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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June 4, 2026Episode 3338 min
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 “value creation”. He explains the levers pulled and analysis used. Specifically, he addresses pricing, digital acceleration, organisational redesign, and commercial excellence in their portfolio companies, aimed at driving growth and performance. He discusses why companies partner with Permira, when managements might need to change, which industries are most fertile for their approach and their thinking around exits and uplifts, why, when, and how. Newsletter | LinkedIn | YouTube
May 21, 2026Episode 3238 min
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, tungsten, and metallurgical coal, assets whose scarcity, indispensability, and geopolitical chokepoints create asymmetric investment opportunities. Ben explains the supply and demand dynamics of Uranium; He describes where the shortfalls exist, and both traditional and now additional new demand from the financial community. He shines the light on Chinese nuclear build outs at a rate unimaginable in the West, Japan’s rapprochement with Nuclear, Indian ambitions to build reactors, and all of this before strategic reserves are built at National levels. Ben then explains the FiveT Nuclear Fund, where Ocean Wall is investment advisor. He describes the investment process, the investable options, liquidity, structure, costs and size. In short, he explains why they feel we are still at the foothills of an important Uranium bull market. Newsletter | LinkedIn | YouTube
April 21, 2026Episode 3154 min
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 without legacy systems, or legacy cost structures, and how they combine both multi-asset solutions and high conviction managers, supported by significant investments in technology. He describes the steps to build “a home not a platform”, how they identify mangers and styles using the lens of provenance, less-loved strategies and scalability. He explains how they were able to develop such a foothold in the over-supplied multi asset space. Finally, he discusses the trends within asset management, from a consolidation of asset owners, to why margin erosion need not be ubiquitous, and to why the proliferation of model portfolios may make marginal capital move quicker than ever before. Newsletter | LinkedIn | YouTube *Recorded 4th March 2026
December 11, 2025Episode 3049 min
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 strategy, fiduciary architecture and the vital importance of planning around intergenerational wealth transfers. He then covers what might constitute a “moat” in this business, their geographic footprint, long term ambition and overall approach. Finally, he discusses the priorities of the next generation and the “purpose of capital” along with the need for resilience, patience and humility!Newsletter | LinkedIn | YouTube | Contact Alti GlobalRecorded 12 November 2025.DISCLAIMER: This is for informational purposes only and does not constitute investment advice, an offer to buy or sell any financial product, a solicitation to become an advisory client of AlTi or an investor in any AlTi-advised fund, or an endorsement of AlTi, its advisory services, or investment strategies, including AlTi-advised funds. While the information and views presented are believed to be accurate and expressed in good faith, there is no assurance that they are correct, complete, or will not change over time. All investments carry risk, including loss of principal. Past performance is not indicative of future results.
November 18, 2025Episode 2936 min
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 investors looking for attractive risk-adjusted returns that have little to no correlation to the financial markets, as well as favourable liquidity terms.Stephen explains the process, philosophy and people that populate their business. He describes the clients for whom this is most suitable, the incidence and change in natural disasters, the annual liquidity and the playing field of operators.Newsletter | LinkedIn | YouTube | Contact Pillar Capital
November 11, 2025Episode 2849 min
The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small-Cap Potential
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 public and private equity allocations, how quickly they can move, venture capital, the network of managers with whom they work and the importance of not being too rigid. He talks about responding to investment failures, how to adapt, and the qualitative factors they look at when examining managers both current and potential.Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
October 14, 2025Episode 2649 min
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 the absence of risk appetite, the planned changes to address this, how the 27,000 active pension schemes in the UK, representing the second largest pensions market globally, are being brought together to emulate the best of Canada and Australia.Julia explains the changes to make capital raising simplified, to assist scale ups, to encourage them to stay in the UK and finally why the UK IPO market may have a lot more good news coming down the tracks!To quote Ian Dury and the Blockheads: “Reasons to be cheerful…”Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
September 25, 2025Episode 2550 min
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 and television are consumed.Philip explains why there has been proliferation of digital platforms and content, matched by an increase in demand for media music usage, and how digitsation has allowed singers to know and to collect their entitlements.He describes the forces driving these developments, the interplay between the cogs of the music machine and the opportunity they identified in an addressable market estimated to be worth £30bn. He explains Cutting Edge Group’s path to become a world leading music partner to the film and TV industries.From the revenue model, the financing, through to the integrated platform they have built, Philip discusses how complexity around the ecosystem creates opportunity. He references why their recent JV with Warner Bros Music significantly increases the assets under CEG’s management and underscores its growth from a niche player into a major partner for Hollywood studios.Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | More on Cutting Edge Group
July 24, 2025Episode 2446 min
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 his family as a cornerstone investor). He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities. Stephen covers why, at the time of recording, they’re long on Chinese technology companies like Alibaba and UK house builders, but short on European car manufacturers. Whilst he recognises that long/short is not an approach for everyone, he contends it is suitable for a slice of an investor’s allocation. Stephen’s conviction about the available opportunity set and willingness to back his convictions emphatically means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world. Recorded on 9th June 2025. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Stephen & TeamRETRACTION: In the introduction (00:50) Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website. DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.
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