play later
Play later
Lists
Like
Liked
33:04Mike 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 of…
…
continue reading

1
Ep 318 - Retirees struggle with income and bad advice
7:43
7:43
Play later
Play later
Lists
Like
Liked
7:43By Dan Thompson
…
continue reading
This year we celebrate 20 years of New Zealand Super. 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 Super on 20 years of the fund01:0…
…
continue reading

1
90: Janus Henderson 2023 Australian Insurance Report
36:53
36:53
Play later
Play later
Lists
Like
Liked
36:53In 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 their strategic asset…
…
continue reading

1
89: Michael Kollo on Artificial Intelligence
41:13
41:13
Play later
Play later
Lists
Like
Liked
41:13In episode 88 of the [i3] Podcast we speak with Dr. Michael Kollo about artificial intelligence and large language models such as chatGPT. We talk about their application to the institutional investment industry and discuss why Australia is so distrustful of AI. Please enjoy the show!Overview of Podcast with Dr. Michael Kollo 01:00 Getting involved…
…
continue reading
By Dan Thompson
…
continue reading
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 s…
…
continue reading
By Dan Thompson
…
continue reading

1
Ep 315 - The Hidden Disadvantage- Real Estate in Retirement Plans
8:35
8:35
Play later
Play later
Lists
Like
Liked
8:35By Dan Thompson
…
continue reading
By Dan Thompson
…
continue reading
By Dan Thompson
…
continue reading

1
Ep 311 - 2 Million Dollars and NO INCOME for Retirement Disaster
12:02
12:02
Play later
Play later
Lists
Like
Liked
12:02By Dan Thompson
…
continue reading

1
87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt
44:28
44:28
Play later
Play later
Lists
Like
Liked
44:28In 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!Ov…
…
continue reading