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In this episode of The Independent Property Opinion, hosts Simon Cooke, Founding Shareholder of Catella APAM, and Ben Kennedy, Head of Investment Strategy, welcome Paddy Dowdall, Assistant Executive Director of Local Investment and Property at the Greater Manchester Pension Fund. With over 30 years of experience in investment across multiple asset classes, Paddy shares his journey from his early days at Merseyside Pension Fund to become a key figure in UK pension fund investment.
The discussion covers the importance of infrastructure investments, and explores the role of scale in pension fund management. They also touch on the evolving macroeconomic landscape, including interest rate impacts and the future of sectors such as affordable housing and renewal energy.
Join us for an insightful conversation on long-term investment strategy, the challenges of the current economic environment, and the growing importance of operational skills in real estate and infrastructure.
Listen to the podcast