Allocator Media Podcast
Episodes
Wealth Creation, One Cow At A Time – Kagiso Tloubatla
09 Jun 2026
Contributed by Lukas
For generations, Africans measured wealth in cattle long before modern finance arrived. Could fractional ownership of this familiar, everyday ass...
Always Within Crises, There Are Opportunities - Abir Leheta
05 Jun 2026
Contributed by Lukas
Abir Leheta is the Co-CEO of Egytrans-NOSCO, an Egyptian transport and logistics group listed on the Egyptian Stock Exchange, providing freight forwar...
Quality Over Cheap, with André Steyn, CEO & CIO, Steyn Capital Management
02 Jun 2026
Contributed by Lukas
André Steyn is CEO and CIO of Steyn Capital Management, a South Africa-based value-oriented investment management firm. In this episode, he traces hi...
Emerging Fund Managers Are Not Allowed To Fail – Nyeji Mhango
29 May 2026
Contributed by Lukas
Nyeji Mhango is the Founding Partner and CEO of wCap, a Zambia-based investment firm providing private credit to high-growth, women-led businesses in ...
Why Liberty Kenya Is Choosing Margin Over Market Share – Kieran Godden
22 May 2026
Contributed by Lukas
African Stock Hunter is an Allocator Media Ltd company. Kieran Godden trained as an actuary. He moved from South Africa to Kenya over four years ago w...
African capital investing in Africa sends a powerful signal
15 May 2026
Contributed by Lukas
African Allocator is an Allocator Media Ltd company. Dr Slim Feriani is a Founding Partner and CEO at Alternative Path Partners, a new Africa-focused ...
Invest Where Others Aren’t Paying Attention
08 May 2026
Contributed by Lukas
In this conversation, Luni Libes, CEO at Africa Eats, discusses his company’s Berkshire Hathaway-inspired model, why traditional venture capital oft...
The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners
19 Sep 2025
Contributed by Lukas
Django Davidson is a founding partner at Hosking Partners, a London-based investment manager running a global equity strategy with a capital cycle app...
Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions
12 Sep 2025
Contributed by Lukas
Dave Uduanu is CEO of Access ARM Pensions, one of Nigeria’s largest pension fund administrators (PFAs). In this episode, he explains more about Acce...
Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management
21 Aug 2025
Contributed by Lukas
Steven Quattry is a Portfolio Manager at Morgan Stanley Investment Management, where he leads the Next Gen Emerging Markets Fund focused on large, fas...
The $6.8 billion man, with Roland Gräbe, Chief Investment Officer, Old Mutual Multi-Managers
04 Jul 2025
Contributed by Lukas
Roland Gräbe is Chief Investment Officer at Old Mutual Multi-Managers, a South African investment firm with $6.8 billion in assets under management. ...
The growth (and challenge) of ETFs in Africa, with Nerina Visser, Director at ETFSA Portfolio Management Company
20 Jun 2025
Contributed by Lukas
Nerina Visser is Director at ETFSA Portfolio Management Company, a South African investment firm that specialises in exchange traded products. In this...
Multi-Asset Investing in Southern Africa, with Mike Adsetts, CIO, Momentum Investments
06 Jun 2025
Contributed by Lukas
Mike Adsetts is Chief Investment Officer at Momentum Investments, a South African multi-asset manager. In this episode, he talks about strategic and t...
Capital Allocation across African Infrastructure, with Vuyo Ntoi, Co-MD, African Infrastructure Investment Managers (AIIM)
26 May 2025
Contributed by Lukas
Vuyo Ntoi is Co-Managing Director at African Infrastructure Investment Managers (AIIM), one of the continent’s leading sustainable infrastructure in...
Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today
25 Apr 2025
Contributed by Lukas
Ayo Salami is Chief Investment Officer at Emerging Markets Investment Management (EMIM), a London-based investment manager. In this conversation, he r...
Private Credit with Aum Thacker, Investment Professional, TLG Capital
27 Mar 2025
Contributed by Lukas
Aum Thacker is an investment professional at TLG Capital, a London-based private credit investment firm focused on African markets. In this conversati...
Frontier Markets Investing, with Thea Jamison, Managing Director, CHANGE Global Investment
10 Mar 2025
Contributed by Lukas
In this conversation, Chipo Muwowo speaks with Thea Jamison, Managing Director, CHANGE Global Investment. Thea explains why she likes blue-chip compan...