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Andrew Naylor | The strategic role of gold, drivers of value and the impact of the Basel III changes

06/08/202130/07/2021 by Alex Proimos

In episode 114, Alex Proimos speaks with Andrew Naylor, regional chief executive, APAC ex-China, World Gold Council.

Categories Podcasts, Market Narratives Leave a comment

Jon Lukomnik | Maslow’s hammer, beta activism and the modern portfolio theory paradox

06/08/202130/07/2021 by Alex Proimos

In episode 113, Alex Proimos speaks with Jon Lukomnik, author of Moving Beyond Modern Portfolio Theory: Investing That Matters.

Categories Podcasts, Market Narratives Leave a comment

Corey Hoffstein | Liquidity cascades, the transformation of risk and deprogramming the cult

06/08/202130/07/2021 by Alex Proimos

In episode 112, Alex Proimos speaks with Corey Hoffstein, co-founder and chief investment officer at Newfound Research.

Categories Podcasts, Market Narratives Leave a comment

Viktor Shvets | The great rupture, the essence of money and the future of humanity

06/08/202130/07/2021 by Alex Proimos

In episode 111, Alex Proimos speaks with Viktor Shvets, author of The Great Rupture: Three Empires, Four Turning Points, and the Future of Humanity and managing director, head of the Asia-Pacific and global strategy at Macquarie Group.

Categories Podcasts, Market Narratives Leave a comment

Jeff Hooke | The myth of private equity, market fallacies and the Stockholm syndrome

06/08/202130/07/2021 by Alex Proimos

In episode 110, Alex Proimos speaks with Jeff Hooke, a senior finance lecturer at Johns Hopkins Carey Business School. 

Categories Podcasts, Market Narratives Leave a comment

Flash boys, wisdom as an algorithm and outsmarting the globe | Noel Smith

06/08/202130/07/2021 by Alex Proimos

In episode 109, Alex Proimos speaks with Noel Smith, chief investment officer at Convex Asset Management. 

Categories Unintentional Leave a comment

Noel Smith | Flash boys, wisdom as an algorithm and outsmarting the globe

06/08/202130/07/2021 by Alex Proimos

In episode 109, Alex Proimos speaks with Noel Smith, chief investment officer at Convex Asset Management. 

Categories Podcasts, Market Narratives Leave a comment

Mike Green | Passive flows, a self-perpetuating market and unpleasant simulations

06/08/202130/07/2021 by Alex Proimos

In episode 108, Alex Proimos speaks with Mike Green, chief strategist and portfolio manager at Simplify Asset Management.

Categories Podcasts, Market Narratives Leave a comment

Thad McCrindle | Learning art through experience, active allocations and adaptive decision making

06/08/202130/07/2021 by Alex Proimos

In episode 107, Alex Proimos speaks with Thad McCrindle, chief investment officer at Sandhurst Trustees.

Categories Podcasts, Market Narratives Leave a comment

Andrew Lill | The road to REST, transformation and building teams for a new market regime

06/08/202130/07/2021 by Alex Proimos

In episode 106, Alex Proimos speaks with Andrew Lill, chief investment officer at Rest Super.

Categories Podcasts, Market Narratives Leave a comment

Andrew Parry | Market forces, activism and capitalism as an adaptive system

06/08/202130/07/2021 by Alex Proimos

In episode 105, Alex Proimos speaks with Andrew Parry, head of sustainable investment at Newton Investment Management.

Categories Podcasts, Market Narratives Leave a comment

Del Hart | Strategy for manager selection, remote due diligence, expanding the co-investment program

06/08/202130/07/2021 by Alex Proimos

In episode 104, Alex Proimos speaks with Del Hart, head of external investments and partnerships at NZ Super Fund.

Categories Business strategy, Podcasts, Market Narratives Leave a comment
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO
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‘Crazy’ to bet against US, AI momentum: CFS Super CEO

Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 
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Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 

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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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