About
As Head of OCIO at Shaw and Partners New Zealand, looking after our Institutional client business, I find good podcasts are an invaluable source of unfiltered, finger-on-the-pulse insights from industry experts, but the numerous episodes released each week give us, the listeners, a rather expensive Paradox of Choice in finding content worth listening to.
My experience
Nearly twenty years advising large investors and managing their portfolios. I led Mercer's Implemented Consulting business in New Zealand, around NZ$14 billion under management, and before that held senior portfolio management and Outsourced CIO roles at SECOR Asset Management on UK and European mandates of more than US$10 billion.
The work I am drawn to is the complicated end of it: portfolios with real sophistication and high governance demands. I have spent most of my career across the table from experienced and demanding trustee boards and investment committees.
My role
I joined Shaw and Partners New Zealand in early 2026 to build out the institutional practice. Our investment committee meets every week, and a good podcast can always sow the seed for a debate around that table.
For anyone interested in how I approach investment consulting, asset management and OCIO, we have published a range of material on our Shaw and Partners website for trustees and family offices.
My interests
Investments and AI take up most of my time. The first needs no explanation here.
AI holds my attention because it now sits inside almost every investment decision, from the concentration in global equity markets through to the productivity a business can get out of its own workflows. I have always liked organisation and efficiency, and applied with some judgement AI is a force multiplier on both.
I am fortunate to have the opportunity to develop AI-native processes within our Shaw OCIO business as well as in my family-owned businesses. I have found podcast content on AI progress to be an extremely valuable resource, second only to hands-on AI building experience.
More and more, though, it is becoming extremely difficult to identify the content worth listening to. Hopefully one day our AI assistants will know us well enough to curate our personal playlists for us. In the meantime, I hope sharing this content helps others find podcasts they would otherwise never have heard of.
Get in touch
I am always keen to talk to people working on similar projects or, if there is a podcast you think should be on my list, please reach out.
And if you run a family office, or sit on the board of an institutional-scale portfolio, and you would like to talk about how the portfolio and the governance around it might be improved, my address is below.
Disclaimer
This site is mine. I publish it in my own name, and Shaw and Partners New Zealand neither publishes it nor stands behind what is on it.
The clips are other people's arguments. Putting one here is not agreement with it.
Everything here is general information. It is not financial advice, it is not a recommendation to buy or sell anything, and it takes no account of your circumstances.