The Exchange by EW&L Private Wealth

Let us know your thoughts, questions, and who you want to hear from next! Most business owners aren't ready to sell.  Not because they don't want to. Because the structure, the documents, and the conversations that make a deal work, they never happened.  Managing Partner Tim Whybourne sat down with Christine Fleer and Rebecca Zwier of Arnold Bloch Leibler, the firm behind 40% of Australi...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne sits down with Jonathan Belz, Global CEO and Co-Founder of BFA Global Investors, an investment manager built to give Asia-Pacific family offices and sophisticated investors direct access to top-tier US venture managers and transformative private companies. Jonathan brings more t...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Charles Troian sits down with Michael Lukin, Partner at Roc Partners, to explore why the Australian mid-market remains one of the most compelling and undercapitalized opportunities in private equity today.  With 30 years in the industry, beginning at Macquarie Bank before a management buyout...

Let us know your thoughts, questions, and who you want to hear from next! 30 June is closer than most people are ready for. If this has been a strong financial year — or you're carrying a tax liability you haven't yet addressed — there are still options on the table. But not for long. Tim Whybourne, CFA sits down with estate planning lawyer Rachael Rofe for a candid hour on intergenerati...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange by EW&L, Tim Whybourne sits down with Jeff Schulz, Head of Economic and Market Strategy at ClearBridge Investments , to discuss the forces shaping the next decade of investing. Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key...

Let us know your thoughts, questions, and who you want to hear from next! EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers.  Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Charles Troian sits down with Sueann Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world’s leading private markets investment firms.  Sueann shares insights into EQT’s investment philosophy and how the firm’s Nordic her...

Let us know your thoughts, questions, and who you want to hear from next! EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street.  With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't...

Let us know your thoughts, questions, and who you want to hear from next! Can 'skin in the game' make a real difference for investors? Does Mark Zuckerburg regret not selling Facebook for $1Billion to Yahoo when he was only 22?  In today’s episode of The Exchange, Managing Partner Craig Emanuel sits down with Lawrence Lam, Founder of Lumenary Investment Management and Author of the book...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Charles Troian sits down with Adam Reisler, Partner in the Infrastructure and Real Assets team at StepStone Group, to explore how infrastructure has evolved from a niche institutional allocation into one of the fastest-growing asset classes in private markets. Adam reflects on how the opportu...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Ryan Loehr sits down with Mark Bryan, Managing Partner at Pemba Capital Partners, to explore what happens when deep capital markets experience meets hands-on private equity ownership. After two decades in listed markets - including leading research on IPOs for MYOB, ELMO, Whispir and ReadyTe...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Mitchell Finnen sits down with Dan Blair , Managing Director of LTV Partners , to unpack what business owners consistently get wrong about M&A, and why the exit process should actually begin years before you sell. Drawing on decades of experience across corporate strategy, investment ban...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Tim Whybourne is joined by Aaron Zamykal, Founder and CEO of Actualisation Group, one of Australia’s largest privately owned artificial intelligence firms. Together, they unpack what AI really is, what it isn’t, and cut through the noise to explain how business leaders can think practically...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne sits down with Grayson McLeod, Chief Operating Officer at Monochrome, to discuss everything from why we need to think more deeply about the demand for Bitcoin (BTC), as the Australian economy does not necessarily present a need for us to invest in BTC, why Bitcoin is likely to m...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Mitch Finnen sits down with Nathan Denchman, Co-Founder and CTO of ProcurePro, to unpack the realities of life as a founder. Nathan shares his journey from growing up in regional Queensland to building and pivoting multiple start-ups, including the difficult decision to move on from an early...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Ryan Loehr sits down with Julian Biggins, Joint Chief Executive Officer and Co-Founder of MA Financial Group, to explore how one of Australia’s leading alternative asset managers has built scale across market cycles. Julian reflects on founding MA Financial in the wake of the global financial...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision, for a wide-ranging conversation on the forces reshaping global markets and the digital asset landscape. Jamie shares his journey from traditional finance to Bloomberg Intelligence and Real Vision, explaining how m...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group, to unpack how one of Australia’s most established real estate investment managers is reshaping its strategy for the next cycle. With more than 25 years’ experience across global capital markets, Rob offe...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Ryan Loehr sits down with Bruce Baker, Senior Managing Director – Queensland at CBRE, to unpack what’s really driving Australia’s commercial property market and where discerning investors are finding opportunity in the current cycle. With more than three decades of experience spanning capita...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Ryan Loehr sits down with Jason Huljich, Joint CEO of Centuria Capital Group, to explore how one of Australia’s leading real-asset managers is positioning for the next property cycle. With more than $20 billion in assets under management and nearly three decades of experience across office,...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , EW&L Associate Adviser, Charles Troian, sits down with Matthew Browne, Founder and Managing Partner of Black Nova Venture Capital, to explore the evolution of Australia’s start-up ecosystem and what it really takes to build - and back - world-class technology companies. From launching hi...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange , Ryan Loehr sits down with Steve Bennett, Chief Executive Officer of Charter Hall Direct Property, to discuss how one of Australia’s largest and most respected real asset managers is positioning through a changing market cycle. With more than A$10 billion in assets under management and a trac...

Let us know your thoughts, questions, and who you want to hear from next! What do the secondary markets really teach us about value? How should investors think about illiquid assets today? Is it as simple as finding the most undervalued portfolio and bidding? In this episode of The Exchange , EW&L Managing Partner Craig Emanuel sits down with Eric Foran, Partner at Coller Capital, to answer th...

Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management, one of Australia’s top-performing equities managers. From 10x in 10 years to 20x in 12, Ophir’s track record has become the benchmark for active investing in Australian equities. A...

Let us know your thoughts, questions, and who you want to hear from next! Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC, as they explore the evolution of digital assets and blockchain in Australia. With more than 25 years’ experience across global financial markets, Michael shares his journey from hedge funds and traditional finance into the world of c...