सर्वश्रेष्ठ Modern Portfolio Theory पॉडकास्टस (2024)

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S6 Ep.4: Moving beyond modern portfolio theory with Jon Lukomnik 35:54

12d ago35:54

35:54

In this episode, we question the limits of modern portfolio theory with Jon Lukomnik, co-author of Moving Beyond Modern Portfolio Theory and credited by Forbes as a pioneer of modern corporate governance. We challenge a cornerstone of finance and whether it is fit for purpose in today’s complex and interconnected world.…

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E 10: Marina Investing with South Silver Group 57:04

3d ago57:04

57:04

In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investmen…

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S6 Ep.5: The impact of the US election on investors with Paul Gibney 31:26

4d ago31:26

31:26

Elections can represent big shifts in political power that alter a nation's direction and economic policies, which influences investor sentiment and market returns. And we’ve arguably gone through the biggest election so far this year! So, what is the impact on investors of the US election result? In this episode, we’re joined by Paul Gibney (Head …

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E9: Who Can Promote Alternative Assets? 57:02

11d ago57:02

57:02

In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of c…

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E8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq. 57:19

18d ago57:19

57:19

In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The…

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Planning for the Future: Embracing Happiness, Stewardship, and Our Calling 37:11

19d ago37:11

37:11

In this episode, Trent Benedetti explores Chapter 10: Planning for the Future and Chapter 11: Happiness, Stewardship, and Our Calling, offering insights on estate planning, tax strategies, and the spiritual dimensions of financial decisions. He explains tools like revocable living trusts for protecting assets and dives into the purpose of wealth, e…

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S6 Ep.3: Investing in the energy transition with Sam Hollister 33:01

24d ago33:01

33:01

In this week’s episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on investing in the energy transition. Before we interview Sam, Jacob talks to Sarah Leslie, Professional Trustee at NDapt for our ‘Views from the Boardroom’ segment.द्वारा Lane Clark & Peacock

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E7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq. 33:23

25d ago33:23

33:23

In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion als…

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Financial Freedom through Learning and Giving 25:31

26d ago25:31

25:31

In this episode, Trent Benedetti dives into Chapter 8: Pursuing Wisdom and Education, and Chapter 9: Growing a Generous Spirit. Trent explores the importance of a growth mindset and lifelong learning, emphasizing how continuous education can shape financial and personal success. He shares practical advice on integrating a mindset of growth into dai…

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E6: Bankruptcy and Restructuring (Part 1) featuring Mary Elizabeth Heard, Esq. 27:41

1M ago27:41

27:41

In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types …

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Smart Investing Without Market Timing or Complex Holdings 23:10

1M ago23:10

23:10

In this episode, Trent Benedetti breaks down key insights from Chapter 6, Investing: The Case Against Market Timing and Security Selection, and Chapter 7, Holdings: Smart Investing Simplified. Trent explains why trying to time the market or pick individual stocks rarely works, sharing research-backed strategies for smarter, long-term investing. You…

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E5: Public Securities vs. Private Securities featuring Eddie Martin, Esq. 36:18

1M ago36:18

36:18

In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, an…

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S6 Ep.2: Reimagining your portfolio with Steve Hodder 34:36

1M ago34:36

34:36

Steve Hodder, Partner at LCP, joins the hosts this week to chat reimagining your portfolio. Before we interview Steve, Laasya talks to Surendra Ravikumar, Analyst at LCP, on his new blog looking at deflation as a systemic risk and what the impact could be on defined benefit pension schemes.द्वारा Lane Clark & Peacock

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Maximizing Earnings with Strengths and Holdings 34:05

1M ago34:05

34:05

In this episode, Trent Benedetti dives into the principles from Chapter 4, Applying Your Strengths to Earn More, and Chapter 5, Choosing Your Holdings with Care. He draws on the story of David and Goliath to illustrate how you can overcome financial challenges by selecting the right strategies. Trent also highlights the importance of understanding …

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E4: Who can invest in Alternative Assets? 51:32

2M ago51:32

51:32

In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accr…

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Living Below Your Means, Eliminating Debt, and Building Savings 32:46

2M ago32:46

32:46

In this episode, Trent explores the key principles from Chapter 2, Planning Diligently and Living Below Your Means, then in Chapter 3, Eliminating Reductive Debt and Building Your Savings. He emphasizes the importance of regular self-assessment to help you uncover financial "blind spots" and the discipline needed to live intentionally within your m…

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S6 Ep.1: Turning Turbulence into Tailwinds: An LCP Investment Conference 32:36

2M ago32:36

32:36

In this episode, we bring you the highlights from our Investment Conference: Turning Turbulence into Tailwinds. Covering topics such as geopolitical instability, transition resources, the US election, purposeful investing, private markets and even astropolitics! We chat to guests and speakers to bring you the highlights of the conference, their key…

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Biblical Wisdom from David, Solomon, and the Financial Ten Commandments 31:52

2M ago31:52

31:52

In this episode, we explore Trent Benedetti’s innovative approach to financial advising, which combines his expertise in traditional finance with timeless biblical wisdom. Trent begins by discussing the insights from his book's Prologue, focusing on the wisdom of Kings David and Solomon. He then delves into Chapter 1, where he outlines the "Financi…

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S6: A Sneak Peek 7:52

2M ago7:52

7:52

In this preview, Jacob and Laasya set out what listeners can look forward to in the coming season: from markets, to elections, to Gen Z trends and even how to invest in a way that makes you happy… it’s going to be a great season full of exciting topics!द्वारा Lane Clark & Peacock

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E3: Introduction to Risk 45:36

2M ago45:36

45:36

In this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance…

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E2: What are Private Securities? 39:47

2M ago39:47

39:47

In this conversation, attorneys Sarah Florer and Roland Wiederaenders explore private securities and their role in the world of alternative assets. They define private securities as investments in alternative assets, not traditional publicly registered securities. They explain that private securities are subject to different regulations and disclos…

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E1: Introduction to Alternative Assets 32:28

3M ago32:28

32:28

In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets th…

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S5 Ep.22: Challenging Assumptions with Charlotte O Leary 33:05

3M ago33:05

33:05

In our final episode of the series, Jacob Shah and Laasya Shekaran speak to Charlotte O’Leary, CEO of Pensions for Purpose. She gives us a great insight into the assumptions we currently make in the world of investing that we need to challenge. Before this discussion, we reflect on our highlights over the series so far – discussing some of our favo…

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S5 Ep.21: Investing for the 22nd century 32:57

3M ago32:57

32:57

In this week’s episode Jacob Shah and Laasya Shekaran are joined by two guests: Emma Hunt, head of Responsible Investment at HSBC Bank Pensions Trust and Stephen Barrie, Deputy Chief Responsible Investment Officer at the Church of England Pensions Board. Both guests give us a great insight into how long-term asset owners are thinking about systemic…

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S5 Ep.20: Tail risk strategies with Joel Hartley 33:39

4M ago33:39

33:39

In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.द्वारा Lane Clark & Peacock

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S5 Ep.19: Financial coaching with Catherine Thomas-Humphreys from Maji 40:52

4M ago40:52

40:52

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Catherine Thomas-Humphreys, financial coach at Maji. With Catherine we learn what financial coaching is, the benefits of financial coaching and some tips that listeners can use on their own financial journeys.द्वारा Lane Clark & Peacock

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S5 Ep.18: Bubbles and Rates with Torsten Sløk – Part II 28:44

5M ago28:44

28:44

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.द्वारा Lane Clark & Peacock

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S5 Ep.17: Bubbles and Rates with Torsten Sløk – Part I 27:06

5M ago27:06

27:06

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten, we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.द्वारा Lane Clark & Peacock

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S5 Ep.16: Black Women in Asset Management with Jackie James 36:46

6M ago36:46

36:46

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry. Before we interview Jackie, Laas…

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S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker 36:55

6M ago36:55

36:55

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.Before this Jacob talks to James Candia, Consultant at LCP, on the space econo…

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S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets 41:21

7M ago41:21

41:21

In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.द्वारा Lane Clark & Peacock

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S5 Ep.13: Invisible Women 32:58

7M ago32:58

32:58

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.द्वारा Lane Clark & Peacock

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S5 Ep.12: Election forecasts with Kelly Beaver 33:53

8M ago33:53

33:53

In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS.Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what sh…

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S5 Ep.11: Cycles and Swims with Peter Oppenheimer 34:52

8M ago34:52

34:52

In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. In light of International Women’s Day 2024…

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Investment Uncut: PLSA Investment Conference Day 3 & Final Thoughts 33:41

8M ago33:41

33:41

In the fourth and final episode of this special mini-series from the PLSA Investment Conference 2024, we bring you interviews with Sandra Carlisle, Head of Responsible Investment at USS and Nigel Peaple, Director of Policy and Advocacy at PLSA. Our regular Investment Uncut co-host Mary Spencer also returns to share her thoughts on the conference.…

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Investment Uncut: PLSA Investment Conference 2024 | Day 2 44:16

9M ago44:16

44:16

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.द्वारा Lane Clark & Peacock

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Investment Uncut: PLSA Conference 2024 | Day 1 23:21

9M ago23:21

23:21

This week, Investment Uncut is at the PLSA Investment Conference 2024 in Edinburgh. In this episode of this special mini-series, we speak to Paul Johnson at the Institute of Fiscal Studies and Natalie Mee from CMS on Day 1 of the conference.द्वारा Lane Clark & Peacock

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Investment Uncut: PLSA Investment Conference 2024 34:20

9M ago34:20

34:20

This week, Investment Uncut is live at the PLSA investment conference 2024. In this special mini-series, we bring you the PLSA investment conference from our podcast booth in the conference hall.द्वारा Lane Clark & Peacock

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S5 Ep.10: Health Economics with Sreeram Ramagopalan 33:46

9M ago33:46

33:46

In this week’s episode, Mary Spencer and Jacob Shah explore drug pricing and the dynamics within the pharmaceutical industry with Sreeram Ramagopalan, Principal and Market Access & Payer Evidence Lead within LCP’s Health Analytics team.द्वारा Lane Clark & Peacock

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S5 Ep9 Insurance-Linked Securities with David Garcia 28:24

9M ago28:24

28:24

In episode nine, Mary Spencer and Jacob Shah explore insurance-linked securities with David Garcia, investment consultant within LCP’s manager research team. Before we interview David, we also speak to Alex Waite, Partner at LCP, for our “Views from the Boardroom” feature. With Alex, we discuss artificial intelligence, the discussions he’s been hav…

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S5 Ep.8 Systemic risk in the financial sector with David Aikman 33:49

10M ago33:49

33:49

In our eighth episode of season five, Mary Spencer and Jacob Shah explore Systemic risk in the financial sector with David Aikman, Professor of Finance and Director of the Qatar Centre for Global Banking and Finance, at Kings College London. Prior to his current role, David spent 17 years working as an economist at the Bank of England – most recent…

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S5 Ep.7 Doughnut Economics 31:15

10M ago31:15

31:15

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran all get together to discuss Kate Raworth’s brilliant book: Doughnut Economics. This is the first episode all three have recorded, and a special one as it’s the last from Laasya before she spends three months travelling (we miss you already Laasya!).We are also joined by Tegs Harding, Hea…

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S5 Ep.6 China versus India with Claire Peck & Amit Mehta 36:15

11M ago36:15

36:15

Our last episode before Christmas is a real treat – we’ve been longing to do a debate-style episode for some time! In this episode Mary Spencer and Jacob Shah explore the case for investing in India versus China with Amit Mehta (Portfolio Manager at JP Morgan) and Claire Peck (Investment Specialist at JP Morgan) each representing one country. Befor…

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S5 Ep.5 COP 28 and the important role of investors 29:53

12M ago29:53

29:53

This episode of Investment Uncut comes out the day before COP 28 (the 28th United Nations Climate Change Conference) takes place in Dubai. With a “stock take” focus, this event could set the tone for the level of climate action we can expect from industries and governments alike over the coming years.In this episode, Mary Spencer and Laasya Shekara…

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S5 Ep.4 Residential property with Lucian Cook 31:14

1y ago31:14

31:14

In our fourth episode of season five, Mary Spencer and Jacob Shah explore the residential property market with Lucian Cook, head of residential research at Savills.Before we interview Lucian, we also speak to Joel Hartley, Partner at LCP, for our “Views from the Boardroom” feature. One year on from the gilts crisis, we reflect on the lessons learnt…

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S5 Ep. 3 Energy transition through a policy lens with Josh Buckland 34:46

1y ago34:46

34:46

In our third episode of season five, Mary Spencer and Jacob Shah explore the policy side of the energy transition with Josh Buckland, Partner at Flint Global who leads Flint’s client work on energy, climate and sustainability issues. Before we interview Josh, we also speak to LCP CEO Aaron Punwani as part of our new “Views from the Boardroom” featu…

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S5 Ep.2 Dynamic demographics with Amlan Roy 33:48

1y ago33:48

33:48

In this episode of Investment Uncut, Mary Spencer and Laasya Shekaran speak to Amlan Roy: demographics expert, LCP colleague and one of the speakers at our inaugural LCP investment conference. We dive into his research on demographics covering why this is such an important, but underappreciated, topic for all investors to think about.…

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S5 Ep.1 In the room where it happened 32:47

1y ago32:47

32:47

We’re back with a brand new season of Investment Uncut! We hope everyone had a well-earned break over the summer. Kicking off Season 5, we have a real treat for our listeners: this episode was recorded live at our inaugural Investment Conference! Hear from guests and speakers, feel the buzz and note down those key takeaways… We also introduce our n…

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Season 4 Ep. 25 The Opportunity Index with Gavin Lewis 36:55

1+ y ago36:55

36:55

In our very final episode of Season 4, we leave you with a very special book review: The Opportunity Index by Gavin Lewis, and we chat to Gavin himself.द्वारा Lane Clark & Peacock

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S4 Ep. 24 Bringing growth back to the UK, with the Lord Mayor of London 44:12

1+ y ago44:12

44:12

This week’s episode is a double whammy, combining two recent interviews! First, our interview with colleague Stephen Budge, who we spoke to at the PLSA investment conference in June. He’d just come off a panel session on investing in illiquids in DC. And prompted by that discussion, very excitingly, we were able to line up a chat with the Lord Mayo…

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Modern Portfolio Theory पॉडकास्टस

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