June 4, 2020

Episode #54 Clare Flynn Levy – Using Data to Preserve Alpha as a Fund Manager

Clare Flynn Levy is the Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions. She also sits on the board of several and before founding Essentia, she was active as a fund manager, both for a company she founded herself and big names like DWS. Clare tells us how data analytics can be used to become a better fund manager by analysing decision patters. She goes into a concept called the alpha lifecycle. We talk about trends in the asset management industry like AI, blockchain, or model delivery. Links […]
May 14, 2020

Episode #51 Howie Li – Thematic Investing and the Future of Asset Management

Howie is the Head of ETF for Legal and General Investment Management (LGIM). Prior to joining LGIM, Howie was the CEO of Canvas, an ETF platform acquired by Legal and General in 2018. Prior to that, Howie trained and worked at Simmons & Simmons in London advising the hedge fund industry. LGIM is with 1.5 trillion USD AuM among the 20 largest Asset Managers in the world. This episode is all about trends. We talk about thematic investments and the underlying trends. Howie leads us through the thematic investment process LGIM makes with examples like changes in e-commerce. We also […]
June 8, 2018

Episode #23 Peter Schwicht – Asset Management, Megatrends, ESG Investing, Financial Research and Regulation

Peter Schwicht is the former CEO of JP Morgan Asset Management EMEA. He held various positions in JP Morgan over the years including being the head of trading for JP Morgan Germany. Currently he is sitting on the board of many companies and continuing to share his expertize. In the interview, we touch on many topics such as: Megatrends in Asset management as well as ESG investing and how regulation impacts the asset management industry. More of the topics we cover in the interview are: Megatrends in asset management The raise of passive asset management. Perspective on ESG investing and […]