Connect The Dots | INN8

Welcome to our newest episode of Connect The Dots where we explore trends in financial planning and wealth management.   Host Georgina Smith is joined by Nichola Blackburn, UK Chief Reporter at CityWire. With her extensive journalism expertise in financial services, asset management, wealth management, product providers, and financial advisors, Nichola shares her knowledge about the evolving financial landscape. Throughout this podcast they explore gender parity and asset management, providing valuable insights discussing the latest data and insights on retention rates and the impact of gender diversity on fund performance.   Listen now to gain insightful knowledge on the evolving financial landscape.

Welcome to the latest episode of Connect The Dots, where we explore the dynamic world of renewable energy from a local perspective. Host Georgina Smith is joined by Katherine Persson, Managing Director at the SOLA Group. With her extensive expertise in renewable energy, Katherine provides valuable insights into the industry's current landscape and future prospects. The two explore how businesses can adapt to the evolving energy landscape and the parallels between resilience in the corporate world and the discipline needed for open water swimming. Listen now to gain valuable knowledge on renewable energy and resilience from one of the industry's leading experts.

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.  Host Jennifer Henry is joined by Jacobus Lacock, Fixed Income Portfolio Manager and Macro Strategist at Fairtree. Since joining Fairtree in 2011, Jacobus has brought his extensive expertise in fixed income markets and macroeconomic strategies to the forefront of investment management.  In today’s discussion, key aspects of portfolio construction and performance measurement within multi-asset funds is explored. Jacobus shares insights into the balanced fund construction, strategies for measuring multi-asset performance, and the foundational building blocks of successful portfolios.  Listen now to uncover the complexities and nuances of portfolio management and gain valuable knowledge from one of the industry’s leading experts. 

In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders. Gillian shares insights from Schroders' recent research on trends in the financial advisory space, particularly focusing on women. The discussion delves into the significant wealth transfer occurring within the baby boomer generation, revealing that 70% of widows switch advisors after their husbands' deaths. Gillian emphasizes the disconnect between advisors' perceptions and the actual needs of female clients. She highlights the importance of understanding and addressing women's unique financial priorities, such as non-financial aspirations and the need for trust and value for money. The conversation underscores the necessity for advisors to improve their engagement strategies and better cater to female clients, presenting a substantial opportunity for those who can effectively address this gap.

In latest episode of Connect The dots, we delve into the intricate world of investment management – specifically due diligence.  INN8 Invest’s COO, Tyron Harrison, and Operations Due Diligence Manager, Senesipho Maninjwa, come armed with their extensive expertise in operational due diligence, framework that not only assesses managers' operational risks but also enhances their processes for optimal performance.  In today's discussion, we shed light on a crucial yet often overlooked aspect of manager research: operational due diligence. This process, conducted separately from investment due diligence, poses significant challenges for managers but also offers invaluable learning opportunities, particularly for boutique asset managers.  Join us as we unravel the mysteries of operational due diligence, providing our listeners with deep insights into this essential component of manager evaluation.

Welcome to Connect the Dots, the podcast where our host, Imelda Watkins, a distinguished portfolio manager at INN8 Invest, delves into the intricate world of ESG (Environmental, Social, and Governance) alongside guests Unathi Loos, Deputy Head of SA Equity & Multi-Asset at Ninety-One, and Oyena Mtuzula, Head of Credit at Terebinth.  Together, they navigate the complexities of ESG integration within investment processes, exploring the nuanced dynamics inherent in ESG-driven decision-making. Furthermore, our experts meticulously dissect the associated risks from a fixed income perspective, providing invaluable insights for discerning investors.  We invite you to join Imelda, Unathi, and Oyena as they meticulously Connect the Dots on ESG, equipping you with the knowledge and expertise to elevate your professional practice to new heights. 

In this podcast, host Jennifer Henry, Deputy Chief Investment Officer, unpacks the inaugural Diamond Awards with Leigh Kohler, Head of DFM, and Joao Frasco, Chief Investment Officer.  Leigh Kohler brings over 20 years of industry expertise, starting his career in 2003 at Glacier before joining INN8 Invest as Head of DFM in 2020. With diverse roles including Head of Research and Investment Solutions, Leigh's experience spans investment administration, research, and product development. Joao Frasco, as the Chief Investment Officer at INN8 Invest, shapes the investment philosophy and leads a team of seasoned professionals, ensuring the firm's commitment to delivering high-quality investment solutions.  Join us as Leigh Kohler, Jennifer Henry and Joao Frasco connect the dots on the inaugural Diamond awards and the impact of the awards in the investment landscape. 

In this podcast episode, host Rembuluwani Ramuluvhana, Manager Research Analyst at INN8 Invest, dives into the world of asset management with Warren Riley, CFA, Analyst and Co-Portfolio Manager at Bateleur.   With over 15 years of experience in the investment industry, Warren shares insights on boutique asset management, distinguishing factors from larger firms, and navigating market dynamics locally and globally. He emphasizes the importance of performance, niche expertise, and long-term focus for boutique managers, offering valuable advice for aspiring professionals.  Join us as Warren connects the dots on the nuances of the industry and shares his expertise on achieving success in asset management. 

Delve into the competitive advantage of boutique managers and their inherent flexibility in our third episode hosted by INN8 Invest's Manager Research Analyst, Puleng Kgosimore.  In conversation with Puleng are Truffle portfolio managers Saul Miller, who has 25 years of investment and portfolio management expertise and who has been integral to the Truffle team since 2016, and Sophié-Marié, who boasts a rich 25-year background in investment.   Discover the insights and wisdom these seasoned professionals bring to the table as they explore the dynamic landscape of boutique managers and the adaptable strategies they employ. 

In the second episode of our asset manager series, INN8 Invest’s manager research analyst, Cleo Molepo, talks quality investing with Ninety One’s portfolio manager, Sumesh Chetty.  Sumesh leads absolute return strategies and co-manages the Cautious Managed and Absolute Balanced Strategies. With an actuarial background, he brings extensive experience and has been a key player since joining in 2007. Graduated with honors in Actuarial Science, Sumesh holds fellowships in both the UK and South Africa's Actuarial Societies.  Together they unpack the investment process in action connecting what quality means for an investment strategy and how the team navigates key inflictions points. Tune into our podcast today and connect the dots.