Episoder
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Santander Asset Management manages almost $230 billion*, employs over 850 people and operates in 10 countries. In this interview weâre pleased to feature Samantha Ricciardi, who has been CEO of the company since February 2022.
Samantha begins by putting into context the perspectives she acquired after working at BlackRock and Schroders, before covering Santanderâs investment philosophy, key strengths, and priorities for 2024/25.
She discusses the investment flows into and out of Latin America, the forces of digitisation, passiveâs growth, and how they are judiciously building a private markets capability.
She then explains more about investment interest in local LATAM debt & Middle Eastern inflows to the region, and why - as a significant player in the UK market - the investment opportunities here remain compelling. Interview recorded in June 2024.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | *As of March 2024
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DISCLAIMER - SANTANDER ASSET MANAGEMENT UK LIMITED
This podcast has been approved by Santander Asset Management UK Limited (SAM UK). This podcast is for information purposes only and does not constitute an offer or solicitation to buy or sell any securities or other financial instruments, or to provide investment advice or services. Opinions expressed within this podcast, if any, are current opinions as of the date stated and do not constitute investment or any other advice; the views are subject to change and do not necessarily reflect the views of Santander Asset Management as a whole or any part thereof. While we try and take every care over the information in this podcast, we cannot accept any responsibility for mistakes and missing information that may be presented. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Past performance is not a guide to future performance. All information is approved by Santander Asset Management UK Limited (Company Registration No. SC106669). Registered in Scotland at 287 St Vincent Street, Glasgow G2 5NB, United Kingdom. Authorised and regulated by the FCA. FCA registered number 122491. You can check this on the Financial Services Register by visiting the FCAâs website: www.fca.org.uk/register. Santander and the flame logo are registered trademarks: www.santanderassetmanagement.co.uk.
DISCLAIMER - MONEY MAZE PODCAST
All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents.Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising. -
There is a growing recognition that the term âhedge fundsâ, rather than being an asset class, instead represents a range of approaches to access very different investment opportunities.
Here at the Money Maze Podcast, we think that a better way of viewing them is through the lens of how a proven manager or style can help deliver a different, and less correlated, set of returns.
In this Money Maze Curated edition, we welcome Chris Dale, a seasoned investor in this space with an impressive long-term track record. He explains Kintburyâs approach, which offers an exposure to a universe of listed UK and European companies without having the market risk or beta.
Chris explains how they identify short and long opportunities, including why they shorted Wirecard, why they have been long Novo Nordisk for many years and the egregious price inflation in luxury goods.
He then explains their warning flags on the short side, and how sustained cash generation sits high on their list of priorities for their long investments.
MMP Newsletter | MMP LinkedIn | Contact Kintbury Capital
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DISCLAIMERS
MONEY MAZE PODCAST
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising).
KINTBURY CAPITAL
This podcast has been prepared by Kintbury Capital LLP (âKintbury Capital") solely for the purpose of providing background information on the strategy which Kintbury Capital operates. The distribution of this podcast may be restricted in certain jurisdictions. The information herein is for general information only, and it is the responsibility of any person or persons in possession of this podcast to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. This podcast is not intended for distribution to, or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
This podcast is not intended as an offer or solicitation with respect to the purchase or sale of any security.
The summary description included herein, and any other materials provided to you are intended only for information purposes and convenient reference and are not intended to be complete. This information is not intended to provide and should not be relied upon for accounting, legal or tax advice or investment recommendations. The investment examples provided herein are for discussion purposes only and are no guarantee of future results or that such investment opportunities will be available in the future. No reliance may be placed for any purpose on the information and opinions contained in this podcast or their accuracy or completeness. No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this document by any of Kintbury Capital, its members, employees or affiliates and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance of the strategy.
Kintbury Capital is authorised and regulated by the UK Financial Conduct Authority. This podcast is being communicated by Kintbury Capital and in the United Kingdom in accordance with Article 14 (Investment Professionals), Article 21 (Certified high net worth individuals) and Article 22 (High net worth companies) of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001, or pursuant to the permitted exemptions made available by the FCA in section 4.12 of its Conduct of Business Sourcebook.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. NO ASSURANCE CAN BE MADE THAT PROFITS WILL BE ACHIEVED OR THAT SUBSTANTIAL LOSSES WILL NOT BE INCURRED BY THE STRATEGY. -
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In 1989, Japan represented 43% of the worldâs stock markets. The eight largest banks in the world were Japanese, as were 7 of the worldâs top 10 corporations. 10 years later not a single Japanese company made it into the top 10.
After an epic bubble and even more epic bust, today, 34 years later, Japan is the worldâs 3rd largest economy, the worldâs largest creditor nation, the second largest stock market globally, has the most undervalued currency of the major economies, and has the highest debt to GDP ratio of any G7 nation.
In this conversation, Peter and Mark, Co-Founders of Arcus Investment, explain the changed landscape, politically, economically, and from an investment perspective.
The discussion begins with an overview of Arcusâs approach to investing after 25+ years managing approximately $2bn in AUM, as well as their value bias, what excites them, and an overview of the key macro forces shaping the worldâs third largest economy.
They reference that almost half of TOPIX trades below book and 40% of companies have no material research. They share their âbread and butterâ process of recycling the profits of appreciating stocks into undervalued firms (inspired by Buffett).
They speak about structural tailwinds, shifting allocations to equities, TSE reforms to âshameâ companies resistant to change, the relatively cheap yen, and where they are identifying value and investing.
MMP Newsletter | MMP LinkedIn | Contact Arcus Investment
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MONEY MAZE PODCAST - All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
ARCUS INVESTMENT LIMITED - All content on the Podcasts, including ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied, are for informational, entertainment, or educational purposes only and should not be construed as an offer, solicitation, investment advice, or recommendation to buy or sell a security or other investment product or to engage in or provide investment advisory services or activities. The information discussed in the Podcast is not intended to constitute investment, legal, tax or any other type of advice. Individuals should not use the information discussed on the Podcasts as the basis of an investment decision. The information discussed may include errors, inaccuracies or âforward looking statements,â which are inherently unreliable. Any investment involves risk. Individuals should undertake their own due diligence before investing or consult a licensed financial advisor before making any investment decisions. The value of investments in any financial assets may fall as well as rise. Investors may not get back the amount they originally invested. Past performance is not an indicator of future performance. Arcus conduct business only with professional clients, as defined by the Financial Conduct Authority. Arcus Investment Limited is authorised and regulated by the Financial Conduct Authority. -
In this interview, Hugo explains why he established Newcore 13 years ago, explaining its purpose and approach. He outlines why the specific opportunities afforded by investing in UK social infrastructure offers the potential of strong returns, allied to prudent capital management.
Hugo discusses the demand drivers, as the appetite for education, healthcare, waste management and even crematoria continues to grow (in line with rising populations & public sector spending).
He describes the dislocations in supply, and the headwinds faced by many operating in the real estate and infrastructure space, who employed too much leverage and are struggling to adjust to an environment of higher rates.
Hugo then describes how âvirtual-resistantâ real estate is vital as the internet continues to change consumption trends, why investing with a strong eye is good to governance & sustainability, and their guiding principles (underscored by their B-Corp status).
MMP Newsletter | MMP LinkedIn | Contact Newcore
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Litigation finance is a small but growing industry, proving to be an attractive opportunity for investors looking for a new uncorrelated alternative asset class.
Over the past five years, the UK litigation finance market has doubled (up from ÂŁ1 billion in 2017).
Given this growth, itâs not surprising that private equity and venture capital investors are increasingly interested in the space.
To understand more, we were pleased to be joined by Robert Rothkopf, Managing Partner of Balance Legal Capital. He set up the firm in mid-2015 and is supported by litigation titans like Lord David Gold and Ian Terry.
The firm is pioneering the development of the industry in the UK and internationally, being ranked by Chambers and Partners 2021 in both the UK and APAC regions. Balance Legal Capital is also listed in this yearâs Legal 500 as a key player in UK litigation funding.
It is also a proud member and supporter of the Association of Litigation Funders (ALF). The ALF is an independent body that has been charged by the Ministry of Justice with delivering self regulation of litigation funding in England and Wales.
Please enjoy and listen to our insightful discussion above to learn more about this fascinating sector, and discover where opportunities may lie.
Sign up to our Newsletter | Follow us on LinkedIn | Contact Balance Legal Capital
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
In 2017 Brian founded and continues to serve as Chairman and CEO of TechMet, a permanent capital vehicle investing in a portfolio of technology metal projects.
TechMet acquires and manages projects that produce, process and recycle the key strategic technology metals that go into batteries, electric vehicles and renewable energy systems; cobalt, lithium, nickel, tin, tungsten, rare earth metals and vanadium.
He explains how the world is undergoing a seismic transformation in how it produces and uses energy. A part of this is a mobility revolution with the mass adoption of electric vehicles.
These radical shifts represent âonce-in-a-centuryâ investment opportunities and will re-shape not just whole industries, but also the geopolitical landscape.
The West has been late to recognize the significant advancements made by the Chinese in this area over the last 20 years, and it now needs to play a tough game of catch-up.
A key to success will be the ability to secure the supply of its building blocks â the technology metals.
Sign up to our Newsletter | Follow us on LinkedIn | Contact Team TechMet
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Today, this Oxford University spin-out, Oxford PV, is reshaping the world of solar, helping to make it more affordable, more mainstream and accelerating the energy transition.
We welcome Prof Henry Snaith, Co-Founder and the Binks Professor of Renewable Energy in the Physics Department of the University of Oxford, Dr Chris Case, Chief Technology Officer, and David Ward, CEO.
They explain how and why Oxford PV has developed a low-cost, highly efficient solar photovoltaic technology which integrates with standard silicon solar cells to dramatically improve their performance.
In turn, they elaborate on the evolution of Oxford PV from laboratory to spin-out. They examine the science, the patents, the roll out, the manufacturing and path to profitability and why silicon has reached its scientific limits.
In an illuminating interview they share why this might be the most significant invention within renewable energy and why they are so excited about the future.
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Oxford PV
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
In this Curated podcast, we meet with the Co-Founders and CEO of OrganOx, an Oxford University spin-out that is quickly penetrating the world of medtech. Its success has led it to be at the forefront of changing the way donor organs are preserved in the critical time between donation and transplantation.
Amazing as it may seem, methods of preserving organs have changed little in the last 30 years, however OrganOx has spent over a decade developing a radically different approach, such that observers have referred to it as a âLifeline for liversâ, and a âdream machineâ, with further potential applications.
Peter Friend, Professor of Transplantation at Oxford University, and Constantin Coussios, Professor of Biomedical Engineering at Oxford University, both co-founders, explain their work in combining a reappraisal of the medical challenge with the engineering approach undertaken to find a solution for a very real unmet medical need.
They are joined by Craig Marshall, CEO of OrganOx (previously MD of the Siemens magnet technology business), who explains why FDA approval launches the company onto a new plane, as well as other potentially compelling opportunities for the company. He discusses the journey from invention to monetisation, the revenue inflection point ahead, the market opportunity, board composition, and the excitement they share about the future.
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with OrganOx
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
In this episode, we welcome back Partners Capital, and in a three way conversation, we explore the Asian investment opportunity set.
The conversation brings together Arjun Raghavan, CEO of Partners Capital, Adam Watson, Partner and Co-Head of Asia Pacific, and to understand the perspective of a seasoned investor and allocator, Harvey Toor, CIO of Singapore Management University (SMU). SMU is a current client of Partners Capital and seed investor in one of its pooled investment portfolios.
Arjun refers back to his comments a year ago of â2 mega trends, which are clear, but this is going to be a bumpy rise, sustainable investing & flow of assets into Asiaâ and sets the case for the structural opportunities of investing in Asia, but also to reflect on current institutional (under) weights.
Harvey Toor describes the objective of the endowment he oversees, and explains how their investment approach has been constructed along the lines of the Yale Endowment Model. He highlights top-down considerations and why they invested with Partners Capital, given the need for resources, expertise, multi-assets and âboots on the groundâ.
Adam Watson defines both the geographical spread and the pool of potential investments, which include not only equity and debt, but important allocations to alternatives and private markets. This allows for a discussion on how venture, real estate and hedge funds also offer access to the heterogeneous opportunities across the region (which encompasses 60% of the worldâs population).
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Partners Capital here
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Ruffer contend that positive absolute returns âwill not be achievable for most long only investors in the coming market cycleâ. To articulate why they believe this, Matt Smith, Partner and Investment Director, explains Rufferâs origins, before describing the investment process, their view of âthe changed investment climateâ, the tools and assets they are using in this environment and how portfolios are positioned.
In describing themselves as âan alternative to alternativesâ, Matt explains how they run a global macro, absolute return strategy, without a benchmark, and how they discuss return expectations with clients and review their returns.
The conversation covers the sticky nature of the inflation they see persisting, the dangers of hidden leverage and why a structural market in bonds and equities may characterise the investment landscape for a while. All this whilst seeking positive returns âcome rain or shineâ
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Ruffer
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DISCLAIMER (RUFFER LLP)
Podcast recorded: November 2022
Ruffer performance to 31 Dec %
2018 -5.8 | 2019 7.0 | 2020 16.7 | 2021 8.2 | 2022 5.7
Source: Ruffer
All mentions of Ruffer performance refer to Rufferâs representative portfolio, which shows the performance of an unconstrained, segregated portfolio of ÂŁ1 million set up in 1995, and follows Rufferâs investment approach.
Past performance is not a guide to future performance. The value of investments and the income derived therefrom can decrease as well as increase and you may not get back the full amount originally invested. Ruffer performance is shown after deduction of all fees and management charges, and on the basis of income being reinvested. The value of overseas investments will be influenced by the rate of exchange. For further information on Rufferâs performance, please see the Performance page on Rufferâs website at ruffer.co.uk.
The views expressed in this podcast are not intended as an offer or solicitation for the purchase or sale of any investment or financial instrument, including interests in any of Rufferâs funds. The information contained in the podcast is fact based and does not constitute investment research, investment advice or a personal recommendation, and should not be used as the basis for any investment decision. This podcast does not take account of any potential investorâs investment objectives, particular needs or financial situation. This podcast reflects Rufferâs opinions at the date of publication only, the opinions are subject to change without notice and Ruffer shall bear no responsibility for the opinions offered.
Ruffer LLP is authorised and regulated by the Financial Conduct Authority in the UK and is registered as an investment adviser with the US Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.
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DISCLAIMER (MONEY MAZE PODCASTING LTD)
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Today in this Money Maze Podcast Curated edition we travel to Canada, to understand Sagard, with its Chairman and CEO, Paul Desmarais III.
Sagard is an intriguing alternative asset management business, that is striking in both the freshness of its approach and clarity of its ambitions.
In this conversation, Paul explains Sagardâs genesis and vision. He then describes their core investment activities, investment process, and disciplines, as well as their thoughtful approach to issues relating to ESG and sustainability.
He then elaborates on their priorities and growth opportunities by geography and theme, the importance of âthe networkâ, and Canadaâs advantages for both inward and external flow of opportunities.
Paul finally explains why innovation and entrepreneurship are core values in the organisation and how culture is an essential underpinning of their approach to business.
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Sagard here
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Learn more about Curated Podcasts in this short trailer. Produced by the Money Maze Podcast team, these episodes offer in-depth insights into a range of investment organisations and other exciting businesses.
Whilst this series is produced with the professional investor in mind, episodes are not intended to address your particular requirements.
We recommend that this resource be utilised in conjunction with your wider portfolio research and expert advice.
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In this episode, with Tamer Ozmen, CEO of Mintus, we have the opportunity to discuss Mintusâs approach to investing in the art market, through their FCA authorised fractionalisation platform.
Tamer describes his earlier experience with Priceline, Orange, and then as CEO of Microsoft Turkey, and how those formative lessons led to the genesis of Mintus.
He describes art as an asset class, its long-term drivers and behaviours, supply and demand changes, as well as the growth in demand for private assets. He also speaks about the technology itself, which allows for fractionalisation, and creating the marketplace to combine buyers and sellers.
Tamer describes the investment process that leads to the selection of artists and their paintings, the disciplines and requirements around valuation, as well as the steps to ensure authentication and quality.
Finally, he describes the significance of key board members like Tad Smith, Brett Gorvy and Martin Slendebroek, who bring gravitas and decades of art insights to this exciting venture.
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
As the alarm bells sound on the urgency to build a new energy order, whilst balancing the need for pragmatism, the key priorities of investing in energy infrastructure continue to accelerate. In particular, decarbonization and electrification are focusing the minds of investment managers and capital allocators.
In this Curated Podcast episode, Anthony Catachanas, CEO of Victory Hill Capital Advisors LLP, explains their mission, including their private equity approach, making direct investments in global energy infrastructure, and targeting the energy transition.
Anthony also explains the relevance of his career up to founding Victory Hill Capital Advisors LLP, with specific emphasis on the work with energy transactions at Mizuho as well as time at Goldman Sachs. He explains their broader investment philosophy, before examining the distinct character of local energy markets and the varying opportunities presented in the mid-market space.
Furthermore, he discusses the identification, acquisition and management of assets, and alongside this he describes their priorities, the geographic dispersion of investments and potential returns.
Finally he explains their sustainability and ESG credentials and the speed with which change is taking place in this regard.
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
In this Money Maze Podcast curated discussion, we explore Lansdowne Partnersâ European Long Only Equity Fund with Daniel Avigad, its manager.
Daniel has been with Lansdowne Partners since 2006, and has achieved striking results in a concentrated, large cap portfolio, investing in European and UK stocks.
Danielâs modest and quiet passion for the opportunities he and his team have identified shine through in this conversation. He explains the approach of seeking long-term investments in European equities based on deep diligence, fundamental analysis and active engagement.
He describes the library of knowledge accumulated, their approach to meeting management teams - and presenting them with potential routes and opportunities - and how this can make allies of the companies in which they invest.
Daniel explains their approach to capital cycles, leading to a discussion on the key themes of digitisation, decarbonisation and electrification. He talks about some of the key investments they own, the excellence residing in capital goods in Europe, the challenges of ESG, and why the potential for compelling returns may reside more in Europe than is the general consensus.
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
The Fat Gladiator is a unique and exclusive investment club that tracks the worldâs most powerful trends, and identifies the companies and asset classes most likely to profit from them.
In this interview, Nick Finegold, Founder and long time investor, describes the growth of this business which seeks to identify compelling and potentially profitable investment themes, through collaboration and idea sharing with a growing club of institutional and seasoned investors.
Nick describes how the club operates, and provides examples of some of the investment themes discussed, and pursued by club members. These have included nuclear renaissance, MIPS smart cycle helmet technology, to the new world of digital marketing and communication, and a solution to the worldâs food security problems â cell cultured foods.
Nick also describes how speakers from multiple disciplines are asked to join and explains their investment concepts, as well as to discuss their relevance. The range of ideas has incorporated Nick Jones of Soho House to Sir Martin Sorrell at S4 Capital, and in the year ahead there is a dazzling list of investment ideas which will be explored.
For further information please contact [email protected]
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
In 2017 Brian founded and continues to serve as Chairman and CEO of TechMet Ltd, an investment vehicle for a portfolio of technology metal projects. TechMet acquires and manages projects that produce, process and recycle the key strategic technology metals that go into batteries, electric vehicles and renewable energy systems â cobalt, lithium, nickel, tin, tungsten, rare earth metals and vanadium.
He explains how the world is undergoing a seismic transformation in how it produces and uses energy. A part of this is a mobility revolution with the mass adoption of electric vehicles. These radical shifts represent âonce-in-a-centuryâ investment opportunities and will re-shape not just whole industries, but also the geopolitical landscape. A key to success will be the ability to secure the supply of its building blocks â the technology metals.
Please note, this episode was released in May 2022. In November 2023, Brian re-appeared on the show. Watch or listen here!
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
For Professional Clients, Qualified Clients and Qualified Investors Only. Unless otherwise stated all data is sourced from BlackRock 31 December 2021. All amounts given in USD.
In a world where financial solutions tend to be sliced into those designed for institutions and those for individuals, the large family offices and super high net worth families often grapple with a dilemma of which partners they work with and how; whether to do it predominantly themselves and access a variety of institutions for solutions, or to contemplate the idea of outsourcing their whole CIO function to one entity (or something in between).
In this conversation, we explore how one of the world's most respected financial institutions helps families think about this very challenge, and how they seek to preserve wealth for future generations, maintain consistent cash flows and outperform public markets. With over $60 billion in assets under management, 800 clients and operations across 25 markets (as of 31/12/21), BlackRock looks to partner with family offices across a host of solutions to deliver on their unique goals. So weâre delighted to welcome Sheryl Needham, BlackRockâs Head of EMEA Family Offices, to the Money Maze Podcast for an in-depth discussion about the space.
Simply listen above to learn more! The episode can also be played in the background on your browser on both mobile, tablet and desktop devices.
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DISCLAIMER 2 (MONEY MAZE PODCASTING LTD)
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. -
Litigation finance is a small but growing industry, proving to be an attractive opportunity for investors looking for a new uncorrelated alternative asset class.
Over the past five years, the UK litigation finance market has doubled, with total assets under management in the sector now worth ÂŁ2 billion (up from ÂŁ1 billion in 2016/17). Given this growth, itâs not surprising that private equity and venture capital investors are increasingly interested in the space.
To understand more, we were pleased to be joined by Robert Rothkopf, Managing Partner of Balance Legal Capital. He set up the firm in mid-2015 and is supported by litigation titans like Lord David Gold and Ian Terry.
The firm is pioneering the development of the industry in the UK and internationally, being ranked by Chambers and Partners 2021 in both the UK and APAC regions. Balance Legal Capital is also listed in this yearâs Legal 500 as a key player in UK litigation funding.
It is also a proud member and supporter of the Association of Litigation Funders (ALF). The ALF is an independent body that has been charged by the Ministry of Justice with delivering self regulation of litigation funding in England and Wales.
Please enjoy and listen to our insightful discussion above to learn more about this fascinating sector, and discover where opportunities may lie.
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DISCLAIMER
All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.
