Money Maze Podcast
10
General David Petraeus: Inside a World Glowing Red
<p>A first! For the first time since our inception 6 years ago, we welcome back a guest for their third visit. General David Petraeus, once described by Simon Sebag Montefiore as the ultimate soldier-scholar, is Chairman of the KKR Global Institute. </p><p>Prior to this, David had a distinguished US military career and was the CIA Director during the Obama administration. </p><p>He assesses the heat map of geopolitical and military tensions which is glowing red. Starting with the Indo-Pacific he assesses President Xi’s removal of his top Generals, what this might mean, and why peace must prev...
From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS
<p>While women leaders in finance are gradually becoming more common, that cannot be said the alternatives industry. </p><p>But as traditional investment firms increasingly acquire alternatives and private markets firms, their leaders, styles and backgrounds are experiencing a changing topography. </p><p>One of those to have been instrumental in helping build some well-known alts firms, from GLG to Moore Capital and now MCQS, is their President and CEO, Soraya Chabarek.</p><p>Soraya discusses the characteristics of some of the top hedge fund performers, the egos and enigmas, females in finance, the art of selling, and how sh...
Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.
<p>Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. </p><p>Such became the re-allocation away from them and the magnetism of the US & its technology companies, that as recently as the end of 2024, Emerging Markets were at a 50 year low, relative to the S&P 500. </p><p>With some improved relative performance, it may be asked if this is a flicker, or are we at the foothills of a bigger reallocation? East Capital’s CEO, Peter Håkansson, discusses the opportunities, the lessons drawn from researching them for 3 decad...
Can We Live Longer? What it Might Mean for Medicine, Money, & Markets - With Dr Andrew Steele
<p>As Mike Milken said on this podcast, “the greatest achievement of humankind in the 20th century, was the doubling of life expectancy.” </p><p>If living longer seems a powerful goal, the caveat would be only if it goes hand in hand with being healthy whilst being older, AND in not running out of money!</p><p>In this conversation, Dr Andrew Steele examines, diagnoses, evaluates, and prescribes the implications, actions, benefits, costs and possibilities associated with living longer, healthier lives. </p><p>He examines the financial and health aspects, the drugs already breaking new ground, why reasons for opti...
Marketing God. With Nicky Gumbel, Pioneer of the Alpha Course
In this Christmas special, we reshare our conversation with Nicky Gumbel! <br><br>Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely does that person’s impact grow in time and reach, and expand beyond anyone’s expectations and for millions, be responsible for enhancing their lives.<br><br>In this episode we explore a slightly different realm: religion. Our guest, the Reverend Nicky Gumbel, talks of his own odyssey from barrister to clergyman, before widening both awareness and access to Christianity to those outside the church via the Alpha Course. <br><br...
From Vision to Valuation: Disrupting the Future - With Cathie Wood, Founder & CEO of ARK Invest
When we interviewed Howard Marks in March of 2025, he observed, “It's the pioneers who get the arrows”. Many consider a 21st century investment pioneer to be Cathie Wood.<br> <br> She embraces disruptive innovation themes early, has faced intense criticism during large drawdowns, has reshaped ETF thinking and is characterised as bold, influential, and controversial. <br> <br> Cathie explains why studying under Arthur Laffer inspired her to think about private sector disruptive innovation driving growth. <br> <br> She explains how multiple S curves can operate simultaneously, and how Ark fuses the macro and thematic with bottom-up conviction, along with the volati...
Yield, Shield, and Scale: Inside the Ares Management Playbook (With Blair Jacobson, Co-President)
Ares is recognised as one of the leading global alternative investment managers, investing across credit, real estate, private equity and infrastructure. <br> Listed on the NYSE, it has over 4,000 employees, $595billion in assets* and a substantial geographical footprint. <br> Blair explains the high yielding Ares-managed listed vehicle, ARCC, which as a business development company (BDC) structure must distribute 90% of taxable income and averages 9% of yields*. <br> He discusses how being a public entity gives them a “currency” which is highly valued by employees, and also how it has helped with brand recognition as its growth accelerated. <br> We discuss European capi...
Investing & Philanthropy - With Sir Chris Hohn, Founder, TCI Fund Management & CIFF
In September we held our inaugural Money Maze Allocator Summit and over the two days there was fantastic discussion, debate, insights, disagreement and a lot of learning.<br> <br> It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics. <br> <br> Of all the conversations, one that particularly resonated with us was the chance to interview Sir Chris Hohn about two topics with which he is fantastically acquainted: investing and philanthropy. <br> <br> As you will discover in this episode, he perhaps stands above most mortals with the clarity of his thinking and...
Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)
On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of fascinating investment discussions.<br> <br> It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics!<br> <br> The moderator was the brilliant Annachiara Marcandalli, Global Head of Sustainability at Cambridge Associates. <br> <br> The panel was Brian Menell (Chairman and CEO, TechMet), Per Lekander (CEO, Clean Energy Transition), Bill Orum (Partner, Capricorn Investment Group) & Kristin Eshak Weldon (Senior Managing Director, CCI). <br...
RIT Capital Partners: Global, Unconstrained, Undervalued? A Conversation with Maggie Fanari (RIT CEO)
Founded in 1971 as the Rothschild Investment Trust, RIT Capital Partners PLC, continues today with a mandate to preserve and grow capital across generations through a multi-asset, global and unconstrained strategy.<br><br>As one of the UK’s largest investment trusts, with total assets of approximately £4bn (over 20% of which is owned by family members), RIT targets CPI + 3% as one of its benchmarks, aiming to meet those real return objectives for long-term wealth preservation.<br><br>In this conversation Maggie explains the asset allocation, where private assets represent 30% of the assets, public equities at 40%, and uncorrelated nearly 20%. <br><br>She disc...
