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Taking a patient approach: Q&A with Lakehouse Capital distribution head Stuart James

Stuart+james

Sydney-based boutique fund manager Lakehouse Capital recently brought Stuart James aboard to help ramp up the public interest for their two unlisted managed funds, the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund. James shares his insights into working with a boutique fund manager in the age of coronavirus and the differences between working in a large, well-established global house with a new, smaller local business. More

The role of alternative exchanges: A Q&A with the CEO of Chi-X

Vic+jokovic

Speaking with Vic Jokovic, the Chi-X CEO now entering his third year with the organisation, is remarkably refreshing. Bringing decades of experience at the highest levels of finance, including serving as the managing director for Deutsche Bank, Jokovic is as confident and engaging as he is open and honest. For a journalist who is accustomed to overly-polished and guarded answers, it was like a breath of fresh air.

Jokovic shares his view on the value of diversity across exchanges, how product issuers can find value by looking outside of established channels, and how disruptors often end up in the uncomfortable position of adapting to be the new norm. More

Helping advisers address mental health for yourself and your clients

Glenn+baird

Glenn Baird joined TAL as their head of mental health in 2017. His journey to that position is not however, what you would likely expect. He played basketball professionally in the states before deciding to make a change to working in suicide prevention with clients from diverse backgrounds, including professional athletes, corporate lawyers and tradespeople. He now leads TAL’s mental health strategy, working with internal stakeholders and mental health groups to encourage the health and wellbeing of TAL’s people and customers.

Baird spoke to Industry Moves in advance of their new course designed to help support advisers who are working with bushfire affected clients.

The TAL Risk Academy course, Natural disasters: Supporting clients experiencing trauma and grief, launches as a live webinar on 26 February. To enrol in the course, click here. More

Time to address the social in 'ESG': Q&A with First Sentier's Hendrie Koster

Hendrie+koster

First Sentier Investors (FSI) has just appointed Hendrie Koster as head of investment product research. He speaks to IndustryMoves about the challenges Covid-19 presents and shares some early thoughts on potential investment opportunities that might eventuate. Investment solutions that directly address the social part of environmental, social and governance (ESG) investing, given the lasting impact the pandemic is expected to have, will be important not just for the investment industry, but for society as a whole. More

See all recent Q&As and a further 642 within our archive

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