# Abraham Okusanya
Principales episodios de podcast
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Top podcast episodes featuring abraham okusanya.
Ep.138 - Reflecting the Market or Reshaping It? Robert Edwards on Mega-Cap IPOs and Index Rules.
When SpaceX entered the US total market index, some of the coverage asked whether index providers were reshaping the market rather than simply reflecting it. Rob Edwards, Global Head of Product and Research at Morningstar Indexes, has a blunter view of the job: accurately reflect the passive compos…
SoapBox Ep.11 - Do Women Build Better and Men Build Bigger? Advice Gap Row, and Millionaire Exodus
Women run some of the best businesses in financial services. So why do men still run the biggest ones, and why does around eighty percent of private equity investment still flow to all-male boards?
That is where this episode of SoapBox begins. Abraham Okusanya and Matt Pitcher are joined by Victori…
Ep.139 - No Clients, No Book, No Blueprint: Matt Abouzeid & Mohneet Dhir on Building &together
What does it take to walk away from a secure, senior role at one of the world's biggest asset managers and start again with nothing?
Matt Abouzeid (Co-Founder and Managing Director) and Mohneet Dhir (Co-Founder and Chief Investment Officer) came from Vanguard, where they helped shape how the UK inv…
SoapBox Ep.12 - The Special Needs Clients You Don't Know You Have, and the ISA Cliff Edge
Ask a room full of advisers whether they have clients affected by special needs or disability, and most will say it is not really their world!
Ali Fanshawe, Co-Founder of SENDA, is on the show to explain why that answer is almost always wrong, and why the families sitting quietly in every client ba…
SoapBox Ep.13: Great Companies Beaten by Inflation, The Pensioner Tax Raid, and and Minting New Advisers
A portfolio built from the biggest, best companies in the world, held right through one of the great bull markets, and it still lost to inflation. How does that happen, and who is it happening to?
That is where this episode of SoapBox begins. Abraham Okusanya and Matt Pitcher are joined by Julian G…
SoapBox Ep.14 - When the Expert Walks, the Old Guard's Reckoning, and Why the US Gets the Good AI
SoapBox is the undiluted edition of Adviser 3.0, where Abraham Okusanya and Matt Pitcher give their unfiltered take on the news moving UK financial advice. This week they're joined by Emma Bird, Financial Planning Director at Hansford Bell, for a wide-ranging and often provocative conversation.
The…
The future of advice and MPS solutions
Financial advice is entering yet another period of significant change. New technologies are emerging, regulation continues to evolve, and adviser firms are growing larger through consolidation, all while client expectations continue to shift.
In this episode of the Transact Platform Podcast, Tom Du…
Ep.141 - The Fault Lines of Finance: Philippa Hann on Why Good Professionals Go Wrong
Philippa Hann spent the best part of 20 years as a litigator in financial services, working on the scandals that kept on coming. Underneath every one sat the same question: why do good people do bad things? Her new book, The Fault Lines of Finance, co-written with neuropsychologist Dr Moira Somers,…
Ep.142 - Your Business Isn't Your Pension: Reme Holland on Advice Inside an Accountancy Firm
“My business is my pension.” Reme Holland hears it all the time from business owners, and he always gives the same answer: it really isn’t.
Reme runs financial planning inside Albert Goodman, one of the South West’s biggest accountancy firms. That gives him a front-row seat to what happens when pla…
SoapBox Ep.15 (Part 1): Who Pays? Gen Z Gambles, ESG Retreats, and Help to Buy Returns
Who Pays? Part 1 of 2
What if the worst-case scenario in your cash flow model isn’t bad enough anymore?
In the first half of a bumper SoapBox, Matt Pitcher and Abraham Okusanya are joined by Clémence Chatelin, Chartered Financial Planner at Ovation Finance, and the sparks fly early.
Clem asks how y…
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