Conversations with Institutional Investors

In this podcast, MarketFox columnist Daniel Grioli speaks with Global Macro investor Brian Singer about his time working for Gary Brinson, his views on mean reversion, the essence of dynamic asset allocation and the attributes of a good investor.  Brian is the Head of the Dynamic Allocation Strategies Team at William Blair. Singer was the former head of Global Investment Solutions and Americas Chi...

MarketFox columnist Daniel Grioli speaks with Allison Fisch, a Portfolio Manager and Senior Analyst at Pzena Investment Management, about how you can apply a value strategy in emerging markets. Is it possible in the first place? Fisch believes so, but some adjustments are necessary to make it successful. Overview: 4:00 – Value investing is really all about psychology, the psychology of markets. 8:...

Dr Jack Gray is an renowned academic, investment practitioner, teacher and investment philosopher. He was previously Co-Head of Asset Allocation at GMO Boston, having worked with GMO between 2005 and 2008, and prior to that between 1998 and 2003. He was also previously Chief Investment Officer at SunSuper, one of Australia's largest Superannuation funds, and an Executive Director at AMP Asset Mana...

Acclaimed business journalist and writer of the Wall Street Journal's 'Intelligent Investor' column Jason Zweig speaks with MarketFox columnist Daniel Grioli about value investing in today's world and tries his hand at answering the question: How would Benjamin Graham invest today? Short overview of content of podcast: 2:00 How did you get started in industry? 5:20 It is only when you talk to peop...

In this [i3] Podcast, MarketFox Editor Daniel Grioli speaks with quantitative investor James P. O'Shaughnessy, Chief Investment Officer of O'Shaughnessy Asset Management, about the moment he realised a rules-based approach was the only route for him and the subsequent journey into factors that resulted in the best-selling book: 'What Works on Wall Street'

MarketFox columnist Daniel Grioli speaks with Bob Maynard, Chief Investment Officer of the Public Employee Retirement System of Idaho, about different approaches to asset allocation, factor strategies and the magic of New Zealand Super.

Copper Rock Senior Portfolio Manager Denise Selden has been in the investment game for nearly 60 years, starting as a teenager for her uncle on Wall Street. Having just announced her retirement, she speaks to MarketFox columnist Daniel Grioli about her career and her passion: growth equities. But she also reflects on what it was like to work as one of the few women on Wall Street, at a time when w...

Fred Schebesta, internet entrepreneur and co-founder of Finder.com.au, talks about the future of online advertising, the impact of blockchain on businesses and the sense and nonsense of cryptocurrencies. Fred spoke at the Investment Innovation Institute's Equities & Equity Alternatives Forum 2018 in Sydney, Australia.

In this frank interview, MarketFox blogger Daniel Grioli speaks with veteran investor Jeremy Grantham, founder of asset management firm GMO, about how he got into the investment industry, the possibilities of a melt-up and the impact of Trumponomics on Emerging Markets.

Daniel Grioli sits down with Clover founders Harry Chemay and Sahil Kaura to talk about bringing institutional-quality investment advice to the masses.

MarketFox editor and I3 Insights columnist Daniel Grioli speaks with pension specialist, author and founder of KPA Advisory Services Keith Ambachtsheer about the ingredients to running a successful pension fund, addressing issues including long-term investing, the Canadian Model, what constitutes good boards, while also raising the question whether the Future Fund's constraints around using only e...

Jim McCaughan, Chief Executive Officer of Principal Global Investors spoke at the [i3] Asset Allocation Forum 2017 in Terrigal, Australia. For more information, please visit www.i3-invest.com/insights