Fiduciary Investors Series Podcast Por Amanda White arte de portada

Fiduciary Investors Series

Fiduciary Investors Series

De: Amanda White
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The COVID-19 global health and economic crisis has highlighted the need for leadership and capital to be urgently targeted towards the vulnerabilities in the global economy. Through conversations with academics and asset owners, the Fiduciary Investors Podcast Series is a forward looking examination of the changing dynamics in the global economy, what a sustainable recovery looks like and how investors are positioning their portfolios. The much-loved events, the Fiduciary Investors Symposiums, act as an advocate for fiduciary capitalism and the power of asset owners to change the nature of the investment industry, including addressing principal/agent and fee problems, stabilising financial markets, and directing capital for the betterment of society and the environment. Like the event series, the podcast series, tackles the challenges long-term investors face in an environment of disruption, and challenges investors to look differently at how they make decisions and allocate capital.© 2026 Amanda White Economía Finanzas Personales
Episodios
  • Why active managers are mimicking the flaw of passive benchmarks

    Why active managers are mimicking the flaw of passive benchmarks
    Mar 16 2026

    In a conversation with Top1000funds.com editor Amanda White, Hamzaogullari unpacks the tenets of good genuine active management including a long-term structural approach and truly differentiated insights, which focuses on the quality of ideas not the quantity.

    For example, he says there will only be five to six companies which will benefit disproportionally from the AI trend while most of the other companies will struggle to sustain long-term growth.

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    36 m
  • Stephen Kotkin on regional conflicts, and the one war investors can't price

    Stephen Kotkin on regional conflicts, and the one war investors can't price
    Mar 10 2026

    The Trump administration’s strikes on Iran stems from a deep conflict between the two nations which has existed for the past 47 years, according to Professor Stephen Kotkin, senior fellow at the Hoover Institution at Stanford University.
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    39 m
  • Blue Owl's James Clarke on navigating private credit's first real cycle

    Blue Owl's James Clarke on navigating private credit's first real cycle
    Mar 8 2026

    In this conversation, Top1000funds.com editor Amanda White spoke to James Clarke, global head of institutional capital at Blue Owl Capital, about the credit cycle, the evolution of private credit, data centre financing, and what institutional investors should expect from their managers.
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    34 m
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