22 episodes

To be inspired by the adviser is to create content that helps build better outcomes for themselves, their business, and their clients. In our podcast series, we share the practical and technical insights from some of our favourite webinars and share some of our most current thinking. Two seasons of eight episodes a year. Delivered twice monthly.

Hosted by Georgina Smith, Michael Summerton and Waseem Abrahams.

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).

Connect The Dots | INN8 INN8 Connect

    • Business

To be inspired by the adviser is to create content that helps build better outcomes for themselves, their business, and their clients. In our podcast series, we share the practical and technical insights from some of our favourite webinars and share some of our most current thinking. Two seasons of eight episodes a year. Delivered twice monthly.

Hosted by Georgina Smith, Michael Summerton and Waseem Abrahams.

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Advisory and Intermediary Services Act (FAIS).

    Engaging Women in Wealth Transfer

    Engaging Women in Wealth Transfer

    In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders.
    Gillian shares insights from Schroders' recent research on trends in the financial advisory space, particularly focusing on women. The discussion delves into the significant wealth transfer occurring within the baby boomer generation, revealing that 70% of widows switch advisors after their husbands' deaths. Gillian emphasizes the disconnect between advisors' perceptions and the actual needs of female clients. She highlights the importance of understanding and addressing women's unique financial priorities, such as non-financial aspirations and the need for trust and value for money.
    The conversation underscores the necessity for advisors to improve their engagement strategies and better cater to female clients, presenting a substantial opportunity for those who can effectively address this gap.

    • 23 min
    Decoding Due Diligence: Understanding the Intricacies of Operations

    Decoding Due Diligence: Understanding the Intricacies of Operations

    In latest episode of Connect The dots, we delve into the intricate world of investment management – specifically due diligence.  INN8 Invest’s COO, Tyron Harrison, and Operations Due Diligence Manager, Senesipho Maninjwa, come armed with their extensive expertise in operational due diligence, framework that not only assesses managers' operational risks but also enhances their processes for optimal performance. 

    In today's discussion, we shed light on a crucial yet often overlooked aspect of manager research: operational due diligence. This process, conducted separately from investment due diligence, poses significant challenges for managers but also offers invaluable learning opportunities, particularly for boutique asset managers. 

    Join us as we unravel the mysteries of operational due diligence, providing our listeners with deep insights into this essential component of manager evaluation.

    • 52 min
    The ESG Edge: Insights from Asset Managers

    The ESG Edge: Insights from Asset Managers

    Welcome to Connect the Dots, the podcast where our host, Imelda Watkins, a distinguished portfolio manager at INN8 Invest, delves into the intricate world of ESG (Environmental, Social, and Governance) alongside guests Unathi Loos, Deputy Head of SA Equity & Multi-Asset at Ninety-One, and Oyena Mtuzula, Head of Credit at Terebinth. 

    Together, they navigate the complexities of ESG integration within investment processes, exploring the nuanced dynamics inherent in ESG-driven decision-making. Furthermore, our experts meticulously dissect the associated risks from a fixed income perspective, providing invaluable insights for discerning investors. 

    We invite you to join Imelda, Unathi, and Oyena as they meticulously Connect the Dots on ESG, equipping you with the knowledge and expertise to elevate your professional practice to new heights. 

    • 48 min
    The Inaugural Diamond Awards

    The Inaugural Diamond Awards

    In this podcast, host Jennifer Henry, Deputy Chief Investment Officer, unpacks the inaugural Diamond Awards with Leigh Kohler, Head of DFM, and Joao Frasco, Chief Investment Officer. 

    Leigh Kohler brings over 20 years of industry expertise, starting his career in 2003 at Glacier before joining INN8 Invest as Head of DFM in 2020. With diverse roles including Head of Research and Investment Solutions, Leigh's experience spans investment administration, research, and product development. Joao Frasco, as the Chief Investment Officer at INN8 Invest, shapes the investment philosophy and leads a team of seasoned professionals, ensuring the firm's commitment to delivering high-quality investment solutions. 

    Join us as Leigh Kohler, Jennifer Henry and Joao Frasco connect the dots on the inaugural Diamond awards and the impact of the awards in the investment landscape. 

    • 49 min
    Alpha Horizons: Boutique Asset Managers

    Alpha Horizons: Boutique Asset Managers

    In this podcast episode, host Rembuluwani Ramuluvhana, Manager Research Analyst at INN8 Invest, dives into the world of asset management with Warren Riley, CFA, Analyst and Co-Portfolio Manager at Bateleur.  

    With over 15 years of experience in the investment industry, Warren shares insights on boutique asset management, distinguishing factors from larger firms, and navigating market dynamics locally and globally. He emphasizes the importance of performance, niche expertise, and long-term focus for boutique managers, offering valuable advice for aspiring professionals. 

    Join us as Warren connects the dots on the nuances of the industry and shares his expertise on achieving success in asset management. 

    • 35 min
    The power of being flexible and nimble with Truffle

    The power of being flexible and nimble with Truffle

    Delve into the competitive advantage of boutique managers and their inherent flexibility in our third episode hosted by INN8 Invest's Manager Research Analyst, Puleng Kgosimore. 

    In conversation with Puleng are Truffle portfolio managers Saul Miller, who has 25 years of investment and portfolio management expertise and who has been integral to the Truffle team since 2016, and Sophié-Marié, who boasts a rich 25-year background in investment.  

    Discover the insights and wisdom these seasoned professionals bring to the table as they explore the dynamic landscape of boutique managers and the adaptable strategies they employ. 

    • 22 min

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