• Follow the Money

Follow the Money – Episode 25

Rachel and I do a brief episode on “Follow the Money – Global Connections”. We touch upon JASTA and recent changes at Saudi Arabia’s Public Investment Fund (PIF). Rachel chats briefly about institutional real estate.... Read More
  • Follow the Money

Follow the Money – Episode 24

Rachel and I return to the “Follow the Money Show” after a short pause. We briefly touch upon the U.S. election results and discuss how the outcome has impacted markets so far. We also chat... Read More
  • Follow the Money

Follow the Money – Episode 23

This brief Follow the Money podcast covers a number of noteworthy events affecting global institutional investors in the last two weeks. I do a recap on the Public Investor 100 for 2016, our 4th annual... Read More
  • Follow the Money

Follow the Money – Episode 22

In this lengthy episode, we dabble into the JASTA legislation and how it could impact capital markets. I bring up Southeast Asian infrastructure. We talk about Finland joining the negative interest rate club. There is... Read More
  • Follow the Money

Follow the Money – Episode 21

Rachel Pether is back. We reconnect on Global Connections (Follow the Money) talking about the dual lawsuits going on with Twitter and Facebook. Rachel reports on infrastructure and the mega Port Melbourne transaction. We talk... Read More
  • Follow the Money

Follow the Money – Episode 20

In this podcast, I give a short discussion on conferences and sovereign funds. I chat about hedge funds and comment on UC California’s endowment. I touch upon people hires in the industry and noteworthy deals... Read More
  • Follow the Money

Follow the Money – Episode 19

In this post-Labor day Follow the Money episode, I talk about awarded mandates and the expansion of the geo-targeting program by the U.S. Treasury. I also chat about wealth funds shifting preferences in direct investments.... Read More
  • Follow the Money

Follow the Money – Episode 18

In this brief episode, I focus on real estate, private equity and financial technology such as the Ripple protocol. I bring up some major news notes regarding Informatica’s planned IPO, German banks and shipping loans... Read More
  • Follow the Money

Follow the Money – Episode 17

In this episode, I cover sovereign funds and pensions amplified interest in emerging market debt and the reasons why. I also discuss some of the ongoing issues and events associated with smart beta and factor-based... Read More
  • Follow the Money

Follow the Money – Episode 16

In this episode, I get Nicholas Garrott’s insider perspective on post-Brexit, the future of the United Kingdom and asset owner European targets, from a macroeconomic expert who served under former London Mayor Boris Johnson’s administration.... Read More
  • Follow the Money

Follow the Money – Episode 15

This is the fifth episode of Global Connections. Rachel and I got back to business chatting about annual returns and policy changes from sovereign funds and mega pensions. I discussed how some asset owners are... Read More
  • Follow the Money

Follow the Money – Episode 14

In this episode, I rekindle my interview with Don Steinbrugge, Managing Partner of Agecroft Partners LLC. I ask Don about his thoughts on Brexit and the long-term impact to asset owners and the hedge fund... Read More
  • Follow the Money

Follow the Money – Episode 13

This is the fourth episode of Global Connections. We continued the fast-paced discussion on Brexit and its impact on institutional investor confidence. Rachel and I wove a number of issues together such as asset owners... Read More
  • Follow the Money

Follow the Money – Episode 12

This is the third episode of Global Connections. Rachel and I talk about the merger announcement of IPIC and Mubadala. We chat about how asset owners will embrace and deal with Brexit. We kick around... Read More
  • Follow the Money

Follow the Money – Episode 11

This is the second episode of Global Connections. Rachel and I banter on India’s attractiveness for large public institutional investors such as sovereign wealth funds and mega Canadian pensions. We also talk about fixed income... Read More
  • Follow the Money

Follow the Money – Episode 10

This is the first episode of Global Connections. Rachel and I chat about a number of current events that may impact institutional investors and their environment. We cover the U.S. Presidential election, touch on Brexit... Read More

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© 2016 Sovereign Wealth Fund Institute