Luba Nikulina
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Luba Nikulina demonstrates the Navigator archetype throughout this interview, charting deliberate course through complex terrain with calibrated precision. She maps the infrastructure asset class using layered frameworks, distinguishing mature from development assets, calibrating governance and rule-of-law risk by geography, and situating infrastructure within the broader private markets liquidity budget.
“And it's also interesting because if you think about the savings industry overall, actually in Australia where our origins are, the superannuation system really helps working people. So just thinking about our purpose and why we were created to help working people retire.”
“So you need to have A energy security, the supply there, but also preferably the decarbonized energy supply. So just thinking about the decarbonization And maybe here it's a good way to introduce the research that we did recently with the Financial Times. It's called the private markets barometer 700.”
“There is a trend there in my career. Anyway, so I spent 17 years with Willis Watson doing investment research, looking after, well, it was more than 2.6 trillion when I left. It was definitely more than 3 trillion of those. Under advice and management. So I started in private equity and then looked after all investment research.”
“What do you think is top of your list when you think about building the right culture? Actually, having empathy, and I think back to your question about traveling just going around the world, listening to people and understanding how they think differently, how the backgrounds, the history will be different in different countries.”
Money Maze Podcast: “Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors”
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