Kathryn Young | Old adages, concentrated risk and aligning with the family philosophy
In Episode 41, Alex Proimos speaks with Kathryn Young, head of investments at Cambooya.
Rob Doyle | A-Shares, H-Shares, ADRs, governance and implementation strategies for China
In Episode 40, Alex Proimos speaks with Robert Doyle, director of public markets – equities at bfinance
Alex Wise | Deconstructing Wirecard, due diligence in a virtual world and finding fraudulent actors
In Episode 39, Alex Proimos speaks with Alex Wise, Head of Australia at Castle Hall.
Travers McLeod | Complacency, systemic risks and building a stronger Australia
In Episode 38, Alex Proimos speaks with Travers McLeod, chief executive of the Centre for Policy Development.
Jack Gray: Australia better off with ‘one or two’ super funds
The Australian superannuation industry would be a lot less wasteful if it were amalgamated into one or two giant funds, argues one industry veteran.
AMP Capital co-investing alongside hedge funds to add idiosyncratic returns
Seeking reduced correlation to other strategies such as equities, AMP Capitals’ Anastassia Juventin says co-investment aims to enhance the idiosyncrasy of hedge fund return streams.
Jack Gray | Market uncertainty, the art of a super fund and the courage to fail
In Episode 37, Alex Proimos speaks with Jack Gray now semi-retired but was the former co-head of asset allocation at GMO Boston, chief investment officer at SunSuper, executive director at AMP Asset Management, adjunct professor of finance at the Centre for Investment Management Research at the University of Technology, Sydney and director and special advisor to Brookvine.
Alternatives a ‘loser’s game’: Ennis Knupp founder
Richard Ennis, an early pioneer of quant investing and co-founder of US investment consultancy giant EnnisKnupp, has a simple message for fund trustees: Liquidate your alternative investments and put the proceeds into index funds.
Look to alternatives as COVID-19 threatens core real assets
COVID-19 is severely disrupting core, traditional real assets so investors need to increasingly turn to non-GDP exposed assets and alternatives, says Willis Towers Watson’s Dania Zinurova
Anastassia Juventin | Liquid alternatives, idiosyncratic returns and restructuring a hedge fund portfolio
In Episode 36, Alex Proimos speaks with Anastassia Juventin, portfolio manager, hedge funds and alternative strategies at AMP Capital.
First State’s Deanne Stewart on conflicts and the role of transparency in ESG
Having just completed a merger with Vic Super to create one of Australia’s largest industry funds, First State Super CEO Deanne Stewart discusses conflicts of interest, the difficult job of balancing ESG practices with member interests and the challenges of scale.
US recession to be more protracted than expected: DiMartino Booth
Fed policy is exacerbating the “barbell” shape of the US economy and setting it up for a domino chain of hardship when the credit cycle is allowed to return to normality, argues market commentator and chief strategist Danielle DiMartino Booth.
