Best Investing In Value Proposition Podcasts (2025)

1
PAT Perspectives #12: PATRIZIA Student City Index - A tool to guide investors on the European PBSA market 8:15

1d ago8:15

8:15

London, Paris and Berlin have been named the best cities for Purpose-Built Student Accommodation investment, according to PATRIZIA’s very first Student City Index. Launched last week, the report ranks more than 180 university cities across 21 European countries, offering a city-specific lens to help institutional investors identify the most compell…

1
Cross-border governance 16:04

1d ago16:04

16:04

What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah Frost, Chair Elect of Mercer UK Master Trust, to discuss how large asset owners may navigate complex decis…

1
Real assets and Asia-Pacific: Global diversification and regional opportunity 12:42

8d ago12:42

12:42

In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape. They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenges in Southeast Asia, and practical strategies for asset owners navigating today’s dynamic market environment. Th…

1
The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations 20:51

8d ago20:51

20:51

In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future expectations. They discuss how diversification beyond traditional equities, smarter liquidity management, and…

1
Investing Insurance Portfolios Amid Market Turbulence 17:27

9d ago17:27

17:27

In this episode of Critical Thinking, Andreas Vermeiren, Principal in Mercer's Insurance Solutions team, is joined by William Gibbons, Principal in the Insurance Solutions team, and Eryn Bacewich, Head of US Insurance Solutions, to discuss their thoughts on risk management in insurance portfolios during a period of increased market volatility and t…

1
Going global: How real estate is evolving in institutional portfolios 11:01

12d ago11:01

11:01

In this episode, Alan Synnott, Mercer’s Global Head of Real Assets, is joined by Anne Koeman-Sharapova and Simon James to explore how institutional investors are repositioning their real estate allocations in light of market resets and evolving sector dynamics. They discuss why real estate remains a core private markets asset, where valuation corre…

1
Building Futures: How Hands-On Learning Inspires the Next Generation 41:58

22d ago41:58

41:58

In episode 21, guest host Randy Niewind, president of Randy's Cabinets and Woodworks and president of the Cabinet Makers Association. He chats with Bobby Miller, a dedicated woodshop teacher from Coon Rapids High School in Minnesota. Bobby shares how his program goes beyond the basics, guiding students from beginner projects to advanced builds like…

1
The value proposition of hedge funds 11:12

24d ago11:12

11:12

In this episode, Robert Ronneberger, Head of Business Development for Asia, is joined by Dave McMillan, Chief Investment Officer, Hedge Funds, to explore how investors can future-proof their portfolios — specifically within hedge funds. Robert and Dave examine the most common mistakes seen in hedge fund investing, the impact of recent market volati…

1
Navigating change: How liability-driven investing is shaping Europe's financial portfolios 22:31

29d ago22:31

22:31

As trade tensions, uncertainty over the direction of interest rates, and pension reforms reshape the investment landscape, liability-driven investing (LDI) may provide a source of stability. In this episode, Jeffrey Dissmann, who leads Mercer’s Investments business in Germany, is joined by Sheena Frost, Lead of the Europe ex-UK Portfolio Management…

1
Enhancing resilience amid shifting trade policy 19:59

1M ago19:59

19:59

In this episode, Niall O’Sullivan, Global Solutions Chief Investment Officer, is joined by Olaolu Aganga, US Chief Investment Officer, Rupert Watson, Global Head of Economics & DAA, and Mike Forestner, Global Chief Investment Officer, Private Markets, to examine the causes of recent market volatility and the implications across public and private m…

1
The future of wealth management: Balancing innovation, regulation, and client expectations 13:02

2M ago13:02

13:02

In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Recorded live at Mercer’s Global Investment Forum, together they explore how the wealth management industry is ada…

1
PAT Perspectives #11: ELTIFs: Widening the pool of investors to drive growth in Europe and exploring PATRIZIA’s infrastructure offering 14:09

2M ago14:09

14:09

Last month, PATRIZIA announced the launch of its first European Long-Term Investment Fund – known as an ELTIF. The strategy – named PATRIZIA Infrastructure Invest – is aimed at retail and professional investors in infrastructure. But what exactly is an ELTIF? In the latest episode of PAT Perspectives - the podcast where we ask our guests five key q…

1
PAT Perspectives #10: Strategic asset mandates - tailored client solutions for individual assets 8:37

2M ago8:37

8:37

As part of PATRIZIA’s diversified platform, the company sources and takes on single asset mandates. Known within the firm as ‘strategic asset mandates’, this workstream looks after EUR 2 billion worth of assets. But what exactly are strategic asset mandates? In the latest episode of PAT Perspectives - the podcast where we ask our guests five key qu…

1
Why Operational Due Diligence is important 29:07

2M ago29:07

29:07

In this episode of Critical Thinking, Manish Solanki, Head of Mercer Sentinel Group Europe, is joined by Tony Martinez, Head of Mercer Sentinel Americas, and Ashleigh McDowell, Principal at Mercer Sentinel Group, to explore why Operational Due Diligence is becoming an essential component of investment decision-making. With increasing market volatil…

1
Insurance and investment risk - where are we in the cycle? 19:45

2M ago19:45

19:45

In this episode, William Gibbons, Senior Insurance Investment Consultant at Mercer, is joined by Tom Davies, Head of UK Placement, Marsh, and Olaolu Aganga, US Chief Investment Officer, Mercer, to explore how non-life insurers can potentially capture opportunities while maintaining resilience in an economic and market environment that's in a state …

1
Portfolio resilience in 2025 - Top considerations for endowments and foundations 21:14

2M ago21:14

21:14

Marieke de Roo, Mercer's Leader in Europe for Single Family Offices and Endowments & Foundations, is joined by Texas Hemmaplardh and Cori Trautvetter, both Partners and Co-Leads of Mercer's US Endowment and Foundation Investment Practice, to explore how endowments and foundations can potentially achieve portfolio resilience in an economic and marke…

1
Navigating the global economy ─ outlook and insights 24:26

3M ago24:26

24:26

In this episode (date of recording: February 28, 2025), Lisa Kots, Head of US Wealth Management Portfolio Management at Mercer, is joined by Rupert Watson, Global Head of Economics and Dynamic Asset Allocation, and Julius Bendikas, European Head of Economics and Dynamic Asset Allocation. Together, they explore the global economic outlook for Q1 202…

1
#26 The solar investment opportunity in Asia-Pacific 30:26

3M ago30:26

30:26

According to the Institute for Energy Economics and Financial Analysis, there is the potential for USD 395 billion of investment into solar photovoltaic power projects in Asia-Pacific (APAC) through to 2050. The region is blessed with sunshine, while already challenged by the consequences of a rise in temperature attributed to carbon emissions, mak…

1
Mobilising institutional investment towards emerging economies - in conversation with British International Investment 16:17

3M ago16:17

16:17

In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research and Advisory at Mercer, is joined by Leslie Maasdorp, CEO at British International Investment (BII) and Matt Robinson, Head of Private Capital Mobilisation at BII, to explore the world of development finance institutions (DFIs), capital mobilisation, and how DFIs ca…

1
Lining up with the long term - Family office top considerations 2025 13:50

3M ago13:50

13:50

In this episode of Critical thinking, Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, is joined by Marieke de Roo, European Sales Leader for Endowments, Foundations & Single-Family Offices, and Teena Jilka, Senior Investment Adviser to explore what's top of mind for single-family offices over the next year a…

1
PAT Perspectives #9: The student housing investment proposition and its value-add edge in the European living sector 7:33

3M ago7:33

7:33

Ever since PATRIZIA’s formation in 1984, the company has had a focus on the European living sector. This evergreen focus is reflected in the company’s new strategy, which is targeting growth to EUR 100 billion AUM by 2030, with the living sector one of the five growth areas central to this ambition. One of the most eye-catching sub-sectors in this …

1
How Private Equity can potentially unlock value and opportunities from UK Defined Benefit (DB) Pension Schemes 19:15

3M ago19:15

19:15

In this episode of Critical Thinking, Sinead Leahy, Co-Head of Cardano Advisory is joined by Nick Gibson, Managing Director, Cardano Advisory, and Dan Jackson, M&A Senior Principal at Mercer, to explore the key findings from our recent report, ‘Unlocking value and opportunities from UK pension funds – a private equity perspective’. There has been a…

1
From Tradition to Technology: Lessons in Leadership and Operations 30:10

3M ago30:10

30:10

In episode 20, Gregory Paolini, founder of Gregory Paolini Design and secretary of the Cabinet Makers Association (CMA), takes over as host to chat with fellow board member Jason Norvell, owner of Norvell Inc. in Slidell, Louisiana. Jason shares the journey of his family-owned shop, founded in 1978, and how implementing a CNC router transformed eff…

1
#25 Why private investors should consider investments into the European affordable housing sector 27:00

3M ago27:00

27:00

With rising populations and increasing demand for housing, affordability has become a critical challenge across Europe. Millions struggle to find homes within their budget, and the situation isn’t improving. A new report from global real estate services firm JLL estimates that 23 million new homes are needed in key European markets to ease the cris…

1
The promise and perils of carbon markets 16:37

3M ago16:37

16:37

In this episode of Critical thinking, Cara Williams, Senior Partner and Global ESG and Sustainability Leader at Mercer, is joined by Lovey Sidhu, Sustainable Investment Specialist in Mercer's Global Strategic Research Team, and Daniel Klier, CEO of South Pole, to explore the dynamic challenges and potential opportunities in the evolving carbon mark…

1
Taking the noise out: Managing change and comms in pension plan design 16:23

4M ago16:23

16:23

Navigating the challenges of modern pension provision requires employers to effectively communicate and implement changes in pension plans while keeping employees' best interests at heart. In this episode hosted by Mercer's Tej Patel, Fiona Brown shares her own views on the evolving landscape of employer retirement offerings, based on her decades-l…

1
Insurance Considerations 2025 12:32

4M ago12:32

12:32

In this episode of Critical thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by David Morrow, European Insurance Proposition Leader, and Stephanie Thomes, a Senior Investment Strategist in Mercer’s Insurance team, to explore Mercer’s outlook for insurers in 2025. This year’s paper reflects a transitional phase for th…

1
2025 Outlook: The start of a promising new cycle for the real assets sector 25:48

5M ago25:48

25:48

As we enter a new economic cycle, the first PAT Cast of 2025 explores the outlook for global real assets. With early signs of stabilisation in the real estate market and an evolving infrastructure landscape, we outline where the most compelling opportunities lie for investors in the year ahead. In the first part of the PAT Cast, we take a look at t…

1
Hikari Tsushin // Hideaki Wada (Japanese Verson) 25:30

5M ago25:30

25:30

この「クオリティ・インベスティング・ポッドキャスト」では、光通信のCEOである和田英明氏にインタビューを行いました。今回は特別な日本語版のインタビューです。このエピソードでは、私の質問が通訳を通じて伝えられ、和田氏がご自身の声でお答えになる様子をお聞きいただけます。英語版のエピソードについては、ポッドキャストのエピソード一覧をご参照ください。By Jake Barfield

1
Hikari Tsushin // Hideaki Wada (English Version) 34:31

5M ago34:31

34:31

In this episode of the Quality Investing Podcast I interview Hideaki Wada, the CEO of Hikari Tsushin.By Jake Barfield

1
Swing state: investment themes and opportunities in 2025 and beyond 34:10

5M ago34:10

34:10

In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research at Mercer, is joined by Nick White, Global Strategic Research Director, and Matthew Scott, Strategic Research Principal, to explore Mercer's "Themes and Opportunities 2025" paper, specifically focusing on this year's theme, "Swing State." This concept reflects an ec…

1
A focus on members is key to potentially helping DC members secure better retirement outcomes 23:04

5M ago23:04

23:04

For the past 16 years, Mercer has been benchmarking retirement systems across the globe. The Mercer CFA Institute Global Pension Index 2024 uses more than 50 indicators to assess adequacy, sustainability and integrity across the world's pensions systems, highlighting their relative advantages and suggested areas for reform. In our latest episode, D…

1
PAT Perspectives #8: Building a community: The Berlin project paving the way for the living transition 9:50

6M ago9:50

9:50

PATRIZIA’s flagship living sector development is the Havelufer Quarter in Berlin, comprising more than 1,500 units which house around 4,000 residents. The development caters for a variety of tenant needs, with options for families, senior residents and single residents, and is firmly focused on building a community through the inclusion of amenitie…

1
Navigating Private Market Strategies: Insights on Co-Investments and Secondaries (IN FRENCH) 20:44

6M ago20:44

20:44

Are you a French speaker looking to deep dive on co-investments and secondary market opportunities? In this first episode in French of the podcast "Critical Thinking," host Matthieu Mougeot is joined by investment specialists Maud-Kelly Crapeau and Pierre Luc Gariépy to discuss the growing interest in private market co-investments and secondary inv…

1
Genda // Taiju Watanabe 1:29:23

6M ago1:29:23

1:29:23

Interview with Taiju Watanabe, CFO of Genda Inc.By Jake Barfield

1
Building Success: Challenges, Growth and Industry Leadership 23:38

6M ago23:38

23:38

In episode 19, we give the hosting reins to Terry Steffey, owner of Dibbleville Woodworks in Fenton, MI, and board member of the Cabinet Makers Association. He chats with fellow board member Amy Thrasher-Price, owner of D&H Quality Cabinets in Lindale, Texas. Amy shares her inspiring journey in the woodworking industry, including taking over her fa…

1
Digital Health Care: Huge Needs, Lots of Long-Term Opportunities!! 40:44

7M ago40:44

40:44

Hi everyone. Are you one of the millions of people who’s now using a health monitoring device, you know, like a blood pressure or glucose monitor? Well, that’s just one facet of the digital health care space… and there are so many others. Now what’s really exciting is that digital health care offers a huge number of opportunities, spanning everythi…

1
How retirement planning could change in the face of the Longevity Economy 29:56

7M ago29:56

29:56

As birth rates decline and our population ages, the ripple effects of this demographic transition are felt across all areas of our lives, from financial well-being, long-term health, caregiving, career trajectory and retirement planning. In our latest episode, Haleh Nazeri, Longevity Lead at the World Economic Forum, joins Mercer’s Global DB Segmen…

1
PAT Perspectives #7: Finding value in a larger and more diverse European living sector 11:47

8M ago11:47

11:47

The European living real estate sector has undergone significant shifts over the past 12-18 months, with a changing macroeconomic picture impacting both the rental market and home ownership. But how resilient is the sector today? What lessons can history offer about its future? And which segments of the sector hold the most potential for investors?…

1
City In Focus #7: Brussels 17:22

8M ago17:22

17:22

There’s more to Brussels than waffles and chocolate - it’s a multicultural, well-connected city which ranks as one of the best places to invest in Europe. This is City in Focus - a podcast series from PATRIZIA where, every quarter, we highlight the cities that stand out or rank highly in PATRIZIA’s European Living Cities Index. In this episode, we …

1
From Workshop to Showroom: Exploring Automation, Outsourcing, and Industry Growth 41:15

8M ago41:15

41:15

In episode 18, we give the hosting reins to Randy Niewind, president of Randy's Cabinets and Woodworks and board member of the Cabinet Makers Association. He chats with Samuel Oprea, CEO of the Kitchen & Bath Design Group in Atlanta, GA. Samuel shares his inspiring journey, from his family's move from Romania to the U.S. to launching a small cabine…

1
Constructing agile portfolios in Asia, Live from the Mercer Global Investment Forum in Hong Kong 19:29

8M ago19:29

19:29

Join us to explore some of the key challenges Asian allocators are facing in today's dynamic market. In this episode of Critical Thinking, live from the Mercer Global Investment Forum in Hong Kong, Mercer's Michael Lernihan, Adeline Tan, and Garvan McCarthy discuss how to build agile portfolios that can weather economic storms and capitalize on eme…

1
Exploring Asia’s alternative investment evolution, live from the Mercer Global Investment Forum in Hong Kong 31:58

8M ago31:58

31:58

With diverse and often divergent economic backdrops among the region’s economies, as well as complex and evolving risks, navigating the Asian alternative investments landscape can require expertise and local knowledge. In our latest Critical Thinking podcast, recorded live from the Mercer Global Investment Forum in Hong Kong, Robert Ronneberger, Ra…

1
PODCASTING: OPPORTUNITIES ABOUND FOR GOOD CONTENT CREATORS AND MANY OTHERS, TOO! 39:23

9M ago39:23

39:23

Hi everyone. First, a simple request: If you like this episode, or the Looking Forward®: Opportunities for Job, Career, Business, and Investment Seekers podcast, can you please give us a good rating here? I'd really appreciate that! https://www.podchaser.com/LookingForwardOpportunitiesForJobCareerBusinessAndInvestmentSeekers Now, on to our episode!…

1
#23 Decarbonising real estate: Realising value from brown-to-green developments 31:39

9M ago31:39

31:39

Around 80% of the buildings that will be standing in 2050 have already been built. So how can we make these existing structures more sustainable, energy-efficient and suitable for modern-day tenants? That's where the concept of ‘brown to green’ comes in. Transforming outdated, inefficient buildings into environmentally friendly, energy-efficient st…

1
DATA ANALYTICS: CREATES JOBS, IMPROVES BUSINESSES, AND GROWS ECONOMIES!! 34:56

9M ago34:56

34:56

Hi everyone. First, a simple request: If you like this episode, or the Looking Forward®: Opportunities for Job, Career, Business, and Investment Seekers podcast, can you please give us a good rating here? I'd really appreciate that! https://www.podchaser.com/LookingForwardOpportunitiesForJobCareerBusinessAndInvestmentSeekers Now, on to our episode!…

1
PAT Perspectives #6: Reimagining the office of the future 9:03

9M ago9:03

9:03

The workplace is evolving at a rapid pace, with hybrid and flexible working now the new normal. As a result, the role and design of office spaces are undergoing a dramatic transformation. So, what does this mean for investors? PAT Perspectives is the podcast where we ask our guests five simple questions on one topic or trend impacting the real asse…

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