Shows
Praemium Investment LeadersLive from AltInvest: Navigating Market Volatility with Liquid AlternativesWhat happens when traditional portfolio diversification fails? In this eye-opening conversation from the 2025 Premium Altinvest Forum in Melbourne, host Damian Cilmi sits down with Paul Fraynt, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to uncover the truth about achieving genuine protection against market volatility.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be...
2025-04-1010 minPraemium Investment LeadersCatastrophe Bonds: A Genuine Alternative AssetDamian Cilmi is joined by Dr. John Seo, a trailblazer in the Catastrophe Bond market and co-founder of Fermat, as they discuss the fundamentals of catastrophe bonds, their typical maturities, the types of natural disasters they cover, and the returns they offer. Dr. Seo provides insight into the roles insurance and reinsurance companies, as well as government agencies, play in issuing these bonds.They discuss the market's evolution into a $100 billion industry which is characterised by liquidity, transparency, and non-leveraged investments. Learn how these bonds are tracked and valued, and understand their primary and secondary liquidity dynamics.
2024-06-2745 minPraemium Investment LeadersThe 'Great Tightening Cycle': Uncovering Opportunities in Property with Matt SgrizziPraemium’s Damian Cilmi is joined by LaSalle Investment Management’s Managing Director Matt Sgrizzi for a discussion on the 'Great Tightening Cycle.' In this episode Matt sheds light on how the legacy of financial stress in real estate has historically unfolded into rewarding opportunities, particularly within the robust world of real estate investment. The conversations turns to the future of office leasing, the booming data centre sector, and the shift in retail real estate towards e-commerce. Matt's insights give a comprehensive picture of a sector undergoing fundamental change, where savvy investors can benefit from high yield...
2024-05-2134 minPraemium Investment LeadersBucking the Trend: Contrarian Investing in Australia with Dr. Suhas NayakWhat does it take to invest in the stocks that no one else wants? For Suhas Nayak, separating fact from opinion is key to finding value where the market sees none. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go. Join host Damian Cilmi as he and Suhas discuss how Allan Gray's team of STEM qualified stock pickers stay focussed on long term objectives, the diversification benefits of defying the herd, and where opportunities exist in the Australian m...
2023-09-2621 minPraemium Investment LeadersNatural Capital: Investing in Australian Agriculture with Steve JarrottIn this re-release of our most downloaded episode, Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain...
2023-08-2926 minPraemium Investment LeadersRethinking Returns: The Power of Royalty Investments with Samuel MannIn this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages his expertise with the Longreach's PG3 Royalties Opportunities Fund to show how these assets can diversify portfolios and stabilise returns. It's a must-listen for financial advisers ready to broaden their investment knowledge.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial...
2023-07-2140 minPraemium Investment LeadersBuilding Resilient ESG PortfoliosDelving into the compelling domain of sustainable investing, Praemium's insightful podcast episode presents a vibrant dialogue on ESG investing, extracted from our recent in-depth webinar. The conversation is steered by Damian Cilmi, Praemium's Head of Investment Managers and Governance, and he's joined by a distinguished panel: Xuan Sheng Ou Yong from BNP Paribas Asset Management, Xinting Jia from State Street Global Advisors, and Will Baylis from Martin Currie.Our panelists demystify ESG investing, sharing unique insights on portfolio diversification, avoiding greenwashing, tackling performance hurdles, and deciphering impact measurement. With practical tips and real-world examples from industry leaders...
2023-05-2459 minPraemium Investment LeadersThe Humble Investor: how humility drives success for Peter Bates of T. Rowe PriceIn this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial...
2023-03-0631 min
Praemium Investment LeadersMore than bricks and mortar: commercial real estate in a post-COVID worldThe demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change. Pra...
2022-11-2122 min
Praemium Investment LeadersMarket Volatility: The New Normal with Mark LandauPraemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.Conversation highlights include why central banks are hamstrung by high inflation, investment opportunities that the market is missing, and how to implement an adaptable investment strategy that can allow for adjustments to market exposure. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These pod...
2022-10-2520 min
Praemium Investment LeadersEnergy Security, Decarbonisation, and Going Nuclear with James StewartResources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and ar...
2022-08-0333 min
Praemium Investment LeadersKey Market Drivers for 2022The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.Please note that this podcast was originally hosted in live webinar format, and makes reference to slides and charts. If you'd like to watch the...
2022-06-0859 min
Praemium Investment LeadersNatural Capital: Investing in Australian Agriculture with Steve JarrottPraemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not...
2022-06-0126 min
Praemium Investment LeadersInflation, Interest Rates, and Fixed Income Assets with Anthony KirkhamDamian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do...
2022-05-1927 min
Praemium Investment LeadersGovernance and the role it plays in professional model managementDamian Cilmi, Head of Investment Managers & Governance at Praemium and CEO of Elston Asset Management, Nick Revis had a discussion on how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia. They also explored how governance principles at a platform and model manager level have developed, and are used, to ensure the best possible outcomes are achieved by investors.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and...
2021-11-1145 min
Praemium Investment LeadersKey Market Drivers for 2021- the outlook for bonds, global and domestic equities with Fidelity, Pendal & AlphinityPraemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement...
2021-06-241h 01
Praemium Investment LeadersStructural changes for the post COVID Australian economy: AntaresAntare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our...
2021-05-1439 min
Praemium Investment LeadersThe property market in a post-COVID world with SG HiscockPraemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please...
2021-05-1130 min
Praemium Investment LeadersBuilding an effective investment philosophyPraemium's Damian Cilmi and Martin Morris talk to Robert Talevski, Founder of Activus Investment Advisors about practical strategies for evaluating and implementing an effective investment philosophy to help support advisers in risk management, business efficiency and client engagement.
2020-11-1956 min
Praemium Investment LeadersEthical investing with Australian EthicalPraemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with...
2020-03-0237 min
Praemium Investment LeadersEthical research and screening criteria with Sustainalytics ResearchPraemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium...
2020-03-0225 min
Praemium Investment LeadersKey themes in global investing - Munro PartnersPraemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with...
2019-12-1822 min
Praemium Investment LeadersBond Market Insights - Jamieson Coote BondsDamian Cilmi talks to Charles Jamieson, CIO of Jamieson Coote Bonds about the bond markets and whether negative yields can be a positive for investors in episode 3 of the Investment Leaders series.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium...
2019-11-2830 min
Praemium Investment LeadersInvesting and trading in an SMA - Ralton Asset ManagementDamian Cilmi talks to Will Riggall of Ralton Asset Management about the benefits of SMAs for advisers and clients and the advantages of swift trading. Will and Damian also discuss growth vs value investment styles and whether the growth cycle is nearing an end.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement...
2019-10-1423 min
Praemium Investment LeadersEvolution of SMAs and learnings from the US - State StreetDamian Cilmi talks to Mike Martel, Head of Portfolio Management and Raf Choudry on the evolution of SMAs in the US and how global trends may translate in the Australian market. The interview also covers innovation in ETFs and incorporating thematic investing in ETFs.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement...
2019-08-2936 min