Money Maze Curated Podcasts

Ruffer contend that positive absolute returns “ will not be achievable for most long only investors in the coming market cycle ”. To articulate why they believe this, Matt Smith, Partner and Investment Director, explains Ruffer’s origins, before describing the investment process, their view of “ the changed investment climate ”, the tools and assets they are using in this environment and how portf...

Today in this Money Maze Podcast Curated edition we travel to Canada, to understand Sagard, with its Chairman and CEO, Paul Desmarais III. Sagard is an intriguing alternative asset management business, that is striking in both the freshness of its approach and clarity of its ambitions. In this conversation, Paul explains Sagard’s genesis and vision. He then describes their core investment activiti...

Learn more about Curated Podcasts in this short trailer. Produced by the Money Maze Podcast team, these episodes offer in-depth insights into a range of investment organisations and other exciting businesses. Whilst this series is produced with the professional investor in mind, episodes are not intended to address your particular requirements. We recommend that this resource be utilised in conjun...

In this episode, with Tamer Ozmen, CEO of Mintus, we have the opportunity to discuss Mintus’s approach to investing in the art market, through their FCA authorised fractionalisation platform. Tamer describes his earlier experience with Priceline, Orange, and then as CEO of Microsoft Turkey, and how those formative lessons led to the genesis of Mintus.  He describes art as an asset class, its long-...

As the alarm bells sound on the urgency to build a new energy order, whilst balancing the need for pragmatism, the key priorities of investing in energy infrastructure continue to accelerate. In particular, decarbonization and electrification are focusing the minds of investment managers and capital allocators. In this Curated Podcast episode, Anthony Catachanas, CEO of Victory Hill Capital Adviso...

In this Money Maze Podcast curated discussion, we explore Lansdowne Partners’ European Long Only Equity Fund with Daniel Avigad, its manager. Daniel has been with Lansdowne Partners since 2006, and has achieved striking results in a concentrated, large cap portfolio, investing in European and UK stocks. Daniel’s modest and quiet passion for the opportunities he and his team have identified shine t...

The Fat Gladiator is a unique and exclusive investment club that tracks the world’s most powerful trends, and identifies the companies and asset classes most likely to profit from them. In this interview, Nick Finegold, Founder and long time investor, describes the growth of this business which seeks to identify compelling and potentially profitable investment themes, through collaboration and ide...

In 2017 Brian founded and continues to serve as Chairman and CEO of TechMet Ltd, an investment vehicle for a portfolio of technology metal projects. TechMet acquires and manages projects that produce, process and recycle the key strategic technology metals that go into batteries, electric vehicles and renewable energy systems – cobalt, lithium, nickel, tin, tungsten, rare earth metals and vanadium...

For Professional Clients, Qualified Clients and Qualified Investors Only. Unless otherwise stated all data is sourced from BlackRock 31 December 2021. All amounts given in USD. In a world where financial solutions tend to be sliced into those designed for institutions and those for individuals, the large family offices and super high net worth families often grapple with a dilemma of which partner...

Litigation finance is a small but growing industry, proving to be an attractive opportunity for investors looking for a new uncorrelated alternative asset class. Over the past five years, the UK litigation finance market has doubled,  with total assets under management in the sector now worth £2 billion (up from £1 billion in 2016/17). Given this growth, it’s not surprising that private equity and...