The Exchange by EW&L Private Wealth

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

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

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

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

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 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 ignor...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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