Ryan Loehr. - Podcast Details

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The Exchange by EW&L Private WealthFrom Coke Bottles to Boardrooms: A Conversation with Andrew BaxterSharing a Coke with Rhonda and Ketut! In today’s episode, Managing Partner Craig Emanuel sits down with Andrew Baxter, current Chair of several iconic Australian industries, businesses and not-for-profits. Andrew was previously the CEO of two of Australia’s largest marketing agencies, Publicis and Ogilvy, creating the famous ‘share a Coke’ campaign. How do you create a successful global marketing campaign to last generations?Andrew is one of Australia’s most trusted business, marketing and communications advisors. Before establishing his consulting firm, Andrew Baxter worked with many of Australia's largest companies, brands and government bodies, as the CEO of...2025-06-081h 03

The Exchange by EW&L Private WealthAustralian Venture Capital, Why Size Can Eat Alpha and Why Early-Stage Venture Capital Could Belong in Your PortfolioFolklore is known for its focused, high-conviction approach to backing visionary founders from the very beginning. In this episode, Alister shares his journey from startup founder to venture investor, why he believes smaller VC funds are better positioned to deliver alpha, and how Folklore is shaping the next generation of Australian tech success stories. They explore why he has decided to cap his fund raise at $100m and the unique advantages of investing in venture capital in Australia in a very tax-friendly environment.They explore what differentiates Folklore from larger global funds, why Alister is committed to...2025-06-021h 03

The Exchange by EW&L Private WealthConviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes NextToby Lewis is a Partner and Founding Director of Marquette Properties, one of Australia’s most distinctive and entrepreneurial property investment firms. With over two decades of experience in commercial real estate, Toby has built a reputation for making high-conviction, often contrarian investments—particularly in the office sector—through cycles of uncertainty and change.Known for his deep relationships in capital markets and an operator’s mindset, Toby has led the acquisition and repositioning of some of Australia’s most prominent commercial assets. His leadership at Marquette reflects a belief in long-term value, active asset management, and the power...2025-05-3052 min

The Exchange by EW&L Private WealthPartner Podcast: Trump, Tariffs & Turmoil – How to Play this MarketIn today’s episode, the partners catch up to talk all things markets from the current volatility through to interest rates, tariffs, and bitcoin. They chat about what they are seeing in markets and the different discussions they are each currently having with clients, including the approach they take to deploying capital in a market like this.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or...2025-05-0148 min

The Exchange by EW&L Private WealthJake Elmhirst (Coller Capital): Secondaries Unlocked – Liquidity, Pricing & the Future of Private MarketsToday, Associate Adviser Charles Troian is joined by Jake Elmhirst, a Managing Director at Coller Capital, one of the most established and influential investors in the global private equity secondaries market.Jake brings deep expertise in private equity secondaries, fund structuring, and deal execution. At Coller, he leads transactions across LP-led and GP-led deals, spanning both equity and credit strategies. His work includes navigating complex continuation vehicles, underwriting mature assets, and providing liquidity solutions for institutional investors globally. Jake previously held roles in investment banking and holds a strong background in portfolio construction, asset-level due diligence, and...2025-04-1543 min

The Exchange by EW&L Private WealthMartin Robinson (HEAL Partners): Unlocking the Private Equity Code - Is Higher Return and Less Risk Possible?Today Managing Partner Tim Whybourne is joined by Martin Robinson, the Managing Partner and Co-Founder of HEAL Partners, a global growth-stage private equity firm focused on the health, education, and lifestyle sectors.Martin brings a wealth of experience in private equity, corporate finance, and investment strategy. Before founding HEAL, Martin ran the private equity strategy for one of Asia’s largest family offices, where he led the transformation of Vietnam’s leading hospital group. His career also includes five years at Macquarie Bank, overseeing principal investments across Asia, and leading the bank’s Sponsor Coverage division in the re...2025-03-2742 min

The Exchange by EW&L Private WealthRichard Galvin (Digital Asset Capital Management): Is this the investment opportunity of our lifetime?In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of Digital Asset Capital Management (DACM), to explore the evolution of digital assets and institutional crypto investing. Richard shares insights on market trends, risk management, and the role of crypto in a diversified portfolio. We also dive into Bitcoin’s outlook, regulatory developments, and whether macroeconomic indicators signal a bullish future.Whether you're a seasoned investor or crypto-curious, this episode is packed with expert analysis you won’t want to miss!Disclaimer: The information in this...2025-03-2554 min

The Exchange by EW&L Private WealthJohn George (Standard Edge) – Selling your Business to Establishing and Governing your Family OfficeToday managing Partner Tim Whybourne spoke with John George from Standard Edge accounting covering topics from selling your family business through to establishing and running a family office and the challenges that come with that. We discussed the impact that technology is having on the governance framework for families and how families have to be more dynamic than ever to remain relevant in todays fast moving world.John has extensive experience in accounting, corporate strategy, governance, capital raising, and investor relations. He is currently the Director of private consulting firms Standard Edge and SGD Partners. He previously...2025-03-0356 min

The Exchange by EW&L Private WealthPartners Episode – Market Update - whats hot and whats not?In this episode, Craig, Tim & Ryan discuss what they are seeing in markets at the moment. They touch on where they are seeing pockets of opportunity and the impact of Trumpenomics on the global economy. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed p...2025-02-2850 min

The Exchange by EW&L Private WealthMarc Herman: Founding, scaling and exiting successful business to now building ‘medicine 3.0’ for Australian familiesIn this episode of the Exchange, our Partner and Private Wealth Advisor Ryan Loehr speaks with Marc Herman, serial entrepreneur and founder of Everlab. Marc has built and exited several large technology businesses, and co-founded Foodspring, one of Europe’s largest nutrition and supplement e-commerce businesses. He ultimately exited this business to the Mars Family. Motivated by an early family tragedy, Marc and his co-founders are now pioneering preventative healthcare and the medicine 3.0 movement in Australia.This is a great episode to understand the unique journey of building, scaling and exiting significant businesses; solving inefficiencies, focusing on im...2025-02-1053 min

The Exchange by EW&L Private WealthMarkus Thielen (10X Research): Bitcoin, have you missed the boat or is this just the beginning?In today’s episode, we have the pleasure of speaking with Markus Thielen. We discuss everything from the history of Bitcoin, its meteoric rise to 100k and the future for Bitcoin and Ethereum, have you missed the boat or is it just the beginning?Markus Thielen is the founder of 10x Research, a leading digital asset research firm serving traders and institutions. Previously, Markus served as Head of Research at Matrixport, a $ billion digital investment firm, Chief Investment Officer at IDEG and founded Jomon Investment Management. His extensive experience includes portfolio management roles at Millennium Capital Partners an...2025-01-1454 min

The Exchange by EW&L Private WealthPhil Cummins (StepStone Group): A generational opportunity with the world’s largest secondaries managerIn this episode, our Brisbane-based Partner, Ryan Loehr, speaks with Phil Cummins, Managing Director of Stepstone Group. They discuss the challenges that most private investors have in venture and growth equity, particularly around diversification of fund underlying, vintage, and manager. Access to top-quartile managers is generally reserved to the largest institutions, are often significantly oversubscribed. Phil provides an overview of the Stepstone Group Platform; key business and industry advisors that help it evaluate opportunities; the importance of longstanding relationships and exploring a genuine information advantage to drive performance outcomes. Also, the benefits of new structures, such as open-ended or ‘eve...2024-12-2955 min

The Exchange by EW&L Private WealthPartners Episode: Is the world ready for Trump 2.0? Key investment considerations for 2025In this episode of the Exchange, Craig Emanuel, Tim Whybourne and Ryan Loehr reflect on the 2024 year that’s been and discuss possibilities for 2025. Trump 2.0; ballooning global deficits; interest rate policy; protectionist policy, geopolitical tension and global equity valuations that look expensive. There’s a lot to take in. So how should investors be positioning? Tune in to this partners episode to learn more. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That mea...2024-12-201h 02

The Exchange by EW&L Private WealthShark Tank’s Steve Baxter: The opportunity for outsized returns in defence through Steve's new Venture Capital Fund – Beaten Zone VenturesIn this episode, Managing Partner Tim Whybourne catches up with serial entrepreneur, venture capitalist and TV personality Steve Baxter. They discuss everything from Steves's background, his early wins in business through to his latest venture investing in anything defence-related where many other funds are not able to.Steve grew up in north QLD before joining the Military at the age of 15 taking on a military apprenticeship in engineering, electronics, and telecoms. His career in the Army spanned 9 years before he left to launch his first start-up called SE Net from his bedroom. This business was eventually acquired...2024-11-131h 00

The Exchange by EW&L Private WealthArmen Panossian (Co-CEO, Oaktree Capital): Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market ShiftsIn this episode, Partner and Private Wealth Advisor Ryan Loehr speaks with Armen Panossian, the co-CEO of Oaktree Capital. Oaktree is one of the most renowned investment businesses in the world, most famous for its capability in distressed debt and heavily influenced by Howard Marks who co-founded the business nearly 30 years ago. Beyond distressed debt, Oaktree oversees more than $193B for investors, which include most of the largest US pension funds; many sovereign wealth funds; endowments, large institutions and family offices. The business invests across credit, private equity, real estate and listed equities. Armen joined the firm i...2024-11-061h 01

The Exchange by EW&L Private WealthPartners Podcast – Don’t Fight The Fed!In today’s episode the partners catch up and discuss everything from the US election, Tim's recent trip to JPM conference in Bangkok through to current opportunities in markets and their predictions on how markets will finish up for the year. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You sho...2024-11-0441 min

The Exchange by EW&L Private WealthPantheon Global Private Equity Fund (Victor Mayer and Charlotte Morris): What does 40 years in private markets teach you?Today Managing Partner, Tim Whybourne, speaks with with two senior members of the Pantheon global private equity team in CharlotteMorris and Victor Mayer about their new evergreen private equity fund coming to the Australian market.Pantheon is a global private asset manager managing over 65bn in discretionary assets across a range of private equity investments. They have 11 offices and 125 investment professionals around the world. They have been at the forefront of private markets investing for more than four decades, driving long-term value creation for their clients through strategies covering the full investment lifecycle.The Pantheon...2024-10-291h 00

The Exchange by EW&L Private WealthAnother Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?In today’s episode, Managing Partner Craig Emanuel sits down with Michael Lukin, Founder and Group Managing Partner of Roc Partners.Roc Partners have established themselves over the past 25 years as one of Australia’s most successful and reputed investors in mid-sized private companies, having made more than 400 investments and now managing more than $8 billion in investor capital. Roc have delivered superior returns of more than 29% IRR pa within Roc’s secondaries funds.As Group MD, Mike is responsible for leading client relationships and investment activities in several global markets. Mike was one of the foundi...2024-10-221h 03

The Exchange by EW&L Private WealthIt’s not the horse that wins the race – it’s the jockey on the horse.In today’s episode, Managing Partner Craig Emanuel sits down with Adrian MacKenzie, Founder and Partner of Five V Capital.Adrian is the founder and a partner of Five V Capital. A highly experienced investor with over 25 years of private equity experience, Adrian has successfully led and managed Five V’s investments, including Ascender, Madman Film & Entertainment, Canva, Plenti, Education Perfect, the Probe Group, Zenith Investment Partners, Openway Food Co, Penten and Automic. Before founding Five V Capital, Adrian was a managing partner and board member at leading global private equity firm CVC Capital Partners, where he help...2024-10-0858 min

The Exchange by EW&L Private WealthMeet the Founder - Vu Tran (Go1): The Story of the Doctor, The Tech Entrepreneur, and the Rocket ScientistIn today’s episode, Managing Partner, Tim Whybourne catches up with Vu Tran, one of the co-founders of one of Brisbane’s most successful starts ups where they discuss everything from what it was like growing up in Logan as a migrant and what it takes to build a company like Go1, through to leadership and what drives him to get out of bed in the morning and keep solving problems. We finished by touching on his latest venture in defence in particular building rockets to bring Australian manufacturing and defence capabilities back on shore.Vu Tran was...2024-09-091h 09

The Exchange by EW&L Private WealthPartners Episode: What Just Happened?In this episode, the partners catch up and discuss what happened with the most recent market tantrum, when we expect interest rate cuts, what impact that will have on the market, and the benefit of investing in private markets. They also discuss the implications of the upcoming US elections and where markets are heading from here.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or...2024-08-2948 min

The Exchange by EW&L Private WealthMark Carnegie (MHC Digital): Why one of Australia’s Most Respected Investment Bankers is investing in CryptoToday we are trying a slightly different format in inviting you all into a discussion we had with Mark Carnegie, a titan of the Australian investment banking landscape and his interest in crypto assets.Mark has more than 30 years of experience as an entrepreneur, investor and corporate advisor in New York, London and Sydney. From 1990 to 2000 Mark was the Australian and Asian representative of Hellman & Friedman following his training on Wall Street with James D. Wolfensohn and, in London, at Hudson Conway with Lloyd Williams. In 2000 Mark co-founded leading Australian boutique corporate advisory and private equity firm Carnegie...2024-08-2246 min

The Exchange by EW&L Private WealthSteve Byrom (Potentum Partners Private Equity): The Opportunity in Global SecondariesIn this discussion, one of our Managing Partners, Tim Whybourne, catches up with Steve Byrom of Potentum Partners. Steve is a Founding Partner of Potentum Partners. Prior to Potentum Partners, Steve spent 11 years as Head of Private Equity and Investment Committee member at Future Fund, Australia’s sovereign wealth fund. He led the team that created Future Fund’s private equity strategy, building a $27.5bn investment program.During the discussion, they cover everything from the lessons learned investing in private equity for the Australian Future fund and the connections formed during this time that are pivotal to the...2024-08-1447 min

The Exchange by EW&L Private WealthMarc Washbourne (Readytech RDY.ASX)Today, Managing Partner, Tim Whybourne catches up with the CEO and co-founder of ReadyTech (ASX:RDY), overseeing its growth from early product development in 1999 to leading the ASX-listed SaaS company with reach across education, workforce, government and justice sectors – from Australia/NZ to a global customer base. With over 25 years of experience in business leadership and technology, Marc heads up ReadyTech’s global team of over 500 people who are committed to supporting more than 4,600 customers with mission-critical technology.Marc has bootstrapped the company through to private equity ownership through to an ASX listed growing it from 2 staff to o...2024-08-1250 min

The Exchange by EW&L Private WealthMajor General (Retd) Fergus (Gus) McLachlan AO: Geopolitics, Leadership and Cybersecurity, Lessons learned from 37 years in the ArmyIn this episode, Managing Partner, Tim Whybourne catches up with Gus McLachlan AO a distinguished leader who retired from the Australian Army in 2018 after an illustrious 37-year career. Fergus held key roles such as head of Modernisation and Strategic Planning, deputy chief of Staff for Plans at the HQ ISAF Joint Command in Afghanistan, and chief of staff for the Office of the Chief of the Defence Force, culminating his career as Commander Forces Command, leading 35,000 ground forces personnel.They discuss everything from Fergus's extensive military career and leadership lessons to his insights on building and maintaining...2024-08-071h 01

The Exchange by EW&L Private WealthPeter Beske Nielsen (EQT): 30-years of private market investing, inspired by Sweden’s Wallenberg FamilyIn this episode, our Partner and Private Wealth Manager, Ryan Loehr speaks with Peter Beske Nielsen, the Global Head of Private Wealth for EQT. Peter joined Ryan in our Sydney office, visiting from Copenhagen. EQT is one of the world’s most reputable private market investors, managing over $216b EUR or $350b AUD investing from start up to maturity or public company (take privates), and covering two segments: real assets and private capital. Critical to EQT is a philosophy of long-term ownership and ‘future proofing’ companies - an attribute inspired by one of the most successful Swedish familie...2024-07-1955 min

The Exchange by EW&L Private WealthPartners Episode: Don’t be Afraid of Investing at All Time HighsIn today's episode, Craig, Tim & Ryan discuss the current state of financial markets, where they see markets heading and why we should not be afraid of investing at all-time highs. They discussed their views on where interest rates are heading and what impact this might have for investors moving forward as well as some recent learnings in discussions with fund managers.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider...2024-06-2847 min

The Exchange by EW&L Private WealthNavigating the Waters of Private Credit: An In-Depth Conversation with Joe Millward The two happiest days of owning a boat are the day you buy a boat and the day you sell it….other than when you are the lender to a Super Yacht manufacturer. If banks aren’t lending nowadays, then who is? Time for some discussion on the highly demanded World of private credit. Epsilon Direct Lending specialise in lending to some of Australia and New Zealand’s most respected mid-market companies, from IT through to coffee roasters. Epsilon provide institutional and wholesale investors with stable and attractive returns, with the Founders having sourced and arranged several billions...2024-06-1158 min

The Exchange by EW&L Private WealthEW&L Partners Episode: What the most successful investors in the world are thinking In this episode, the partners discuss Craig and Ryans's recent study tour to NYC where they had the privilege of learning from some of the world’s most successful investors such as Bobby Jain (Former CIO of Millenium), Ken Moelis (CEO of Moelis) and Sonny Kalsi (CEO of BGO) to name a few. The team also discusses how markets have performed over the past 6 months, their predictions for how the next 12 months will play out, interest rates, and the rise of private market democratisation.Disclaimer: The information in this podcast series is for general financial edu...2024-06-071h 07

The Exchange by EW&L Private WealthNerida Conisbee (Ray White Chief Economist): What you need to know about the Australian Property MarketIn this episode, Managing Partner, Tim Whybourne catches up with one of Australia's leading property experts, the Chief Economist of Ray White, Nerida Conisbee. Nerida provides market commentary to a wide range of Australian media outlets across digital, print, television, and radio. She also contributes to Ray White’s publications including Ray White Now. She is the Chair of the Construction Forecasting Council and is a member of the Australian Taxation Office’s Foreign Investment Stakeholder Group. She also provides updates on property market conditions to major Government bodies. Nerida has more than 20 years of property research experience throughout Asia...2024-06-0655 min

The Exchange by EW&L Private WealthCameron Blanks (Pacific Equity Partners): The Opportunity in Top Quartile Private Equity Continuation FundsIn this episode, Managing Partner Tim Whybourne catches up with Cameron Blanks, a managing director of Pacific Equity Partners, one of the leading and most active private equity managers in the country with over A$10 billion in Assets Under management. Cameron joined Pacific Equity Partners in 2002. Prior to joining PEP, Cameron spent three years with Bain & Company in Australia and North America. Previously, Cameron worked for seven years in the mining and construction industry in Australia, Asia and North America.They discuss everything from how Cameron started his career, the different types of private equity in Australia...2024-05-1346 min

The Exchange by EW&L Private WealthJeff Schulze & Michael Testorf (Clearbridge Investments): Does this rally still have legs? The case for Growth investing!In this episode, Managing Partner Tim Whybourne catches up with two Wall Street stalwarts Jeff Schluze & Michael Testorf from Clearbridge Investments. Jeffrey is a Managing Director and the Head of Economic and Market Strategy at ClearBridge Investments overseeing capital market and economic research and contributing thought leadership on these topics to the institutional investor and financial advisor communities. Michael is a Portfolio Manager on the Global Growth Equity investment team and co-manages numerous global and international growth strategies. Clearbridge Investments manages over USD$187.9 million (as of 31/3/2024).We talk about everything from clearbridges proprietary recession indicator tool, the...2024-05-1047 min

The Learning Leader Show With Ryan Hawk581: Paul Rabil (The LeBron James of Lacrosse) - Never Missing a Day, Goal Setting, The Voice No One Hears, and The Difference Between Self-Promotion & Passion (The Way of The Champion)Buy our new book, The Score That Matters https://amzn.to/44kKLHK Full show notes at www.LearningLeader.com Never Miss a Day – In the summer, going into Paul's freshman year of high school, he was at a lacrosse camp at Loyola University… At the end of the morning session, an all-time coaching legend, Tony Seaman spoke to the group. He told them he could guarantee that they could earn a college scholarship. All they had to do? "Take 100 shots per day. Here's the catch. You can never miss a day. No excuses." What are your 100 shots...2024-05-0655 min

The Exchange by EW&L Private WealthGregg Taylor (Salter Brothers): Are we seeing green shoots for high-growth, emerging Australian companies?In this episode, EWL Partner and Wealth Advisor Ryan Loehr, speaks with Gregg Taylor from Salter Brothers.Gregg leads the equities investment team at Salter Brothers, a reputable Australian alternatives investment manager responsible for overseeing $3.5bn of assets for HNW investors and institutions.We have known Gregg across various iterations of his career, which has seen him work across broking, investment banking and portfolio manager roles with leading institutions. Then building and successfully exiting a large media-tech business as well as a funds management business (Bombora) before joining Salter Brothers. In this episode, we dive...2024-04-1551 min

The Exchange by EW&L Private WealthJames Fielding (CEO Audeara ASX AUA.ASX)In today’s episode managing partner Tim Whybourne catches up with the entrepreneur, founder, and CEO of Audeara. In the episode, they cover everything from how James came from a career path as a doctor to the CEO of a listed business that creates and sells headphones for the hearing impaired. We talk about the highs and lows of being a founder and what it is like to run an ASX-listed business.Dr James Fielding is the Founder and CEO of Audeara, the Founder and Director of Robotics Engineering Research Laboratories, Founder and Director of Yumm! Confectionary an...2024-04-0839 min

The Exchange by EW&L Private WealthSusanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have NowIn today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove who specialises in assisting family enterprises in tackling the difficult issues of succession, next-generation education and integration, governance, and communication. Liquid Gold Consultants create unique solutions, using customised strategies and suitable structures to create better family cohesion, communication, governance, and focus. Susanne is best known for providing strategic guidance to family businesses in the areas of ownership/family alignment, business governance improvements and smoother communication flow across organisations. Growing up in Germany as part of a third-generation family bus...2024-04-0544 min

The Exchange by EW&L Private WealthAgreus Group: Key considerations for emerging Family OfficesIn this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of Agreus, Tayyab Mohamed and Paul Westall. Also joining them is Pierre Pineau, the head of Agreus in the APAC region. This marks part II of our podcasts with Agreus and is focused on identifying the key considerations for families, considering establishing and resourcing their own family office. We explore the different types of family office models; key planning issues to get right beforehand; minimum running costs; how thematics like Artificial Intelligence and cybersecurity are impacting hiring needs; and how to fairly remunerate...2024-04-0241 min

The Exchange by EW&L Private WealthSam Milner and Teiki Beneniste (Ares Management): Liquid vs. illiquid loans – exploring the role of both in client portfoliosIn this episode, Brisbane Partner and Financial Advisor at EW&L, Ryan Loehr, speaks with one, but two specialists from Ares Management, a leading alternative asset manager responsible for over $600B across credit, private equity, real estate, and infrastructure asset classes.Joining us is Samantha Milner. Sam joined Ares in 2004 and is a Partner, Portfolio Manager and Head of U.S. Liquid Credit Research. Sam is responsible for managing Ares’ US bank loan and liquid credit strategies and has an extensive background in financial restructuring, advising on distressed mergers, acquisitions, and private placements. Sam is based out of...2024-03-2148 min

The Exchange by EW&L Private WealthTime for some adventure capital talk – how do you raise a family of 120 children – are some kids (companies) your favourites?In today’s episode, Managing Partner Craig Emanuel sits down with Craig Blair, Co-Founder and Partner of AirTree Ventures.AirTee are the pinnacle of the Australian venture capital ecosystem. Craig has been a trailblazer in Australian VC, having been investing in startups with a list of successful exits from the 1990’s, prior to founding AirTree in 2014. With $1.3bn funds under management, AirTree’s portfolio includes many of Australia and New Zealand’s iconic technology companies. Craig has led investments in Canva, Pet Circle, Go1 and Employment Hero, which have delivered hundreds of millions of dollars in investor returns...2024-03-0650 min

The Exchange by EW&L Private WealthTwo American Superstars in Australia this week: Taylor Swift and Mario Giannini!In today’s episode, Managing Partner Craig Emanuel sits down with Mario Giannini, Co-Chairman of Hamilton Lane. Established in 1991, Hamilton Lane is one of the World’s largest and most respected Private Markets managers, directly managing more than $ 1.3 trillion AUD in assets globally.During this podcast, Craig holds an in-depth discussion with Mario about what attracted Mario to private markets from an early age, revisiting the bad old chainsaw and leverage days, the firm’s Investment committee process, the pressures in the current environment to deploy capital, through to some crystal ball gazing by Mario. 2024 may in fact p...2024-02-2757 min

The Exchange by EW&L Private WealthJeremiah Lane (KKR) – unpacking opportunities in global liquid creditThe environment for global liquid or traded credit has changed dramatically over the past 10-15 years. Sub-investment grade debt has increased its quality – leverage is significantly lower than historical levels, and the volume of BB quality credits (one rank below IG) in the sub-IG universe is very high. Roughly 50% in the US and 60% in Europe. While some argue that spreads are not wide enough, in this episode we unpack the often-overlooked opportunities available across a range of different security types; where and how KKR can access favourable terms and why investors should be considering this asset class as part of...2024-02-2047 min

The Exchange by EW&L Private WealthJonathan Armitage (Colonial First State CIO): The State of Markets – Listed or Unlisted?In today’s episode, Managing Partner, Tim Whybourne catches up with Jonathan Armitage, Chief Investment Officer of CFS in their Sydney studio. They discuss everything from the current state of markets to how CFS goes about constructing portfolios for clients. They touch on the difference between listed and unlisted assets and the opportunity that is emerging for unlisted investments (Private Equity and Credit).Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does no...2024-02-0142 min

The Exchange by EW&L Private WealthHappy New Year! You can’t move forward without looking backIn today’s episode Partner’s Craig Emanuel, Tim Whybourne & Ryan Loehr discuss all things markets from what happened in markets in 2023 through to their bold predictions for what 2024 will bring as well as touch on the investment case for private equity and credit.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your...2024-01-2949 min

The Exchange by EW&L Private WealthBrett Winton (Chief Futurist) Ark Invest: The case for disruptive technology is stronger than it ever has beenIn today’s episode, we speak with Brett Winton, the chief futurist for Ark Invest. Brett joined ARK in February 2014 and has worked alongside Cathie for almost 15 years since their time at Alliance Bernstein. As Chief Futurist, Brett drives ARK’s long-term forecasts across convergent technologies, economies, and asset classes, helping ARK dimension the impact of disruptive innovation as it transforms public equities, private equities, crypto assets, fixed income, and the global economy. Brett also serves on the ARK Venture Investment Committee. Brett joined ARK as Director of Research, guiding and managing the proprietary research of ARK’s investment team...2024-01-191h 01

The Exchange by EW&L Private WealthVenture Debt: An introduction to the asset class by Benjamin Dunphy from January CapitalIn today’s episode, we sit down with Benjamin Dunphy from January Capital to talk all things Venture Debt. The asset class is not well understood in Australia so it was fascinating to unpack the opportunity the space may offer to Australian Investors.Benjamin is the founder and managing partner at January Capital. January Capital is a Venture Capital firm based out of Singapore investing in the Asia Pacific region. Asia-Pacific's first dedicated, diversified fund providing senior, secured loans to leading, growth-stage technology companies, managed by the region's most experienced venture credit team.Benjamin is re...2023-11-2844 min

The Exchange by EW&L Private WealthAgreus group: Recruiting for the world’s most successful familiesIn this episode, we introduce Tayyab Mohamed and Paul Westall co-founders of Agreus group. Agreus is a leading full-service recruitment firm that works exclusively to solve for the hiring needs of family offices – some of the largest, most successful and high-profile families throughout the world. Unlike traditional business, family offices are unique. Maintaining wealth across generations is notoriously difficult, reflected by the well-known saying “shirtsleeves to shirtsleeves in three generations.” This occurs most often because of failed culture, alignment and dynamic – rather than a lack of skill. Hires need to be a cultural fit; personalities in a small team need to...2023-11-241h 14

The Exchange by EW&L Private WealthHarry Sugiarto (ICG): equity like returns, without equity like risk…The case for global creditIn this episode, our Partner Ryan Loehr speaks to Harry Sugiarto, portfolio manager of Intermediate Capital Group's (ICG) multi-sector liquid credit portfolios. Harry and his team are not constrained to the returns of any one type of asset within credit and can pivot to where the best relative value is. As the risk-free rate of return resets valuations and investor return expectations across all asset classes, credit markets have become increasingly attractive. In some cases, offering investors equity-like or above potential returns with significantly more protection. ICG is a global alternatives asset manager with origins in Europe. Today it...2023-10-3052 min

The Exchange by EW&L Private WealthDavid Bassanese (Chief Economist for Betashares): Keep Calm and Carry On – The case for optimism in listed marketsIn today’s episode Managing Partner, Tim Whybourne, sits down with David Bassanese, the Chief Economist for Betashares. In their discussion they cover everything from the current economic outlook and view of interest rates to the sustainability of the US debt position and why there is cause for optimism in markets over the coming 5-10 years.David is responsible for developing economic insights and portfolio construction strategies for adviser and retail clients. Prior to Betashares, David was an economic columnist for The Australian Financial Review (AFR) for over a decade. Prior to the AFR, David spent several ye...2023-10-271h 04

The Exchange by EW&L Private WealthMatt O’Mara (Apollo Global): Investing Alongside a Global Alternatives Giant - Why Alignment MattersIn this podcast, EW&L Partner Ryan Loehr speaks with Matthew O’Mara from Apollo Global. Matt is a Partner of Apollo’s Insurance Solutions Group and has responsibility for leading its democratised private market capability globally. For those unfamiliar with Apollo, it is regarded as one of the most reputable private equity and private credit managers in the world. A key differentiator for Apollo is its alignment with investors, with approximately half of its $600B in AUM invested from its own balance sheet, alongside investors. Private Markets are an area that has traditionally been restricted to the largest prof...2023-09-2150 min

The Exchange by EW&L Private WealthDominic Woolrych (Law Path): The future of Legal Advice in Australia for Small to Medium size businessIn this episode managing partner, Tim Whybourne catches up with Dominic Woolrych the Co-Founder and CEO of Law Path. They sit down to discuss everything from what it was like in the early days, stepping out of a secure career at a large law firm to a start-up all while running another side hustle, which has gone on to achieve more than 1m in revenue per annum. Law Path now services 400,000 small to medium-sized businesses in Australia by providing accessible legal solutions in a scalable format. They have been recognised among the top 10 legal start-ups in Australia and the...2023-09-1944 min

The Exchange by EW&L Private WealthNick Cregan (Fairlight Asset Management): Global Small and Midcaps – Common misconceptions, lead to outsized opportunity.In this episode, Ryan Loehr speaks with Nick Cregan, Founder and Portfolio Manager at Fairlight Asset Management.Fairlight Asset Management is a preeminent global small-mid cap manager responsible for managing A$1B. Despite the youth of the firm, the group has quickly established a formidable reputation locally with a tight-knit investment team that each brings a long and successful track record in the segment. Nick has previously held senior positions with Evans and Partners, managing a global equity strategy awarded “best global fund” in 2016 and top decile performance since inception. He also worked in New York and Lond...2023-09-0757 min

The Exchange by EW&L Private WealthJack Neureuter (Fidelity Digital Assets): The investment case for Crypto Assets, is it still early days?In today’s episode, Managing Partner, Tim Whybourne caught up with Jack Neureuter from the Fidelity Digital asset team based out of Boston. They discussed everything from how he got started in the space, the level of institutional demand for Crypto, the investment case for Bitcoin and Ethereum and why they shouldn’t be ignored to debunking some of the most common myths we hear about crypto assets.Jack Neureuter is a Senior Research Analyst for the Fidelity Digital Assets team. He spends his day-to-day researching, writing, and speaking with institutional clients about macroeconomics and the digital asse...2023-09-0756 min

The Exchange by EW&L Private WealthDoing Nothing about Estate Planning – Does it Matter?Our longer lives and increased wealth have taken the traditional area of estate planning to a whole new dimension. When you add other layers of life, including superannuation, blended families, family trusts and businesses, downsizing, aged care, later life singlehood and disinheriting, just to mention a few, what used to be a neat and tidy landscape is now far more abstract. Confronting our future and planning for, and documenting, it has never been more important. Doing nothing about it is an option. If you choose this option, at least understand what it means for your family after you’ve dep...2023-08-281h 01

The Exchange by EW&L Private WealthMatt Vitale: Today’s startups, tomorrow’s titans? How equity crowdfunding can support early-stage, Australian businesses.In this episode, Ryan speaks with Matt Vitale the CEO and co-found of Birchal. Birchal is Australia’s leading crowdfunding platform, which has supported approximately 200 businesses in raising the capital they need to scale.Crowd or community funding platforms are providing a new source of growth capital for entrepreneurs and in the process, are playing a critical role in supporting next generation of Australian businesses.Today’s start-ups could be tomorrow’s Titans. Great ideas need early funding to scale, and often this is out of reach for businesses who cannot appeal to venture or growth...2023-08-2455 min

The Exchange by EW&L Private WealthSaxon Phipps (Year13): From Start up to Global Ed-Tech Leader, How He Did It.In today’s episode, we catch up with Saxon Phipps from Year13, one of the portfolio companies of Future Now Ventures. We discuss everything from how the business started whilst they were all moonlighting as bartenders, how it got to where it is today to how important it is to have a good team of mentors around you. Year13 are solving a huge problem for our kids, so we hope you enjoyed the insights into one of the leaders of this groundbreaking education tech company.Saxon Phipps is one of the founders and CEOs of Year13, an Au...2023-08-2252 min

The Exchange by EW&L Private WealthBen James (Ballie Gifford Scottish Mortgage Trust): Patient Capital, How to pick the next Google or AmazonIn today’s episode, Managing Partner Tim Whybourne chats with Ben James from Ballie Gifford about the opportunity in disruptive technology and how Baillie Gifford has a different approach to most managers. We discuss everything from how to identify stocks that could be the next Google or Amazon to the opportunity in crypto and autonomous vehicles.Baillie Gifford & Co is an investment management firm that is wholly owned by partners, all of whom work within the firm. It was founded in Edinburgh, Scotland, in 1908 and still has its headquarters in the city. It has corporate offices in Ne...2023-08-211h 09

The Exchange by EW&L Private WealthPartners Episode: Temperature check? Euro Summer vs. Equity rally year to dateOur partners, Craig, Tim, and Ryan regroup after staging their mid-year leave. It’s been another eventful financial year, with Wall Street analysts forced back to their drawing boards. Equity markets have rallied strongly, particularly year to date - despite lower earnings, and challenging economic conditions. Indicators increasingly suggest that inflation has, or is about to peak, with the potential for 1-2 rate increases locally and in the US before settling. What does this mean for markets? We cover the US Credit rating downgrade, China’s slowing growth, opportunities in fixed income, household financial health, SEC vs. Crypto developments, and...2023-08-171h 08

The Exchange by EW&L Private WealthTrovio Digital Assets Fund – An institutional solution to investing in Crypto AssetsToday’s podcast is a recording of a webinar we hosted for clients in late July 2023. On the recording, we discussed everything from what is Bitcoin and Ethereum, how they translate to investment opportunities in the real world and the significant investment potential they offer to a balanced portfolio by adding their institutional-grade Digital Asset Fund.Trovio is a diversified business founded in 2017 offering three main services. The first being technology solutions, this actually allows them to consult with industry and government and be at the forefront of change in the digital sector for Australia. The second be...2023-08-1056 min

The Exchange by EW&L Private WealthDaniel Roberts (IRIS Energy) – Sustainable Bitcoin Mining Explained – The Gold Miners of the Future?In this episode, we have a special guest Dan Roberts, the co-founder and co-CEO of Iris Energy. Iris Energy is one of Australia’s first crypto mining and infrastructure plays having listed on the Nasdaq in November 2021. Iris Energy is a unique player in the market in that they only use renewable energy during off-peak periods to mine their Bitcoin resulting in what is referred to as “green Bitcoin”. They play a very important part in the renewable energy network as they take and pay for the energy when no one else wants it which brings down the cost of pro...2023-07-2549 min

The Exchange by EW&L Private WealthFixed Interest: Back to the Future – Can the Delorean take us to double digit returns?The Year was 2022: No asset class globally escaped the enormous price resetting created by the most aggressive tightening cycle seen in history. Fixed interest markets felt the most pain: US 10-year bonds fell 39.7% for the year. If we were lucky enough to be Marty McFly and set our dash clock back to 28 December 2021 (the market high), how would you manage a bond portfolio differently?During this podcast, Craig discusses topics such as how Anthony and Western Asset Management adopt such a hugely successful fixed interest strategy to remain ahead of the market. How do you position fixed...2023-07-0456 min

The Exchange by EW&L Private WealthTodd Warren (Tribeca Investment Partners) – Investing to 2050: The 10x Opportunity in Carbon CreditsIn today’s episode, we speak with Todd Warren, a Portfolio Manager of Tribeca’s 2050 fund, which invests its focus on decarbonisation beneficiaries such as carbon credits, green chemicals, green metals, green food and industrial innovation. As a senior member of the Tribeca Global Natural Resources investment team, Todd also leads research coverage of key sectors such as energy and bulk commodities, drawing on over two decades of specialist research and portfolio management experience in the natural resources sector having previously worked with Colonial First State Global Asset Management (CFSGAM) in London and Sydney. We dive deep into what Carb...2023-06-151h 03

The Exchange by EW&L Private WealthTrevor Rowe – Lessons learned from one of Australia’s Most successful Investment bankers.In this episode, Tim catches up with one of Australia’s most successful investment bankers Trevor Rowe. Mr Rowe is currently a Senior Advisor and was Executive Chairman (to 2019) of Rothschild & Co Australia Limited since November 2005. Prior thereto Mr Rowe was at Citigroup Global Markets and held numerous senior positions with Citigroup/Salomon Smith Barney/Salomon Brothers over a period from 1982 to 2005 living and working in New York, Asia, and Australia. He established Salomon Brothers offices in Australia in 1983. He has held numerous positions on the boards of listed companies and institutions including a stint as Chancellor of Bond un...2023-06-081h 05

The Exchange by EW&L Private WealthLet trend be your friend – how do you trade 200 markets at one time?Investing in the current climate is not at all easy. Particularly given the events of 2022, coupled with the enormous list of investor concerns. There weren’t many fund managers who made a positive return during 2022. Aspect Capital was one of those very rare funds on the planet that was able to. In this episode, Craig Emanuel holds an in-depth discussion with Anthony Todd, the Founder of one of the World’s largest, longest running and most prominent hedge funds (via managed futures), managing more than AUD$12 billion. Aspect Capital actively trades and invests and investing across more than 200 markets glob...2023-06-0159 min

The Exchange by EW&L Private WealthPartners Episode: Inflation (still), Earnings Season & Budget ImplicationsIn this episode, Craig Tim and Ryan discuss what has transpired in the past 6 weeks in the market. They discuss their views on where interest rates and markets are heading, the implications on the debt ceiling, the recent earnings season and the Annual EWL Investor luncheon they recently hosted at the Calile Hotel in Brisbane (Sydney to follow).Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial...2023-05-2338 min

The Exchange by EW&L Private WealthAndrew Mitchell (Ophir Asset Management) - Finding 10 Baggers in Small CapsIn today’s episode, we speak to the Co-Founder of Ophir Asset Management about investing in small cap market. We talk about Andrew’s path to lead one of Australia’s most successful small cap funds, the importance of having skin in the game for an asset manager and how they identify and invest in the best companies of tomorrow. Ophir manages over 1bn dollars in client capital in small cap strategies both in the US and Australia. Andrew has over 20 years of experience in financial markets covering portfolio management, investment research and economic analysis. Prior to co-foun...2023-05-2155 min

The Exchange by EW&L Private WealthFrank Danieli: The value-add of operational expertise – MA Financials’ Credit and Real Estate capability.In this episode, Ryan Loehr speaks in detail with Frank Danieli, Head of Lending and Credit at MA Financial, formerly known as Moelis Australia. Frank has been with the firm for over a decade and responsible for MA’s Global Credit Solutions platform – covering asset-backed lending, corporate debt, bonds and credit opportunity verticals. Frank also has strategic oversight of the firm’s lending businesses, which include non-bank lending and financial technology platforms and its principal credit initiatives. Frank has a substantial background in corporate advisory, focused on special situations, M&A and financial services transactions.For those not fa...2023-05-161h 21

The Exchange by EW&L Private WealthDrew Burden & Justin Walsh (MBS Life Insurance Webinar) – Why you should review your life insurance policiesMBS was founded in 2006 as a Life Insurance advisory practice supporting accounting firms, some of which had extended their offering to include wealth management. Maintaining a specialist focus on insurance, and recognising the value of expertise, MBS Insurance steadily grew over the next decade to proudly call more than 100 financial services firms their referring partners.Today, MBS Insurance is one of the largest advice producers and portfolio managers of life insurance across Australia with offices across Sydney Melbourne, Perth & Brisbane.We speak with both Drew Burden who is the founding partner of MBS Insurance with...2023-05-1434 min

The Exchange by EW&L Private WealthBrendan Lyons: Investing Patient Capital In Times of Illiquidity.Following a dramatic change in central bank rhetoric in 2022, and one of fastest shifts in interest rate policy in history – small, high growth, and emerging businesses saw their valuation reset. Now, enter 2023...a market with much higher costs of capital, much scarcer liquidity, and generally cautious investor sentiment. Should investors be considering investment in these businesses? While seemingly uncomfortable, the best private market vintages usually favour conditions like those experienced in 2022 and now 2023. In this episode, I speak to Brendon Lyons, Head of Private Investments and Portfolio Manager of the Perennial Privat...2023-05-121h 04

The Exchange by EW&L Private WealthFinding Earnings Resilience in Australian EquitiesIn this episode of the Exchange podcast, we sat down with Casey McLean to discuss all things Australian Equities. Casey is the portfolio manager for the Fidelity Australian Opportunities Fund and has worked with Fidelity since 2015. Prior to commanding the Australian strategy, he was the director of equities in Hong Kong where he specialised in Chinese equities and energy. With more than 19 years of asset management experience, his unique insights make for a very interesting conversation about what lies ahead for markets and the relative value of Australian equities.With rates likely to remain elevated for longer...2023-05-0742 min

The Exchange by EW&L Private WealthSimon Kuestenmacher (The Demographics Group) – Predicting the FutureIn this episode, we talk with Simon Kuestenmacher from the Demographics group about what Australia and the world will look like over the next 5, 10 and 50 years. We talk about the sustainability of living in concentrated cities, the impact artificial intelligence will have on the workforce, the future of property prices in the major cities and the likely hood of geopolitical tensions escalating globally. Simon and Bernard Salt co-founded The Demographics Group in 2017. The group provides specialist advice on demographic, consumer, and social trends for business. Simon has presented to numerous corporate and industry audiences across Australia and o...2023-04-201h 03

The Exchange by EW&L Private WealthJason Orthman – Why investing in growth makes sense in all cycles with the Hyperion Funds ManagementIn this episode, we speak with Jason Orthman from Brisbane-based fund manager Hyperion. We discussed everything from why we should be investing in growth mandates throughout the cycle, the outlook for inflation and the recent short-selling attack on listed company Block.Hyperion Asset Management was founded in 1996 with the aim to grow the wealth of high-net-worth individuals and enhance their family’s futures. Hyperion now manages over $10 billion for industry and public funds as well as many private investors. The moneys are invested in Australian and/or global equities either through large individual mandates or our three pu...2023-04-1339 min

The Exchange by EW&L Private WealthCharles Hamieh – Why listed Infrastructure should remain a key part in asset allocation? - The ClearBridge Developed Markets Infrastructure Income ModelIn this episode of The Exchange, we speak to Charles Hamieh who leads the ClearBridge Investments Infrastructure Team based in Sydney. The outlook for global listed infrastructure and the differences between listed and unlisted infrastructure are discussed. The most exciting opportunities in the asset class are looked at along with what differentiates ClearBridge’s approach to infrastructure investing. ClearBridge Investments is a global equity manager committed to delivering long-term results through active management and ESG integration. They have been operating for over 60 years and now have over US$151bn under management. Charles has responsibility for the leadership and management of...2023-03-3049 min

The Exchange by EW&L Private WealthPartners Episode: Banks Defaulting and Superannuation CapIn this episode Craig, Tim and Ryan discuss current events ranging from the recent collapse of Silicon Valley Bank, the aggressive re-rating of Credit Suisse equity and Credit Default Swaps and the recently proposed changes to the Superannuation cap rules. They also provide their thoughts on what is to follow in markets for the year. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. Y...2023-03-1657 min

The Exchange by EW&L Private WealthRon Temple: All things markets with Lazard’s Chief Market StrategistIn this podcast, Ryan speaks with the Chief Market Strategist of Lazard Asset Management, Ron Temple. Lazard is a global investment powerhouse, and financial advisory business responsible for managing over $200B in USD terms. Ron brings a tremendous amount of thought leadership and an invaluable amount of knowledge in markets. This includes a unique perspective on global conflict and geopolitics given his involvement in Lazard’s Geopolitical Advisory Committee. Ron regularly consults with Government, institutions, and Fortune 500 CEOs. We cover a lot in this session. Inflation, monetary policy, recession, geopolitics, supply chains, corporate earnings, and wher...2023-03-151h 15

The Exchange by EW&L Private WealthGrant Hackett OAM (Generation Life): Lessons learned from an Australian Icon and the case for Investment bondsGrant Hackett OAM is best known for representing Australia at the Olympic games in Swimming in the early 2000’s. He won a series of Olympic Medals spanning from the 2000 Olympics through to his retirement from Swimming in 2008. Over his swimming career he held 16 world records and received the Order of Australia medal, Australian Sport Medal and the centenary model for his achievements and is a member of the sports Australia Hall of Fame.After his retirement from swimming, he pursued a career in finance and holds an executive Master of Business Administration with first class honours, a di...2023-03-0542 min

The Exchange by EW&L Private WealthCathie Wood (Ark Invest): Investing in disruptive innovation, why now?In today’s episode of the Exchange, we caught up with Cathie Wood of Ark invest (St Petersburg, Florida) to discuss her annual “Big Ideas” research piece which highlights some sectors within disruptive innovation they believe will grow in excess of 40% per annum over the next decade.With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets result...2023-03-051h 02

The Exchange by EW&L Private WealthTrevor Rowe – Lessons learned from one of Australia’s Most successful Investment bankersIn this episode, Tim catches up with one of Australia’s most successful investment bankers Trevor Rowe. Mr Rowe is currently a Senior Advisor and was Executive Chairman (to 2019) of Rothschild & Co Australia Limited since November 2005. Prior thereto Mr Rowe was at Citigroup Global Markets and held numerous senior positions with Citigroup/Salomon Smith Barney/Salomon Brothers over a period from 1982 to 2005 living and working in New York, Asia, and Australia. He established Salomon Brothers offices in Australia in 1983. He has held numerous positions on the boards of listed companies and institutions including a stint as Chancellor of Bond un...2023-03-0554 min

The Exchange by EW&L Private WealthPeter Bates (T Rowe Price): Creating Investment value after the inflation storm of 2022In this episode, hear from Peter Bates (Baltimore, Maryland), Portfolio Manager with T Rowe Price, one of the World’s largest asset managers. T Rowe manages more than US$ 1.6 trillion in assets across 16 countries, employing more than 7,300 staff. T Rowe has been awarded multiple times Global Fund Manager of the year, most recently during the difficult year of 2021. Peter holds an MBA from World’s most respected business school, the Wharton School.We discuss with Peter what drives investment success, the thought processes behind building a successful long-term portfolio, as well as just what might the World econ...2023-02-2749 min

The Exchange by EW&L Private WealthEW&L Partners: monthly wrap up (January 2023)In this episode, EWL Partners – Craig, Tim and Ryan catch up post Craig’s move back to Sydney, with the doors of our new office now open at number 4 Martin Place in Sydney. Craig, Tim, and Ryan reflect on the year that 2022 was, with one of the fastest rate hiking cycles in history resetting valuations across all asset classes. With that backdrop, the partners share their views on the lessons learned, their investment views for 2023, and key risks and opportunities that should be considered by investors. We talk through inflation, corporate earnings expectations, job cuts, asset allocation prefe...2023-02-011h 03

The Exchange by EW&L Private WealthBob Sahota – Finding middle ground with opportunities in Private DebtTo combat 40-year high inflation, central banks aggressively raised rates in 2022, causing almost all assets to reprice negatively. A significant conflict between Russia and the Ukraine, soaring energy costs, agricultural items, lingering supply-side issues, and staff shortages were all big, risk-off narratives. Exceptions to these declines were seen in commodities, commodity-related producers such as mining and materials companies; companies that benefited from reopening such as airlines; and inflation-linked securities which include private debt. As we begin 2023, consensus is that many developed market economies will enter recession. Corporate earnings are expected to decline, resulting in...2023-01-1858 min

The Exchange by EW&L Private WealthDonal Griffin: Protecting your wealth and how to thoughtfully introduce your children to WealthOn this week's episode of The Exchange podcast Tim sat down with Donal Griffin, Principal at Legacy Law. Donal is admitted as a lawyer in New South Wales, Australia and Ireland and has over 25 years’ experience. He has a Master’s degree in Wills and Estates. Donal practices as a lawyer in the areas of asset protection, estate planning, estate litigation, family trusts and business succession planning. The best question he gets asked is, “What do other people like me do?” The firm is a repository for the answers to this question. He has collated some of his exper...2022-12-2144 min

The Exchange by EW&L Private WealthJustin Pica (CBRE): is this a historic entry point for listed REITs? In this episode, hear from Justin Pica, Portfolio Manager at CBRE Investments, the asset management arm of one of the world’s largest property groups, CBRE. CBRE has in excess of $147B of assets under management, drawing on the resources of a truly global research team, operating in 100+ countries, with 105,000 employees and 700 local market researchers. For any property owner, this is a relevant listen, and for investors, talks to discounts in listed real estate that are typically only seen in GFC type events, despite very different circumstances and compelling financials. Many Australians’ own property and even more would...2022-12-011h 02

The Exchange by EW&L Private WealthVimal Gor: What does the future hold for Digital Assets as an Asset ClassOn this week’s episode of The Exchange, Tim sat down with the exceptional Vimal Gor. Vimal has over 28 years of asset management experience. Prior to joining Trovio in July 2022 he spent 13 years at ASX listed Pendal Group as the Head of Bond, Income & Defensive Strategies (BIDS). At Pendal he raised over $10billion in FUM to manage a total of $22billion in assets. Prior to Pendal he spent 10 years at Aviva Investors in London and Scottish Mutual and Murray Johnstone in Scotland.As one of Australia’s most highly regarded investors thought leaders it was a real plea...2022-11-2846 min

The Exchange by EW&L Private WealthEW&L Partners: monthly wrap up.This week we released our first “partners” podcast with Craig, Tim, and Ryan. The partners sat down together and tackled some of the key issues investors have been raising with us including whether a recession is on the horizon, meaningful investment alternatives to equities, our view on what 2023 investment opportunities may look like, as well as gave an overview of the insights they had from the recent JP Morgan Global investor summit in Singapore. Specifically, they reflect on the last 12-months and what has driven markets. What the next 12-months may look like, and key consid...2022-11-2836 min

The Exchange by EW&L Private WealthAntonia Ruffell: What does the Australian Philanthropic sector look like and who should think about setting up a Private Ancillary Fund (PAF)This week on The Exchange Podcast we had the pleasure of hosting Antonia Ruffell, CEO of Start giving, a brand new non-for profit to inspire a culture of giving amongst tech founders and executives. Antonia has been working in the philanthropy and charity space for over two decades and is a leader in the industry. She is a deeply experienced philanthropy practitioner and one of Australia’s leading experts on private ancillary funds. Antonia was CEO of Australian Philanthropic Services for nine years, during which time she supported hundreds of individuals and families with their charitable giving. Ant...2022-11-2832 min

The Exchange by EW&L Private WealthChristopher Joye: why the search for yield is dead, and opportunities are abundantChristopher Joye is a Founder, and Portfolio manager of Coolabah Capital, overseeing more than $7 Billion in fixed income investments. Chris has previously worked at Goldman Sachs in London, Sydney, and the Reserve Bank of Australia. He has also served as Director of the Menzies Research Centre, a leading Australian Thinktank, and is well-known as one of Australia's preeminent economists, policy advisors and fund managers. He is a regular contributor to the Australian Financial Review, and consults to some of the most senior decision makers in the country, including the Prime Minister and Treasurer. In this episode, we re...2022-11-111h 08