In episode 100, Alex Proimos speaks with Sean Henaghan, chief investment officer at Aurora Capital.
This episode is a celebratory one as Market Narratives ticks over one hundred episodes since we started only one year ago. Sean was the inaugural guest on the series. At that time, he was in lockdown in Whistler, Canada and contemplating his next step while being on sabbatical from AMP Capital. This episode discusses his new role running KiwiSaver, which is a voluntary work-based savings initiative to help you with your long-term saving for retirement. The conversation covers his approach to understanding client objectives, portfolio construction, market risks, niche investments and ESG thematic exposures that millennials are increasingly requesting greater alignment.