Intergenerational Thinking with Aurellan
Claim This Podcastby Aurellan Asset Management
Podcast Overview
<p>Intergenerational Thinking is a podcast bought to you by Aurellan Asset Management. In these podcasts we talk to key investment industry players and investors, with a focus on long term, intergenerational and enduring views.</p>
Language
🇺🇲
Publishing Since
10/9/2025
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Recent Episodes
July 20, 2026
Ep 10 - Talking Private Markets with Wilshire's Head of Alternatives Manager Research, Mark Perry
Listed markets have delivered exceptional returns but with valuations at elevated levels, where do investors find genuine diversification? In this episode, Aurellan CEO Chris Di Leva is joined by Mark Perry, Head of Alternatives Manager Research at Wilshire, joining us from Los Angeles. Mark leads manager research across private equity, private credit, real assets and the niche strategies in between. They discuss: How US investors allocate to alternatives — and the contrast with New Zealand, where private markets barely feature in most portfolios "Alternative yield" explained: music royalties, transportation leasing and specialist lending — and why pricing power is the key ingredient Private credit headlines: separating signal from noise Why private equity is a genuine diversifier, beyond just quarterly pricing Building a private markets programme: primaries, secondaries and co-investments The question almost nobody is asking: are most retirement portfolios too liquid? Learn more about Aurellan at aurellan.com or follow us on LinkedIn. Important InformationAurellan is an investment management client of Wilshire; no compensation was paid for this episode. Views expressed are personal opinions as of the recording date, subject to change, and are not an offer or solicitation to buy or sell any security. Statistics and performance comparisons discussed are estimates only and are not indicative of future results.
June 29, 2026
Ep 9 - From Appliances to Aerospace - Backing the next generation of NZ companies
In this episode of the Aurellan Intergenerational Thinking podcast, Chris Di Leva is joined by Fiona Foster of Movac and Andrew Bascand of Harbour Asset Management for a conversation about how innovation gets funded in New Zealand and where it comes from. Fiona shares how Movac identifies and backs high-growth companies at an early stage, drawing on examples like Dawn Aerospace, Crimson, Hnry and Auror. She explores what it takes to build conviction long before a company's potential is widely understood, and the discipline required to invest across the uncertain early phases of a company's lifecycle. Andrew brings the perspective of listed markets, showing how breakthrough innovation often emerges from unexpected places. He points to Fisher & Paykel Healthcare, today an index heavyweight, which began life spun out of an appliance manufacturer, as a reminder that tomorrow's market leaders don't always start where you'd expect. Together they examine the connections between public and private markets, early-stage and listed investing, and what it means to back enduring New Zealand companies with capital, patience and a genuinely long-term mindset.
June 7, 2026
Ep 8 - Investing in the Rear-View vs. the Road Ahead: Los Angeles Capital's Forward-Looking Quant
In this episode of Intergenerational Thinking, Rachel Weld sits down with Colleen Raab of Los Angeles Capital to explore a quant approach built around a simple but powerful idea: the best guide to future returns isn't past performance, it's where companies are headed next. They unpack how Los Angeles Capital's forward-looking, systematic process differs from traditional factor investing, how the strategy adapts as markets and company fundamentals shift, and what disciplined, data-driven investing means for those stewarding wealth across generations. Legal Disclosures The opinions referenced are as of the date of the publication and are subject to change without notice. This information is provided for informational and educational purposes only and does not constitute a solicitation for any product or service offered by Los Angeles Capital or any of its affiliates (the “Firm”). The views expressed herein are those of the individual. Statements regarding investment approach, process, or objectives are not guarantees and may not be achieved. Before embarking on any investment program, an investor should carefully consider the risks (including the risk of losing some or all of the invested capital) and suitability of a strategy based on their own investment objectives and financial position. Quantitative investing relies on data, hardware, and software for implementation of the investment process and its business operations. To the extent data is incorrect, not available or stale, or software/hardware does not function as planned, results could deviate from expectations, which may negatively affect investment performance. Refer to Item 8 of the Firm's ADV Part 2 Brochure for further information about risks at https://www.adviserinfo.sec.gov/Firm/119033. Market disruption can be caused by economic, financial or political events and factors. Such disruptions could lead to increased market volatility, reduced liquidity in the securities markets, or significant negative impacts on issuers and the securities markets. Applying responsible investment constraints or parameters limit the number of investment opportunities available, and as a result, portfolio investment returns may differ and even underperform portfolios that are not subject to such constraints or parameters. The Firm may incorporate artificial intelligence and quantitative tools within its research and investment process, including data analysis and model development. These tools are designed to assist investment professionals and are subject to human oversight and review. There can be no assurance that the use of such technologies will enhance investment decisions or lead to improved performance. Total Firm assets as of 31.5b as of 3/31/2026.
10 total episodes available
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Frequently asked questions
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- What is Intergenerational Thinking with Aurellan?
<p>Intergenerational Thinking is a podcast bought to you by Aurellan Asset Management. In these podcasts we talk to key investment industry players and investors, with a focus on long term, intergenerational and enduring views.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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