The Exchange by EW&L Private Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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