Sign up to save your podcasts
Or
Share Money Maze Curated Podcasts
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Money Maze Curated Podcasts
Money Maze Curated Podcasts episodes
- What Makes UK Social Infrastructure a Distinct and Attractive Asset Class? Hugo Llewelyn, Founder & CEO of Newcore Capital
In February 2024, we released an episode titled “Investing in Essential UK Social Infrastructure”, with the Founder & CEO of Newcore Capital, Hugo Llewelyn.
In this episode, we wanted to reacquaint investors with the thesis and discuss why the investment opportunity might be so compelling. Hugo explains where capital is scarce, where private assets are blocked and where opportunities exist.
He describes the four areas of their focus; healthcare, education, transport and civic, and where cash-strapped local authorities and government arms need to increasingly find solutions by working with the private sector.
Hugo details the priorities in execution, their targeted returns, why local authority pension funds and family offices have been important investors and why real estate is a very accessible way of investing in infrastructure.
Newsletter | LinkedIn | YouTube
35 min - The Changing World of Private Equity: Inside Permira’s Value Creation Team, With Operating Partner, Riccardo Basile.
For the last 30 years, private equity has been an increasingly popular destination for both institutional and HNW capital.
As its reach has extended across multiple industries and geographies, the questions over where value is actually created have been increasing.
Riccardo Basile, a former engineer, then management consultant, and for the last decade with Permira, deconstructs what is mean by “value creation”.
He explains the levers pulled and analysis used. Specifically, he addresses pricing, digital acceleration, organisational redesign, and commercial excellence in their portfolio companies, aimed at driving growth and performance.
He discusses why companies partner with Permira, when managements might need to change, which industries are most fertile for their approach and their thinking around exits and uplifts, why, when, and how.
Newsletter | LinkedIn | YouTube
39 min - The Nuclear Renaissance: Opportunities in a Rewired Energy World, With Ocean Wall’s, Ben Finegold
As the world fragments into what Ocean Wall calls a ‘Molecular War’, a contest fought not with armies but with atoms, isotopes, and the other materials that underpin modern industry, the indispensable ingredient is energy and within this, the role of nuclear is being more widely understood.
Ocean Wall has been early and vocal in arguing that uranium sits in the same strategic bucket as helium, tungsten, and metallurgical coal, assets whose scarcity, indispensability, and geopolitical chokepoints create asymmetric investment opportunities.
Ben explains the supply and demand dynamics of Uranium; He describes where the shortfalls exist, and both traditional and now additional new demand from the financial community. He shines the light on Chinese nuclear build outs at a rate unimaginable in the West, Japan’s rapprochement with Nuclear, Indian ambitions to build reactors, and all of this before strategic reserves are built at National levels.
Ben then explains the FiveT Nuclear Fund, where Ocean Wall is investment advisor. He describes the investment process, the investable options, liquidity, structure, costs and size.
In short, he explains why they feel we are still at the foothills of an important Uranium bull market.
Newsletter | LinkedIn | YouTube
39 min - Pacific Asset Management: Built for Today, Engineered for Tomorrow - With CEO, Matt Lamb
Pacific Asset Management is an intriguing study in developing an investment manager in today’s world. A business born from the Beckwith family’s long tradition of creating successful asset management firm, less than 10 years from inception it now manages over $20 billion.
Matt discusses the problems which they felt the investment industry wasn’t solving. He describes how the business was built without legacy systems, or legacy cost structures, and how they combine both multi-asset solutions and high conviction managers, supported by significant investments in technology.
He describes the steps to build “a home not a platform”, how they identify mangers and styles using the lens of provenance, less-loved strategies and scalability. He explains how they were able to develop such a foothold in the over-supplied multi asset space.
Finally, he discusses the trends within asset management, from a consolidation of asset owners, to why margin erosion need not be ubiquitous, and to why the proliferation of model portfolios may make marginal capital move quicker than ever before.
Newsletter | LinkedIn | YouTube
*Recorded 4th March 2026
55 min - Navigating Wealth with Purpose - With Mike Tiedemann, CEO of AlTi Tiedemann GlobalThe business of wealth management remains both compelling and competitive, with multiple players jostling for a slice of this vast and growing ocean of assets.
In this conversation, AlTi Tiedemann’s CEO & Co-Founder Mike Tiedemann discusses “what significant wealth wants”, and how they aim to differentiate in an often-monochrome wealth management universe.
Mike discusses their investment strategy, fiduciary architecture and the vital importance of planning around intergenerational wealth transfers.
He then covers what might constitute a “moat” in this business, their geographic footprint, long term ambition and overall approach.
Finally, he discusses the priorities of the next generation and the “purpose of capital” along with the need for resilience, patience and humility!
Newsletter | LinkedIn | YouTube | Contact Alti Global
Recorded 12 November 2025.
DISCLAIMER: This is for informational purposes only and does not constitute investment advice, an offer to buy or sell any financial product, a solicitation to become an advisory client of AlTi or an investor in any AlTi-advised fund, or an endorsement of AlTi, its advisory services, or investment strategies, including AlTi-advised funds.
While the information and views presented are believed to be accurate and expressed in good faith, there is no assurance that they are correct, complete, or will not change over time.
All investments carry risk, including loss of principal. Past performance is not indicative of future results.50 min - Uncorrelated by Nature! The Property Catastrophe Risk Playbook — With Stephen Velotti, CEO of Pillar CapitalAs 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 Capital37 min - The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small-Cap PotentialUK 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.50 min - Stewarding Capital in Oxford: A Strategic Dialogue with OUem CIO, Neamul MohsinIn 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 YouTube46 min - Capital Unleashed: How the London Stock Exchange is Rewiring the Private and Public Markets - With Dame Julia Hoggett, CEO of London Stock ExchangeJulia 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 YouTube50 min - The Business Behind the Beat: Monetising Media Music Rights - With Cutting Edge’s CEO and Founder, Philip MorossIf 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 Group51 min
About Money Maze Curated Podcasts
From the publisher's feed
Designed for finance professionals, these episodes offer in-depth insights into a range of investment funds and other businesses, with guests from some of the most innovative and respected firms in the industry.
Hosted by Simon Brewer and produced by the Money Maze Podcast team, these shows are produced in partnership with the featured firms, ensuring we can bring you more entertaining and educational content for free!
More shows like Money Maze Curated Podcasts
Money Maze Podcast
42 Listeners
The Markets
84 Listeners
Money Maze Multilingual
0 Listeners