Money Maze Curated Podcasts

As wildfires engulf residencies once considered safe, floods sweep through sleeping towns, inundating their populations, and hurricanes decimate communities, these natural disasters have created more opportunities for capital to flow the catastrophe re-insurance market. Pillar Capital, which is partially owned by Berkshire Hathaway’s Transatlantic Holdings, has established a track record for investors looking for attractive risk-adjusted returns that have little to no correlation to the financial markets, as well as  favourable liquidity terms. Stephen explains the process, philosophy and people that populate their business. He describes the clients for whom this is most suitable, the incidence and change in natural disasters, the annual liquidity and the playing field of operators. Newsletter | LinkedIn | YouTube | Contact Pillar Capital

UK wealth and capital markets are a significant niche on the global stage, and opportunity abounds. Fragmented investment offerings, extreme valuation opportunities in the small cap space, and over £5tn of intergenerational wealth transfers, estimated to occur over the next 20 years. It all adds up to an intriguing cocktail of opportunity for those willing to build & acquire.  In this Curated Channel episode, we aim to understand how Oberon Investments is positioning themselves to capitalise on some of these trends. In a different format, we have 3 legs to the conversations.    First, CEO Simon McGivern sets the stage in explaining the genesis and vision of Oberon. Why is the opportunity so compelling? Who are the backers? Why are they aiming to offer an alternative to the larger, consolidated businesses? Next, Richard Penny, a highly regarded veteran of the small-cap space, explains why he believes the UK offers some of the most compelling investment opportunities he can remember in his career. Finally, senior portfolio managers Peter Martin and Toby Clothier explain the investment approach, the opportunities they see, and why they don’t fit in with the more typical approach found in this space. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Oberon Investments -- DISCLAIMER This material has been prepared by Oberon Investments Ltd and is authorised and regulated by the Financial Conduct Authority. This material is intended for investment professionals, not for retail or for onward dissemination.  Fund literature can be found by searching for TM Oberon UK Smaller Companies Fund at https://www.tutman.co.uk/literature/   The TM Oberon UK Smaller Companies Fund was previously named the TM CRUX UK Smaller Companies Fund. This change became effective on 13 December 2024.  The information contained in this document has been prepared using all reasonable care however, it is not guaranteed as to its accuracy and is published solely for information purposes only. Our opinions are subject to change without notice and we are not under any obligation to update or keep this information current. Oberon Investments Ltd, or any of its associated trading names, does not guarantee the performance of any investment and past performance is not necessarily a guide to future performance. The value of investments may go up or down and you may not get back the amount you have invested, and it may be affected by exchange rate variations.  This material is for distribution only under such circumstances as may be permitted by applicable law. It has no regard to the specific investment objectives, financial situation or particular needs of any recipient. It is published solely for information purposes and is not to be construed as a solicitation or an offer to buy any assets, securities or related financial instruments. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the investments, assets, securities, markets or development referred to in the materials. It should not be regarded by recipients as a substitute for the exercise of their own judgement. Any opinions expressed in this material are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of OBERON as a result of using different assumptions and criteria. OBERON nor any of their Directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material. OBR00267 © 2025 OBERON. All rights reserved. OBERON specifically prohibit the redistribution of this material and accept no liability whatsoever for the actions of third parties in this respect. 

In this conversation we discuss the investment objectives of the £6bn+ endowment, charged with growing investors’ capital by an average of 5% per annum in real terms, and to achieve this at a lower volatility than would be experienced by investing solely in the public equity markets.  Neamul discusses the investment approach, their priorities, and vital principles. He reviews the division between public and private equity allocations, how quickly they can move, venture capital, the network of managers with whom they work and the importance of not being too rigid.  He talks about responding to investment failures, how to adapt, and the qualitative factors they look at when examining managers both current and potential. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube  

Julia Hoggett delivers a master class in diagnosing the issues that have confronted stock markets, capital raising, risk appetite, and pension allocations here in the UK. She describes some of the immense transformations taking place, with top of the list being the ability for private companies to have their shares transacted on the London Stock Exchange, whether UK or overseas, now! She describes the absence of risk appetite, the planned changes to address this, how the 27,000 active pension schemes in the UK, representing the second largest pensions market globally, are being brought together to emulate the best of Canada and Australia. Julia explains the changes to make capital raising simplified, to assist scale ups, to encourage them to stay in the UK and finally why the UK IPO market may have a lot more good news coming down the tracks! To quote Ian Dury and the Blockheads: “Reasons to be cheerful…” Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube   

If you liked the music from Harry Potter, Lord of the Rings, Game of Thrones or Stranger Things, did you ever wonder who owns the rights and royalties and where the investment opportunity may lie? In this conversation of an intriguing “alternative investment”, we welcome a founder and CEO who sits at the epicentre of this web, capitalising upon the powerful growth which is changing ways music, film and television are consumed. Philip explains why there has been proliferation of digital platforms and content, matched by an increase in demand for media music usage, and how digitsation has allowed singers to know and to collect their entitlements. He describes the forces driving these developments, the interplay between the cogs of the music machine and the opportunity they identified in an addressable market estimated to be worth £30bn. He explains Cutting Edge Group’s path to become a world leading music partner to the film and TV industries. From the revenue model, the financing, through to the integrated platform they have built, Philip discusses how complexity around the ecosystem creates opportunity. He references why their recent JV with Warner Bros Music significantly increases the assets under CEG’s management and underscores its growth from a niche player into a major partner for Hollywood studios. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | More on Cutting Edge Group

In the investing universe, where long/short hedge funds are fewer and passive has reigned supreme, Orgueil Capital was established in February 2024 as an investment fund with an aspiration to quintuple investment capital over the next 8-9 years!  Founder Stephen Roberts, previously of Horseman Capital, explains why he came out of retirement to run a return-seeking, concentrated, thematic fund (with his family as a cornerstone investor).   He explains how they use a mix of thematic and fundamental research, helped by a macro-overlay to identify a range of opportunities.  Stephen covers why, at the time of recording, they’re long on Chinese technology companies like Alibaba and UK house builders, but short on European car manufacturers.    Whilst he recognises that long/short is not an approach for everyone, he contends it is suitable for a slice of an investor’s allocation.  Stephen’s conviction about the available opportunity set and willingness to back his convictions emphatically means his approach is more reminiscent of many of the hedge funds that were once a much larger part of the investing world. Recorded on 9th June 2025.   Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Stephen & Team RETRACTION: In the introduction (00:50) Simon states that Orgueil Capital aims to "...quintuple capital through returns over 5-7 years." In fact, Orgueil Capital hopes to quintuple capital over the next 8-9 years. For more information on this, please visit their website. DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

Polen Capital is a US investment management organization, founded in 1979, which has a growing global footprint driven by its specialisation in concentrated equity portfolios and high yield credit strategies.   Stan explains their equity approach, high return on capital and lower volatility. Equally he discusses why they view “credit as different to the agencies” and the opportunities their approach delivers in terms of “yield advantage”.   He discusses the evolution of the business and its route to managing circa. $60bn today. He then describes the investment in building a lasting culture, their geographic expansion of offices to London, Singapore and Abu Dhabi, and how these fit into their ambitions and growth plans.   Finally, he discusses recently attracting the European hi-yield team from Aberdeen Investments, the purchase of Somerset Capital and Hong Kong based Income Partners, and strategic goal of pursuing both organic growth and growth by acquisition.    *Please note that at 21:58, Stan misspeaks when discussing basis points. Where he says "1,500" he means to say "150" basis points.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Polen Capital -- DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

In 1965, the BBC launched Tomorrow’s World, a pioneering program that ran for four decades, spotlighting innovations in technology, healthcare, and science—many of which became essential to modern life. Today, the commercialization of groundbreaking inventions presents significant investment opportunities, but identifying, funding, and nurturing them demands vision, skill, and patience. In this conversation, Peter Davies, Senior Partner and Portfolio Manager at Lansdowne Partners, shares insights into his approach and their latest fund designed to tap into these opportunities. He discusses the appeal of UK intellectual property from leading British universities - often underfunded and overlooked - drawing on a decade of experience investing in this ecosystem. From sourcing and financing to filtering and partnering, Davies explains how technological disruption creates both challenges and commercial opportunities. He details exciting prospects, the fund’s structure, exit strategies, and why, despite the allure of high rewards, strict process and valuation discipline remain paramount. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Lansdowne Partners DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

If science and innovation hold the keys to tomorrow’s kingdoms, then their successful discovery, nurturing, and commercialisation will give advantage to the nations where they are found and built and in turn, offer the potential for significant investment opportunities. Greg Smith, is CEO of IP Group, one of the UK’s very few specialised, publicly listed, investors in science and innovation. In this episode, Greg explains IP’s business and opportunity set. He discusses UK innovation and where and why it is world class. He explains sourcing opportunities, the investment process, and why he is so excited about their portfolio (covering firms such as Oxford Nanopore, Istesso, Pulmocide, Oxa & Hysata).  He continues with discussing the hurdles in the UK to commercialising and retaining more of the great innovations found here, and assesses their early mover position.  Finally he discusses the share price’s discount to NAV, and what may lie ahead. Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact IP Group DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

“What could go right?” is a question investors sometimes need to ask, particularly when an asset class, region, or style of investing is unloved, out of favour and under allocated to. I’m referring to emerging markets.  The Wall Street Journal recently published a chart showing emerging markets at a 50 year low relative to the S&P, which might remind us of George Soros’s comment that we should “discount the obvious and expect the unexpected”. In this conversation, Christina explains what she believes are significant valuation anomalies, and the ‘immense’ opportunities in the universe where she invests. She discusses EAM’s investment process, especially in the under-researched small to mid-cap domestic EM universe in which they invest. She explains idea generation, the concentrated portfolio composition of 25 stocks, the 8 countries which they target, typical holding periods and the prerequisite of on the ground research. She gives two examples of companies they own, dealing with liquidity and volatility, having the wind in your face, and the type of clients best-suited to this strategy.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact EAM -- EAM DISCLAIMER Elephant Asset Management (London) LLP is an appointed representative of Marble Bar Asset Management LLP which is authorised and regulated by the Financial Conduct Authority. This message is intended only for the use of the person(s) to whom it is addressed. It may contain information which is privileged and confidential. Accordingly any unauthorised use is strictly prohibited. If you are not the intended recipient, please contact the sender as soon as possible. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction, unless specifically agreed otherwise. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. Any opinions or advice contained in this Internet email are subject to the terms and conditions expressed in any applicable governing Elephant Asset Management (London) LLP’s terms and conditions of business or client agreement letter. Any comments or statements made herein do not necessarily reflect those of Elephant Asset Management (London) LLP or Marble Bar Asset Management LLP. Relevant information in respect of Elephant Asset management (London) LLP’s compliance with the EU General Data Protection Regulation (Regulation (EU) 2016/679, including our updated privacy notice, is available on Marble Bar Asset Management LLP’s website www.marblebar.com. MONEY MAZE PODCAST DISCLAIMER All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

Paul begins with explaining why his initial job at the Federal Reserve was so important for his subsequent future in finance. He then details how he capitalised on those lessons at Merrill Lynch and JP Morgan before seeing potential opportunities developing from the emerging troubles in the world of banking in 2008, leading to the creation of Orchard Global. He explains Orchard’s mission, expertise, typical client profiles and how they helped pioneer significant risk transfers (SRTs) during the GFC. A significant risk transfer (SRT) deal is a financial transaction that allows banks to reduce their regulatory capital requirements by transferring credit risk to third-party investors. He discusses their private and public credit strategies, before covering how regulation such as Basel III is impacting the market. Paul then explains how, in providing private & public market credit solutions, they play a particularly pivotal role in helping banks. Finally, he explains why investors go to them in order to “stay rich”! Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | Contact Orchard Global DISCLAIMER: All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

Santander Asset Management manages almost $230 billion*, employs over 850 people and operates in 10 countries. In this interview we’re pleased to feature Samantha Ricciardi, who has been CEO of the company since February 2022.  Samantha begins by putting into context the perspectives she acquired after working at BlackRock and Schroders, before covering Santander’s investment philosophy, key strengths, and priorities for 2024/25. She discusses the investment flows into and out of Latin America, the forces of digitisation, passive’s growth, and how they are judiciously building a private markets capability. She then explains more about investment interest in local LATAM debt & Middle Eastern inflows to the region, and why - as a significant player in the UK market - the investment opportunities here remain compelling. Interview recorded in June 2024.  Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | *As of March 2024 – DISCLAIMER - SANTANDER ASSET MANAGEMENT UK LIMITED This podcast has been approved by Santander Asset Management UK Limited (SAM UK). This podcast is for information purposes only and does not constitute an offer or solicitation to buy or sell any securities or other financial instruments, or to provide investment advice or services. Opinions expressed within this podcast, if any, are current opinions as of the date stated and do not constitute investment or any other advice; the views are subject to change and do not necessarily reflect the views of Santander Asset Management as a whole or any part thereof. While we try and take every care over the information in this podcast, we cannot accept any responsibility for mistakes and missing information that may be presented. The value of investments and any income is not guaranteed and can go down as well as up and may be affected by exchange rate fluctuations. This means that an investor may not get back the amount invested. Past performance is not a guide to future performance. All information is approved by Santander Asset Management UK Limited (Company Registration No. SC106669). Registered in Scotland at 287 St Vincent Street, Glasgow G2 5NB, United Kingdom. Authorised and regulated by the FCA. FCA registered number 122491. You can check this on the Financial Services Register by visiting the FCA’s website: www.fca.org.uk/register. Santander and the flame logo are registered trademarks: www.santanderassetmanagement.co.uk. DISCLAIMER - MONEY MAZE PODCAST All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents.Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast, which is funded by third party advertising.

There is a growing recognition that the term “hedge funds”, rather than being an asset class, instead represents a range of approaches to access very different investment opportunities.  Here at the Money Maze Podcast, we think that a better way of viewing them is through the lens of how a proven manager or style can help deliver a different, and less correlated, set of returns. In this Money Maze Curated edition, we welcome Chris Dale, a seasoned investor in this space with an impressive long-term track record. He explains Kintbury’s approach, which offers an exposure to a universe of listed UK and European companies without having the market risk or beta. Chris explains how they identify short and long opportunities, including why they shorted Wirecard, why they have been long Novo Nordisk for many years and the egregious price inflation in luxury goods. He then explains their warning flags on the short side, and how sustained cash generation sits high on their list of priorities for their long investments. MMP Newsletter | MMP LinkedIn | Contact Kintbury Capital --  DISCLAIMERS MONEY MAZE PODCAST All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). KINTBURY CAPITAL This podcast has been prepared by Kintbury Capital LLP (“Kintbury Capital") solely for the purpose of providing background information on the strategy which Kintbury Capital operates.  The distribution of this podcast may be restricted in certain jurisdictions.  The information herein is for general information only, and it is the responsibility of any person or persons in possession of this podcast to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. This podcast is not intended for distribution to, or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. This podcast is not intended as an offer or solicitation with respect to the purchase or sale of any security. The summary description included herein, and any other materials provided to you are intended only for information purposes and convenient reference and are not intended to be complete.  This information is not intended to provide and should not be relied upon for accounting, legal or tax advice or investment recommendations.  The investment examples provided herein are for discussion purposes only and are no guarantee of future results or that such investment opportunities will be available in the future.  No reliance may be placed for any purpose on the information and opinions contained in this podcast or their accuracy or completeness.  No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this document by any of Kintbury Capital, its members, employees or affiliates and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance of the strategy. Kintbury Capital is authorised and regulated by the UK Financial Conduct Authority.  This podcast is being communicated by Kintbury Capital and in the United Kingdom in accordance with Article 14 (Investment Professionals), Article 21 (Certified high net worth individuals) and Article 22 (High net worth companies) of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001, or pursuant to the permitted exemptions made available by the FCA in section 4.12 of its Conduct of Business Sourcebook.  PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.  NO ASSURANCE CAN BE MADE THAT PROFITS WILL BE ACHIEVED OR THAT SUBSTANTIAL LOSSES WILL NOT BE INCURRED BY THE STRATEGY.

In 1989, Japan represented 43% of the world’s stock markets. The eight largest banks in the world were Japanese, as were 7 of the world’s top 10 corporations. 10 years later not a single Japanese company made it into the top 10. After an epic bubble and even more epic bust, today, 34 years later, Japan is the world’s 3rd largest economy, the world’s largest creditor nation, the second largest stock market globally, has the most undervalued currency of the major economies, and has the highest debt to GDP ratio of any G7 nation. In this conversation, Peter and Mark, Co-Founders of Arcus Investment, explain the changed landscape, politically, economically, and from an investment perspective.  The discussion begins with an overview of Arcus’s approach to investing after 25+ years managing approximately $2bn in AUM, as well as their value bias, what excites them, and an overview of the key macro forces shaping the world’s third largest economy.  They reference that almost half of TOPIX trades below book and 40% of companies have no material research. They share their ‘bread and butter’ process of recycling the profits of appreciating stocks into undervalued firms (inspired by Buffett). They speak about structural tailwinds, shifting allocations to equities, TSE reforms to “shame” companies resistant to change, the relatively cheap yen, and where they are identifying value and investing.  MMP Newsletter | MMP LinkedIn | Contact Arcus Investment -- MONEY MAZE PODCAST - All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.  ARCUS INVESTMENT LIMITED - All content on the Podcasts, including ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied, are for informational, entertainment, or educational purposes only and should not be construed as an offer, solicitation, investment advice, or recommendation to buy or sell a security or other investment product or to engage in or provide investment advisory services or activities. The information discussed in the Podcast is not intended to constitute investment, legal, tax or any other type of advice. Individuals should not use the information discussed on the Podcasts as the basis of an investment decision. The information discussed may include errors, inaccuracies or “forward looking statements,” which are inherently unreliable. Any investment involves risk. Individuals should undertake their own due diligence before investing or consult a licensed financial advisor before making any investment decisions. The value of investments in any financial assets may fall as well as rise. Investors may not get back the amount they originally invested. Past performance is not an indicator of future performance. Arcus conduct business only with professional clients, as defined by the Financial Conduct Authority. Arcus Investment Limited is authorised and regulated by the Financial Conduct Authority.

In this interview, Hugo explains why he established Newcore 13 years ago, explaining its purpose and approach. He outlines why the specific opportunities afforded by investing in UK social infrastructure offers the potential of strong returns, allied to prudent capital management.  Hugo discusses the demand drivers, as the appetite for education, healthcare, waste management and even crematoria continues to grow (in line with rising populations & public sector spending). He describes the dislocations in supply, and the headwinds faced by many operating in the real estate and infrastructure space, who employed too much leverage and are struggling to adjust to an environment of higher rates. Hugo then describes how “virtual-resistant” real estate is vital as the internet continues to change consumption trends, why investing with a strong eye is good to governance & sustainability, and their guiding principles (underscored by their B-Corp status). MMP Newsletter | MMP LinkedIn | Contact Newcore -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

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 (up from £1 billion in 2017). Given this growth, it’s not surprising that private equity and venture capital investors are increasingly interested in the space. To understand more, we were pleased to be joined by Robert Rothkopf, Managing Partner of Balance Legal Capital. He set up the firm in mid-2015 and is supported by litigation titans like Lord David Gold and Ian Terry. The firm is pioneering the development of the industry in the UK and internationally, being ranked by Chambers and Partners 2021 in both the UK and APAC regions. Balance Legal Capital is also listed in this year’s Legal 500 as a key player in UK litigation funding. It is also a proud member and supporter of the Association of Litigation Funders (ALF). The ALF is an independent body that has been charged by the Ministry of Justice with delivering self regulation of litigation funding in England and Wales. Please enjoy and listen to our insightful discussion above to learn more about this fascinating sector, and discover where opportunities may lie. Sign up to our Newsletter | Follow us on LinkedIn | Contact Balance Legal Capital -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

In 2017 Brian founded and continues to serve as Chairman and CEO of TechMet, a permanent capital vehicle investing in 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. He explains how the world is undergoing a seismic transformation in how it produces and uses energy. A part of this is a mobility revolution with the mass adoption of electric vehicles. These radical shifts represent ‘once-in-a-century’ investment opportunities and will re-shape not just whole industries, but also the geopolitical landscape. The West has been late to recognize the significant advancements made by the Chinese in this area over the last 20 years, and it now needs to play a tough game of catch-up. A key to success will be the ability to secure the supply of its building blocks – the technology metals. Sign up to our Newsletter |  Follow us on LinkedIn | Contact Team TechMet -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

Today, this Oxford University spin-out, Oxford PV, is reshaping the world of solar, helping to make it more affordable, more mainstream and accelerating the energy transition. We welcome Prof Henry Snaith, Co-Founder and the Binks Professor of Renewable Energy in the Physics Department of the University of Oxford, Dr Chris Case, Chief Technology Officer, and David Ward, CEO. They explain how and why Oxford PV has developed a low-cost, highly efficient solar photovoltaic technology which integrates with standard silicon solar cells to dramatically improve their performance.  In turn, they elaborate on the evolution of Oxford PV from laboratory to spin-out. They examine the science, the patents, the roll out, the manufacturing and path to profitability and why silicon has reached its scientific limits. In an illuminating interview they share why this might be the most significant invention within renewable energy and why they are so excited about the future. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with Oxford PV -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.

In this Curated podcast, we meet with the Co-Founders and CEO of OrganOx, an Oxford University spin-out that is quickly penetrating the world of medtech. Its success has led it to be at the forefront of changing the way donor organs are preserved in the critical time between donation and transplantation. Amazing as it may seem, methods of preserving organs have changed little in the last 30 years, however OrganOx has spent over a decade developing a radically different approach, such that observers have referred to it as a “Lifeline for livers”, and a “dream machine”, with further potential applications. Peter Friend, Professor of Transplantation at Oxford University, and Constantin Coussios, Professor of Biomedical Engineering at Oxford University, both co-founders, explain their work in combining a reappraisal of the medical challenge with the engineering approach undertaken to find a solution for a very real unmet medical need. They are joined by Craig Marshall, CEO of OrganOx (previously MD of the Siemens magnet technology business), who explains why FDA approval launches the company onto a new plane, as well as other potentially compelling opportunities for the company. He discusses the journey from invention to monetisation, the revenue inflection point ahead, the market opportunity, board composition, and the excitement they share about the future. Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn | Connect with OrganOx -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here. 

In this episode, we welcome back Partners Capital, and in a three way conversation, we explore the Asian investment opportunity set. The conversation brings together Arjun Raghavan, CEO of Partners Capital, Adam Watson, Partner and Co-Head of Asia Pacific, and to understand the perspective of a seasoned investor and allocator, Harvey Toor, CIO of Singapore Management University (SMU). SMU is a current client of Partners Capital and seed investor in one of its pooled investment portfolios. Arjun refers back to his comments a year ago of “2 mega trends, which are clear, but this is going to be a bumpy rise, sustainable investing & flow of assets into Asia” and sets the case for the structural opportunities of investing in Asia, but also to reflect on current institutional (under) weights. Harvey Toor describes the objective of the endowment he oversees, and explains how their investment approach has been constructed along the lines of the Yale Endowment Model. He highlights top-down considerations and why they invested with Partners Capital, given the need for resources, expertise, multi-assets and ‘boots on the ground’. Adam Watson defines both the geographical spread and the pool of potential investments, which include not only equity and debt, but important allocations to alternatives and private markets. This allows for a discussion on how venture, real estate and hedge funds also offer access to the heterogeneous opportunities across the region (which encompasses 60% of the world’s population). Sign up to our newsletter for more in-depth insights |  Follow us on LinkedIn | Connect with Partners Capital here -- DISCLAIMER All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). Full disclaimer here.