From zero to $40 billion in 20 years is growth we usually associate with tech startups. When it happens to a firm in the world of asset management, it is all the more remarkable. Dubbed originally as ‘the money manager to the money managers’, today Partners Capital is an outsourced investment office acting for endowments, foundations and ultra-high-net-worth families. In this conversation Arjun describes his education in India, journey to management consulting and his MBA at INSEAD, then working...
Oct 28, 2021•49 min•Ep. 49
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Confronted with a kaleidoscope of challenges and shifting allocations brought about by years of QE and zero rates, along with a rise in inflation that may prove more permanent than central bankers wish, not to mention rising geopolitical tensions, asset allocators are likely to have their work cut out in coming years. In this episode we have the opportunity to talk to Johanna Kyrklund, Schroders’ Group Chief Investment ...
Oct 21, 2021•43 min•Ep. 48
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Over the past decade, about 80 cents of every dollar that has gone into the US investment industry has ended up at Vanguard, State Street, and BlackRock. As a result, the combined stake in S&P 500 companies held by the Big Three has quadrupled, from about 5 percent in 1998 to north of 20 percent today . Those lines are from a new book - Trillions- Why Passive investing beats Active written by our guest today, Robin ...
Sep 30, 2021•53 min•Ep. 47
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn It’s difficult enough to train to become a doctor and then practice in some emerging countries with fragile health systems like Papua New Guinea. But then to switch tack completely, give all that up, win a place at Harvard Business School and join Goldman Sachs in asset management before going on to launch your own fund in emerging markets, may be considered brilliance or heresy, particularly when you come from Germany,...
Sep 30, 2021•49 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn If you were told that abnormally low interest rates and quantitative easing would provide huge tailwinds for higher equity prices, then it isn’t obvious you would chose to run a fund whose activity was entirely focused on short-selling. However in today’s episode , Carson Block, Founder & CIO of Muddy Waters Research, describes his early exposure to fraudulent listed companies in the US, before intrigue and law took...
Sep 16, 2021•1 hr 4 min•Ep. 46
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In the second episode with Nic Cary, Co-Founder of Blockchain.com , Nic continues on from the discussions around Blockchain technology and cryptocurrencies to discuss the debasement of currencies and the dangers of current central bank policies. He talks about the emerging inflation, the future of money, and the role digital currencies might play and the diminishing trust in governments and central banks. The conversati...
Sep 07, 2021•44 min•Ep. 45
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn “If you don’t believe it or don’t get it, I don’t have the time to try to convince you, sorry” That quotation is attributed to Satoshi Nakamoto founder of Bitcoin . However, in this 2 part series we have the time and are going to ask the founder of Blockchain.com , Nic Cary to explain what’s going on in the world of blockchain and crypto currencies, and the story of his company, which sits at the epi centre of these eno...
Sep 02, 2021•43 min•Ep. 44
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn A growing share of the wealthy have decided to take control of their finances through single or multi-family offices. Recent statistics suggest family offices now control in excess of $4 trillion. In today’s conversation, Charlotte Thorne, former advisor to the Treasury, describes her switch to join a major Swiss single family office, and go on to co-found a private investment office, which today manages close to $4 bil...
Aug 19, 2021•46 min•Ep. 43
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn With more than 77 billion dollars in assets under management (as of March 31st 2021), Vista Equity Partners is one of the world’s largest and leading software private equity firms. As Founder, Chairman and CEO, this success has helped Robert F. Smith become one of the most respected investors of his generation, being named by Forbes as one of the ‘100 Greatest Living Business Minds’ as well as one of the most generous p...
Aug 05, 2021•46 min•Ep. 42
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The FT has described our guest on this episode as one of 30 most influential people in the City of London. Moreover in the world of public and private investing there is repeated acknowledgement of him being one of today’s great investment thinkers. The firm he joined back in 2001, Lansdowne Partners, is widely admired amongst the global institutional investment community, and his perspectives and performance have been ...
Jul 27, 2021•1 hr 11 min•Ep. 41
Simon Hallett, former CIO of the $80 billion asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then Hong Kong before boldly heading to the USA. Harding Loevner’s impressive 30 year track record in managing global equities is examined, with a discussion that covers behavioural biases, the need to restrict portfolio managers’ freedom, to the increasing reliance on quantitative disciplines to enhance the investment process. Hallett explains why t...
Jul 27, 2021•44 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn When we talk of luxury watches we typically think of Switzerland with its quality engineering and dominant market position, apparently illustrating the economist David Riccardo’s theory of comparative advantage. Yet in this conversation, we learn that at the turn of the last century, Britain was producing 200,000 watches a year, around half the worldwide output and that Rolex was founded in London in 1905. Giles English...
Jul 13, 2021•40 min•Ep. 40
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn David Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces on their walls, along with a string of actors and sports personalities and he oversees a multi million dollar fine-art business. He has helped raise $8 million for charity, and his energy and passion for his work mean that up to the outbreak of coronavirus, he had not spent 18 days in the same place in the ...
Jul 13, 2021•45 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this episode, Guy Hands describes being sent to a special needs school because of profound dyslexia, how he dealt with the challenge, won a place at Oxford and from there, young and indebted, joined Goldman Sachs. He describes the emergence of the eurobond market, how he was soon running their asset structuring business, and why Nomura persuaded him to use their capital to develop their LBO journey. He describes buyi...
Jun 24, 2021•48 min•Ep. 39
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In a slightly different conversation for the Money Maze Podcast, Anthony St John shares his fascinating journey and investment insights. Anthony is a Non-Executive Chairman of Yellow Cake PLC, a specialist company operating in the uranium sector. He's also the Chairman of Strand Hanson (an independent advisory boutique with a strong African orientation) and Chairman of IDH, a health care provider in the Middle East and ...
Jun 24, 2021•33 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this podcast, we have an enlightening conversation with Nicolai Tangen, CEO of the Norwegian Sovereign Wealth Fund and seasoned and successful investor. Norway’s great wealth is in large part courtesy of its oil riches, discovered in 1969. With great vision, the Government’s response to the discovery was the decision to create a separate, segregated fund, away from politicians’ grasp, to serve Norway’s current and fu...
Jun 10, 2021•44 min•Ep. 38
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him to reject his family’s wish to study Theology at Oxbridge and instead to make a decision to go to Bath University to study Business in the 1980s. From there he talks of his first job at Schroders, working as an analyst, and further experiences he had at Newton, Flemings, Deutsche Asset Management and t...
Jun 10, 2021•37 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this episode Gary Boom, CEO of Bordeaux Index starts by explaining how the poorly organised, past its sell-by- date old model of wine trading has been revolutionised by Bordeaux Index over the last 20 years, with the introduction of scale, liquidity and expertise underscoring the investment attributes of fine wines and whiskies. The conversation examines long term data provided by Credit Suisse who found that post-Wo...
May 27, 2021•51 min•Ep. 37
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn If you were proposed an investment whose annualized return over the past 25 years have been over 9%, offered inflation protection, was environmentally sustainable, asset backed, growing, generated carbon credits, and had low correlation to other assets. you might think it sounds too good to be true, because in investing there is rarely a free lunch - So in this episode we examine an asset class that appears at first gla...
May 20, 2021•39 min•Ep. 36
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Today’s conversation is with one of America’s most successful investment podcasters, with over 5 million downloads, and who has also worked with one of the investment greats, David Swensen at Yale University Endowment and put himself in the firing line by having the infamous bet with Buffett, whilst at his former firm, Protege partners. Ted has a gilt-edged education, Yale and the Harvard Business School and he describe...
May 13, 2021•39 min•Ep. 35
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Today on the Money Maze Podcast we discuss the future of cash and bank notes. Throughout its history cash has inspired two persistent forces; fascination and forgery. Whilst the accepted narrative is that the use of cash is on a glide path to extinction, De la Rue’s CEO, Clive Vacher offers his view that such a perspective is both premature and contradicted by a growing population whose access to digital cash and e paym...
Apr 29, 2021•51 min•Ep. 33
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In today’s conversation we are joined by Tracy Blackwell, CEO of the Pension Insurance Corporation (P.I.C.). Whilst this company may be below the radar screen for many, it is at the epicentre of an industry undergoing rapid transformation, and undertaking an essential investment activity that is critical to everyone; pensions. The historical importance of pensions is unchanged, from soldiers who served in the Roman armi...
Apr 20, 2021•37 min•Ep. 33
Enjoy our host, Simon Brewer, summarise the show here! The world of finance has a huge impact on all of us. Created by two industry veterans, this show aims to explore and unravel some of the mysteries surrounding the investing business. Whether you're a current investment professional, a student exploring career options, or just someone with an interest in the stories behind some of the most influential names in business, we hope you gain some helpful insights and enjoy the shows. Money Maze Po...
Apr 20, 2021•47 sec
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Today we turn to music as an investment theme, and our guest has worked with the greats, from Elton John to Beyonce, and has been in the front row of the music business for nearly 40 years. He is CEO of Hipgnosis Songs Fund Ltd, a FTSE 250 company and the first UK investment company offering a pure play exposure to songs and music i.p. Music and back catalogues have seen growing investor interest and a number of vehicle...
Apr 06, 2021•53 min•Ep. 32
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In today’s interview we have the opportunity for a detailed conversation with a man who has been at the forefront of advertising and marketing communications for 5 decades. Founder of WPP, its CEO for 33 years, he is now the creator of S4 Capital, an entirely digital advertising and marketing business at the epicenter of a marketing and commercial revolution. Sir Martin describes his youth and upbringing, and the ambiti...
Mar 25, 2021•57 min•Ep. 31
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn The Money Maze Podcast this week is re-uploading our episode with Sir Xavier Rolet, due to the topics covered last week with Sir Chris Hohn, who invested in the London Stock Exchange Group (LSEG) when Mr Rolet led the firm's transformation ( find out more about this episode here ). Rolet talks in-depth about the reorientation he undertook whilst CEO of the London Stock Exchange and the succession of transformatory deals...
Mar 18, 2021•55 min
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this episode we have the rare opportunity to talk to Sir Chris Hohn, founder of TCI, one of the world’s most successful hedge funds and benefactor of the $6 billion children’s charity (CIFF) and now agitator against corporations who are failing to properly address their climate change transition plans. The conversation starts with an insight into Chris’s upbringing, the sharpened appetite he believes accompanied bein...
Mar 11, 2021•31 min•Ep. 30
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our guest today is Anne Richards, CEO of Fidelity International , who offer investment solutions, investment services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, they think generationally and invest for the long term. Fidelity International operates in more than 25 countries and with $706.3 billion in total assets, their clien...
Feb 25, 2021•53 min•Ep. 29
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Simon Hallett, former CIO of the $80 billion Asset manager, Harding Loevner, describes his journey from Plymouth, England, to Oxford University and then to Finance. Starting at Midland Bank, Simon moves to Jardine Fleming in Hong Kong, and he describes an amateurish investing world that was transforming, and his decision to swap continents and join Harding Loevner, then a start-up in 1989. Harding Loevner’s impressive 3...
Feb 18, 2021•44 min•Ep. 28
Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn In this Money Maze Podcast edition, we travel north east from the UK, beyond Norwich, and further than Hamburg, to a country of less than 6mm people, a country which has the oldest national flag, dating from 1219, and is consistently reported as having the world’s happiest people. Home to Lego and with some of the nicest people in the world, it’s Denmark of course. The guest on this podcast is a veritable Viking of the ...
Feb 17, 2021•36 min
