In this episode I speak to Richard Dudley, Senior Portfolio Manager at Railpen, the fifth largest pension fund in the UK.

In our conversation, Richard and I talk about a lot of the unusual realities that come from being part of a ten person team managing £7bn systematically from within a pension fund.

Separately, I will be on stage at Neudata in London this week, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Richard Dudley recorded in March 2025. The views and opinions expressed in this interview are those of Richard Dudley and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Tom Liu, Founder of Ideate Capital, an alternative data expert with many years experience working in both hedge funds and private equity.

In our conversation, Tom and I talk around various types of alternative data and their use cases, before digging into the corporate sector’s growing relationship with external data and AI, and the outlook for the future.

Separately, I will be on stage at Neudata in London this month, and look forward to seeing many familiar faces there.

DISCLAIMER

This podcast is an edited recording of an interview with Tom Liu recorded in March 2025. The views and opinions expressed in this interview are those of Tom Liu and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.

In this episode I speak to Mark Thompson who works in Primary Research for NBIM, the Norwegian sovereign wealth fund with $1.7tn under management.

In our conversation, Mark and I discuss many of the unique challenges and opportunities that come with managing such a large amount of money, and the ways that the relatively lean team at NBIM ingest and use alternative data.

DISCLAIMER

This podcast is an edited recording of an interview with Mark Thompson recorded in January 2025. The views and opinions expressed in this interview are those of Mark Thompson and Mark Fleming-Williams and do not necessarily reflect the official policy or position of either CFM or any of its affiliates. The information provided herein is general information only and does not constitute investment or other advice. Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way.

Hosted on Acast. See acast.com/privacy for more information.