Inside the Rope with David Clark

David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when markets become euphoric or fearful. His flagship...

David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities. Jessica’s journey from JP Morgan’s investment-banking floors in Sydney & New York to launching her own $150 million Global Small Companies Fund inside Rega...

David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors wat...

David Clark sits down with Daniel Darling, Managing Partner at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape. From the early-stage venture opportunities emerging in Silicon Valley to the rise of “AI agents” transforming entire industries, Daniel shares how his firm is giving Australian investors access to cutting-edge innovation in the US private mark...

In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age that he wanted to dedicate his life to investing. Doug shares how psychology and behavioural finance shape decision-making, and why discipline—through checklists, structure, and process—is the foundation of successful long-term investing. We explore GCQ...

In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors think about risk, cycles, and second-level thinking. In...

David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 years shaping the secondary investment landscape, and in our conversation he explains how the secondaries market provides investors with liquidity, diversification, and unique access to private markets—an area often overlooked but increasingly interestin...

In this special episode of Inside the Rope, host David Clark sits down with one of Australia’s most influential business leaders, David Gonski AC. Widely regarded as the “Chairman’s Chairman,” Gonski has shaped Australia’s corporate, philanthropic, and educational landscape over a 50-year career, chairing institutions such as ANZ, the ASX, and the Future Fund. From the art of governance and the co...

David Clark is joined by Claudia Kwan, Managing Director at North Star Impact Funds and recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit. A former Morgan Stanley trader and now one of Australia’s leading voices in sustainable capital, Claudia shares how impact investing is evolving beyond its philanthropic roots to deliver returns competitive with tradition...

In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful reconnection with its founding principles—absolute returns, deep research, and a commitment to global q...

In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the evolution of wealth management since the podcast’s inception in 2016. From humble beginnings to over 200 candid conversations with some of the world’s best investment minds, this milestone marks a journey of insight, access, and innovation. The episod...

In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks. Lasry unpacks the explosive growth of private equity in the global sports industry—where financial returns meet passionate fandom. From his journey as a Moroccan-born immigrant to building a $25 billion investment firm, Lasry of...

In this episode of Inside the Rope, host David Clark sits down with Tim Samway, founder of Scarcity Partners and former managing director of Hyperion Asset Management, to explore one of the most compelling trends in asset management—GP staking (General Partner staking). What if, instead of being on the paying end of fund management fees, you could invest in the fund managers themselves? That’s exa...

In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-billion-dollar private equity-backed companies, and...

In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his perspective on the evolving role of private markets and how Alceon is positioning itself through this c...

David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major force shaping the future of private credit. With private credit markets booming — and critics warning of bubbles and risks — David and Andrew explore why private credit can play a critical role in a high-net-worth portfolio when approached with discipline...

After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional investment in Australia: David Neal, CEO of IFM Investors and founding CIO and former CEO of the Future Fund, Australia’s $300+ billion sovereign wealth fund. David takes us behind the scenes of building the Future Fund from the ground up—how a clean slat...

In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum OAM, founder of 10x10 Philanthropy and Community Capital, to explore how wealthy families can embed philanthropy into their legacy. Together, they discuss why more families are establishing Private Ancillary Funds (PAFs) and how strategic giving can sit alongside wealth creation and preservation. Laurence shares his jo...

David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track record of delivering outstanding returns, Beryl Capital has been at the forefront of merger arbitrage and special situations, benefiting from corporate activity across global markets. As investors navigate a rapidly changing landscape—shaped by geopoli...

In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the broader economy. We dive into the launch of Future Generation Women, a new fund exclusively managed by fema...

In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights: * Frewen’s transition from public to priv...

One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse. From his humble beginnings in Australia, to building one of the largest private infrastructure firms in the U.S., Mike shares his journey of entrepreneurship, resilience, and...

Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow from Working Minds, a renowned psychologist specialising in the transition and succession of wealth for high-profile families in Australia and New Zealand. Discover how successful families navigate challenges beyond financial capital, fosterin...

In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family office to external investors. Discover the rationale behind this transformative move, how it shapes th...

David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an insider’s perspective on the Collective’s unique approach to balancing financial returns with social i...