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Our ancestors have used stories for generations to guide us in living well on Mother Earth. These stories carry the wisdom to heal, remember our purpose, and re-center our well-being. Chahta Chatter is a podcast where traditional Indigenous stories meet and offer insight for modern mental, physical, and spiritual health challenges. With a focus on land-based healing and community resilience, each episode takes listeners on a journey of reflection and learning. We believe our ancestors’ stori ...
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Changing World, New Opportunities

Defined Contribution Invest Forum (DCIF)

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In our second season of the podcast, we’re interviewing senior investment figures from large defined contribution pension schemes. We’re asking them to reflect on the investment challenges reflecting them as DC leaders. What are they excited about – and what’s keeping them awake at night? In this show, we chat to experienced members of the investment world, broadcasting their insights, as well as the ideas of the DCIF, to pension fund decision-makers in the UK and across the globe. This show ...
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In this episode, the Godfather of auto-enrolment, Mark Iwry, tells us the story of how it was introduced in the USA. We peek inside the doors of the US government and find out how Mark and his colleagues helped employers to shape both their investment strategies and the wider DC system. The US’ auto-enrolment journey wasn’t without its tricky momen…
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This week on the podcast, we were lucky enough to be joined by pensions royalty! Keith Ambachtsheer tells Mark and Louise all about Canada's system. This episode contains all the wisdom and deep expertise you'd expect from someone like Keith, who over the years rubbed shoulders with economists like Harry Markowitz and William Sharpe. Keith tells us…
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This week’s podcast is out now! In it, we take a fascinating dive into Sweden’s DC system with Mats Langensjö. First off, we find out how Sweden’s AP funds work. Mats describes one highly unusual feature of the Swedish DC system: a government-run fund selection agency which has the job of hiring and firing fund managers. How did this come about? An…
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Welcome to Chahta Chatter! Our ancestors have used our stories for generations upon generations for instructions on how to live a good way on the earth; they also have encoded ways in which we can heal. Moccasin Handgame: Chukfi The Rabbit who needs help. -This story surrounds Chukfi the rabbit who has a bit of a gambling addiction. This story enco…
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In this week’s episode, former pensions minister Steve Webb talks to us about defined ambition, the lessons he’s learned from international pensions systems, and why pendulums tend to swing back. Steve reflects on some subjects which are dear to our heart, including lessons he learnt from overseas, reflects on what he’s proud of and what he would g…
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Welcome to Chahta Chatter! Our ancestors have used our stories for generations upon generations for instructions on how to live a good way on the earth; they also have encoded ways in which we can heal. Grandmother Spider - This tale describes how fire came to the Choctaw people from an unlikely source. It further emphasizes our relationship with o…
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This week, Mark and Louise speak to Professor Hans van Meerten about the Netherlands’ pension system. Hans is a lawyer and academic, specializing in EU and Dutch pensions law. We find out why the Netherlands is going through some big pension reforms, despite being top of the international league tables. From his legal perspective, Hans explains why…
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Jerry Moriarty is the outgoing CEO of the Irish Association of Pension Funds. In this episode, we chat about how Ireland’s pensions system is evolving, the similarities and differences between the Irish and UK pension systems, and the feature of the Irish pensions system that Mark and Louise most envy. We hear an update on how auto-enrolment is goi…
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Welcome to Chahta Chatter! Our ancestors have used our stories for generations upon generations for instructions on how to live a good way on the earth; they also have encoded ways in which we can heal. Emergence is a the creation story for the Choctaws of how they came into this world that we are currently living in. This story gives us the opport…
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This week on the podcast, we chat to Paul Watson about the Australian superannuation system. Paul has spent years as a senior executive in the superannuation fund world, most recently at Hostplus, one of Australia’s largest supers. We learn how the value for money debate has been ‘run and won’ in Australia, how Aussie superfunds got to grips with i…
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Welcome to a brand new season of Changing World, New Opportunities! This season, we’re chatting to international policymakers and pensions experts about their DC systems. What are the challenges? What would they change about it? And – crucially – what can we learn in the UK? Diane Maxwell kicks off the season with a bang. The former retirement comm…
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This week’s guest is Tim Orton, CIO at Aegon. We enjoyed chatting about how making the world better for his grandchildren feeds into Tim’s passion for combatting climate change. 2022 caused him to think differently about diversification, risk and members’ journeys. Plus, Tim tells us why Aegon signed the Mansion House Compact. Enjoy the episode!…
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This week, Lorna and Louise really enjoyed talking to Naomi Clark, head of investment product management at USS. We find out about Naomi's long and winding road into pensions - from an English degree, via a start in shipping, to where she is today. Naomi tells us about a bumpy start to USS' private markets journey and shares the reason why USS hasn…
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This week, we had a great chat with Liz Fernando, CIO of Nest. We learn about why her time as a smaller companies analyst was a great training ground, why shorthand can be dangerous in investment, and what keeps Liz awake at night - where she gives us possibly the most poignant answer of the series so far. Happy listening!…
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This week, Lorna and Louise chat to James Lawrence, head of investment proposition at Smart Pension. James shares a snapshot of what's on his agenda, as well as what he thinks the secret to engagement might be. We overcame numerous technology failures to record this episode - and we hope you agree that it's a great one!…
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This week, Lorna and Louise speak to Mercer's Jane Walker. We talk about why blips are inevitable in the investment world, and why she thinks members should stay in the driving seat instead of looking under the bonnet. We also find out Jane's one ask of asset managers and discover our mutual hatred of hills. It's a great episode - enjoy!…
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We kick off season two of Changing World, New Opportunities with a fantastic guest: Julius Pursaill, strategic adviser to master trust Cushon. Julius spoke up for the Mansion House reforms and inspired us to rethink our definition of fiduciary duty. He also shared some great ways to get members engaged with investment. At the start of the episode, …
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Are we going through a sustainability revolution, akin to the industrial revolution? Robbie Epsom thinks so. This week, Jon and Louise chat to CBRE Investment Management's EMEA head of sustainability, about how and why real estate should play a vital role in the revolution.By Defined Contribution Invest Forum (DCIF)
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This week, Nico Aspinall joins us to talk about the report he has just written for the DCIF on TCFD. In the report, he takes the temperature of the UK DC pensions industry: how are they getting on with TCFD reporting so far? Listen in for Nico’s highlights of the report.By Defined Contribution Invest Forum (DCIF)
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This week, Jon and Louise chat to Jeri Savage about MFS' Global Retirement Survey. The survey covers subjects like sustainability, retirement confidence, default funds/target date in the US, Canada, the UK and Australia. It has been running for a number of years, with fascinating trends emerging. We talk about the lessons DC schemes can learn from …
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Our guest today, Simon Bond, is one of the pioneers of social impact bonds. In this episode, he explains what social bonds are and how they can sit within DC portfolios, reflects on how they have evolved over the last decade, and gives us his outlook for the future. Simon is director of responsible investment portfolio management at Columbia Theadn…
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This week, Louise and Jon speak to Lee Hollingworth. Formerly a longstanding member of the consulting world, Lee is now head of UK retirement at Franklin Templeton - and is thinking hard about what does and doesn't work for savers in the current pensions system. We find out why Lee moved from consultancy into asset management, probe him on his view…
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Infrastructure can be perceived as difficult to make sustainable – this week’s guest Rebecca Myatt well and truly busts that myth. Jon and Louise chat to Rebecca, who is First Sentier Investors' lead portfolio manager for Responsible Listed Infrastructure. This week’s episode is for anyone who wants to know more about how investing in infrastructur…
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In this series of Changing World, New Opportunities, we were keen to hear from a trustee. There’s so much going on in the investment world all the time, and that’s just one element of being a trustee; what does it feel like right now to try to serve members while keeping abreast of regulation, admin, communications and governance? In this episode, …
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This week, Jon and Louise focus on a thorny subject in DC: investing in alternatives. DC schemes have long struggled to access alternatives, but this week’s guest has found a solution. James de Bunsen is a portfolio manager on the Janus Henderson multi-asset team, with a particular focus on alternative investments. James and Janus Henderson launche…
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New podcast klaxon! This week on Changing World, New Opportunities, Louise and Jon are podcasting across the pond, with Kurt Walten, senior vice president, investment affairs & investor education for Nareit, the worldwide representative voice for REITs. In the third episode of our three-part real estate mini-series, Kurt explains what a REIT is, wh…
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This week on Changing World, New Opportunities, Jon and Louise continue their three-part real estate mini-series by chatting to Simon Redman, managing director of Invesco Real Estate. Simon argues that DC pension schemes should be investing in global real estate to access the best possible opportunity set and to achieve a diversified portfolio. We …
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Fresh off a plane, Sara Shean is Louise and Jon’s guest today on Changing World, New Opportunities. We ask Sara, who is PGIM Real Estate’s global head of defined contribution, why DC schemes should invest in real estate. How could investing in real estate help a pension scheme’s ESG objectives? And how do changing consumer needs impact what sorts o…
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This week on Changing World, New Opportunities, Louise and Jon speak to Bruno Bamburger, senior solutions strategist at AXA Investment Managers, about assessing climate risk and incorporating ESG into fixed income investments. How does integrating ESG within fixed income compare to the world of equities? Can fixed income investors play a role in st…
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Thematic funds are growing rapidly – but how can they be used in a DC context? With our guest Katie Magee, an investment specialist at J.P. Morgan Asset Management, we explore thematic investment: from what thematic investment entails and where demand is coming from, through to unusual client requests and why sustainability and thematic investment …
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Jon, Louise and guest Siobhan Cleary, an investment specialist at Baillie Gifford, discuss the purpose of engagement, how you measure it and communicate better with end investors. How are regulatory reporting requirements changing, and how are asset managers working to provide meaningful data to their DC scheme clients?…
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In our first episode, Jon Holguin and Louise Farrand dive straight into the first of an ESG mini-series: impact investing with abrdn’s Sarah Norris. What is impact investing and how can DC schemes embrace it? How is impact investing evolving? In this wide-ranging conversation, we cover all things impact and why it should matter to DC investors.…
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