OM DENNE PODKAST 🔗
Intergenerational Thinking is a podcast bought to you by Aurellan Asset Management. In these podcasts we talk to key investment industry players and investors, with a focus on long term, intergenerational and enduring views.
Opdateringsfrekvens:
every 34 days
Gjennomsnittlig lydlængde:
37 minutes
Gæsteinterviews
Engelsk
USA
11 episoder
siden 9. oktober 2025
episodic
NYESTE EPISODE 🔗
With the Shiller CAPE above 40, roughly double its post-1950 average, what should long-term investors expect from the next decade? Aurellan CEO Chris Di Leva talks with Steve Foresti, CIO Emeritus at Wilshire, who has spent decades building capital market assumptions. They cover how starting valuat…
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Intergenerational Thinking with Aurellan.
SISTE EPISODER 🔗
Listed markets have delivered exceptional returns but with valuations at elevated levels, where do investors find genuine diversification?
In this episode, Aurellan CEO Chris Di Leva is joined by Mark Perry, Head of Alternatives Manager Research at Wilshire, joining us from Los Angeles. Mark leads…
In this episode of the Aurellan Intergenerational Thinking podcast, Chris Di Leva is joined by Fiona Foster of Movac and Andrew Bascand of Harbour Asset Management for a conversation about how innovation gets funded in New Zealand and where it comes from.
Fiona shares how Movac identifies and back…
In this episode of Intergenerational Thinking, Rachel Weld sits down with Colleen Raab of Los Angeles Capital to explore a quant approach built around a simple but powerful idea: the best guide to future returns isn't past performance, it's where companies are headed next. They unpack how Los Angel…
Aurellan co-founders Chris Di Leva and Anthony Edmonds talk global equity style. Style is often a key driver which is often overlooked in terms of portfolio construction. Anthony and Chris talk about Aurellan's approach to style diversification.
Aurellan Investment Principal Rachel Weld interviews Causeway Capital's Sarah Ketterer who talks about the up's and down's of value investing over the past 25 years that Causeway Capital has been in business. Causeway Capital is an underlying manager within the Aurellan Global Shares Fund. Aurellan…
We interview Cotality NZ's Head of Research Nick Goodall and Aurellan's Rachel Weld on all things property.
In this episode, Aurellan co-founder and CEO Chris Di Leva is interviewed by Anthony Edmonds. Chris and Anthony talk about Chris' path to Aurellan including learnings from his role as Portfolio Manager at Mercer and Head of Global and Multi Asset Investments at Harbour Asset Management.
Wilshire's Rob Noe talks about how Wilshire select global investment managers and how the strategy to do it isn't too dissimilar to Monopoly. Rob also talks about how he got into investments and what has shaped his perspective.
Campbell Gower talks through building enduring brands such as Charlie's Juice, Mountain Buggy, phil&teds and talks about why he and the Gower Family Office have decided to back Aurellan Asset Management.
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Aurellan Asset Management, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.
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‐ Isaac "Llamacorn" Newton
SØK BLANT TIDLIGERE EPISODER
Søk etter gamle episoder av Intergenerational Thinking with Aurellan.
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