Connect the dots

Welcome to our newest episode of connect the dots where we explore trends in financial planning and wealth management.

Host Georgina Smith is joined by Nichola Blackburn, UK Chief Reporter at CityWire.

Welcome to the latest episode of Connect The Dots, where we explore the dynamic world of renewable energy from a local perspective.

Host Georgina Smith is joined by Katherine Persson, Managing Director at the SOLA Group.

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.

In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders.  

Gillian shares insights from Schroders' recent research on trends in the financial advisery space, particularly focusing on women.

Welcome to the last episode of INN8 Invest’s season of Connect The Dots, where we delve into the intricate world of investment management.

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In this podcast episode, host Rembuluwani Ramuluvhana, Manager Research Analyst at INN8 Invest, dives into the world of asset management with Warren Riley, CFA, Analyst and Co-Portfolio Manager at Bateleur.  

Delve into the competitive advantage of boutique managers and their inherent flexibility in our third episode hosted by INN8 Invest’s Manager Research Analyst, Puleng Kgosimore.

Welcome to a new season of ‘Connect the Dots,’ this season we will be shedding light on the intricate world of manager research. In this exciting new season, we’re thrilled to introduce you to our new host, Jennifer Henry, an industry veteran with 20 years of expertise spanning finance, IT, and investment management.

In this episode of Connect The Dots, we are joined by Michael Summerton, Head of Proposition at INN8, and Professor Johan Steyn, a leading authority in finance and AI integration. Together, they explore the fascinating intersection of technology and financial advice.

Building an ethical culture is key to good corporate governance – but while ethics is a word that we’re all familiar with, many of us aren’t too familiar with the steps needed to evaluate and construct an effective ethical culture in our workplace.

In this episode of Connect The Dots, we’re thrilled to have FPI’s 2022 Financial Planner of the year, Palesa Dube with us. Director and Wealth Manager at Wealth Creed, Palesa’s 14 years of experience covering investment, retirement planning, and estate and legacy planning is invaluable. In this episode, we discover what it takes to leap into entrepreneurship and gain practical insights from Palesa's journey from corporate to startup.  

In this episode, Georgina Smith is joined by Nazmeera Moola, Chief Sustainability officer at Ninety-One.

Together, they shed light on the significance of engaging clients in conversations about sustainability and examine the ongoing energy transition and its implications for investors.

In this episode, Samantha Pokroy and Delphine Govender join host Georgina Smith to discuss private equity and venture capital.

Samantha, Founder and CEO at Sanari Capital, with nearly two decades of experience in private equity and venture capital, shares her knowledge on how to manage portfolio companies to ensure their digital transformation journeys are successful. Meanwhile, Delphine Govender, Chief Investment Officer and owner of Perpetua Investment Managers, a seasoned investment professional with over 25 years of experience in the industry, offers insights on investment decisions over public market assets across various asset classes.

Do you know how to manage the complexities of inheritance being paid to a foreigner or being received from offshore on behalf of your clients?

In this podcast, Jennifer Anderson is joined with Currency Partner’s Lauren Walker for a deep dive into the various scenarios that can play out when it comes to inheritance.

In our first podcast of 2023, we unpack the current trends in wealth management.

Georgina Smith is joined by Morningstar’s Victoria Reuvers to dive into the local and global wealth management trends. The duo also tackles what the landscape of women in the investment and financial advisory space looks like as Victoria shares personal stories on navigating the industry.

In our last podcast of 2022, we tackle a topic that is top of mind for many financial advisers: the transfer of intergenerational wealth.

Building an ethical culture is key to good corporate governance – but while ethics is a word that we’re all familiar with, many of us aren’t too familiar with the steps needed to evaluate and construct an effective ethical culture in our workplace.

Georgina Smith is once again joined by Jennifer Anderson to unpack the different types of investment managements being tabled, how DFMs fit into them, and whether it’s likely that the Cat 2 requirements are going to get stricter.

Georgina Smith is once again joined by Jennifer Anderson to unpack the different types of investment managements being tabled, how DFMs fit into them, and whether it’s likely that the Cat 2 requirements are going to get stricter.

Georgina Smith is once again joined by Jennifer Anderson to unpack the different types of investment managements being tabled, how DFMs fit into them, and whether it’s likely that the Cat 2 requirements are going to get stricter.

Replatforming is no easy journey, for the provider or for the adviser. In this episode of Connect the Dots, Georgina Smith gets into the details of replatforming with INN8's Executive, Mickey Gambale.

Not much has changed since the FSCA discussion papers on RDR were published at the end of 2019. Host Georgina Smith, Head of Distribution for INN8 Investment Platform, steps back into 2020, when she sat down with Jennifer Anderson to explore what the papers were – and still are – saying. A great discussion that had listeners coming back for more.