Shows
The Portfolio Construction PodcastEP76: Fads, frauds & forgotten stocks in global small caps - APIS Capital AdvisorsIn this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live. Eric shares his thoughts on: How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced. Why small caps are a goldmine for shorting, with themes like Chinese renewables and broken growth stories - companies that are over-earning or benefiting from temporary booms. What ma...2025-07-2444 min
Between Meetings with Matt HeineEp 100: Crafting a 25-year overnight success - Michael HeineIn our milestone 100th episode, Matt Heine interviews his father and founder of Netwealth, Michael Heine, in a rare and wide-ranging conversation spanning decades of business lessons and life experience. Michael recounts how his father arrived in Australia as a stateless prisoner of war with nothing and built a global trading empire. From trading and media to funds management and eventually founding Netwealth, Michael’s journey is packed with high-risk plays, hard-won insights, and moments of extraordinary resilience. This is a deeply personal and professional story about legacy, timing, pivoting when needed, and backing yourself—even when no one else...2025-07-0155 minThe Portfolio Construction PodcastEP 75: Currency hedging, the AUD and managing USD exposure – Rochford CapitalWhen over 50% of a portfolio’s offshore assets are USD-denominated, currency risk isn’t just a theoretical issue—it can be a real drag on performance. In episode 75 of the Portfolio Construction Podcast Series, Paul O’Connor (Netwealth Head of Investment Management & Research) speaks with Tom Averill, Managing Director of Rochford Capital, about how investors can more effectively manage USD exposure—especially with the AUD near the low end of its long-term range. They discuss why traditional hedging tools often fall short, how the Rochford Leveraged Long AUD Fund provides targeted FX exposure through OTC derivative...2025-06-1233 minThe Portfolio Construction PodcastEP 74: The art of the short – Fidelity InternationalIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity’s Global Long Short Fund, which uses a contrarian value approach to invest in "unloved companies" they believe are mispriced. The discussion explores Dmitry’s disciplined approach to shorting stocks, grounded in rigorous analysis to ensure its aligned with the fund’s contrarian philosophy. Paul and Dmitry also examine the inherent risks of shorting, such as volatility and potential losses, and how these are mitigated through thoughtful portfolio construc...2025-05-1930 minThe Portfolio Construction PodcastEp 73: Beyond traditional assets: Building an alternatives allocation for wholesale investors - LonsecIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Nathan Lim, Chief Investment Officer at Lonsec Investment Solutions. Nathan breaks down Lonsec's take on alternatives, explaining the difference between defensive and growth assets based on their volatility, while emphasising that volatility alone doesn't fully capture the strategy's nature. They dive into the opportunities and risks of alternative strategies like private equity and private credit, highlighting the importance of picking the right managers and understanding illiquidity. They also discuss how the post-COVID economic landscape, with rising inflation and interest rates, impacts al...2025-04-1436 minThe Portfolio Construction PodcastEP 72: Global economic outlook and investment strategies for 2025 - VanguardIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Matt Cho, Head of Multi-Asset Solutions at Vanguard Australia. Matt shares insights on Vanguard's recently released economic outlook for 2025, the performance of multi-asset products in 2024, and potential returns for various asset classes. They review the strong 2024 returns from international and Australian equities, and the positive performance of fixed-income markets. The discussion covers the global economic outlook, including perspectives on Europe, Asia, and Australian economies, as well as the US and the impact of Trump's re-election. They discuss the role of...2025-03-0340 min
Ensombl Advice AustraliaAdviceTech Podcast #118 - Netwealth: Future of Technology in Advice FeatureThis week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engagement platforms, managed accounts, and the acquisition of Flux to engage the next generation of investors. Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250221 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http...2025-02-2044 minThe Portfolio Construction PodcastEP 71: Investing in new world businesses: Insights on AI, digitisation, and market trends - HyperionIn this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, is joined by Jolon Knight, an investment specialist from Hyperion Asset Management. They dive into the global equities market, exploring the opportunities Hyperion sees for investors. They discuss investing in "new world" businesses as opposed to "old world" businesses and how Hyperion identifies and invests in these companies for the long-term, acting as business owners rather than share traders. Knight also shares insights on the potential impact of the recent US presidential election, and their outlook on inflation and the market...2025-01-2134 minThe Portfolio Construction PodcastEP 70: APRA's crackdown: What it means for fixed income investors - UBS Asset ManagementIn this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of high inflation, the complexities of managing fixed-income portfolios in this environment, and the potential implications for various bond market segments. Van Klaveren offers his outlook on interest rate movements, and they discuss APRA's regulatory changes regarding tier one securities and what these mean for a diversified portfolio...2024-12-1036 minThe Portfolio Construction PodcastEP 69: Digitalisation, infrastructure, urbanisation in India and their impact on investors - India Avenue Investment Management.The Indian economy is the fastest-growing major economy in the world. Driven by internal demand and a burgeoning middle class, India may offer an opportunity for investors. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Mugunthan Siva, Managing Director and Co-Founder of India Avenue Investment Management. Mugunthan shares his perspective on why he believes India is poised for continued growth, the factors driving corporate earnings, and the expanding investment opportunities in specific sectors like pharmaceuticals and real estate. They also explore the impact of government po...2024-10-2536 minThe Portfolio Construction PodcastEP 68: The new face of private equity - HarbourVest PartnersThe private equity landscape is evolving, with companies staying private longer due to available growth capital, expanding access and investment opportunities in private markets. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, chats with Craig MacDonald, Managing Director of HarbourVest Partners Ireland. Craig shares his perspective on why he believes private equity consistently outperforms public markets, the growing interest from Australian investors, and the innovative structures of modern private equity funds. They also explore emerging companies, liquidity and risk management strategies, and the transformative impact of AI...2024-09-2446 minThe Portfolio Construction PodcastEP 67: Unlocking growth: Strategic small cap investing - Prime Value Asset ManagementConsidering an allocation to small cap stocks? Many Australian investors do, seeking the potential for higher returns that small caps can offer. But with greater opportunity comes increased volatility—so how do you navigate this space effectively? In this episode of the Netwealth Portfolio Construction Podcast, Paul O'Connor is joined by Richard Ivers and Mike Younger from Prime Value Asset Management to explore the strategic benefits of small cap investing. They share their insights on the current market, highlighting specific stocks that offer strong, long-term growth potential. They discuss the benefits of diversifying with New Zealand stocks an...2024-08-1638 min
Between Meetings with Matt HeineEp 90: Building bonds in the financial sector - Danielle Press Hear Danielle Press, ex-Commissioner of ASIC and Consultant at Income Asset Management (IAM), discuss her diverse career in finance, including her roles at the Reserve Bank, a family office, and ASIC, before joining IAM. Danielle shares her views on leadership and change management, emphasizing the importance of honesty, humility, and vulnerability to get the best out of people, and creating a balanced leadership team. She reflects on the impact of the Royal Commission and the Quality of Advice Review on financial services and shares her ‘back to the future’ prediction on the role of superfunds. Finally, she discu...2024-07-1033 minThe Portfolio Construction PodcastEp 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global InvestorsIn this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides downside protection and potential upside. They also explore the resilience of the US economy, the impact of interest rates on global property markets, and emerging investment themes such as self-storage, senior housing, and residential real estate. Tune in to understand the strategic differences between global and local REITs an...2024-07-0856 minThe Portfolio Construction PodcastEP 65: Private credit: Navigating the risks and rewards - Challenger Investment ManagementAs traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit and the inherent challenges, such as lack of transparency, higher credit risk, and lower liquidity. They explore the strategic placement of private credit within a diverse portfolio, investor considerations regarding liquidity, and the sector’s key risks, all while highlighting where the most valuable opportunities may lie.2024-06-0644 min
Between Meetings with Matt HeineEp 88: Expanding horizons with alternative assets – Lawrence Calcano Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees. Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors and can help investors achieve their long-term goals. Lawrence also shares his enthusiasm about partnering with Netwealth to bring these opportunities to Australia...2024-05-1729 minThe Portfolio Construction PodcastEP 64: China's soft landing: fact or fiction? - Income Asset ManagementIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.2024-05-0341 minThe Portfolio Construction PodcastEP 63: Finding investment opportunities in emerging markets - Warakirri Asset ManagementFor some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, Emerging Markets at Northcape Capital, they discuss emerging markets and which ones have his attention this year and why, and those he’s avoiding in 2024.2024-04-0444 minThe Portfolio Construction PodcastEp 62: Investing in 2024: Economic trends you should be thinking about - BetasharesIn 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Australian dollar, equity and emerging markets, interest rates, and inflation. They discuss investment implications, key risks, and potential disruptions to the 2024/25 outlook, including effects on energy supply due to tensions in the Middle East, a sell-off in the bond market due to fears of the US bu...2024-03-1231 minThe Portfolio Construction PodcastEP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson InvestorsThe resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Janus Henderson Investors. They explore the vital role the global resource sector plays in our daily lives, with a focus on mining, energy, gold and agriculture. They examine the impact of various factors, including population growth and its effects on agriculture, energy transition, technological ad...2024-01-3141 min
Ensombl Advice AustraliaAdviceTech Podcast #66 - Feature: AI and NetwealthThis week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and challenges of artificial intelligence in the advice industry, focusing on how advisors can start leveraging AI tools to improve their businesses and better serve clients. Netwealth's Advicetech page: https://www.netwealth.com.au/web/insights/netwealth-2023-advicetech/ Racheal Collogan Linkedin: https://www.linkedin.com/in/rachealcollogan/ Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ Leave a voice message for Peita: https://www.speakpipe.com/PeitaD A world of opportunity awaits you at Netwealth Inve...2024-01-181h 00The Portfolio Construction PodcastEP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset ManagementIn this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global economic outlook and financial conditions. They also discuss the implications of these factors for monetary policy, such as quantitative easing and tightening, and how they affect the risk and return profiles of fixed income investors in today's market.2024-01-0441 minThe Portfolio Construction PodcastEP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria HealthcareThe healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managing Director of Centuria Healthcare. Andrew and Paul unpack the dynamics of the healthcare real estate sector in Australia including, the evolving models of care, the impact of interest rates, and its competitive nature.2023-11-2838 minThe Portfolio Construction PodcastEP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset ManagementIn this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the implications this has on investors and more.2023-10-3034 minThe Portfolio Construction PodcastEP 57: Explore the intricacies of emerging market equities - Fidelity InternationalIn this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Amit Goel, Portfolio Manager at Fidelity International, explore the intricacies of emerging market equities. They discuss the diverse nature of emerging markets, highlighting the differences amongst countries, including varying demographic, social, and evolving economic conditions. They also discuss potentially attractive valuations and emphasise the importance of understanding businesses and effectively managing risks.2023-09-2249 min
Investing MattersIain Barnes, Chief Investment Officer at Netwealth, "The Three Pot Theory", Investing Matters Podcast, Episode 48Welcome to episode forty-eight with Iain Barnes the Chief Investment Officer (CIO) of Netwealth. Iain and podcast host Peter Higgins (@Conkers3) chat about an array of topics including Netwealth's investment approach, known as the "Three Pot Theory".
He is a passionate believer in the importance of disciplined efficiency in delivering attractive returns to clients. As CIO, Iain advocates for scalable and diversified investment strategies implemented in a cost-effective manner.
Iain joined Netwealth at the beginning of 2016 to launch the Netwealth investment portfolios in May of that year. He leads the Netwealth investment process and holds...2023-08-2348 min
Between Meetings with Matt HeineEp 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its potential without compromising sensitive data. Kollo throws light on groundbreaking plugins, their pros, pitfalls, and the steps for crafting effective AI prompts. Finally, he presents a glimpse into the future of SOAs and ROAs, where automation meets human intuition and shares his vision...2023-08-1934 minThe Portfolio Construction PodcastEP 56: Exploring green bonds and their impact on ESG strategies - Pendal GroupGreen bonds have gained attention due to their alignment with ESG goals, making them a key consideration for environmentally and socially conscious investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth and George Bishay, Head of Credit and Sustainable Strategies at Pendal Group delve into the universe of green bonds. Their discussion explores the role of green bonds in investment portfolios, their impact, market performance and their role in portfolio diversification. The conversation addresses the vital issue of greenwashing, how they ensure credibility of green bonds and the significant role they play in...2023-08-1134 minThe Portfolio Construction PodcastEp 55: Private Markets: The new traditional asset classIn recent years, private markets have become more widely used and easier to access due to the rise of online platforms and increasingly sophisticated investors. In this podcast episode, Paul O'Connor, Head of Investment Management at Netwealth, and Roberto Cagnati, Chief Risk Officer at Partners Group, discuss the advantages of private markets compared to listed markets, including private equity, debt, real estate, and infrastructure. Hear how private markets can help diversify and lower volatility in portfolios, along with their unique benefits that make them an attractive investment option to some.2023-07-0728 min
Between Meetings with Matt HeineEp 79: Evolving the client value proposition with technology – Matt Heine In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and deepen client relationships. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing technology and services to help advisers meet these...2023-07-0739 minThe Portfolio Construction PodcastEP 54: Navigating volatility: Insights on equity markets and growth stocks - Franklin TempletonIn this episode, Paul O'Connor, Netwealth's Head of Investment Management, interviews Don Huber, Senior Vice President, and Portfolio Manager at Franklin Templeton. Given the recent volatility in equity markets, Don provides his views, with an emphasis on growth stocks. He unpacks the impact of inflation on growth stock valuations and identifies potential opportunities for long-term investors. He provides examples of exciting companies with unique qualities and highlights what sets them apart and explains characteristics of the growth companies they invest in and why.2023-06-0131 min
Between Meetings with Matt HeineEp 78: Empowering students for their financial future - Kendall FluteyPicking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. She describes how Banqer has helped to uplift the financial capability of parents, teachers and kids by engaging them on the financial education journey of their children, and relates how the principles of financial literacy amongst children can be expanded to adults. Kendall discusses the exciting potential for AI to lend itself to personalised learning pathways a...2023-05-2430 min
Ensombl Advice AustraliaAdviceTech Podcast #5 - Netwealth AdviceTech ReportIn this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look at Netwealth's 2022 AdviceTech Report and discuss the emerging key themes and trends that are impacting the advice space. Netwealth AdviceTech Report: https://www.netwealth.com.au/web/insights/netwealth-2022-advicetech/ Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Curiosity Corner (Tango) website: https://www.tango.us/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change ...2022-09-2246 min
The UK Personal Finance Show ~ Pensions, Investment, Savings and Insurance.Ep 105 - In conversation with Charlotte Ransom from NetwealthCharlotte is the CEO and founder of Netwealth. She joins us on the podcast this week to speak about her passion for disrupting the status quo in wealth management. We also look at financial wellness, charges in wealth management and the areas Netwealth specialise in. It is important to take professional advice before making any decision relating to your personal finances. Information within this podcast is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment...2022-09-1946 min
Investing MattersCharlotte Ransom, Co-founder and Chief Executive Officer of Netwealth, the pursuit of financial independence, Investing Matters - Podcast Episode 9Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.
What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter...2022-03-1346 min
Equity GalsMatt Heine: The Future of Netwealth, How to Scale a Fintech Startup & Investing Tips | EP7Netwealth Investments is a superannuation and investment tech platform that aims to provide investors and wealth professionals with a better way to invest, protect and manage their wealth. Netwealth is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth currently manages 52 billion dollars funds under management and is quickly becoming one of the leading platforms in the financial services industry. In this week's episode we had the privilege of chatting with Matt Heine, Joint Managing Director of Netwealth investments. We...2021-11-1932 min
Between Meetings with Matt HeineEp 60: Exploring ESG, impact investing and the megatrend of net zero - Kate TembyKate Temby, Independent Director of Netwealth and Partner at Affirmative Investment Management, shares what drew her into finance, the early years of her high-profile role in New York whilst balancing a family, and the traits of her favourite leaders. Kate discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, the availability of ESG data and research, and finally how she ended up in Samoa on hit TV series ‘Survivor’.2021-10-2836 min
Between Meetings with Matt HeineEp 45: AdviceTech Leaders Series - Fraser Jack, Advice IntelligenceFraser Jack, Head of Partnerships at Advice Intelligence chats to Matt about how advice firms can start their own podcast, how you can build more in-depth relationships with your clients through goals-based advice and what the future of advice might look like, and the technology to enable it.2020-09-2333 min
The Portfolio Construction PodcastEp 27: Why now might be time to reconsider the role of value investing - Orbis AustraliaIn this episode, Dr Graeme Shaw, Director of Orbis Australia joins us to share his experiences from the last two decades as a contrarian investor, why investors should look towards value stocks over high-growth and what investors might expect to see in the market from a pandemic driven recession.2020-09-2242 min
Between Meetings with Matt HeineEp 44: AdviceTech Leaders Series - Shane Nicholas, Innate WealthShane Nicholas, Director & Financial Adviser at Innate Wealth chats to Matt about his balanced approach to selecting the right AdviceTech to meet the needs of his firm, key learnings from being an early adopter of Xeppo and what advice he can give firms who are starting their AdviceTech journey.2020-09-1022 min
The Portfolio Construction PodcastEp 26: How the coronavirus shock will reshape the global investment landscape - BlackRockIn this episode, Ben Powell, Chief Investment Strategist, APAC at BlackRock, joins us to analyse the trends from BlackRock's 2020 midyear global outlook, which includes the steps to restarting the global economy, the future economic impacts of blurred monetary and fiscal policies and the acceleration towards sustainable investing.2020-09-0740 min
Between Meetings with Matt HeineEp 43: AdviceTech Leaders Series - Dan Rake, Freedom Finance AustraliaDan Rake, COO at Freedom Finance Australia chats to Matt about selecting and deploying AdviceTech to meet the needs of a multi-disciplinary firm, which technologies have provided the biggest business and client benefits and the process of creating his own digital coaching tool, Cleva.2020-08-2725 min
Between Meetings with Matt HeineEp 42. Capitalising on curiosity - Hamish DouglassHamish Douglass, Chairman and CIO of Magellan Asset Management, shares his career story that's seen him climb up the ranks to co-found one of Australia's leading asset managers. Hamish also shares how his curiosity has translated into investment success, how it's helped in developing a culture of innovation, and how he's been able to capitalise on luck.2020-08-1255 min
Between Meetings with Matt HeineEp 41: Superannuation - Past, present and future - Jeremy CooperJeremy Cooper, Chairman of Retirement Income at Challenger, shares how he led the famous Cooper Review into superannuation and what his views are on the current super landscape. During the chat Jeremy also explores why pre-retirees worry more about their savings than those in retirement, and how advisers can support this demographic during this low-interest rate environment.2020-08-0438 min
The Portfolio Construction PodcastEp 25: What is driving increasing company valuations and will it last? - T.Rowe PriceIn this episode, Scott Berg, Portfolio Manager for the T.Rowe Price Global Equity Fund, joins us to discuss the recent performance and outlook of global equities, the role of value and growth stocks in your portfolio and the current factors driving company valuations. Scott also shares his views on the rising geopolitical risks between China and the US and his investment philosophy for navigating the current financial crisis.2020-07-1548 min
Between Meetings with Matt HeineEp 40: Communicating your adviser alpha - Carl RichardsFind out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards - author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.2020-07-0840 min
The Portfolio Construction PodcastEp 24: Have Governments and central banks done enough to prevent a deep global recession? - PIMCOIn this episode, Brian Leach, Credit Strategist at PIMCO joins us to discuss the impact of fiscal and monetary measures issued by Governments and central banks and whether enough has been done to avoid a deep global recession. Brian also shares his views on the current performance of the fixed income markets, and what investors can do to positions their portfolios going forward.2020-06-2639 min
Between Meetings with Matt HeineEp 39: Advancing the financial advice industry - Matthew RoweHear about what the future model of advice could look like from Matthew Rowe, CEO and Managing Director of CountPlus. Matthew also shares some of the important lessons in leadership he's learnt during a career that has included starting his own business, chairing the FPA, attending Harvard Business School and now helping advice and accounting firms with their long-term success.2020-06-2438 min
Between Meetings with Matt HeineEp 38: Evolving risk-profiling and adopting goals-based advice - Wade MattersonDiscover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics.2020-06-1740 min
The Portfolio Construction PodcastEp 23: Weekly review of COVID-19 on the global financial markets - AMP CapitalIn this episode, Phillip Hudak and Matt Griffin from AMP Capital joins us to discuss the performance and outlook of the Australian small caps sector. Our conversation covers the sector's performance since the COVID-19 outbreak, how they have managed market volatility, the biggest opportunities they see in the sector and their tips for investors to manage the current market uncertainty.2020-06-1146 min
Between Meetings with Matt HeineEp 37: Shaping team culture and the real value of financial advice - Alva DevoyExplore some of the not so obvious benefits of advice and learn why more Australians aren’t seeking assistance with their wealth from Alva Devoy, managing director of Fidelity International. Alva also shares how she went from a PHD in genetics to leading one of the country’s largest asset managers, and the lessons she has learnt in shaping the culture and values of her team. 2020-06-0946 min
The Portfolio Construction PodcastEp 22: The rise of Environmental, Social and Governance (ESG) investing - AusbilIn this episode, Måns Carlsson-Sweeny from Ausbil joins us to discuss the latest trends in Environmental, Social and Governance (ESG) investing. Our conversation covers how to make ethical investment choices using ESG research, how rising geopolitical risks may impact ethical investing, the effect of the modern slavery act in developing nations and his investment tips for navigating the current market uncertainty.2020-06-0436 min
Between Meetings with Matt HeineEp 36: What makes an attractive advice firm? - Paul BarrettHow does someone go from sewing skirts in Japan to acquiring over 60 financial advice and accounting firms? Paul Barrett, CEO of AZ NGA, shares his fascinating career journey and gives insights into what he believes makes a great financial advice practice for investment and what we can learn from brewing beer.2020-05-2748 min
The Portfolio Construction PodcastEp 21: Weekly review of COVID-19 on the global financial markets - Nikko Asset ManagementIn this episode, Chris Rands from Nikko Asset Management joins us to discuss the impact of COVID-19 on the Australian economy, including the expected impact of the Federal Government's fiscal response on economic growth, the potential impact of geopolitical risks and what the Australian economy might look like post-COVID-19. 2020-05-2639 min
Between Meetings with Matt HeineEp 35: Improving the financial capability of young Australians - Kendall FluteyHear from Kendall Flutey, Co-founder and CEO of Banqer, as she shares her motivation for starting an online financial education platform for kids, insights into life as a start-up, and tips and advice for advisers and parents wanting to improve the financial capability of young Australians.2020-05-2041 min
The Portfolio Construction PodcastEp 20: Weekly review of COVID-19 on the global financial markets - AusbilIn this episode, Tobias Bucks from Ausbil joins us discuss the impact of COVID-19 on the Australian and global economies, including the recent performance of global small-caps, the companies performing well during the current crisis, emerging ESG trends and his investment philosophy for navigating the current market uncertainty.2020-05-1937 min
Between Meetings with Matt HeineEp 34: The changing market of financial advice - Mark HovenHear how Mark Hoven, CEO of Adviser Ratings, envisions the future of the financial advice industry based on research from the Advice Landscape report. Mark shares insights on the growth in self-licensing, licensee switching, adviser exits from the industry and if episodic advice is the new way forward.2020-05-1343 min
The Portfolio Construction PodcastEp 19: Weekly review of COVID-19 on the global financial markets - Russell InvestmentsIn this episode, Alex Cousley from Russell Investments joins us discuss the impact of COVID-19 on the Australian and global economies, including the spread of the virus around the world, the impacts of a worldwide recession, rising geopolitical tensions between the US and China, the companies best placed to withstand an economic slowdown and his investment philosophy for navigating the current market uncertainty.2020-05-1234 min
Between Meetings with Matt HeineEp 33: The future direction of financial advice platforms - Michael BlomfieldMichael Blomfield, CEO of wealth management research firm Investment Trends, joins to share what direction platforms may take based on insights from financial advisers. Being no stranger to financial services, Michael also delves into his long and successful background - including how he helped to make CommSec a dominant industry-leader, how he built strong relationships in Asia and his views on the future of financial advice and robo-solutions.2020-05-0655 min
The Portfolio Construction PodcastEp 18: Weekly review of COVID-19 on the global financial markets - AllianceBernsteinIn this episode, Roy Maslen from AllianceBernstein joins us to discuss the impact of COVID-19 on the Australian economy, including the financial implications of the Government's isolation policies, what sectors are presenting investment opportunities for investors and his tips for navigating the current market uncertainty.2020-05-0535 min
The Portfolio Construction PodcastEp 17: Weekly review of COVID-19 on the global financial markets - Coolabah CapitalIn this episode, Christopher Joye from Coolabah Capital joins us to discuss the impact of COVID-19 on the Australian economy, including the potential damage to the GDP, current state of the fixed interest market and an outlook on Australian property.2020-04-2941 min
Between Meetings with Matt HeineEP 32: COVID-19 special - Managing culture, clients and technology - Andrew RutherfordWith the majority of the advice industry working virtually, discover innovative ways that can help you to maintain meaningful client relationships and keep your team motivated from Andrew Rutherford, COO at Koda Capital. As well as sharing how Koda Capital is managing this new way of working, including virtual yoga classes for clients, Andrew also discusses the technology he is enjoying and what he looked for when deciding upon a new CRM.2020-04-2834 min
The Portfolio Construction PodcastEp 16: Weekly review of COVID-19 on the global financial markets - MagellanIn this episode, Hamish Douglass from Magellan joins us to discuss the outlook of the global financial markets, including the impact of a global economic slowdown, potential geopolitical risks and tips for investors to navigate the current market volatility.2020-04-2135 min
Between Meetings with Matt HeineEp 31: COVID-19 special - Adapting to remote working - Ray DjaniMatt chats with Ray Djani, Managing Director of advice firm Cardena Private Wealth, and an early adopter of remote working. Uncovering what Cardena Private Wealth has done to successfully adapt to this new way of working, Ray discusses the technology his team have found valuable, their experience with managed accounts during the market downturn, and their plans for overcoming some of the challenges advisers may face including maintaining team morale and navigating the end of the financial year.2020-04-2135 min
The Portfolio Construction PodcastEp 15: Weekly review of COVID-19 on the global financial markets - Roger MontgomeryIn this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian dollar.2020-04-1437 min
The Portfolio Construction PodcastEp 14: Weekly review of COVID-19 on the global financial markets - SchrodersIn this episode, Sebastian Mullins from Schroders joins us to discuss the impact of COVID-19 on the global financial markets, including the likelihood of a recession, emerging investment opportunities and tips for investors to navigate the current economic uncertainty.2020-04-0735 min
Between Meetings with Matt HeineEp 30: The essential ingredients for success - Grant Hackett OAMThree-time Olympic gold medallist and CEO of Generation Life, Grant Hackett, shares the lessons he learnt during his sporting career that have influenced his successes outside the pool and in the financial services industry. In this episode, Grant also explores the role investment bonds can play as a tax-effective investment solution.2020-04-0636 min
The Portfolio Construction PodcastEp 13: 2020 economic outlook with Roger MontgomeryHear Roger Montgomery's views on the S&P/ASX 200 for the year ahead, impacts of a potentially slowing Australian economy and the advantages of a flexible investment strategy across sector, size and equity.2020-03-1630 min
Between Meetings with Matt HeineEp 29: Industry trends financial advisers should know - Andrew InwoodDiscover the current trends shaping the advice landscape from Andrew Inwood, principal of CoreData, as he shares his team's latest research. Andrew discusses what advisers should be doing to succeed in this changing environment, how industry funds are trying to better understand their customers, the needs of high net worth individuals, and learnings from the UK and US advice experience.2020-03-0948 min
Between Meetings with Matt HeineEp 28: The future of portfolio construction - Charlie HaynesIt's never been more important for financial advisers to have a clear and quality investment philosophy for their clients. Charlie Haynes, CEO of Lonsec, discusses how managed accounts and investment research is evolving, and the portfolio construction benefits they're bringing to advisers and investors.2020-02-0345 min
Between Meetings with Matt HeineEp 27: Lessons in leadership, management and family advisory - David Smorgon OAMDavid Smorgon OAM, CEO of Pointmade, shares his learnings in leadership, values and family business succession from his journey with Smorgon Consolidated Industries, his experiences with family-owned companies and saving the Western Bulldogs football club.2019-12-2747 min
Between Meetings with Matt HeineEp 26: Hiring the next generation of advisers - Alisdair BarrMake your next hire a good one by learning what to look for in the next generation of aspiring advisers from Alisdair Barr, founder of Striver, a recruitment service that links advice firms with quality university graduates. Also explore the small business lessons he's learnt during his diverse career in the industry, as he takes us through his journey that begins as a paraplanner and includes working for a major bank to starting his own business.2019-11-1835 min
The Portfolio Construction PodcastEp 11: Investing for retirementDiscover investment strategies to help you build your retirement savings, and learn superannuation mistakes to avoid from John Owen, portfolio specialist at NAB Asset Management.2019-11-0431 min
Between Meetings with Matt HeineEp 25: How advice documents are evolving with AI and lessons from a successful entrepreneur - Joel RobbieDiscover how financial advice documents are evolving with AdviceTech such as Artificial Intelligence (AI) and machine learning from Joel Robbie, CEO and founder of Nod. He also discusses his start-up journey, and the key lessons learnt along the way, as well and the impact he believes robo-advice will have on the industry and advisers.2019-10-0836 min
Between Meetings with Matt HeineEp 24: How to articulate your value effectively - Kim PayneTo succeed in any business you need to clearly and succinctly articulate the reasons clients should engage your services or invest in the products you recommend. Kim Payne, managing director of 9rok, discusses how to effectively communicate the value you provide and she shares marketing strategies to get this message heard.2019-08-2842 min
The Portfolio Construction PodcastEp 10: Finding opportunities in the Australian marketCharlie Lanchester, Fund manager at Blackrock, joins the show to provide his outlook for the Australian market and to discuss where he thinks Australian investors can find opportunities close to home.2019-08-0724 min
Between Meetings with Matt HeineStarting your own business - Paul HeathAfter rising to CEO of JBWere, Paul Heath, Co-Founder CEO of Koda Capital, made the decision leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.2019-08-0637 min
The Portfolio Construction PodcastEp 9: How to find valueEveryone wants a bargain - but not everyone knows how to find one. Garry Laurence from Perpetual Investments joins the show to discuss how investors can look for value in the market.2019-07-1818 min
Between Meetings with Matt HeineCommunicating effectively with clients - Scott WestFind out why the words that you use matter as Scott West, head of Invesco Consulting, joins the show to share simple communication tips that can enhance the relationships with your clients.2019-06-1832 min
The Portfolio Construction PodcastEp 8: Identifying quality small cap stocksSmall cap stocks are often associated with risk, but with the right research they can result in significant returns. Learn the four attributes to look for when identifying quality small cap stocks from Michelle Lopez, Head of Australian Equities at Aberdeen. She also shares some stock stories and also gives her thoughts on the current macro-economic conditions.2019-06-1329 min
Between Meetings with Matt HeineThe future of ESG and impact investing - Richard BrandweinerWith responsible investing continuing to rise in popularity and importance among investors, Richard Brandweiner - CEO of Pendal Australia, joins Matt to discuss the impact it is having on the investing landscape.2019-05-2936 min
Between Meetings with Matt HeineBringing private equity to investors - Russell PillemerLearn the benefits of private equity and how it is becoming more accessible for investors with Russell Pillemer, CEO of Pengana Capital. Russell also shares his experiences from working in New York to founding and growing his funds management group into a success, and what it was like partnering with former Prime Minister Malcolm Turnbull.2019-05-1533 min
Between Meetings with Matt HeineLICs, franking credits and philanthropy - Geoff WilsonHear from a pioneer of the Australian LIC industry as Geoff Wilson, Chairman & CIO of Wilson Asset Management, joins Matt to share his story of how he helped popularise this investment vehicle and built a successful funds management company. Geoff also shares why he is opposed to Labor's proposed franking credit changes and his philanthropic initiatives that have seen over $10 million raised for charity.2019-04-1732 min
The Portfolio Construction PodcastEp 7: Building a concentrated portfolioHow can you create a successful portfolio with a small number of securities? Don Huber, portfolio manager at Franklin Templeton, joins the show to discuss how his team builds effective and diversified concentrated portfolios.2019-03-2724 min
Between Meetings with Matt HeineWhy education standards matter - Dante de GoriDante de Gori, CEO of the Financial Planning Association of Australia, joins Matt to discuss the benefits of greater education for advisers and what impact this will have on attracting the next generation into the industry. Dante also shares his experience of being in the box at the Royal Commission and what the future holds for the FPA.2019-03-2141 min
The Portfolio Construction PodcastEp 6: 2019 investment forecast with Roger MontgomeryRoger Montgomery, founder and chief investment officer at Montgomery Investment Management, discusses how he views the current economic climate and the potential investment opportunities in this environment. Discover his thoughts on the banks, property, commodities and a few of his own investing rules.2019-02-2532 min
The Portfolio Construction PodcastEp 5: Investing in a late-cycle marketWith Australia potentially approaching or in a late-cycle market, we discuss some strategies investors should consider in these conditions with Paul Chin from Jamieson Coote Bonds. We also explore the benefits bonds can provide a portfolio during periods of volatility.2019-01-1029 min
Between Meetings with Matt HeineBuilding a culture of success - Jeremy DuffieldExplore how Jeremy Duffield, CEO and founder of SuperEd, established Vanguard as a major force in the Australian wealth industry during his time as managing director. He delves into how he fostered a successful organisational culture during his 20 years in that role and also shares his thoughts on how technology can help achieve better retirement outcomes.2019-01-0922 min
Between Meetings with Matt HeineWhy financial advisers are embracing ETFs - Alex Vynokur,The low-cost and transparent nature of Exchange Traded Funds (ETFs) have seen their adoption rate accelerate among Australian advisers in light of the FOFA reforms. Alex Vynokur, co-founder and CEO of Betashares, discusses how ETFs are evolving and the lessons he has learnt from starting-up and managing ETF provider Betashares.2018-12-0648 min
The Portfolio Construction PodcastEp 4: Strengthening your portfolio with infrastructureEnjoy our deep-dive on infrastructure investing with Ofer Karliner from Magellan Asset Management. Discover what infrastructure investing is, its benefits for a portfolio and when we should expect driverless cars on our roads.2018-12-0519 min
Between Meetings with Matt HeineImproving your productivity - Vanessa BennettDiscover strategies to make the most of your time and energy with Vanessa Bennett, CEO of Next-Evolution Performance, as she joins the show to discuss how financial advisers can achieve peak performance. Vanessa also explains the power of a positive mindset and the value of having effective people systems.2018-11-1425 min
Between Meetings with Matt HeineWhy advice businesses should have a strategic plan - Brad FoxWith all the change impacting the industry, it's now more important than ever to future-proof your business. Hear why you should create a strategic plan to truly understand the industry environment, your competitive advantages, and stakeholders, from Brad Fox, founder of SmartBrave Consulting and former AFA CEO.2018-10-1636 min
Between Meetings with Matt HeineThe role of the media - Aleks VickovichAleks Vickovich, digital editor of Your Money, joins Matt to discuss the changes he's seen in financial advice, gaps in the market he believes haven't adequately been filled, and what Australian advisers can learn from their American peers - based on his six years covering the industry at Momentum Media.2018-09-1939 min
Between Meetings with Matt HeineRegTech: Enabling better compliance, faster - Samantha ClarkeRegTech is looking to revolutionise compliance in the financial advice industry. Samantha Clarke, CEO of Advice RegTech, discusses how an adviser can implement RegTech in their practice to enable them to meet their compliance obligations quickly and efficiently.2018-08-0318 min
Between Meetings with Matt HeineImproving adviser efficiency with AI - Joel RobbieFind out how artificial intelligence is transforming the SOA production and removing the manual work involved in delivering advice, from Joel Robbie the co-founder and CEO of Nod. Joel also speaks about his journey into this technology, sharing the story of his fintech start-up and the important lessons learnt as an entrepreneur.2018-07-1118 min
Between Meetings with Matt HeineBringing financial advice to more Australians - Bernie RipollThe Hon. Bernie Ripoll, a.k.a the Father of FOFA and director of Map My Plan, believes every Australian should have a financial plan and chats with Matt about how technology can help advisers make this a reality. In this episode, Bernie also reflects on the Future of Financial Advice reforms and shares his views on the Royal Commission.2018-06-2132 min
Between Meetings with Matt HeineGetting your business focus right - Rob Jones & Michael HarrisonWhat is your advice worth? Michael Harrison and Rob Jones from Peloton Partners discuss the challenge and importance of truly understanding your business and how to effectively value your offering. Plus they share why more advice practices and advisers need to be proactive with technology if they wish to thrive.2018-06-0729 min
Between Meetings with Matt HeineWhat's your rating? - Angus Woods & Mark HovenThe 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.2018-05-1723 min
Between Meetings with Matt HeineAI investing: The future is here - Jason WinderbaumTake a deep dive into the impact artificial intelligence (AI) investing is having on the wealth industry here and overseas. Jason Winderbaum, Sanlam Private Wealth's regional head of Australia, joins Matt to discuss how Sanlam are embracing this technology and if there will still be a role for emotional intelligence in advice.2018-04-2618 min
Between Meetings with Matt HeineManaging your brand reputation - - Julie Bennett & Fiona HarrisThe media is a powerful tool to bring advice to everyone and establish yourself as a thought leader - but how do you make yourself heard? Learn how to become more involved with the media and what you should be doing to manage your brands reputation in the public eye, with Julie Bennett and Fiona Harris from financial services public relations company 64 Media.2018-03-2919 min