InvInv Good enough to stay focused >>> insclife

In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today. 

In light of International Women’s Day 2024, Jacob Shah also interviews Mary who explains what this year’s theme #inspiredinclusion means to her.

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

This week we talk to Anton Ossip, Chief Claims Officer at esure, about innovation within personal lines business. We discuss:

•	Previous role as CEO of Discovery Insure and the mindset needed to drive innovation.
•	Developing products and solutions to help reduce claims.
•	What is stopping innovation within the UK personal lines market?
•	How insurers can make use of AI within the claims process.

S4 Ep. 14 - Personal lines innovation

In this week’s episode, Mary Spencer and Jacob Shah discuss election forecasts and keeping your finger on the pulse of society with Kelly Beaver, CEO at IPSOS.

Before we interview Kelly, we also welcome back fellow co-host Laasya Shekaran from her three-month sabbatical. Laasya gives us her highlights from her trip, the biggest surprises and what she is most looking forward to now she’s home.

S5 Ep.12: Election forecasts with Kelly Beaver

This week we talk to Matt Byrne, Head of Actuarial Function at NFU Mutual, about AI and what practical next steps insurers should be looking to take. We discuss: 

•	What tools and products are available to help you utilise AI and machine learning
•	How actuaries are well placed to help with the implementation of AI across the business
•	Key learnings from using AI and some of the current limitations
•	Tips for being a great mentor and a mentee.

S4 Ep. 15 - AI - is it just spreadsheets on steroids?

In this episode, Mary Spencer, Jacob Shah and Laasya Shekaran get together to discuss Caroline Criado-Perez’s Invisible Women. They also chat about the importance of investors taking a long-term view with David Archer, Client Director at ZEDRA Governance.

S5 Ep.13: Invisible Women

This week we talk to Charlotte Jones, CFO of Aviva. We discuss: 

•	Being part of the transformational journey that Aviva has been on. 
•	What are the current challenges facing insurance CFOs?
•	The importance of creating the right organisational culture.
•	Insights from Charlotte’s career journey.

S4 Ep. 16 - A sit-down with Aviva’s CFO Charlotte Jones

In this week’s episode, Mary Spencer and Jacob Shah discuss ethnographic research and identifying growth opportunities in emerging markets with Tassos Stassopoulos, Founder, Managing Partner and CIO at Trinetra.

S5 Ep.14: Using ethnographic research to capture growth opportunities in emerging markets

This week we talk to Simon Kaye, Global Director of Reinsurance at NorthStandard, about what makes P&I clubs unique. We discuss: 

•	An overview of P&I clubs
•	What could the wider insurance market learn from P&I clubs?
•	What have been the key factors in making the merger between the North and Standard clubs a success? 
•	The impact of changes to geo-political risk and climate change to the world of shipping.

S4 Ep. 17 - Navigating the P&I market

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Andy Blocker, Global Head of Public Policy and Strategic Partnerships at Invesco. With Andy, we get the update from Washington on the key political and policy issues ahead of the US elections in November 2024.

Before this Jacob talks to James Candia, Consultant at LCP, on the space economy. We find out what it is, what’s new about investing in the space economy and how you can actually invest in it.

S5 Ep. 15: Washington update: Politics, policy & geopolitics with Andy Blocker

This week we talk to Cat Drummond, Partner at LCP, about reserving transformation. We discuss: 

•	What does a great reserving process look like in 2024?
•	Some initial insights from Cat’s global deep dive into reserving and transformation.
•	Top tips for making a reserving transformation project successful.

S4 Ep. 18 - Is reserving still stuck in the 80s?

In this week’s episode, Jacob Shah and Laasya Shekaran chat to Jackie James, co-founder and direction of Black Women in Asset Management. With Jackie, we talk about the landscape for Black women in asset management and the work that she and others are doing to improve diversity, equity and inclusion in the industry.   

Before we interview Jackie, Laasya interviews Sapna Patel, Principal at LCP. Together they discuss the latest edition of LCP's investment magazine Vista and Sapna's article on social systemic risks. We find out what social systemic risks are, why they matter to investors and dive into the under-appreciated topic of Anti-Microbial Resistance a bit more. 

Follow the link to read Sapna's article: https://lcpuk.foleon.com/vista/lcp-vista-spring-2024/you-said-antimicrobial-resistance-our-survey-said

S5 Ep.15: Black Women in Asset Management with Jackie James

Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.

S5 Ep.11: Cycles and Swims with Peter Oppenheimer

Investment Uncut

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Allan T. Brennan

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