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'Invest Like A...'
Mini-Series Season 2 Wrap Up

Our viewpoint

You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud

Season 2, Episode 33 - Invest like an open DB scheme

In the first of our "Invest like a..." mini series, show hosts Dan Mikulskis and Mary Spencer welcome Richard Williams, CIO of RailPen, onto the show to have a conversation about investing like an open DB scheme.  

Richard started his career at LCP, which was colloquially known by his flatmate (who was also a trainee actuary) as Lane Clark and Paychecks!

One key thing to takeaway

Be grateful for how fortunate we all are to work in this industry and in such an interesting area.

Season 2, Episode 36 - Investing like an insurer with Rob Groves

In the second of our "Invest like a..." mini series we are joined by Rob Groves, CIO of Pension Insurance Corporation, a $50bn asset owner and bulk annuity writer. We discuss Rob’s philosophy on investing, how insurers approach investment, the role of regulation, changes and trends he’s seen as well as current market concerns. 

One key thing to takeaway

An annuity writer is not focused on market values – they are focused on credit quality.

Season 2, Episode 40 - Invest like a private wealth manager with Kevin Doran

This week we speak to MD and CIO at Wealth Manager AJ Bell, Kevin Doran.

One key thing to takeaway

Focus on the big stuff, particularly the change.

Season 2, Episode 41 - Invest like a family office with Alex Scott

This week we speak to Alex Scott, Chairman of Schroders Global Family Office services, and founder of Sandaire family office. 

One key thing to takeaway

Family offices have significant degrees of freedom to invest. The challenge is always to be strategic. Think strategically acknowledging that sometimes you have to be tactical.

Season 2, Episode 43 - Invest Like an Endowment with Victoria Sant

This week we speak to Victoria Sant, investment committee member at the National Trust.

One key thing to takeaway

Recognising the power that investing in the financial markets has to influence change, as a client. As a shareholder you have the power to influence change in the direction of your values. This can shift away from shareholder primacy toward a more long-term sustainable shareholder model.

Season 2, Episode 44 - Invest Like a DC scheme with Mark Thompson

In this sixth episode of our "Invest like a..." mini series we speak to Mark Thompson, investment committee member at multiple DC schemes.  

The most underappreciated thing in investing

  1. There are lots of people that think about investing as a science but it’s as much an art as a science. There is false comfort in numbers and a need for a big dose of common sense. All models are wrong but some are useful.
  2. Stewardship – it’s much wider than how your equity managers have voted. It’s about acting as an asset owner and being on top of your agents. This needs more development to move it beyond the compliance level.

How to access our podcasts

You can access all our podcasts across all major audio platforms via computer or devices.

Spotify

Apple Podcasts

Pocket Casts

SoundCloud

Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.​

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