The Exchange by EW&L Private Wealth

Let us know your thoughts, questions, and who you want to hear from next! Today 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...

Let us know your thoughts, questions, and who you want to hear from next! In 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...

Let us know your thoughts, questions, and who you want to hear from next! 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 o...

Let us know your thoughts, questions, and who you want to hear from next! In 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...

Let us know your thoughts, questions, and who you want to hear from next! In 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 f...

Let us know your thoughts, questions, and who you want to hear from next! In 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 s...

Let us know your thoughts, questions, and who you want to hear from next!  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...

Let us know your thoughts, questions, and who you want to hear from next!  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 ma...

Let us know your thoughts, questions, and who you want to hear from next! In 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...

Let us know your thoughts, questions, and who you want to hear from next! In 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, Cam...

Let us know your thoughts, questions, and who you want to hear from next! 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 tho...

Let us know your thoughts, questions, and who you want to hear from next! 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 acr...

Let us know your thoughts, questions, and who you want to hear from next! 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...

Let us know your thoughts, questions, and who you want to hear from next! In 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 u...

Let us know your thoughts, questions, and who you want to hear from next! In 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 consideration...

Let us know your thoughts, questions, and who you want to hear from next! In 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 Are...

Let us know your thoughts, questions, and who you want to hear from next! 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, prio...

Let us know your thoughts, questions, and who you want to hear from next! 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 i...

Let us know your thoughts, questions, and who you want to hear from next! The 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...

Let us know your thoughts, questions, and who you want to hear from next! 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 an...

Let us know your thoughts, questions, and who you want to hear from next! In 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 f...

Let us know your thoughts, questions, and who you want to hear from next! In 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 classe...

Let us know your thoughts, questions, and who you want to hear from next! In 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 C...

Let us know your thoughts, questions, and who you want to hear from next! In 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...

Let us know your thoughts, questions, and who you want to hear from next! In 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...