The Exchange by EW&L Private Wealth
As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially.
The Exchange by EW&L Private Wealth
Latest Episodes
What Does True Exit Readiness Look Like for Family Business Owners? Featuring Christine Fleer & Rebecca Zwier (Arnold Bloch Leibler)
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 w...
Private Markets, Vintage Funds & the Decade-Long AI Trade. Featuring Jonathan Belz (BFA Global Investors)
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...
Why Australia's Mid-Market Is Private Equity's Best Kept Secret? Featuring Michael Lukin (Roc Partners)
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. ...
Stop the Silence: Wealth Transfer, Tax & Structured Giving Before 30 June Featuring Rachael Rofe (Rofe & Co)
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.<...
