Artwork

Conteúdo fornecido por JB Beckett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por JB Beckett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

The Big W: Bets, Lies and Variable Tips (Debate)

1:07:29
 
Compartilhar
 

Manage episode 300505633 series 2862061
Conteúdo fornecido por JB Beckett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por JB Beckett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Our first New Fund Order debate, about 'that manager'...
We debate the ins and outs, the ups and downs of that 'Oracle of Oxford' and the whole sad and sorry affair which rocked fund allocators, distributors and the divinity of the star manager.
Helping guide us through the detail are the two prominent writers David Ricketts of 'When the Fund Stops' and Owen Walker 'Built on a Lie'.
When the Fund Stops by David Ricketts | Harriman House (harriman-house.com)
Built on a Lie (penguin.co.uk)
Check out the trailer here: https://youtu.be/M9nhgC64rCI
We explore the collective culpability by the; regulator, the regulations, authorised corporate directors, depositaries, buy list providers, pension schemes, media, even the fund structure and all who had a hand in the rise and fall of the UK's most famous fund manager.
We explore whether there was a duality of culture, was/is there an inherent flaw in the open-ended fund model? Is the desire to build book ultimately a recipe to create "supertanker funds" and undermine outcomes for investors, how can we stop the worst of investor herding out of funds? Do fund allocators get too close to their fund managers? Was there simply a lack of due diligence by fund allocators? Was it a tale of misogyny, risk raking, and greed? Was there too much hubris? What did the manager get right, what wrong? What could allocators do better? How do we inflect, reflect and reconcile?
Will selectors make the same mistake again? Probably. What lessons can we learn? Hopefully a few...
Credits;
Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0).
Music: Mystery Unsolved by Shane Ivers - https://www.silvermansound.com

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
Support the show (https://www.patreon.com/newfundorder)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Support the show
  continue reading

24 episódios

Artwork
iconCompartilhar
 
Manage episode 300505633 series 2862061
Conteúdo fornecido por JB Beckett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por JB Beckett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Welcome to the New Fund Order. An Orwellian journey into the Darkside, the Frontier and the Fringe of Finance.
Our first New Fund Order debate, about 'that manager'...
We debate the ins and outs, the ups and downs of that 'Oracle of Oxford' and the whole sad and sorry affair which rocked fund allocators, distributors and the divinity of the star manager.
Helping guide us through the detail are the two prominent writers David Ricketts of 'When the Fund Stops' and Owen Walker 'Built on a Lie'.
When the Fund Stops by David Ricketts | Harriman House (harriman-house.com)
Built on a Lie (penguin.co.uk)
Check out the trailer here: https://youtu.be/M9nhgC64rCI
We explore the collective culpability by the; regulator, the regulations, authorised corporate directors, depositaries, buy list providers, pension schemes, media, even the fund structure and all who had a hand in the rise and fall of the UK's most famous fund manager.
We explore whether there was a duality of culture, was/is there an inherent flaw in the open-ended fund model? Is the desire to build book ultimately a recipe to create "supertanker funds" and undermine outcomes for investors, how can we stop the worst of investor herding out of funds? Do fund allocators get too close to their fund managers? Was there simply a lack of due diligence by fund allocators? Was it a tale of misogyny, risk raking, and greed? Was there too much hubris? What did the manager get right, what wrong? What could allocators do better? How do we inflect, reflect and reconcile?
Will selectors make the same mistake again? Probably. What lessons can we learn? Hopefully a few...
Credits;
Additional Sound effects by Soundbible.com. Creative Commons Attribution 3.0 and Public Domain 1.0. All additional Music used by Silvermansound.com Attribution 4.0 International (CC BY 4.0).
Music: Mystery Unsolved by Shane Ivers - https://www.silvermansound.com

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
Support the show (https://www.patreon.com/newfundorder)

Allianz Global Investors (AGI)
Active is: Allianz Global Investors.
Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.
Support the show
  continue reading

24 episódios

Todos os episódios

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências