Money Maze Curated Podcasts
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.
Episodes
The Changing World of Private Equity: Inside Permira’s Value Creation Team, With Operating Partner, Riccardo Basile.
For the last 30 years, private equity has been an increasingly popular destination for both institutional and HNW capital. As its reach has extended across multiple industries and geographies, the questions over where value is actually created have been increasing. Riccardo Basile, a former engineer, then management consultant, and for the last decade with Permira, deconstructs what is mean by “v
The Nuclear Renaissance: Opportunities in a Rewired Energy World, With Ocean Wall’s, Ben Finegold
As the world fragments into what Ocean Wall calls a ‘Molecular War’, a contest fought not with armies but with atoms, isotopes, and the other materials that underpin modern industry, the indispensable ingredient is energy and within this, the role of nuclear is being more widely understood. Ocean Wall has been early and vocal in arguing that uranium sits in the same strategic bucket as helium, tu
Pacific Asset Management: Built for Today, Engineered for Tomorrow - With CEO, Matt Lamb
Pacific Asset Management is an intriguing study in developing an investment manager in today’s world. A business born from the Beckwith family’s long tradition of creating successful asset management firm, less than 10 years from inception it now manages over $20 billion. Matt discusses the problems which they felt the investment industry wasn’t solving. He describes how the business was built wi
Navigating Wealth with Purpose - With Mike Tiedemann, CEO of AlTi Tiedemann Global
The business of wealth management remains both compelling and competitive, with multiple players jostling for a slice of this vast and growing ocean of assets. In this conversation, AlTi Tiedemann’s CEO & Co-Founder Mike Tiedemann discusses “what significant wealth wants”, and how they aim to differentiate in an often-monochrome wealth management universe.Mike discusses their investment strate
Uncorrelated by Nature! The Property Catastrophe Risk Playbook — With Stephen Velotti, CEO of Pillar Capital
As wildfires engulf residencies once considered safe, floods sweep through sleeping towns, inundating their populations, and hurricanes decimate communities, these natural disasters have created more opportunities for capital to flow the catastrophe re-insurance market.Pillar Capital, which is partially owned by Berkshire Hathaway’s Transatlantic Holdings, has established a track record for invest
The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small-Cap Potential
UK wealth and capital markets are a significant niche on the global stage, and opportunity abounds.Fragmented investment offerings, extreme valuation opportunities in the small cap space, and over £5tn of intergenerational wealth transfers, estimated to occur over the next 20 years. It all adds up to an intriguing cocktail of opportunity for those willing to build & acquire. In this Curated Ch
Stewarding Capital in Oxford: A Strategic Dialogue with OUem CIO, Neamul Mohsin
In this conversation we discuss the investment objectives of the £6bn+ endowment, charged with growing investors’ capital by an average of 5% per annum in real terms, and to achieve this at a lower volatility than would be experienced by investing solely in the public equity markets. Neamul discusses the investment approach, their priorities, and vital principles. He reviews the division between p
Capital Unleashed: How the London Stock Exchange is Rewiring the Private and Public Markets - With Dame Julia Hoggett, CEO of London Stock Exchange
Julia Hoggett delivers a master class in diagnosing the issues that have confronted stock markets, capital raising, risk appetite, and pension allocations here in the UK.She describes some of the immense transformations taking place, with top of the list being the ability for private companies to have their shares transacted on the London Stock Exchange, whether UK or overseas, now!She describes t
The Business Behind the Beat: Monetising Media Music Rights - With Cutting Edge’s CEO and Founder, Philip Moross
If you liked the music from Harry Potter, Lord of the Rings, Game of Thrones or Stranger Things, did you ever wonder who owns the rights and royalties and where the investment opportunity may lie?In this conversation of an intriguing “alternative investment”, we welcome a founder and CEO who sits at the epicentre of this web, capitalising upon the powerful growth which is changing ways music, film
Dislocations, Valuations and the Changing World Order: Why Global Hedge Funds Matter Now - With Stephen Roberts, Founder & CIO of Orgueil Capital
In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years! Founder Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund (with
Polen Capital's Differentiated Approach to Equity and Credit Investing - With Stan Moss, CEO of Polen Capital
Polen Capital is a US investment management organization, founded in 1979, which has a growing global footprint driven by its specialisation in concentrated equity portfolios and high yield credit strategies. Stan explains their equity approach, high return on capital and lower volatility. Equally he discusses why they view “credit as different to the agencies” and the opportunities their approa
Seizing the UK Scale Up Opportunity - With Peter Davies, Senior Partner & Portfolio Manager at Lansdowne Partners
In 1965, the BBC launched Tomorrow’s World, a pioneering program that ran for four decades, spotlighting innovations in technology, healthcare, and science—many of which became essential to modern life.Today, the commercialization of groundbreaking inventions presents significant investment opportunities, but identifying, funding, and nurturing them demands vision, skill, and patience.In this conv
Can Britain Build the Next Billion Dollar Tech Unicorn? With Greg Smith, CEO of IP Group
If science and innovation hold the keys to tomorrow’s kingdoms, then their successful discovery, nurturing, and commercialisation will give advantage to the nations where they are found and built and in turn, offer the potential for significant investment opportunities.Greg Smith, is CEO of IP Group, one of the UK’s very few specialised, publicly listed, investors in science and innovation.In this
Are Emerging Markets Too Cheap? With Dr. Christina McGuire, CEO and Founder of Elephant Asset Management, Explains Why She is so Excited about the Opportunity Set
“What could go right?” is a question investors sometimes need to ask, particularly when an asset class, region, or style of investing is unloved, out of favour and under allocated to. I’m referring to emerging markets. The Wall Street Journal recently published a chart showing emerging markets at a 50 year low relative to the S&P, which might remind us of George Soros’s comment that we should
Banking on Opportunities: Building The Credit Manager That Helped Pioneer SRT - With Paul Horvath, CEO of Orchard Global
Paul begins with explaining why his initial job at the Federal Reserve was so important for his subsequent future in finance.He then details how he capitalised on those lessons at Merrill Lynch and JP Morgan before seeing potential opportunities developing from the emerging troubles in the world of banking in 2008, leading to the creation of Orchard Global.He explains Orchard’s mission, expertise,
The Key Trends Shaping the Future of Asset Management - With Samantha Ricciardi, CEO of Santander Asset Management
Santander Asset Management manages almost $230 billion*, employs over 850 people and operates in 10 countries. In this interview we’re 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 Santander’s investment philosophy, key streng
Kintbury Capital's Long/Short European Equity Strategy - With Chris Dale
There is a growing recognition that the term “hedge funds”, 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 C
Japanese Equities: An Opportunity 25 Years in the Making - With Peter Tasker and Mark Pearson, Co-Founders of Arcus Investment
In 1989, Japan represented 43% of the world’s stock markets. The eight largest banks in the world were Japanese, as were 7 of the world’s 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 world’s 3rd largest economy, the world’s largest creditor nation, the second largest stock
Investing in Essential UK Social Infrastructure - With Hugo Llewelyn, CEO of Newcore Capital
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 con
Litigation Finance - A Growing Asset Class Which Offers Genuine Diversification Benefits
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 2017).Given this growth, it’s not surprising that private equity and venture capital investors are increasingly interested in the space.To unders
The Immense Opportunities in Strategic Metals – With Brian Menell, Chairman & CEO of TechMet
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
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
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,
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 curr
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 portfolio
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
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 conjun
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-te
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 Advisor
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 thr
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
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 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 – cobalt, lithium, nickel, tin, tungsten, rare earth metals and vanadium
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 partner
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, with total assets under management in the sector now worth £2 billion (up from £1 billion in 2016/17). Given this growth, it’s not surprising that private equity and
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