To be inspired by the adviser is to create content that helps build better outcomes for themselves, their business, and their clients. In our podcast series, we...
Breaking Barriers: Gender Parity In Asset Management
Welcome to our newest episode of Connect The Dots where we explore trends in financial planning and wealth management.
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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.
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Listen now to gain insightful knowledge on the evolving financial landscape.
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29:29
Swimming in Solar
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.
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30:07
The Art of Balance: Mastering Multi Asset Fund Construction
Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.Â
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.Â
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.Â
Listen now to uncover the complexities and nuances of portfolio management and gain valuable knowledge from one of the industry’s leading experts.Â
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41:28
Engaging Women in Wealth Transfer
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.
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23:53
Decoding Due Diligence: Understanding the Intricacies of Operations
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.Â
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.Â
Join us as we unravel the mysteries of operational due diligence, providing our listeners with deep insights into this essential component of manager evaluation.
To be inspired by the adviser is to create content that helps build better outcomes for themselves, their business, and their clients. In our podcast series, we share the practical and technical insights from some of our favourite webinars and share some of our most current thinking. Two seasons of eight episodes a year. Delivered twice monthly.
Hosted by Georgina Smith, Michael Summerton and Waseem Abrahams.
INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).
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