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Praemium Investment LeadersPraemium Investment LeadersLive at AltInvest: Size matters, Small-Cap delivering outsized returnsPrivate equity has evolved dramatically over the past two decades, with many firms chasing progressively larger deals as they scale. Claire Smith, who leads Schroders Capital's private markets business in Australia, explains why they're deliberately swimming against this tide by maintaining a focus on small and mid-cap opportunities.During our conversation at the 2025 Premium Alt Invest Forum, Claire reveals the mathematical logic behind their strategy: "It's much easier to double the size of a small company than it is to double the size of a large company." This simple principle drives their pursuit of diversification from listed...2025-04-1012 minPraemium Investment LeadersPraemium 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 Chilmey 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 LeadersPraemium Investment LeadersPrivate Credit Secondaries: Inside the $140 Billion MarketThe private credit secondaries market is experiencing explosive growth, on track to match the $140 billion private equity secondaries market by 2030. Martins Marnauza, Investment Partner at Coller Capital, walks us through this fascinating yet often overlooked corner of the alternative investments landscape.Providing liquidity to institutional investors trapped in 10-year closed-end funds has become big business. What started as a niche opportunity during the global financial crisis has evolved into a sophisticated market with multi-billion dollar transactions. Marnauza explains how Coller Capital purchases performing private credit assets at discounts, then benefits as these loans are repaid a...2025-03-2738 minPraemium Advice LeadersPraemium Advice LeadersAccelerate and Elevate: Empowering financial journeysStep into an inspiring conversation that explores the dynamic careers of women in financial advice. In this episode, we sit down with two industry trailblazers, Kate O’Callaghan of Shaw and Partners and Tahli Cavagnino of Kofkin Bond, as their share their unique journeys into financial planning. Their stories reflect not only personal growth but also the challenges women face while navigating this traditionally male-dominated industry.As we celebrate International Women's Day, we delve into the critical theme of accelerating action for women in advice. Kate and Tahli explore how encouraging financial literacy, leveraging modern technology and cr...2025-03-0425 minEnsombl Advice AustraliaEnsombl Advice AustraliaEngine Room Podcast #60 - Reuban SivarajasingamReuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and working with high net worth clients, and his insights on the importance of centers of influence, trust, and the potential role of AI in investment management. Reuban Sivarajasingam LinkedIn: https://www.linkedin.com/in/reuban-sivarajasingam-2172b036/ Pallas Capital Website: https://www.pallascapital.com.au/advisers/ Praemium - Australia's High Net Worth Report: https://www.praemium.com/high-net-worth-investors Nexgen STEM School Website: https://nexgenstemschool.com/ Visit The Adviser Portal and partner with Zurich and OnePath...2025-03-0349 minPraemium Investment LeadersPraemium Investment LeadersLooking outside the Mundane SevenUncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners. We'll explore how these banks are experiencing stagnant earnings and dissect the implications of the market's dependence on such few sectors. Are these trends sustainable amidst Australia's slow economic growth and competitive pressures? The conversation spans various investment horizons, from infrastructure to technology. Discover how companies like Square and APA are promising prospects in their respective sectors, and g...2024-10-1126 minStreifendienst 1902 - Not und Spiele inner NordkurveStreifendienst 1902 - Not und Spiele inner NordkurveFolge 91 - Auf Schicht mit SchachtNach dem wichtigen Heimsieg gegen Wiedenbrück geht der Blick bei Nils und Tim direkt weiter, Richtung Herne West. Die Zebras spielen am Wochenende im altehrwürdigen Parkstadion auf Schalke. Aus diesem Grund hat das Streifendienst-Team Didi Schacht zu Besuch, der in seiner Spielerkarriere beide Seiten kennen gelernt hat. Mit ihm haben Nils und Tim über die aktuelle Lage beider Vereine, Didis bewegte Vergangenheit und natürlich über das kommende Spiel gesprochen. Ein besonderer Dank an dieser Stelle nochmal an Jessy, für's möglich machen! Hier kommt ihr zu Didis Podcast-Format "praemium talk":2024-09-2554 minPraemium Advice LeadersPraemium Advice LeadersUnlocking Growth with Separately Managed AccountsUnlock the secrets to transforming your financial advisory business as Sam Carroll, Managing Director of Talem Wealth, shares the firm's incredible journey as an early adopter of cutting-edge Separately Managed Accounts (SMAs). Learn the true advantages of SMAs in building trust and efficiency with clients. Hear Sam discuss how clear communication and transparency can enhance client trust and confidence. Understand the significant reduction in workload for financial advisers and the instantaneous changes that SMAs can offer. We also delve into the importance of involving the next generation in financial planning, discussing estate planning and ensuring service continuity a...2024-08-2827 minPraemium Investment LeadersPraemium Investment LeadersLiquid Assets: Investing in the world's most essential resourceEver wonder how water can become a tradable asset like gold or stocks? Our guest, Euan Friday, Chair and CIO of Kilter Rural, shares his expert insights into the groundbreaking Australian water rights market. Get ready to navigate the detailed workings of water entitlements and allocations in Australia. Learn about the fluctuating prices of water due to varying supply and demand, and the diverse motivations of market participants – from farmers to government bodies. We'll also unpack the impact of the Murray-Darling Basin Plan and recent government initiatives aimed at sustaining this crucial water resource.Lastly, we...2024-08-0738 minLwowska Fala | Radio KatowiceLwowska Fala | Radio KatowiceLwowska Fala Odc. 226 Praemium Honoris Cresovianae | Radio KatowiceW audycji: Praemium Honoris Cresovianae na Jasnej Górze. Nasi goście ze wschodu i zachodu: Renata Cytacka (Wilno), Jean Marie Novak (USA). Echo Domostawy w wypowiedzi prezesa IPN dr. Nawrockiego. Konkurs Piosenki Lwowskiej w Głogowie. Eliasz Dyrow – niezwykly artysta. Rota w rocznicę uroczystości grunwaldzkich.2024-07-2151 minPraemium Investment LeadersPraemium 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 LeadersPraemium 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 LeadersPraemium Investment LeadersHarnessing High-Yield CreditUnlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant yields and the stability of shorter durations to help you navigate market volatility with ease. Samantha brings her heavyweight expertise to the table, demonstrating the power of scale in...2024-04-1616 minPraemium Advice LeadersPraemium Advice LeadersHarnessing High-Yield CreditUnlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant yields and the stability of shorter durations to help you navigate market volatility with ease. Samantha brings her heavyweight expertise to the table, demonstrating the power of scale in...2024-03-2616 minPraemium Investment LeadersPraemium Investment LeadersMastering Private Equity: Investment Strategies and Navigating Market Uncertainties with Jose Luis Gonzalez PastorDiscover how to navigate the dynamic private equity landscape and unlock the secrets of sophisticated investment strategies with our guest, Jose Luis Gonzalez Pastor, Managing Director at Neuburger Berman. In an era where market uncertainties loom large, we dissect private equity's resilience and its growing allure to investors, from high-net-worth individuals to retail investors seeking portfolio diversification. Venture further into the world of private equity with us as we break down the evolving practices of co-underwriting and co-investing—a game-changing shift for capital investment. With Jose Luis at the helm, we examine the burgeoning 'midlife' investment category, its...2024-03-0630 minPraemium Advice LeadersPraemium Advice LeadersProtégé to Pioneer: Inspiring Women in AdviceSamantha Hawkins, General Manager at Praemium hosted Siobhan Blewitt CEO of Frais Capital and Jaimee Desai, Partner and portfolio manager at Sempre Investment Managers for a conversation inspired by International Women's Day.  In this candid and insightful exchange, Siobhan and Jaimee share the challenges and successes of building a successful career in financial advice and building a business that will resonate with anyone who has ever dared to dream of entrepreneurship. Highlighting the indispensable role of networks, finding advocates and cultivating the future by connecting with universities, fostering internships, and kindling the enthusiasm of the upcoming generation o...2024-03-0436 minPraemium Advice LeadersPraemium Advice LeadersSecuring your client's legacy: Estate Planning EssentialsIn this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate planning and the importance of collaboration between financial planners, attorneys, and other professionals to develop a holistic financial plan designed to preserve a client's wealth for future generations. 2024-02-2820 minPraemium Investment LeadersPraemium Investment Leaders2023 Bond Market Recap with Charlie Jamieson: Key Trends and TakeawaysBond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the impact of swift rate hikes, Charlie dissects the complex factors influencing markets. Despite volatily, higher yields signaling fresh opportunities, his forward-focused analysis equips advisers to navigate uncertainty. Gain an expert perspective on surging volatility, understand the yield/rate interplay, and explore developments dramatically reshaping the investment landscape. Praemium Limited is the issuer of the Investment Leaders an...2023-12-1833 minPraemium Advice LeadersPraemium Advice LeadersSuccession Planning for Your Advice BusinessIn this episode of the Praemium Advice Leaders podcast, Samantha Hawkins interviews Bob Neill, the founder and director of Seaview Consulting, about succession planning for advice businesses.Bob discusses why succession planning is important, even for young businesses, and shares his advice on how to create a succession plan that works for you and your business.This episode is a must-listen for any financial planner who is serious about planning for future business transitions. For more information on succession planning for financial advice businesses, watch the full webinar with Bob Neill now: Mastering s...2023-12-1308 minNuntii in lingua latinaNuntii in lingua latinaNuntii in lingua latina E.8 T.12: ISRAEL et HAMAS in bello SUNT.13-X-2023. IN ISRAEL ET IN GAZA. ‘CHRONICO hebdomadali’ ‘de Israelis et Hamas bello’. // In primis, ‘ELEMENTA aliqua’ ‘ad eventus intelligendum’ ‘PERHIBEMUS’. // Hoc, tantum in lingua latina REPORTAMUS. // De Hamas. Hamas est factio politica Palestinensis. Nomen in brevius ‘hamas’ appellationem pleniorem ‘Commotio rebellionis Islamicae’ redigit. Die septimo mensis Octobris anno Domini bis millesimo vicesimo tertio, Hamas milibus missilium igneorum e Gaza necnon viribus pedestris Israelem aggredit. Deinde Israel Palestinis bellum denuntiat (EX VICIPAEDIA). // De Israel. Civitas Israel, civitas Iudaica et Democratica est. Limes suus australis cum Aegypto et Sectore Gazense est. Beniaminus Netanjahu, die undetricesimo mensis Decembris anno Domini bis millesimo vicesimo secundo rursus per...2023-10-1725 minPraemium Investment LeadersPraemium Investment LeadersScaling to New Heights: The Growth of Managed Accounts with Mike MartelIn this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.Join us as we explore the trend of blending active and passive strategies within SMAs, how it originated, and the valuable insights Australian advisers can gain from this approach. We also examine the shift towards personalized investment strategies, d...2023-10-1731 minNuntii in lingua latinaNuntii in lingua latinaNuntii in lingua latina E.7 T.12: FRANCISCUS Episcoporum Sinodi XVI conventum INAUGURAT.6-X-2023. DE PRAEMIIS NOBELIANIS ANNO DOMINI BIS MILLESIMO VICESIMO TERTIO. TRANSLATIONES ex Casandra Freire SUNT. // Massachusettae natus Nobelianum Praemium accepit. Nuntians ARN ratio, cum collega, vaccina contra COVID-19 ducit. // Prudentibus Nobelianum physicae tres scientistis praemium dedit pro studio electronnis. Pierre Agostini, Ferenc Krausz et Anne L’Hullier praemium aceperunt pro experimentis quod nova instrumenta creavit ad "mundum electronnis explorare". // Scriptor Norvegicus Ioannes Fosse Praemium Nobelianum litterarum anno duo milia viginti et tres accepit. // Civitates Foederatae Americae Praemium Nobelianum chemiae accepit. // Narges Mohammadi PRAEIMIUM Nobelianum pacis ACCEPIT. Ea scientista et defensorix iurum humanorum Iranica EST. IN CIVITATIBUS FOEDERATAE AMERICAE. TRANSLATIONES de Ce...2023-10-0926 minPraemium Investment LeadersPraemium 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 minThe WealthTech InsiderThe WealthTech InsiderTech Q&A with Praemium: Why Microsoft Co-Pilot will be biggest change to financial advice firms since cloud computing, and much more!Finura's Peter Worn recently spoke with Matt van Dijk on the Praemium Advice Leaders Podcast. They covered a lot of ground. This Q&A focused on responsible AI experimentation, due diligence on technology solutions and why software users have never been less happy. Why getting in summer interns who are all over AI might be a great thing to do this year.2023-09-2527 minPraemium Advice LeadersPraemium Advice LeadersBetter Technology Decisions to Unlock Practice GrowthIn the rapidly changing landscape of wealth management, technology is no longer just a tool — it's the engine driving future growth.  In this episode, Praemium's General Manager Matt van Dijk will be joined by Peter Worn, Managing Director of Technology and Digital Consultancy, Finura Group, for an engaging and interactive session on the critical market themes and prevailing challenges advisers face with existing tech solutions.Topics include:Role of advice technology in driving future growth Challenges advisers face with existing technologyImpact of AI solutions on your people and practiceStrategic allocation of technology to drive profi...2023-09-0827 minPraemium Investment LeadersPraemium 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 Advice LeadersPraemium Advice LeadersHow to talk to your clients about ESGDive in with Invesco's expert, Jacquelyn Mann, as we navigate the intricate nuances of ESG investing communication. Ever felt a disconnect when discussing ESG with clients? Jacqueline sheds light on the linguistic barriers and offers crystal-clear alternatives to better connect with your clients. Discover startling insights about high net worth investors' ESG preferences and gain actionable strategies to make your conversations truly resonate. This episode is designed for advisors eager to elevate their client interactions and champion responsible investment decisions. Don't miss out on this enlightening journey to optimize your ESG discussions!2023-08-0833 minPraemium Advice LeadersPraemium Advice LeadersHow to tackle the unmet advice needs of high-net-worth investorsOn a recent episode of The IFA Show, Matt van Dijk, General Manager Distribution Queensland/Northern Territory at Praemium, joined host Maja Garaca Djurdjevic to delve into the  world of high-net-worth (HNW) investors.Recent Praemium research revealed a surprising statistic: a staggering 53% of HNW investors desire better tailored advice. As the number of HNW investors and their combined investable assets (currently exceeding $2.8 trillion) continue to climb, Matt sheds light on these unmet needs and how advisers can effectively address them.With a hefty $1.9 trillion projected to be transferred from HNW investors to their children, and o...2023-08-0227 min