Curated Podcasts - With Simon Brewer
Designed for finance professionals, these episodes offer in-depth insights into a range of investment funds and other businesses, with guests from some of the most innovative and respected firms in the industry. Hosted by Simon Brewer and produced by the Money Maze Podcast team, these shows are produced in partnership with the featured firms, ensuring we can bring you more entertaining and educational content for free!
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Transforming Solar Energy - With Oxford PV
05/22/2023
Transforming Solar Energy - With Oxford PV
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. | |
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OrganOx - The Oxford University Spin-Out Revolutionising Organ Donation
03/06/2023
OrganOx - The Oxford University Spin-Out Revolutionising Organ Donation
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 “Lifeline for livers”, and a “dream machine”, 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. | |
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Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University
02/06/2023
Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University
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 “2 mega trends, which are clear, but this is going to be a bumpy rise, sustainable investing & flow of assets into Asia” 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 ‘boots on the ground’. 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 world’s population). | |
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Adapting to a New Investment Climate - With Matt Smith, Partner and Investment Director at Ruffer
01/23/2023
Adapting to a New Investment Climate - With Matt Smith, Partner and Investment Director at Ruffer
Ruffer contend that positive absolute returns “will not be achievable for most long only investors in the coming market cycle”. To articulate why they believe this, Matt Smith, Partner and Investment Director, explains Ruffer’s origins, before describing the investment process, their view of “the changed investment climate”, the tools and assets they are using in this environment and how portfolios are positioned. In describing themselves as “an alternative to alternatives”, 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 “come rain or shine” | | DISCLAIMER 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 Ruffer’s representative portfolio, which shows the performance of an unconstrained, segregated portfolio of £1 million set up in 1995, and follows Ruffer’s 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 Ruffer’s performance, please see the Performance page on Ruffer’s website at . 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 Ruffer’s 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 investor’s investment objectives, particular needs or financial situation. This podcast reflects Ruffer’s 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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Paul Desmarais III, Chairman and CEO of Sagard, Details Their Approach to Investing, Growing and Staying True to Core Values
12/19/2022
Paul Desmarais III, Chairman and CEO of Sagard, Details Their Approach to Investing, Growing and Staying True to Core Values
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 Sagard’s 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 “the network”, and Canada’s 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. | |
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Curated Podcasts Trailer
08/25/2022
Curated Podcasts Trailer
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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Tamer Ozmen, CEO of Mintus, Discusses the Fast-Growing World of Art Investing
08/08/2022
Tamer Ozmen, CEO of Mintus, Discusses the Fast-Growing World of Art Investing
In this episode, with Tamer Ozmen, CEO of Mintus, we have the opportunity to discuss Mintus’s 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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Anthony Catachanas, CEO of Victory Hill Capital Advisors LLP, on the Global Energy Transition
07/06/2022
Anthony Catachanas, CEO of Victory Hill Capital Advisors LLP, on the Global Energy Transition
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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Lansdowne's European Long Only Equity Fund
05/23/2022
Lansdowne's European Long Only Equity Fund
In this Money Maze Podcast curated discussion, we explore Lansdowne Partners’ 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. Daniel’s 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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The Fat Gladiator, A Revolutionary Investment Club
05/23/2022
The Fat Gladiator, A Revolutionary Investment Club
The Fat Gladiator is a unique and exclusive investment club that tracks the world’s 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 world’s food security problems – 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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Brian Menell, CEO & Founder of TechMet, Discusses the Immense Opportunities in Strategic Metals
05/23/2022
Brian Menell, CEO & Founder of TechMet, Discusses the Immense Opportunities in Strategic Metals
In 2017 Brian founded and continues to serve as Chairman and CEO of 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 – 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 ‘once-in-a-century’ 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 – the technology metals.
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An Institutional Approach to Family Offices
05/23/2022
An Institutional Approach to Family Offices
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 we’re delighted to welcome Sheryl Needham, BlackRock’s 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. FULL DISCLAIMER This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or financial product or to adopt any investment strategy. The opinions expressed are as of 31 December 2021 and may change as subsequent conditions vary. Risk Warnings Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. Changes in the rates of exchange between currencies may cause the value of investments to diminish or increase. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Levels and basis of taxation may change from time to time. Important Information This material is for distribution to Professional Clients (as defined by the Financial Conduct Authority or MiFID Rules) only and should not be relied upon by any other persons. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded. For qualified investors in Switzerland: This document is marketing material. This document shall be exclusively made available to, and directed at, qualified investors as defined in Article 10 (3) of the CISA of 23 June 2006, as amended, at the exclusion of qualified investors with an opting-out pursuant to Art. 5 (1) of the Swiss Federal Act on Financial Services ("FinSA"). 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It does not constitute and should not be construed as an offer of, invitation or proposal to make an offer for, recommendation to apply for or an opinion or guidance on a financial product, service and/or strategy. Whilst great care has been taken to ensure that the information contained in this document is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon. You may only reproduce, circulate and use this document (or any part of it) with the consent of BlackRock. 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Litigation Finance: An Overview of a Growing Asset Class
05/23/2022
Litigation Finance: An Overview of a Growing Asset Class
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 £1 billion in 2016/17). Given this growth, it’s 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 . 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 year’s Legal 500 as a key player in UK litigation funding. It is also a proud member and supporter of the (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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