Best The Council of Institutional Investors Podcasts (2025)

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177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi 55:49

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7d ago55:49

55:49

If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in meeting some of those key allocators who might transform your business? In April 2020, Ron Biscardi launched iConnections, whose platform allows manager…

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Havens for Corporate Lawbreaking with William Moon 17:06

8d ago17:06

17:06

In this episode, CII General Counsel Jeff Mahoney interviews Professor William J. Moon, the J.B. and M.K. Pritzker Family Foundation Distinguished Visiting Professor of Law, Northwestern Pritzker School of Law & Edward M. Robertson Professor of Law, University of Maryland Carey School of Law. Professor Moon is the author of a recent essay “Havens f…

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CII’s Monthly Governance and Capital Market Regulation Update (May 6 to June 3) 22:10

21d ago22:10

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This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from May 6 to June 3, 2025.By The Council of Institutional Investors

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176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures 49:06

21d ago49:06

49:06

Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'. Noor Sweid explains her journey, from early career in management consultancy and relocating to Dubai, followed by growing and listing a business on the London Stock Exchange and NASDAQ Dubai in…

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An Examination of Critical Audit Matter Disclosure Quality with Keith Czerney 20:29

1M ago20:29

20:29

In this episode, CII General Counsel Jeff Mahoney interviews Keith Czerney, Associate Professor and PricewaterhouseCoopers Faculty Scholar at the Robert J. Trulaske, Sr. College of Business at the University of Missouri-Columbia. Professor Czerney is a co-author of a recent research paper entitled An Examination of Critical Audit Matter Disclosure …

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175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC 49:48

1M ago49:48

49:48

From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management. This was enhanced in the 1960s & 70s by the introduction of Modern Portfolio Theory by Harry Markowitz and the Capital Asset Pricing Model (CAPM) by Willi…

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174: Money Maze Podcast Corporate Trailer 2:46

1M ago2:46

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Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigating the pitfalls that line the paths to prosperity. Each episode, with invite leading figures from the investment management and finance sector onto th…

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173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear' 46:54

1M ago46:54

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Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989. His recent commentaries include one describing Trump’s “Liberation Day” as “Impoverishment Day” and that Trump is the “Bull in the China Shop”. In this co…

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CII’s Monthly Governance and Capital Market Regulation Update (April 1 to May 6) 29:11

2M ago29:11

29:11

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from April 1 to May 6, 2025.By The Council of Institutional Investors

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172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters 1:06:35

2M ago1:06:35

1:06:35

Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. Does that analogy apply to the world of shorting? And even if you are considered one of the best in the business, can you stay afloat with a rising tid…

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The Shadow SEC with James Cox 25:01

2M ago25:01

25:01

In this episode, CII General Counsel Jeff Mahoney interviews James D. Cox, the Brainerd Currie Distinguished Professor of Law at Duke University. Cox is a member of The Shadow SEC, a recently formed independent organization of six current academics that, like the earlier established Federal Reserve Shadow Open Market Committee, is intended to provi…

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171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management 1:21:15

3M ago1:21:15

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Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued. It could be said that Neil Woodford, CBE, has had a career of two halves, the first of which encompassed extraordinary investment success at Invesco Perpetual and t…

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CII’s Monthly Governance and Capital Market Regulation Update (March 4 to April 1) 21:46

3M ago21:46

21:46

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from March 4 to April 1, 2025. This includes two updates to CII's Policies on Corporate Governance (on reincorporation and stealth dual-class stock) and CII's recent advocacy efforts in the Delaware legislature opposing Sena…

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170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management 50:00

3M ago50:00

50:00

In the world of mythology, Apollo is one the most revered and significant of all the ancient Greek and Roman Gods. It was also the name given to an asset management business created in 1990 and today with assets of over $750 billion*, it’s a leading provider of alternative asset management and retirement solutions. In this conversation we understan…

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The Corporation of the 21st Century with Sir John Kay 19:05

3M ago19:05

19:05

In this episode, CII General Counsel Jeff Mahoney interviews renowned British Economist Sir John Kay. Sir John Kay is the author of a new book entitled The Corporation in the Twenty-First Century: Why (Almost) Everything We Are Told About Business Is Wrong.By The Council of Institutional Investors

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CII’s Monthly Governance and Capital Market Regulation Update (Feb. 5 to March 4) 29:57

3M ago29:57

29:57

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from February 5 to March 4, 2025, including an in-depth Q&A covering the SEC's new guidance on submitting 13D and 13G filings as it applies to institutional investors.By The Council of Institutional Investors

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169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management 56:27

4M ago56:27

56:27

When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks! In a capricious investing world, where success is often transient, reputations easily tarnished and hubris punished, to have not only stayed the course for 55 …

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168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West 51:35

4M ago51:35

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In this episode we’ve been very fortunate to find someone who ranks amongst the most qualified anywhere in the world to discuss this topic. He was the former CFO of Billiton, then as CEO, built Xstrata into one of the world’s largest diversified mining companies, helping grow their market value from US$500m to US$60bn, at one point employing over 9…

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Shareholder Voice and Executive Compensation with John Barry 10:49

4M ago10:49

10:49

In this episode, CII General Counsel Jeff Mahoney interviews John W. Barry, Assistant Professor of Finance at Rice University. Professor Barry is the co-author of a recent research paper entitled "Shareholder Voice and Executive Compensation."By The Council of Institutional Investors

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167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space 1:04:52

4M ago1:04:52

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Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!” Whether Star Trek or Star Wars, such films offered tantalising glimpses of another world. But it’s actually here now! The WEF & McKinsey predict that the space sector will reac…

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CII’s Monthly Governance and Capital Market Regulation Update (Jan. 7 to Feb. 5) 21:01

5M ago21:01

21:01

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from January 7 to February 5, 2025.By The Council of Institutional Investors

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166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy 1:14:12

5M ago1:14:12

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In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford. I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 until 2022 he led their flagship fund, the Scottish Mortgage Investm…

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Judge Shopping and Investors with Stephen Vladeck 13:40

5M ago13:40

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In this episode, CII General Counsel Jeff Mahoney interviews Stephen I. Vladeck, the Agnes Williams Sesquicentennial Professor of Federal Courts at Georgetown University Law Center. Professor Vladeck is a leading researcher and expert on "judge shopping," a hotly-debated topic in the federal court system.…

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165: Life & Career Advice from the World’s Top Financial Executives: Compilation Special 22:52

5M ago22:52

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Enjoy a variety of career tips & life lessons from finance leaders in this New Year compilation special. This episode brings together some of the most insightful lessons and perspectives we’ve gleaned from past guests, covering everything from life wisdom to industry-specific strategies. You’ll hear from an extraordinary lineup, including Sir Chris…

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CII’s Monthly Governance and Capital Market Regulation Update (Dec. 3 to Jan. 7) 21:43

5M ago21:43

21:43

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from December 3, 2024, to January 7, 2025.By The Council of Institutional Investors

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164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors 50:21

6M ago50:21

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Today is the first time we welcome back a guest who has changed firms between interviews. We recorded Luba Nikulina, on Thanksgiving day, 2022, and our guest was then Head Global of Research at WTW, an organisation advising on over $3 trillion of assets. Today Luba is the Chief Strategy Officer at IFM Investors, a leading asset manager in infrastru…

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A Tale of Three Perspectives: How GNFs, Annual NAFs, and Triennial NAFs Experience the PCAOB Inspection Deficiency Remediation Process with Ally Zimmerman 28:06

6M ago28:06

28:06

In this episode, CII General Counsel Jeff Mahoney interviews Ally Zimmerman, the Madeline Duncan Rolland Associate Professor of Business Administration at Florida State University. Professor Zimmerman is the co-author of a recent paper entitled "A Tale of Three Perspectives: How GNFs, Annual NAFs, and Triennial NAFs Experience the PCAOB Inspection …

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163: 2024 in Review! 7:23

6M ago7:23

7:23

In this episode, Simon shares an update on the show, reflecting on notable interviews and summarising the wide range of initiatives under development beyond the Money Maze Podcast itself. Although we have said this for each of the 5 years since we started, this year has been incredibly exciting, surpassing both out expectations, and 2+ million glob…

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162: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course 1:02:32

7M ago1:02:32

1:02:32

With Christmas coming up, we thought today would be the perfect time to replay one of our older episodes! 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…

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CII’s Monthly Governance and Capital Market Regulation Update (Nov. 5 to Dec. 3) 18:57

7M ago18:57

18:57

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from November 5 to December 3, 2024.By The Council of Institutional Investors

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161: Who is Scott Bessent? Meet Trump's Incoming Treasury Secretary 1:02:34

7M ago1:02:34

1:02:34

Today’s guest is the new US Treasury Secretary, serving under Donald Trump. The role gives him immense responsibility for managing US obligations and finances, including circa. $7 trillion of annual US federal spending, the $35+ trillion fiscal debt pile and continued inflationary pressures on both US businesses and consumers. Prior to this, Scott …

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160: Managing the Largest Public Pension Fund in the U.S. - With CalPERS CEO, Marcie Frost 58:52

7M ago58:52

58:52

In 1932, the United States was in the grip of the Great Depression. One in four Americans were unemployed, nearly 9,000 banks had failed. Franklin Roosevelt was elected to the first of his four terms as President of the United States, and a retirement system for state employees was established in California. It became the California Public Employee…

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Insider Trading by Other Means with Cindy Schipani 13:23

7M ago13:23

13:23

In this episode, CII General Counsel Jeff Mahoney interviews Cindy Schipani, the Merwin H. Waterman Collegiate Professor of Business Administration and Professor of Business Law at the University of Michigan. Professor Schipani is the co-author of a recent article in the Harvard Business Law Review entitled “Insider Trading by Other Means.”…

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159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders 31:46

7M ago31:46

31:46

The episode brings Sir Patrick Sanders, a British military officer, back to discuss geopolitical issues, specifically focusing on the precarious state of global affairs today compared to the 1930s. The conversation delves into the complexities surrounding Donald Trump's foreign policy perceptions and Norway SWF's approach to defence sector exclusio…

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158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation 55:14

7M ago55:14

55:14

Technological revolutions are by their nature rare events: the printing press, mobile telephony and the internet. The associated excitement can capture the imagination, spur a raft of associated breakthroughs, encourage investors to dream of extraordinary returns, yet their byproduct is often to create excessive short-term exuberance, and expectati…

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CII’s Monthly Governance and Capital Market Regulation Update (Oct. 1 - Nov. 5) 26:28

8M ago26:28

26:28

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from October 1 to November 5, 2024.By The Council of Institutional Investors

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157: Gloves Off: Anthony Scaramucci on Trump, Harris, Bitcoin and the US Deficit 59:27

8M ago59:27

59:27

Four years ago we had the chance to record a US election special ahead of the vote to determine whether Joe Biden or Donald Trump became President. We welcomed Anthony Scaramucci; Harvard Law, Goldman Sachs, political fundraiser and, for 11 dramatic days, Donald Trump‘s Director of Communications. Since then he has developed his finance business, r…

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156: Joel Greenblatt: Legendary Investor and Author on Patience in the Investing Business 46:02

8M ago46:02

46:02

This recording took place at the London Value Investor Conference over summer, where Simon hosted a discussion with Joel Greenblatt. Joel not only founded and runs Gotham Asset Management, but was also an adjunct professor at Columbia Business School for 20+ years. Joel previously ran Gotham Capital, where he achieved 50% annualised returns between…

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CII’s Monthly Governance and Capital Market Regulation Update (Aug. 27 - Oct. 1) 28:13

9M ago28:13

28:13

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from August 27 to October 1, 2024.By The Council of Institutional Investors

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155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities 39:20

9M ago39:20

39:20

Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal (CEO of IFM Investors). AustralianSuper, Australia’s largest super fund, manages approximately USD $230bn for 3.4m members. Mark Delaney has been at its helm as CIO for almost 20 years. Mark describes the goals, the orga…

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Insights from Auditors’ Disclosures of How They Addressed Critical Audit Matters With Brandon Szerwo 17:34

9M ago17:34

17:34

In this episode, CII General Counsel Jeff Mahoney interviews Brandon Szerwo, Assistant Professor of Accounting and Law at the School of Management of the University at Buffalo. Professor Szerwo is the co-author of a recent research paper entitled "Insights from Auditors’ Disclosures of How They Addressed Critical Auditor Matters."…

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154: Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 - With Ian Charles, Co-Founder of Arctos 1:12:41

9M ago1:12:41

1:12:41

Sovereign wealth funds, private equity, Hollywood actors; the world of sports has been undergoing an investing revolution. The last few years have seen a quantum increase of new investors, investing both in sports and even their governing bodies, raising questions about potential returns, the investment thesis and competition. Arctos is one of worl…

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153: Colm Kelleher, Chairman of UBS & Former President of Morgan Stanley, Discusses Culture, Leadership, Surviving the Great Financial Crisis and UBS Today 43:27

9M ago43:27

43:27

In an interview we had especially looked forward to, and with the Credit Suisse acquisition behind us, the MMP went to Zurich to talk to Colm Kelleher. Described as one of the most influential and capable banking executives of the last several decades, he has been dubbed by the FT as 'Europe’s most powerful banker'. As Chairman of the UBS board, he…

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152: Sir Tony Blair, Former UK Prime Minister, on Leadership, Immigration, the Middle East & More! 42:14

10M ago42:14

42:14

Thought-provoking, amusing, self-critical, rich with anecdotes, laced with good advice, and large servings of humility, you might not automatically assume I’m describing the book, titled 'On Leadership', just published and written by Sir Tony Blair. The discussion starts with the essential need for a leader to identify the priorities, to determine …

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CII’s Monthly Governance and Capital Market Regulation Update (July 29 - August 27) 23:17

10M ago23:17

23:17

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from July 29 through August 27, 2024.By The Council of Institutional Investors

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151: Volatility Laundering in Private Equity, the Merits of International Diversification, Value Vs Growth and Systematic Investing - With Cliff Asness 1:18:01

10M ago1:18:01

1:18:01

Simon introduces Cliff Asness, Co-Founder and CIO of AQR (Applied Quantitative Research), highlighting the firm's systematic approach to investing in a variety of assets. Cliff Asness shared his background, mentioning that he was initially an underachiever in school but transitioned to a highly driven person during college at the University of Penn…

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Regulatory Costs of Being Public: Evidence From Bunching Estimation with Michael Ewens 12:26

10M ago12:26

12:26

In this episode, CII General Counsel Jeff Mahoney interviews Michael Ewens, the David L. and Elsie M. Dodd Professor of Finance at Columbia Business School. Professor is the co-author of a research paper recently published in the Journal of Financial Economics entitled "Regulatory Costs of Being Public: Evidence From Bunching Estimation."…

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CII’s Monthly Governance and Capital Market Regulation Update (June 24 - July 29) 24:23

11M ago24:23

24:23

This episode features CII General Counsel Jeff Mahoney covering the top 10 important events affecting institutional investors from June 24 through July 29, 2024.By The Council of Institutional Investors

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150: War or Peace? Why the World May Be More Dangerous than the 1930s - With General Sir Patrick Sanders, Former UK Chief of the General Staff 52:24

11M ago52:24

52:24

In this episode we have the huge pleasure and privilege to talk to General Sir Patrick Sanders, who until June of this year served as Chief of the General Staff. As the professional head of the British Army he had responsibility for over 100,000 troops (including reserves), steering this key component of the UK’s defence apparatus through an increa…

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149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners 33:09

11M ago33:09

33:09

This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities. Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank…

The Council Of Institutional Investors Podcasts