New Zealand, every mention
42 scenes · ← back to New Zealand
tap a year for its mentions
every year anyone Matt Whineray 22Ted Seides 9Stephen Gilmore 8Daniel Adamson 4Wayne Wicker 2Rahul Moodgal 2James Aitken 2Charlie Ellis 2Ashby Monk 2Ross Israel 1
Verbatim, from the transcripts: the passages where New Zealand comes up
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 2:07 Ted Seides Our conversation dives into the theory and implementation of the total portfolio approach, drawing on Stephen's experience at Australia and New Zealand and his plans for CalPERS.
- ▶ 8:10 Stephen Gilmore It goes back to university, studied economics, then went and lectured in finance for a year before going off to the Reserve Bank in New Zealand.
- ▶ 12:06 Stephen Gilmore Being a New Zealander, it's closer to home.
- ▶ 17:17 Stephen Gilmore In New Zealand, it's less clear in terms of having a specific return objective. 2 times in the scene
- ▶ 19:31 unnamed speaker After some time in the seat at New Zealand, how does one go from 6 times in the scene
- ▶ 28:23 Ted Seides As you're getting ready to figure out how you're going to make these comparisons, love to hear in your time at New Zealand or in your time in Australia, what was an example of comparing that common illiquidity premium that you would want… 3 times in the scene
- ▶ 42:01 Ted Seides The governance boards, guardians, New Zealand, Australia, are thought of as very sophisticated investment pools of capital. 2 times in the scene
- ▶ 49:31 Stephen Gilmore One of the things I did when I first came in to Kelpa's was to say that New Zealand, I could see the portfolio on my phone.
- ▶ 59:38 Stephen Gilmore Normally, people in New Zealand who did that would go off and work in the treasury or 2 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:01:11 Nick Rohatyn Two-thirds US plus Australia and New Zealand.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 44:45 Ashby Monk If you're New Zealand, it's TPA.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 39:05 James Aitken And the biggest blow up of all this week was actually New Zealand. 2 times in the scene
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 4:07 Rahul Moodgal People from New Zealand, Vietnam, Iceland, Russia, literally every continent reach out.
- ▶ 31:35 Rahul Moodgal They were all the way from Hawaii to New Zealand.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 14:46 Ashby Monk In the case of New Zealand, I love it.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 27:01 Josh Wolfe So with that, we set forth, they did 14 partnerships in the source of a year and a half, even during COVID, all over the world with people from the Maoris in New Zealand to groups in Pakistan, India, Ethiopia, the Faroe Islands, South…
Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
- ▶ 6:20 Stephen Gilmore For around nine years, I worked with the Future Fund, which is Australia's sovereign wealth fund, and for the last two and a bit years, I've been with New Zealand Super, which is New Zealand sovereign wealth fund, and both funds invest in…
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 12:12 Dominic Garcia The European pensions and even the Australians and, and New Zealand pensions in comparative analysis of best in class pension building.
Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- ▶ 16:25 Daniel Adamson So I'll come back to this when we talk about how Constellation was started, but I met a New Zealand in 2016
- ▶ 20:47 Daniel Adamson The other piece is I mentioned that trip to New Zealand, which was really memorable because I, I sat next to Angela Rodell, the CEO of the Alaska Permanent Fund, and I asked her, you know, what's your five-year strategic plan for Alaska?
- ▶ 35:11 Daniel Adamson We've met in New Zealand.
- ▶ 1:00:41 Daniel Adamson So, you know, we got together as I think I mentioned in places like New Zealand, Tokyo, Amsterdam, the Hague, Stockholm, London, LA, San Francisco, New York.
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 4:21 Ted Seides The New Zealand government created the Superfund in 2001 to help defray the costs of retirees in the country in the decades to come.
- ▶ 6:09 Matt Whineray I knew that team well, and when he went to New York, I essentially took his job here at Credit Suisse in New Zealand, and then a couple of years later got myself up to New York.
- ▶ 7:20 Matt Whineray Could see that we were going to have this increase in the cost of the universal pension in New Zealand, because New Zealand, like many other developed countries, had an aging population. 2 times in the scene
- ▶ 10:01 Matt Whineray We need to use best practice portfolio management, and we need to not prejudice New Zealand's position as a responsible member of the world community.
- ▶ 19:12 Matt Whineray Global equities, global fixed income, and New Zealand equities. 4 times in the scene
- ▶ 26:14 Matt Whineray In that thing we've got active equities in New Zealand,
- ▶ 29:03 Matt Whineray Asset selection again, that's not going to change a lot because is the market structure changing in New Zealand active equities?
- ▶ 34:09 Matt Whineray Can we actually get the expertise here in New Zealand versus what we need?
- ▶ 40:08 Matt Whineray Trades, as well as do the FX hedging, as well as trade the New Zealand equities that we might trade internally.
- ▶ 47:08 Matt Whineray So we do think that in New Zealand, so the New Zealand active equity market is an interesting one in the sense that the median manager 6 times in the scene
- ▶ 50:19 Matt Whineray You come to New Zealand, you want to do dairy farms, you're going to do them ten million dollars at a time or twenty million dollars at a time.
- ▶ 55:17 Matt Whineray We have, I think at last count, like, 81 investors from around the world, a big chunk from New Zealand, a big chunk, slightly more from offshore than domestically, and those investors, between them, manage assets of about 10 trillion
- ▶ 59:47 Matt Whineray Because ultimately we rely on being able to attract really good people into New Zealand, which is a long way away from the big global financial markets. 2 times in the scene
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 19:20 Ross Israel If we exclude New Zealand, which often people do in the, in the realm of Australasia, you know, the majority of the assets are in Australia.
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- ▶ 10:06 Wayne Wicker Investing in Timberland, and investing in Timberland, not just domestically, over in, down in Chile, over in New Zealand.
- ▶ 44:54 Wayne Wicker Investing in timberland in New Zealand and expecting 18 to 20% net of fees.
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 26:45 Ted Seides So if you circle back to New Zealand, what is the ideal model for the next millennium investment organization? 2 times in the scene
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 36:41 Charlie Ellis And I've, you know, I've had the privilege of working with major funds in Singapore, in Australia, New Zealand, Canada, the UK, Germany.
- ▶ 1:04:54 Charlie Ellis We went to New Zealand and went hiking on one, the Routhburn, which is one of the really tough trails, and it's up and down, and up and down, and up and down, and up and down,
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 12:42 Brett Barth You know, there were a handful of us covering, uh, we didn't cover Japan, but from Hong Kong, you know, from Korea to India to New Zealand and Australia.