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.
Episodes
113 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.<...
Markets, AI and the Anatomy of a Recession. Featuring Jeff Schulz (ClearBridge Investments)
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 fo...
Australia's High Conviction Global Equity Manager on Why the Best AI Names Are Still Undervalued. Featuring Mark Arnold & Jason Orthman (Hyperion Asset Management)
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 ...
The World's Second Largest PE Firm on Why Europe and Asia Offer the Better Entry Point. Featuring Sueann Yeo (EQT)
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 fir...
The Washington Translator: PIMCO's Libby Cantrill on Iran, US Debt, and What Markets Keep Getting Wrong
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 an...
What Makes Founder-led Companies Exceptional Investments? Featuring Lawrence Lam (Lumenary IM)
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 w...
Powering the Future: Infrastructure, AI & the Next Wave of Private Markets with Adam Reisler (StepStone)
In this episode of The Exchange, Charles Troian sits down with AdamReisler, Partner in the Infrastructure and Real Assets team at StepStone Group,to explore how infrastructure has evolved from a niche institutional allocationinto on...
The Sherpa Model – Scaling, Succession & Strategic Private Equity with Mark Bryan (Pemba Capital Partners)
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 de...
Exit Under Strength: Strategy, M&A & Building Long-Term Value with Dan Blair (LTV Partners)
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 b...
Will Your Next Hire Be Digital or Human? The Power of Adopting AI in Your Business with Aaron Zamykal (Actualisation Group)
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,...
The Investment Case for Bitcoin: How Monochrome is Democratising Access with Grayson McLeod (Monochrome)
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 ...
The World Is Your Oyster: What It Really Takes to Build a Business with Nathan Denchman (ProcurePro)
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 bui...
What It Takes to Build a Multi-Cycle Investment Firm: Lessons from Julian Biggins (MA Financial)
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 cy...
Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)
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 jour...
Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)
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 ...
What Really Drives Australia’s Commercial Property Market with Bruce Baker (CBRE)
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 op...
Positioning for the Next Property Cycle: Creating Value in a Changing Market with Jason Huljich (Centuria Capital)
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 th...
Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne (Black Nova)
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...
Discipline Through the Cycle: Lessons in Property Investing from Steve Bennett (Charter Hall)
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 ...
Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran (Coller Capital)
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 M...
Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell
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, Ophi...
Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville (JellyC)
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, Micha...