Insurance Investor and Fund Operator - Clear Path Analysis Podcasts
By Clear Path Analysis
Listen here to both websites' podcasts every month with Chief Operating Officers and Chief Investment Officers, from around the globe, giving their thoughts on the latest issues.
Insurance Investor and Fund Operator - Clear Path Analysis PodcastsJan 30, 2023
Fund Operator Podcast 1.5: The ESG investment duration gap with Sally Bridgeland
Sally Bridgeland joins FundOperator.com Reporter, Maya Sibul, to discuss the duration gap between ESG considerations and the investment cycle – and how to rectify it.
The duration gap refers to the mismatch between ESG objectives that take decades to unfold and financial markets that have much shorter life cycles.
While the issues around embedding ESG into the marketplace are multi-faceted, this topic is critical as it hits on the significance of a long-term mindset needed to achieve ESG investment goals.
Sally previously discussed this fundamental issue at Clear Path Analysis’s autumn ESG Investment Leader event in London last year. It’s a difficulty, she has said, that the industry is likely to struggle with for some time.
Sally is a leading figure in the pensions industry – she’s the Chair of Impax Asset Management Group, as well as a Non-Executive Director and Committee Chairman at Royal London and a Non-Executive Director at Pension Insurance Corporation and at RSA. However, she is probably best known for her work with the Local Pensions Partnership as Non-Executive Director and Chair of its Investments.
To add to her list of credits, Sally will also be a judge at Clear Path Analysis’s inaugural ESG Investment Leader Awards later this year.
Listen now to hear Sally's views.
Fund Operator Podcast 1.4: Albacore Capital Group's Matt Courey.
Matthew Courey, Chief Operating Officer, AlbaCore Capital Group, joins FundOperator.com Reporter, Maya Sibul, to discuss carbon conscious investing – and how it could be, in his words, “the answer to all your problems.”
Courey is a Founding Partner and Chief Operating Officer at AlbaCore Capital Group, where he is responsible for the organisation’s operational strategy and infrastructure. He has over 22 years of experience in High Yield credit markets, most recently as the Head of the High Yield bond trading team at Credit Suisse, and prior to that was Executive Director in the Fixed Income Credit business at Morgan Stanley.
He is also a Member of the Board of Trustees of Seeds of Peace, an international non-profit that focuses on leadership development in conflict regions.
Courey will be speaking at Clear Path Analysis’s 2023 Private Markets Investor Europe conference – on in London on the 28th and 29th of March – giving the opening keynote on “Carbon Conscious Investing: The Solution to All of Your Problems”. In it, he will expand on the role Private Markets can play in accelerating the low-carbon transition.
In this episode, we ask Courey for his thoughts on how taking an active investment position in the transition to carbon neutrality helps mitigate risk in the short and long-term – and how it can improve operational efficiency across the board, whether it be with client service, investor reporting, data strategy, or product development. We get into the nitty gritty about boosting the sustainability and durability of a business with carbon conscious investing, and what exactly that could look like.
Dive in for more of his views.
Fund Operator 1.3: Improving ESG with Scottish Widow's Maria Nazarova-Doyle
Maria Nazarova-Doyle joins FundOperator.com reporter, Maya Sibul, to discuss ESG in the investment sector – what it looks like for 2023 and the challenges and opportunities that she's seeing.
Maria is the Head of Pension Investments and Responsible Investments, Scottish Widows. She's responsible for defining the investment offering across the pension business – covering workplace savings, and individual and longstanding customer segments – and for incorporating ESG into the investment design. She previously held senior defined contribution investment roles at Mercer and JLT.
Maria is also a spokesperson on investment matters, a regular contributor to pension industry events, and a professional awards judge. She also volunteers on the PMI Policy and Public Affairs Board, the CFA UK Pensions Expert Panel, and the Taskforce on Pension Scheme Voting Implementation. And she’s one of just a handful of women in these senior positions focused on sustainability in the UK finance sector.
Maria spoke last year at Clear Path Analysis's ESG investment leader’s conference on the topic of “What value can companies gain from ESG and impact investing?” and we thought her answers were so great that we asked to hear more one-on-one!
In this episode, we're covering the ESG landscape for the investment sector, particularly those macro themes around ESG's growth and development – as well as the market's response. We ask Maria if we are seeing quick enough change to the industry, how can we compel those laggards, what positives are we seeing, how do we fix the persistent issues, and what developments are we excited about in the future?
Dive in for more of Maria's views.
Listen here on Spotify.
Listen here on Anchor.fm.
Fund Operator 1.2: Gavin Lewis and the Racial Wealth Gap
Gavin Lewis in an investment professional with 20 years’ experience. He is the author of ‘The Opportunity Index’ and co-founder of #Talkaboutblack - a movement dedicated to increasing the representation of Black Professionals in the financial services industry.
Here, he discusses with Fund Operator's Managing Editor, Andrew Putwain, his thoughts on racism, diversity and inclusion, the finance industry, and where they meet - and how we can make it better.
Gavin has been active in highlighting the challenges to increasing ethnic minority representation in financial services. He’s worked to create mentoring circles for junior, mid and senior Black professionals, student skills workshops and a programme designed to equip students from less privileged backgrounds with the tools and aspirations to enter the corporate world, now he's taking those lessons learnt and applying it to the world of publishing to give insights and solutions.
The book is also available for pre-order now.
Listen here on Spotify. Listen here on Anchor.fm.
Insurance Investor 1.2 Industry recollections with AEGIS CIO Rip Reeves
Insurance stalwart Rip Reeves, Chief Investment Officer, of AEGIS Insurance Services, announced in early 2022 that he was hanging up his investing hat and retiring after a long and celebrated career in the industry. Never one to shy away from a revealing chat, Rip speaks to Insurance-Investor.com's Managing Editor, Andrew Putwain, about what he'll miss the most, what he thinks of the current trends in the market including ESG, and how it's all changed.
If you fancy seeing Rip speaking in person one more time, he'll also be doing a fireside chat at the Institutional Fixed Income Investor | North America 2022 ONLINE SUMMIT on October 19, 9am EST.
See more at Insurance-Investor.com.
Full details on where Rip is speaking at Clear Path Analysis's website.
If you would like to be a guest on this podcast, please get in touch: andrewputwain@clearpathanalysis.com
Follow us on LinkedIn: Insurance-Investor
Twitter: @Ins_Investor
About Clear Path Analysis:
Clear Path Analysis is a peer-to-peer research organisation that runs Insurance-Investor.com and FundOperator.com, delivering actionable insights into the investment and insurance worlds.
Listen here to both websites' podcasts every month with Chief Operating Officers and Chief Investment Officers, from around the globe, giving their thoughts on the latest issues.
Insurance Investor 1.1: Geopolitical Outlook with Swiss Re Institute's Patrick Saner
The general economic outlook and its effects on insurance asset management – particularly for Europe – is a complicated picture due to inflationary pressures, interest rate hikes, and the Russian invasion of Ukraine. To get our heads around this, Swiss Re Institute's Head of Macro Strategy, Patrick Saner, drops by to explain how it’s all connected and give his views to Insurance Investor's Managing Editor, Andrew Putwain, on the upsides and downsides of 2022's economic outlook for investments and what insurers need to look out for going forward.
See more at Insurance-Investor.com.
Full details on where Patrick is speaking at Clear Path Analysis's website.
If you would like to be a guest on this podcast, please get in touch: andrewputwain@clearpathanalysis.com
Follow us on LinkedIn: Insurance-Investor
Twitter: @Ins_Investor
About Clear Path Analysis:
Clear Path Analysis is a peer-to-peer research organisation that runs Insurance-Investor.com and FundOperator.com, delivering actionable insights into the investment and insurance worlds.
Listen here to both websites' podcasts every month with Chief Operating Officers and Chief Investment Officers, from around the globe, giving their thoughts on the latest issues.
Fund Operator 1.1: Operational Resilience with Strivr CEO Carl-Fredrik Svensson
How can fund operators empower people and lead staff in a productive manner in today’s work environment? Carl-Fredrik Svensson, CEO and Co-founder of Stockholm-based Saas firm Strivr, speaks to FundOperator.Com's Editor Andrew Putwain about his thoughts on operational resilience, getting the right culture to succeed, and overcoming barriers in operations.