Money Maze Podcast

Brian Menell, CEO of TechMet, dives into critical mineral supply chains and the urgent need for large capital in mining. Per Lekander, from Clean Energy Transition, discusses the economics of energy transitions while highlighting the interplay between climate and security. Kristin Eshak Weldon emphasizes sustainable investment strategies, mentioning the importance of energy affordability. Bill Orum shares insights on how long-duration risks are priced in infrastructure investments, making a compelling case for engagement in critical minerals as a path forward.

Maggie Fanari, CEO of RIT Capital Partners and former investment expert at Ontario Teachers, dives into her career journey and the unique identity of RIT. She highlights their flexible asset allocation strategy, combining public equities with an impressive private investment portfolio, including stakes in innovative sectors like fintech and AI. Maggie also discusses RIT's intriguing 30% discount to NAV and the importance of partnerships in enhancing investment opportunities. Plus, she shares insights on navigating currency risks and her advice for young investors.

Sir Nick Clegg, former leader of the UK Liberal Democrats and Deputy Prime Minister, shares insights from his transition to Silicon Valley as a senior Meta executive. He candidly discusses the challenges of content moderation, including the controversial removal of Trump from Facebook. Clegg warns about the balkanisation of the Internet and debates the risks and realities of AI, highlighting Europe's technological shortcomings and the dominance of US and Chinese tech. His thoughts offer a critical lens on geopolitics and the future of digital connection.

Today’s episode started as “Good Investor, Poor Communicator”, but as we researched this topic ahead of the conversation it became a bigger theme than simply, why at times, great investment managers are often less effective communicators.  In this conversation, we explore how communication is changing; first in the asset management community as firms adapt, and acknowledge the importance of their brand, through to the newer ways they seek to communicate, explain and position their enterprises.  Jen then expands into other incredibly important areas for young and old. In an A.I integrated world why the power of the spoken word assumes greater importance.  The tension of “literacy vs oracy”, how to think about “nailing the narrative”, “battle the sea of sameness”, “approach people in the hallway”, “navigate a tough capital-raising environment”, deal with “glass ceilings” and maintain “humility”.  And, of course, the two most important words in business…  The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.       Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube   

Huw Van Steenis, Vice Chair of Oliver Wyman and a banking expert, shares insights on the rapidly growing private credit market. He discusses its impact on wealth portfolios and the potential risks associated with the shift from traditional banking to unregulated private markets. The conversation dives into the role of insurance companies, the allure of evergreen funds, and the complexities of securing loans with hard assets. Huw emphasizes the necessity for careful risk evaluation amidst evolving investment strategies and the changing economic landscape.

Discover a treasure trove of career wisdom from seasoned finance leaders. They share valuable lessons on overcoming self-doubt and the power of networking for personal growth. Authentic relationships and mentorship are emphasized as keys to professional success, especially for women. The conversation also highlights the importance of resilience and adaptability in achieving goals. Plus, insights into fostering curiosity in young professionals and advocating for greater female representation in the investment industry round out this enlightening compilation.

Has the demise of London's leading financial services been "greatly exaggerated", and does the underlying evidence tell a very different story? In this interview, held at Mansion House in the historic City of London financial district, the Right Honourable Alastair King (696th Lord Mayor of the City of London) explains his view that the UK enjoys an unrivalled position, untouched by other European capitals.   He explains London and the wider UK “moat”, and why it exhibits persistency and resilience. Perhaps the most unexpected statistic is the significant growth in employment numbers in the City since Brexit. He discusses the importance of the Mansion House Reforms and the £75bn of investment by 2030, headed into private assets. He discusses why we must recognise that we need to take more risk, judiciously but emphatically (and this is directed at both public and private markets).  Lord Alastair then touches on the lessons we can learn from Canada and Australia and his current priorities. Finally, he explains why we need to get on planes/trains in order to trumpet the UK and drive new business opportunities.  The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.   Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube  

Brian Kingston, CEO of Brookfield Real Estate, leads one of the largest real estate management firms with over $1 trillion in assets. He discusses how to make wise investment choices and the risks involved in real estate. Kingston highlights lucrative opportunities across different regions, from Spain's hospitality sector to the UK’s student accommodations. He emphasizes the intertwining relationship between real estate and infrastructure, alongside the global challenge of housing shortages in various countries.

In this thought-provoking discussion, Peter Frankopan, Professor of Global History at Oxford and author of The Silk Roads, examines the shifting global order and historical perspectives on current geopolitical tensions. He dives into the implications of China’s Belt and Road Initiative, the complexities of Iran's political landscape, and the evolving dynamics in Europe. Frankopan also shares insights into modern education challenges, investment prospects, and his enthusiasm for the Olympics, blending history with contemporary issues in an engaging way.

Ron Biscardi, CEO and founder of iConnections, shares his journey from engineering to creating a pivotal platform for the alternative investment industry. He explains the innovative approach behind building technology to facilitate connections between managers and allocators. Highlights include the importance of data in enhancing productivity, the success of in-person conferences post-COVID, and the transformative impact of networking on business growth. Ron also discusses community initiatives that emerged during economic challenges, reflecting his commitment to building relationships in the investment landscape.