Best Investment Innovation Institute I3 Podcasts (2025)

1
From The Archive – Gilmour Space Technologies 26:10

17d ago26:10

26:10

In honour of Gilmour Space Technologies obtaining regulatory approval from the Australian Space Agency to launch its very first home-grown rocket into space, we bring you an interview with Adam Gilmour from January 2022. The Eris rocket is due to take off on Thursday morning.In Episode 66, we spoke with Adam Gilmour, who is the co-founder and Chief…

1
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:33

1M ago46:33

46:33

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…

1
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio 34:36

2M ago34:36

34:36

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 Podcast…

1
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT 35:56

2M ago35:56

35:56

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 …

1
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration? 30:29

3M ago30:29

30:29

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…

1
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model 28:09

4M ago28:09

28:09

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 of…

1
107: Scott Donald on Governance and Member Meetings 39:07

5M ago39:07

39:07

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 …

1
106: Tuckwell Family Office's Craig Dandurand 59:24

6M ago59:24

59:24

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…

1
105: T. Rowe Price's Jessica Sclafani 29:20

7M ago29:20

29:20

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…

1
104: State Super's John Livanas 45:19

8M ago45:19

45:19

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 …

1
103: Janus Henderson's Matt Culley 44:19

9M ago44:19

44:19

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…

1
102: Qantas Super's Andrew Spence 44:49

10M ago44:49

44:49

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…

1
101: ECP's Damon Callaghan and Sam Byrnes 47:22

11M ago47:22

47:22

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 st…

1
100: Private Equity Co-investments with Neuberger Berman 41:58

12M ago41:58

41:58

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 Berman01…

1
99: Global Equities with Janus Henderson 39:35

1y ago39:35

39:35

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…

1
98: Artificial Intelligence in Wealth Management 1:01:40

1y ago1:01:40

1:01:40

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…

1
97: Talking Leadership with Felicity Walsh 48:36

1y ago48:36

48:36

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 Templeton01:00 Hanging up the chemistry lab coat and safety spec…

1
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:50

1y ago41:50

41:50

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. …

1
95: CAIA's John Bowman – Alternatives, ESG and TPA 51:31

1y ago51:31

51:31

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 approachOverview of podcast with John Bowman, CAIA02:00 I got involved …

1
94: ART's Andrew Fisher on Scale 37:18

1+ y ago37:18

37:18

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…

1
93: NextEnergy Capital's Mike Bonte-Friedheim 38:24

1+ y ago38:24

38:24

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 energyOverview of Podcast with Michae…

1
92: Benefit Street Partners' Mike Comparato 33:04

1+ y ago33:04

33:04

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 of…

1
91: Celebrating 20 Years of NZ Super 48:03

1+ y ago48:03

48:03

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…

1
90: Janus Henderson 2023 Australian Insurance Report 36:53

1+ y ago36:53

36:53

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…

1
89: Michael Kollo on Artificial Intelligence 41:13

1+ y ago41:13

41:13

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 involved…

1
88: HMC Capital's David Di Pilla 30:47

1+ y ago30:47

30:47

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…

1
87: Janus Hendersons' Thomas Haugaard – Emerging Market Debt 44:28

1+ y ago44:28

44:28

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!Ov…

1
86: Deloitte's Craig Roodt – APRA, performance test and good governance 51:54

2y ago51:54

51:54

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…

1
85: PGIM's Jakob Wilhelmus on Food Security 30:01

2y ago30:01

30:01

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 Wilhelmu…

1
84: Lighthouse Infrastructure's Peter Johnston 33:44

2y ago33:44

33:44

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.Overview…

1
83: David Brown – Unlisted Assets and Cook Islands Super 1:00:04

2y ago1:00:04

1:00:04

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…

1
82: ChatGPT_Machine Learning and Venture Capital 1:16:12

2y ago1:16:12

1:16:12

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, t…

1
81: TCorp's Tanya Branwhite – Total Portfolio Approach and Diversification 45:05

2y ago45:05

45:05

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!Overvi…

1
80: Mine Super's Sean Anthonisz – academia, quants and loose graphs 41:16

2+ y ago41:16

41:16

Sean Anthonisz is the Head of Investment Strategy of Mine Super, a pension fund for the mining industry. In this episode, we talk to Sean about his background in academia and the intersection with investment implementation, the use of 'fairly loose graphs' in the industry, P-hacking and decarbonisation in a mining fund. Please enjoy the show.Overvi…

1
79: Dr Warren McKenzie on Nuclear Fusion 35:17

2+ y ago35:17

35:17

Last month, scientists from the Lawrence Livermore National Laboratory, a defence facility that sits under the US Department of Energy, announced that they had achieved a nuclear fusion reaction that produced more energy than it took to ignite it, using high-powered lasers. The announcement was both celebrated as a milestone in science and criticis…

1
78: ART's Ian Patrick - Merger, Internalisation and Decarbonisation 37:23

2+ y ago37:23

37:23

In episode 78 of the [i3] Podcast, we speak with Ian Patrick, Chief Investment Officer at the Australian Retirement Trust. We delve into the latest developments of the merger between legacy funds Sunsuper and Qsuper, we discussed inhouse asset management and the impact of decarbonisation. Enjoy the show!Overview of Podcast with Ian Patrick, CIO of …

1
77: Maple Brown Abbott's Geoff Bazzan 37:02

2+ y ago37:02

37:02

Geoff Bazzan is Head of Asia-Pacific Equities at Maple-Brown Abbott. In this episode of the [i3] podcast, we speak about the Asian equity markets, whether value-style investing is suited to the Chinese market and the recent geopolitical upheaval. Please enjoy the show. Overview of podcast with Geoff Bazzan, Maple Brown Abbott01:00 Starting at Maple…

1
76: Allspring's Henrietta Pacquement 33:32

2+ y ago33:32

33:32

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 on credit. P…

1
75: Behavioural Finance Australia's Simon Russell – Equities, Selling Discipline and Biases 47:33

2+ y ago47:33

47:33

In this episode of the [i3] Podcast, we speak with Simon Russell, Founder and Director of Behavioural Finance Australia, about his new book: ‘Behavioural Finance: A Guide for Listed Equities Teams’. We talk about how institutional investors are not immune to biases, even if they are aware of them. The application of behavioural finance to selling d…

1
74: Janus Hendersons' David Elms – Hedge funds, Factor Strategies and Protection 39:25

3y ago39:25

39:25

In Episode 74 of the [i3] Podcast, we speak with David Elms, Head of Diversified Alternatives and Portfolio Manager, Janus Henderson Investors. David, an Australian based in London, discusses the changing nature of bonds and their correlation to equities, trend-following versus option strategies and he tackles the idea that illiquidity stabilises p…

1
73: PERSI's Bob Maynard – Retirement and Reflections on Career 51:27

3y ago51:27

51:27

In this episode of the [i3] Podcast, we speak with Bob Maynard, Chief Investment Officer of the Public Employees Retirement System of Idaho (PERSI) at the eve of his retirement, after 30 years with the fund. We look back at how a job as the deputy attorney of Alaska saw him getting involved with investing and how he has stuck to his mantra of keepi…

1
72: Federated Hermes' Caroline Cantor – Biodiversity 39:17

3y ago39:17

39:17

Why should institutional investors care about biodiversity in their investment strategy, when they are still embarking on the net zero journey? Because it is most likely to be the next area of focus for regulators and society more broadly, Caroline Cantor of Federated Hermes says. BTW, did you know the average person eats about a credit card worth …

1
71: Digital Assets with Nick Abrahams 36:05

3y ago36:05

36:05

Nick Abrahams is the Global co-leader of Norton Rose Fulbright's Digital Transformation Practice and a futurist. In this episode, we talk about digital assets, the value drivers behind non-fungible tokens (NFTs), cybersecurity and negotiating with ransomware attackers.Overview of Podcast with Nick Abrahams, Norton Rose Fulbright01:00 You are a lawy…

1
70: World Gold Council's John Reade – Gold as a Long Term Asset 40:18

3y ago40:18

40:18

John Reade is the Chief Market Strategist for the World Gold Council. John is not only a former investor with a well-known US hedge fund and strategist with investment bank UBS, he actually started out in the mines of South Africa as an engineer. In this podcast, we talk about gold as a long term asset, the potential as an inflation hedge and discu…

1
69: Stewart Investors' Pablo Berrutti - Bottom Up Sustainability 50:37

3y ago50:37

50:37

Pablo Berrutti is Senior Investment Specialist, Sustainable Funds Group at Stewart Investors. Starting as a risk specialist, Pablo became quickly aware of the dangers of climate change, even before he knew what ESG was. In this conversation, we discuss the likelihood of fossil fuel-based companies making the transition to low carbon business models…

1
68: Future Fund's Sue Brake – 15 Years of the Future Fund 43:29

3y ago43:29

43:29

Sue Brake is the Chief Investment Officer of the Future Fund. In this episode, we talk about the fund's 15 year celebration, looking at the early days of how the fund started to invest just as the global financial crisis began to impact markets. We also discuss the recent investment strategy review and look at the years ahead. Please enjoy the show…

1
67: Janus Henderson's Hamish Chamberlayne – sustainable investing & technological reliance 43:58

3+ y ago43:58

43:58

Hamish Chamberlayne is Head of Global Sustainable Equities at Janus Henderson Investors. In this podcast, we talk about Hamish' background in analysing energy companies, the sense and nonsense of ESG ratings, reliance on technology and opportunities in Australian listed companies. Please enjoy the show.Overview of Podcast with Hamish Chamberlayne2:…

1
66: Gilmour Space's Adam Gilmour – The Industry of Space, Insto Interest and Chinese spies 26:10

3+ y ago26:10

26:10

Adam Gilmour is the co-founder and Chief Executive Officer of Australian rocket company Gilmour Space. His business is backed by some of the largest institutional investors in Australia, including Hostplus, HESTA and NGS Super, as well as several venture capital firms. In this interview, we talk about the business of rocket launches, space cargo, i…

1
65: UniSuper's John Pearce – inhouse management, performance test and China 43:11

3+ y ago43:11

43:11

John Pearce is the Chief Investment Officer of Unisuper, one of the best performing funds in Australia. We talk about in-house management, sense and nonsense of asset buckets, APRA's performance test and China. Please enjoy the show.Overview of Podcast with John Pearce, Chief Investment Officer of UniSuper 1:00 Starting in the back office of Westpa…

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64: Vontobel's Matt Benkendorf – Investigative Journalism, Quality and Divestments 54:08

3+ y ago54:08

54:08

In episode 64 of the [i3] Podcast, we speak with Matt Benkendorf, CIO of Vontobel Quality Growth, a global equity strategy of Vontobel Asset Management. We spoke about the firm's unusual deployment of investigative journalists, how to create thoughtful portfolios when divesting tobacco and, of course, learnings from the global pandemic. Please enjo…

Podcasts Worth a Listen

Investment Innovation Institute I3 Podcasts

Podcasts Worth a Listen