OFP Co-Founder and CIO Kieran Cavanna hosts the Thematic Investors Podcast

This podcast will focus on institutional investment trends that are being explored, researched, and executed today by some of the best investors in the world. Listeners can expect forward-thinking insights from our monthly guests. The range of ideas and themes are expansive, and will include energy transition, emerging markets, technology, endowment allocation strategies, as well as exploring quantitative and discretionary investing strategies. Join us in listening to these innovative investors as it will be the best thirty minutes spent for those in the institutional investing arena. This podcast is being powered by Vidrio Financial; on the Vidrio website or where you get your podcasts.

James Davolos on Why Investors Can’t Paint-by-the-Numbers in Real Asset Investing

Looking for asymmetry in the institutional investing space and making it a part of your core competencies is not an easy task. In many instances, this requires hard work built on chasing down inefficiencies in the market and going into research overdrive on an idea where very little sell-side coverage exists. This is where great success stories can be made.

Stuart Mitchell on the Investment Sale Across Europe

When looking at European investments, how will the U.K., France, Germany, Spain and Italy align on energy transition, innovative technology growth, financial services, and more? How can institutional investors capitalize on this and how do they compare to potentially more attractive U.S. opportunities? Learn more about Stuart’s background that took him from studying medieval history through the process of detaching his emotions from investing, a growing appreciation of analytical research, and on to managing over $2bn AUM of European equity assets.

Alan Bezoza, DigitalBridge on Finding the Shiny Penny in Telecom Investing

Discover how the world of telecommunication investing is evolving and whether we have the necessary power to tackle the upcoming wave of innovation.

Why Institutional Investors Should Consider Uranium

With the urgent need to address surging global energy demands and combat the pressing issue of climate change, uranium as an alternative energy source should not be overlooked. However, lingering concerns persist regarding the delicate balance of supply and demand, as well as the complex geopolitical landscape on the global stage.

Fueling Technological Breakthroughs in Energy Transition

Back in 1962, President Kennedy declared that by the end of the decade, the United States would have a man on the moon. Energy transition is an entirely different animal where technology, consumer sentiment, and politics will require further progress before we can declare victory.