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In the latest episode of The Astute Investor Podcast, we feature an in-depth conversation with David Neal, Chief Executive of IFM Investors. Hosted by Kevin Wan Lum, Deputy Chief Investment Officer at LGT Crestone, this episode explores the dynamic world of infrastructure investing and the philosophy behind IFM’s $220 billion portfolio. David shares his journey from engineering to finance, offering unique insights into disciplined investment processes and long-term value creation. Together, they delve into the megatrends shaping infrastructure, from decarbonisation to digitisation, and the lessons learned from navigating challenges like the pandemic. Whether you're curious about infrastructure as an asset class, the benefits of a purpose-driven investment approach, or simply enjoy hearing from global financial leaders, this episode lays the foundation for insightful investing.
In this episode of The Astute Investor podcast, Kevin Wan Lum, Deputy Chief Investment Officer at LGT Crestone, speaks with David Neal, Chief Executive of IFM Investors, one of the largest fund managers in Australia with over $220 billion in assets under management. The conversation offers a deep dive into the unique approach of IFM Investors, emphasising long-term returns, a client-first ethos, and a commitment to community and sustainability.
David Neal shares his career journey from engineering to finance, highlighting the value of disciplined processes in achieving sustainable outcomes. He discusses his transformative roles at Willis Towers Watson, the Future Fund, and IFM Investors, underscoring lessons learned about professionalism, trust, and alignment. Neal elaborates on IFM's approach to infrastructure investing, a resilient and inflation-protected asset class, which is increasingly sought after globally. He explores thematic investment drivers, such as decarbonisation, digitisation, and urbanisation, showcasing how these megatrends shape IFM's portfolio.
The episode concludes with insights into the role of infrastructure in a diversified portfolio, the importance of cultural alignment, and candid reflections on sport and music.
