Best Key Wealth Institute Podcasts (2025)

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117: Geopolitics with Alan Dupont – Tech wars, Geoeconomics and the Mag 7 43:35

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4d ago43:35

43:35

In this episode, I'm speaking with Dr Alan Dupont, who is the founder and CEO of Cognoscenti Group. Alan is a highly respected geopolitical strategist and has advised a wide range of governmental and commercial organisations, including the Northern Territory Government, Asia Society, the Australian Strategic Policy Institute and Outcomes Australia.…

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116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets 1:00:52

18d ago1:00:52

1:00:52

In this episode of the [i3] podcast, Conversations with Institutional Investors, we speak with Danny Latham, Partner and Head of Australia and New Zealand for Igneo Infrastructure Partners. We discuss the evolution of infrastructure assets, termed "Infrastructure 2.0," which includes renewable energy, digitalisation, and waste management. Danny hig…

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Harvesting the Waves: Environmental Peacebuilding in the South China Sea 21:58

23d ago21:58

21:58

This episode features Mr. James Borton, who is a non-resident senior fellow at the Foreign Policy Institute of the Johns Hopkins School of Advanced International Studies (SAIS). He has spent more than 30 years reporting from Southeast Asia, establishing himself as a leading voice on environmental policy in the South China Sea. Mr. Borton is a seaso…

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115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies 1:07:44

1M ago1:07:44

1:07:44

Ben Darwin is the Co-founder and General Manager of Corporate at Gain Line Analytics and in this episode we're going to take a look at what makes teams successful and stay successful. Ben is a former Wallaby player, having played 28 test matches for Australia. He's a former coach and a performance analyst, having worked with a number of rugby teams…

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114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing 59:27

2M ago59:27

59:27

Michael Block is Chief Investment Officer of Bellmont Securities and Adjunct Industry Professor at the University of Technology Sydney (UTS), where he helped establish the UTS Anchor Fund. The UTS Anchor Fund is a live investment portfolio managed by students to give them hands on experience with managing portfolios. In this episode, we take a look…

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113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation 44:39

3M ago44:39

44:39

Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a true long-term mind-set. Van…

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112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:34

4M ago46:34

46:34

Suhail 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…

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111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio 34:37

5M ago34:37

34:37

In 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 Podcas…

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110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration? 30:30

6M ago30:30

30:30

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 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…

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109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model 28:10

6M ago28:10

28:10

In 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 o…

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108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT 35:57

8M ago35:57

35:57

Private 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 …

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107: Scott Donald on Governance and Member Meetings 39:08

8M ago39:08

39:08

In 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 …

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106: Tuckwell Family Office's Craig Dandurand 59:25

9M ago59:25

59:25

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 he…

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105: T. Rowe Price's Jessica Sclafani 29:21

10M ago29:21

29:21

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…

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104: State Super's John Livanas 45:20

11M ago45:20

45:20

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…

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103: Janus Henderson's Matt Culley 44:20

12M ago44:20

44:20

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 Investors 02:00 I initially wanted to be…

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102: Qantas Super's Andrew Spence 44:50

1y ago44:50

44:50

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…

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Bhutan’s Multifaceted Approach to Sustainable Development 21:31

1y ago21:31

21:31

This episode of US-Asia Institute's podcast, Asia Unscripted, features Mr. Michael Kugelman, the director of the Wilson Center's South Asia Institute. He is also a columnist for the Foreign Policy Magazine. His primary research projects include geopolitics in South Asia, U.S.-India technology cooperation, and the role of the U.S.-led war in Afghani…

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101: ECP's Damon Callaghan and Sam Byrnes 47:23

1y ago47:23

47:23

In 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 s…

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100: Private Equity Co-investments with Neuberger Berman 41:59

1y ago41:59

41:59

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 0…

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99: Global Equities with Janus Henderson 39:36

1+ y ago39:36

39:36

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 Investors 02:00 Getting i…

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Asia Unscripted: Cambodia's Approach to Climate Change: A Deep Dive Into their Environmental Policies 33:56

1+ y ago33:56

33:56

This episode of US-Asia Institute's podcast, Asia Unscripted, features Dr. Courtney Work, who is an Associate Professor at National Chengchi Univeristy. Before joining National Chengchi University, Dr. Work completed her PhD at Cornell University, in Ithaca, NY in 2014, after which she spent five years on a research post-doc with the Institute for …

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98: Artificial Intelligence in Wealth Management 1:01:41

1+ y ago1:01:41

1:01:41

In 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…

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97: Talking Leadership with Felicity Walsh 48:37

1+ y ago48:37

48:37

In 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 Templeton 01:00 Hanging up the chemistry lab coat and safety spe…

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Thailand's Foreign Policy: Exploring the Shifting Dynamic of US-Thai Relations 27:57

1+ y ago27:57

27:57

This episode of US-Asia Institute's podcast, Asia Unscripted, features Ambassador Scot Marciel, Ambassador Scot Marciel is the Oksenberg-Rohlen Fellow at the Freeman Spogli Institute for International Studies. From 2010 to 2013, Ambassador Marciel served as U.S. Ambassador to Indonesia and served as the first U.S. Ambassador for ASEAN Affairs and D…

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Modern India-Pakistan Relations: A look into the history of India and Pakistan’s Politics 29:25

1+ y ago29:25

29:25

This episode of US-Asia Institute's podcast, Asia Unscripted, features Dr. Alka Jauhari, who is a Practitioner In Residence at the Department of Human Sciences of the University of New Haven. Dr. Jauhari has obtained a Bachelor of Arts in Political Science at Isabella Thoburn College, a Masters Degree in Political Science at Lucknow University, and…

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Community Initiatives in Mongolia: Gaining Insight From the Co-Director of the Friends of Mongolia 24:28

1+ y ago24:28

24:28

This episode of US-Asia Institute's podcast, Asia Unscripted, features Nick Millward, who is the U.S. Co-Director of Friends of Mongolia. Nick Millward earned a bachelor’s in international studies at Virginia Military Institute. Upon graduating, he served as an Infantry Officer in the US Marine Corps for 7 years, where he was eventually stationed i…

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96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:51

1+ y ago41:51

41:51

In 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.…

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95: CAIA's John Bowman – Alternatives, ESG and TPA 51:32

1+ y ago51:32

51:32

John 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 approach Overview of podcast with John Bowman, CAIA 02:00 I got involve…

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The Honorable Sade Bimantara: Celebrating 75 Years of Indonesia-US Relations 17:24

1+ y ago17:24

17:24

This episode of US-Asia Institute's podcast, Asia Unscripted, features the Charge d'Affaires of the Embassy of the Republic of Indonesia, The Honorable Sade Bimantara. He is a career diplomat and graduate of Victoria University of Wellington, New Zealand, where he obtained his Bachelor and Masters in his focuses of interests: economics, finance, an…

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94: ART's Andrew Fisher on Scale 37:19

1+ y ago37:19

37:19

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, 202…

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93: NextEnergy Capital's Mike Bonte-Friedheim 38:25

1+ y ago38:25

38:25

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 Overview of Podcast with Micha…

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92: Benefit Street Partners' Mike Comparato 33:05

1+ y ago33:05

33:05

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 o…

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91: Celebrating 20 Years of NZ Super 48:04

1+ y ago48:04

48:04

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 fund 01…

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David Dollar: South East Asia and China’s Belt and Road Initiative 30:05

2y ago30:05

30:05

This episode features Dr. David Dollar, who is a senior fellow in the John L. Thornton China Center at the Brookings Institution and host of the Brookings trade podcast, Dollar&Sense. He is a leading expert on China’s economy and U.S.-China economic relations. From 2009 to 2013, Dollar was the U.S. Treasury’s economic and financial emissary to Chin…

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90: Janus Henderson 2023 Australian Insurance Report 36:54

2y ago36:54

36:54

In 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…

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89: Michael Kollo on Artificial Intelligence 41:14

2y ago41:14

41:14

In 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 involve…

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James Borton and Rodger Baker: Science Diplomacy and The Ecological Implications of The South China Sea 27:54

2y ago27:54

27:54

This episode features James Borton and Rodger Baker, the co-authors of the South China Sea Maritime Survey, a survey that aims to “underscore the urgency to examine the benefits and prospects of science-led initiatives in light of the unfolding climate and ecological changes occurring in the region (Source: RANE Marcom blog).” James Borton is a Sen…

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88: HMC Capital's David Di Pilla 30:48

2y ago30:48

30:48

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…

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Dr. Dini Sejko: Sovereign Wealth Funds in South East Asia 26:58

2y ago26:58

26:58

This episode features Dr. Dini Sejko, a Lecturer at the Hong Kong University of Science and Technology, Business School, and a research affiliate at The Fletcher Network for Sovereign Wealth and Global Capital, Tufts University. Dr Sejko’s research focuses on international economic law and the governance of state-owned enterprises and sovereign wea…

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87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt 44:29

2y ago44:29

44:29

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! O…

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Mark Manantan: AI Governance and Cybersecurity in South East Asia 25:36

2y ago25:36

25:36

This episode features Mark Manantan, the Director of Cybersecurity and Critical Technologies at the Pacific Forum. At the Forum, Mr. Manantan currently leads the Cyber ASEAN capacity-building initiative, and the US Cyber, Technology, and Security partnerships with Japan, Australia, Taiwan, and South Korea. Mr. Manantan is also a non-resident fellow…

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Justin Hall: Venture Capital Investment in South East Asia 25:54

2y ago25:54

25:54

This episode features Justin Hall, a partner at Golden Gate Ventures, a venture capital firm headquartered in Singapore that invests in early stage tech startups across various South East Asian countries (with offices in Indonesia and Vietnam). Hall’s investment portfolio is wide-ranging, including web-based marketplace Carousell, and most recently…

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Ramesh Subramaniam: Climate Financing and ASEAN’s Clean Energy Transition 25:39

2y ago25:39

25:39

This episode features Ramesh Subramaniam, Director General of the Southeast Asia Department for the Asian Development Bank (or ADB), a regional development bank that works to promote social and economic development in Asia. Under his department, he has managed over $24 billion in projects under implementation. In addition, he currently holds positi…

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86: Deloitte's Craig Roodt – APRA, performance test and good governance 51:55

2y ago51:55

51:55

Craig Roodt is Director of Investment Governance and Risk at Deloitte Touche Tohmatsu and is also known for his time with the Australian Prudential Regulation Authority (APRA). In this episode, we speak about the governance challenges of in-sourcing asset management functions by pension funds, the Your Future, Your Super performance test and some t…

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85: PGIM's Jakob Wilhelmus on Food Security 30:02

2y ago30:02

30:02

In episode 85 of the [i3] Podcast, we speak with Jakob Wilhelmus, who is Director of Thematic Research at PGIM about their 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 Jakob Wilhelm…

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84: Lighthouse Infrastructure's Peter Johnston 33:45

2+ y ago33:45

33:45

Peter Johnston is Managing Director of Lighthouse Infrastructure, a sustainable infrastructure and real asset fund management company that has more recently been investing in affordable housing for key workers. In this episode, we delve deep into the issue of affordable housing and how it presents an opportunity for institutional investors. Overvie…

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83: David Brown – Unlisted Assets and Cook Islands Super 1:00:05

2+ y ago1:00:05

1:00:05

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 Leo de Bev…

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82: ChatGPT_Machine Learning and Venture Capital 1:16:13

2+ y ago1:16:13

1:16:13

In this episode of the [i3] Podcast, we look at machine learning and artificial intelligence. Our guests are Kaggle Founder Anthony Goldbloom and Stanford CS Professor Chris Manning, who are both involved in venture capital firm AIX Ventures, as investment directors. We speak about the state of play in machine learning and artificial intelligence, …

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81: TCorp's Tanya Branwhite – Total Portfolio Approach and Diversification 45:06

2+ y ago45:06

45:06

Tanya Branwhite is the Head of Portfolio Construction at the asset manager for the state of New South Wales, TCorp. In this episode, we speak about Tanya's early career, including ruffling some feathers at Macquarie Group, TCorp's interpretation of a Total Portfolio Approach and the lessons we should have learned from the GFC. Enjoy the show! Overv…