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 the issue of direct investing by sovereign wealth funds and large pensions. Rachel and I dissect McKinsey’s recent survey on asset owners, direct investing, and trends.
1:00 – IPIC and Mubadala Merger – Consolidation and Efficiency
6:16 – Brexit, Results and Asset Owner Expectations
10:20 – Sovereign Wealth Fund Direct Investment Activity in the U.K.
13:50 – Analyzing the McKinsey Report, Trends in Direct Investing
17:10 – High Performance Culture and Branding for Wealth Funds and Pensions