AI series part 4 | Aware Super - Charting AI in the investment industry
Release Date: 06/12/2026
Is AI your next thinking partner?
Investing for Tomorrow
Artificial intelligence (AI) is rapidly moving from a productivity tool to a strategic capability for investors. But its true potential may lie in helping investment teams make better decisions, challenge assumptions and consider a broader range of possibilities. In this episode of Investing for Tomorrow, Luba Nikulina, Chief Strategy Officer at IFM Investors, joins Roger Urwin, Co-founder of Thinking Ahead, to explore how AI is reshaping investment decision-making, enhancing collective intelligence and opening up new opportunities for the industry. The conversation also examines the...
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5. The human edge
Investing for Tomorrow
What gives someone an edge in a world where expertise is increasingly accessible? In this episode of Investing for Tomorrow, Louisa Minter-Kemp sits down with to explore trust, purpose and the future-fit professional. Building on our own work at Thinking Ahead on the , the conversation examines what makes people stand out when technology can replicate more of what we do. From authentic leadership and communication to AI, relationships and human judgement, Dawid reflects on the qualities that remain distinctly human and why trust may become one of the most valuable assets of...
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4. The Rise of Climate Physical Risk
Investing for Tomorrow
This episode explores climate physical risk — the floods, heat and extreme weather events already affecting assets, operations and portfolios today. Moving beyond long-term transition narratives, we look at how these risks are showing up in real investment decisions right now, and what it takes to understand and act on them. Through a systems-level investing lens, the conversation unpacks how investors can move from broad climate scenarios to asset-level insight —and ultimately, from analysis to action.
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AI series part 4 | Aware Super - Charting AI in the investment industry
Investing for Tomorrow
In the latest episode of our AI fireside chat series, Louisa Minter-Kemp is joined by Simon Warner, Chief Investment Officer at Aware Super, for a practical conversation on what AI really means for investment organisations today. Speaking from the front line, Simon cuts through the hype to focus on how investors can apply AI in a way that strengthens—not replaces—their core philosophy, decision-making, and competitive edge. Together with Roger Urwin, the discussion explores how asset owners can navigate accelerating change, make better use of data, and rethink organisational effectiveness....
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3. Inside Middle East mega funds
Investing for Tomorrow
We turn our focus to the Middle East – a region rising up the ranks of global capital despite ongoing tensions. Drawing on our latest Asset Owner 100 research, we explore the Middle East as one of five global asset clusters, where leading sovereign wealth funds are moving beyond silos and thinking more holistically about capital, risk and opportunity. In this episode, Louisa Minter-Kemp chats to Laura Merlini, Managing Director, EMEA who shares fresh insights into how these funds are evolving, what they’re investing into and what others can learn from the Gulf’s approach.
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2. Power, politics and portfolios
Investing for Tomorrow
Markets like certainty. Geopolitics offers anything but. This episode explores why investors might be getting geopolitical risk wrong, how a shifting world order is changing markets, and what a more adaptive approach to risk could look like. Power shifts, strategic rivalry and the breakdown of the global rules‑based order are reshaping markets in ways that traditional risk frameworks struggle to capture. In this episode of Investing for Tomorrow, Louisa Minter‑Kemp speaks with Alastair Irvine of Jupiter Asset Management about why geopolitics is so hard to...
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AI series part 1 | Dragonfly Investing - Charting AI in the investment industry
Investing for Tomorrow
At Thinking Ahead, our latest fireside chat series ‘Charting AI in the Investment Industry’ explores how the investment landscape is evolving as artificial intelligence accelerates at an unprecedented pace. In our latest episode, Roger Urwin, Co-founder of Thinking Ahead, and Sue Brake, Chair of the Board at Dragonfly Thinking and former CIO of Future Fund, sit down with Louisa Minter-Kemp, Communications and Engagement Lead at Thinking Ahead. Sue has spent the past six months building over 60 AI agents in practice, and the conversation is...
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1. The big wealth reset
Investing for Tomorrow
Kick off the new season of our Investing for Tomorrow podcast with a sharp look at how wealth is transforming. Louisa Minter-Kemp, Communications & Engagement Director at Thinking Ahead sits down with Rio Stedford of St. James’s Place (SJP). SJP is the UK’s largest wealth manager supported by almost 5,000 advisors across the country. With a front row view of how wealth clients needs are shifting, Rio unpacks those changing client expectations, the rise of private markets and how technology and hyper personalisation are reshaping advice. Listen in for an...
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AI series part 2 | CFA Institute - Charting AI in the investment industry
Investing for Tomorrow
What does it really mean to combine human intelligence with artificial intelligence in investment decision-making? At Thinking Ahead, our latest fireside chat series ‘Charting AI in the Investment Industry’ explores how the investment landscape is evolving as artificial intelligence accelerates at an unprecedented pace. In our second episode, Roger Urwin, Co-founder of Thinking Ahead, joins Mona Naqvi, Managing Director of Research, Advocacy, and Standards at CFA Institute, to explore how that combination could transform the investment profession, and...
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AI series part 1 | RBC Global Asset Management - Charting AI in the investment industry
Investing for Tomorrow
At Thinking Ahead, our fireside chat series ‘Charting AI in the Investment Industry’ explores how the investment landscape is evolving as artificial intelligence accelerates at an unprecedented pace. In this episode, Roger Urwin, Co-founder of the Thinking Ahead Institute, and Jaco van der Walt, Managing Director and Global Head of Quantitative Research & Investments at RBC Asset Management, join moderator Louisa Minter-Kemp, Communications and Engagement Lead at the Thinking Ahead Institute, to unpack how artificial intelligence is being embedded into...
info_outlineIn the latest episode of our AI fireside chat series, Louisa Minter-Kemp is joined by Simon Warner, Chief Investment Officer at Aware Super, for a practical conversation on what AI really means for investment organisations today. Speaking from the front line, Simon cuts through the hype to focus on how investors can apply AI in a way that strengthens—not replaces—their core philosophy, decision-making, and competitive edge.
Together with Roger Urwin, the discussion explores how asset owners can navigate accelerating change, make better use of data, and rethink organisational effectiveness. It’s a grounded, thoughtful take on AI—less about the technology itself, and more about how investors adapt, evolve and make it work in practice.