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

Join us for an exclusive conversation with Dan Tapiero, a renowned macro investor and one of the first institutional managers to embrace the world of crypto. As the founder of 50T—a top private equity fund focused on blockchain infrastructure—Dan shares his journey from partnering with industry legends like Julian Robertson and Steve Cohen, to making bold, early bets in digital assets. Discover why Dan believes the digital asset ecosystem is on track to hit $50 trillion, how 50T is investing in the “picks and shovels” powering Web3, and what this means for investors looking to tap into the future of global finance. Whether you’re a seasoned allocator or crypto-curious, this episode delivers rare insights from one of the sector’s true visionaries.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode of The Exchange, Ryan Loehr sits down with Michael Rothner, Executive Director of AsheMorgan, to explore how one of Australia’s most respected private real estate investment firms has navigated market cycles, delivered sustained returns, and redefined value creation in property.

With more than four decades of experience and over $10 billion in transactions, AsheMorgan has built its reputation on identifying opportunity where others see complexity - from pioneering developments like Brisbane’s award-winning Midtown Centre to strategic investments across office, retail, industrial, and living sectors.

Michael shares how the firm’s hands-on, capital-disciplined approach delivers attractive risk-adjusted returns, why ESG integration is now central to long-term resilience, and how demographic and structural shifts are creating new opportunities for investors.

Whether you’re an experienced investor or simply curious about where Australia’s property market is heading, this conversation offers a rare inside look at what it takes to create enduring value - in assets, partnerships, and legacy.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Thinking about buying your next home or investment property? Don’t miss our latest podcast episode featuring Jordan Navybox, Managing Director of Cohen Handler QLD, one of Australia’s top buyers agents. Jordan shares insider strategies on finding the right property, building investment wealth, and avoiding common pitfalls in today’s competitive market. Whether you’re a first-time buyer or a seasoned investor, you’ll learn what sets great buyers agents apart, how the industry is evolving, and the key steps to maximise your success when working with a professional advocate. Ready to take the guesswork out of your next property purchase? Tune in now for practical tips, expert insights, and a behind-the-scenes look at how Australia’s best buyers operate.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Sharing a Coke with Rhonda and Ketut! In today’s episode, Managing Partner Craig Emanuel sits down with Andrew Baxter, current Chair of several iconic Australian industries, businesses and not-for-profits. Andrew was previously the CEO of two of Australia’s largest marketing agencies, Publicis and Ogilvy, creating the famous ‘share a Coke’ campaign. How do you create a successful global marketing campaign to last generations?

Andrew is one of Australia’s most trusted business, marketing and communications advisors. Before establishing his consulting firm, Andrew Baxter worked with many of Australia's largest companies, brands and government bodies, as the CEO of two of the country's biggest communications agencies, now a Senior Advisor at KPMG. Andrew is currently the Chair of Australian Pork, Deputy Chair at Foresters Financial, Deputy Chair at Sydney Symphony Orchestra, a Non-Executive Director at OzHarvest, Agr

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Folklore is known for its focused, high-conviction approach to backing visionary founders from the very beginning. In this episode, Alister shares his journey from startup founder to venture investor, why he believes smaller VC funds are better positioned to deliver alpha, and how Folklore is shaping the next generation of Australian tech success stories. They explore why he has decided to cap his fund raise at $100m and the unique advantages of investing in venture capital in Australia in a very tax-friendly environment.

They explore what differentiates Folklore from larger global funds, why Alister is committed to building in Australia, and how the local venture landscape is changing as more institutional capital enters the market. He also opens up about past fund performance, his current fundraise, and what he looks for in truly exceptional founders.

Folklore target returns of circa 25% p.a + in a traditional venture capital vehicle (10-year lock-up and capital call structure). A candid and insightful conversation for founders, LPs, and anyone with an interest in the future of Australian innovation and venture capital.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Toby Lewis is a Partner and Founding Director of Marquette Properties, one of Australia’s most distinctive and entrepreneurial property investment firms. With over two decades of experience in commercial real estate, Toby has built a reputation for making high-conviction, often contrarian investments—particularly in the office sector—through cycles of uncertainty and change.

Known for his deep relationships in capital markets and an operator’s mindset, Toby has led the acquisition and repositioning of some of Australia’s most prominent commercial assets. His leadership at Marquette reflects a belief in long-term value, active asset management, and the power of alignment between capital and capability.

Founded in 2009 and headquartered in Brisbane, Marquette Properties is a private, boutique property investment firm specialising in high-quality Australian commercial real estate, most notably in office and retail sectors. With a strong track record of acquiring, repositioning, and managing complex real estate assets, Marquette operates with a hands-on philosophy that blends institutional discipline with entrepreneurial agility.

The firm manages over $2 billion in assets on behalf of private investors, family offices, and institutional partners. Marquette is best known for its bold moves, such as acquiring landmark towers at times of market pessimism, and for delivering both financial and social returns through active tenant engagement, ESG-led repositioning, and heritage-sensitive renewal.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In today’s episode, the partners catch up to talk all things markets from the current volatility through to interest rates, tariffs, and bitcoin. They chat about what they are seeing in markets and the different discussions they are each currently having with clients, including the approach they take to deploying capital in a market like this.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Today, Associate Adviser Charles Troian is joined by Jake Elmhirst, a Managing Director at Coller Capital, one of the most established and influential investors in the global private equity secondaries market.

Jake brings deep expertise in private equity secondaries, fund structuring, and deal execution. At Coller, he leads transactions across LP-led and GP-led deals, spanning both equity and credit strategies. His work includes navigating complex continuation vehicles, underwriting mature assets, and providing liquidity solutions for institutional investors globally. Jake previously held roles in investment banking and holds a strong background in portfolio construction, asset-level due diligence, and macro risk assessment.

In this conversation, we explore the fundamental mechanics of secondary transactions, how Coller approaches pricing and valuation in an illiquid market, and the nuances between private equity and private credit secondaries. Jake also shares insights on the evolution of deal structures, the growing role of distressed credit, and why J-curve mitigation continues to be a key driver for secondary investors.

With capital flowing into the space but distributions slowing, Jake offers his perspective on managing liquidity, navigating risk, and how sophisticated investors can still find compelling return profiles in a crowded landscape

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Today Managing Partner Tim Whybourne is joined by Martin Robinson, the Managing Partner and Co-Founder of HEAL Partners, a global growth-stage private equity firm focused on the health, education, and lifestyle sectors.

Martin brings a wealth of experience in private equity, corporate finance, and investment strategy. Before founding HEAL, Martin ran the private equity strategy for one of Asia’s largest family offices, where he led the transformation of Vietnam’s leading hospital group. His career also includes five years at Macquarie Bank, overseeing principal investments across Asia, and leading the bank’s Sponsor Coverage division in the region. He started his career as an M&A and ECM lawyer with Allens (Australia) and Linklaters (U.K. & Hong Kong) and holds a Bachelor of Law (Honours) and a Bachelor of Commerce from the University of Queensland.

In this conversation, we’ll dive into HEAL Partners’ investment strategy, where Martin sees the biggest opportunities in private markets, and how high-net-worth investors can benefit from valuation arbitrage in today’s economic landscape.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of Digital Asset Capital Management (DACM), to explore the evolution of digital assets and institutional crypto investing. Richard shares insights on market trends, risk management, and the role of crypto in a diversified portfolio. We also dive into Bitcoin’s outlook, regulatory developments, and whether macroeconomic indicators signal a bullish future.

Whether you're a seasoned investor or crypto-curious, this episode is packed with expert analysis you won’t want to miss!

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Today managing Partner Tim Whybourne spoke with John George from Standard Edge accounting covering topics from selling your family business through to establishing and running a family office and the challenges that come with that. We discussed the impact that technology is having on the governance framework for families and how families have to be more dynamic than ever to remain relevant in todays fast moving world.

John has extensive experience in accounting, corporate strategy, governance, capital raising, and investor relations. He is currently the Director of private consulting firms Standard Edge and SGD Partners. He previously held senior roles at ASIC and KPMG, and served as CEO of an international insurance recovery firm with offices in North America, New Zealand, and Australia. He has also been a Non-Executive Director at Shine Lawyers and Gladstone Airport Corporation Limited. Additionally, he holds advisory roles with several leading Australian Family Offices.  John became the youngest CFO of an ASX 200 company at 32 and has worked as a financial regulator with ASIC. He offers valuable insights into the marketplace and corporate governance. John is also a trustee for Bravehearts Endowment Fund and chairman of the sub-committee for the Royal Brisbane Women's Foundation Endowment Fund.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, Craig, Tim & Ryan discuss what they are seeing in markets at the moment. They touch on where they are seeing pockets of opportunity and the impact of Trumpenomics on the global economy. 

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode of the Exchange, our Partner and Private Wealth Advisor Ryan Loehr speaks with Marc Herman, serial entrepreneur and founder of Everlab. Marc has built and exited several large technology businesses, and co-founded Foodspring, one of Europe’s largest nutrition and supplement e-commerce businesses. He ultimately exited this business to the Mars Family. Motivated by an early family tragedy, Marc and his co-founders are now pioneering preventative healthcare and the medicine 3.0 movement in Australia.

This is a great episode to understand the unique journey of building, scaling and exiting significant businesses; solving inefficiencies, focusing on improving customer experience; and surrounding yourself with the right advisors.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In today’s episode, we have the pleasure of speaking with Markus Thielen. We discuss everything from the history of Bitcoin, its meteoric rise to 100k and the future for Bitcoin and Ethereum, have you missed the boat or is it just the beginning?

Markus Thielen is the founder of 10x Research, a leading digital asset research firm serving traders and institutions. Previously, Markus served as Head of Research at Matrixport, a $ billion digital investment firm, Chief Investment Officer at IDEG and founded Jomon Investment Management. His extensive experience includes portfolio management roles at Millennium Capital Partners and JP Morgan’s Investment Group. Markus began his career at Morgan Stanley, where he led the Quantitative & Derivatives Strategies Group in Asia.  Markus holds a degree from ESCP Business School in Paris and a Certificate in Sustainable Finance from the University of Cambridge. Renowned for his expertise in digital assets and investment strategy, he is the author of Crypto Titans: How Trillions Were Made and Billions Lost in the Cryptocurrency Markets, further cements his status as a thought leader in the field.

Bitcoin stands at the crossroads of two distinct narratives: a compelling investment case driving institutional adoption and a speculative fervor fueling retail mania. Under a pro-growth Trump administration, both dynamics could flourish, creating sharply divergent opportunities for long-term investors and short-term traders alike. Unlike past Bitcoin cycles that culminated in definitive peaks, 2025 may not follow the traditional script. Instead, we could witness the broadening of crypto as a mainstream asset class, with Bitcoin potentially surpassing gold in prominence.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, our Brisbane-based Partner, Ryan Loehr, speaks with Phil Cummins, Managing Director of Stepstone Group. They discuss the challenges that most private investors have in venture and growth equity, particularly around diversification of fund underlying, vintage, and manager. Access to top-quartile managers is generally reserved to the largest institutions, are often significantly oversubscribed.  Phil provides an overview of the Stepstone Group Platform; key business and industry advisors that help it evaluate opportunities; the importance of longstanding relationships and exploring a genuine information advantage to drive performance outcomes. Also, the benefits of new structures, such as open-ended or ‘evergreen’ vehicles vs. more traditional capital-called closed-end structures.

Before joining Stepstone, Phil was a venture partner at Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021. Prior to that, Phil spent 13 years with QIC Global Private Equity, where he played a pivotal role in leading their private equity program. His career also includes significant roles at BT Alex. Brown, Deutsche Bank, and Thomas Weisel Partners in San Francisco. Phil holds a Bachelor of Commerce degree and is a Chartered Financial Analyst, as well as a member of the Institute of Chartered Accountants Australia and New Zealand. Stepstone manages over $176B on behalf of a diverse range of clientele that includes institutional investors, family offices and high-net-worth individuals.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode of the Exchange, Craig Emanuel, Tim Whybourne and Ryan Loehr reflect on the 2024 year that’s been and discuss possibilities for 2025. 

Trump 2.0; ballooning global deficits; interest rate policy; protectionist policy, geopolitical tension and global equity valuations that look expensive. 

 There’s a lot to take in. So how should investors be positioning? Tune in to this partners episode to learn more. 

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, Managing Partner Tim Whybourne catches up with serial entrepreneur, venture capitalist and TV personality Steve Baxter. They discuss everything from Steves's background, his early wins in business through to his latest venture investing in anything defence-related where many other funds are not able to.

Steve grew up in north QLD before joining the Military at the age of 15 taking on a military apprenticeship in engineering, electronics, and telecoms. His career in the Army spanned 9 years before he left to launch his first start-up called SE Net from his bedroom. This business was eventually acquired by OZemail under the stewardship of ex-Prime Minister Malcolm Turnbull. In 2001 Baxter teamed up with his schoolmate and serial tech entrepreneur, Bevan Slattery to launch his second start-up in Pipe Networks before selling that to TPG in 2010. Steve founded River City Labs, Brisbane’s well-known co-working hub in 2012 and has been championing Australian startups and entrepreneurs ever since.  He has appeared as a ‘Shark’ on Channel 10’s Shark Tank Australia since 2014.

In this episode, we discuss Steves's latest venture in his new fund called Beaten Zone Ventures which aims to invest in early-stage defence businesses that are developing weapons and systems to assist with holding, aiming and controlling weapons in addition to training soldiers to protect them from opposition lethality.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, Partner and Private Wealth Advisor Ryan Loehr speaks with Armen Panossian, the co-CEO of Oaktree Capital. Oaktree is one of the most renowned investment businesses in the world, most famous for its capability in distressed debt and heavily influenced by Howard Marks who co-founded the business nearly 30 years ago. Beyond distressed debt, Oaktree oversees more than $193B for investors, which include most of the largest US pension funds; many sovereign wealth funds; endowments, large institutions and family offices. The business invests across credit, private equity, real estate and listed equities. 

Armen joined the firm in 2007, immediately before it navigated the Global Financial Crisis in 2008 very successfully; and prior to this, worked in distressed debt with Pequot Capital Management, at the time one of the largest hedge funds globally. He holds a B.A. degree in economics with honors and distinction from Stanford University; an M.S. degree in health services research from Stanford Medical School; a J.D. degree from Harvard Law School; and an M.B.A. from Harvard Business School.  Mr. Panossian serves on the Advisory Board of the Stanford Institute for Economic Policy Research.  He is a member of the State Bar of California.

We explore a broad range of topics, including the conditions and settings that can make distressed debt investing attractive; example transactions that it has been successful with; and the timing of Oaktree's $15B+ raise for its largest distressed debt fund. We explore the dramatic shift in monetary policy and credit conditions over recent years and its implications; and observe segments of corporate America that are under increasing pressure, especially small-business. We then turn our conversation to private credit, including increased competition in this segment, key risks, relative appeal vs. other asset classes:  risks and opportunities that eventuate from illiquidity, structuring, speed and scale; and the anticipated 'funding gap' that companies may face over 2026 and 2027. I hope you enjoy this episode. 

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In today’s episode the partners catch up and discuss everything from the US election, Tim's recent trip to JPM conference in Bangkok through to current opportunities in markets and their predictions on how markets will finish up for the year.  

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

Today Managing Partner, Tim Whybourne, speaks with with two senior members of the Pantheon global private equity team in CharlotteMorris and Victor Mayer about their new evergreen private equity fund coming to the Australian market.

Pantheon is a global private asset manager managing over 65bn in discretionary assets across a range of private equity investments. They have 11 offices and 125 investment professionals around the world. They have been at the forefront of private markets investing for more than four decades, driving long-term value creation for their clients through strategies covering the full investment lifecycle.

The Pantheon Global Private Equity Fund (PGPE) aims to provide professional investors around the world with unique exposure to a diversified private equity portfolio sourced by Pantheon’s global investment team. PGPE focuses on secondaries and co-investments, offering diversification by manager, stage, geography, vintage year and industry, all through a single allocation.

• High-conviction private equity portfolio accessed via a single allocation
• Concentrated in secondaries and co-investments, with a buyout and growth equity focus
• Evergreen allocation tool with immediate exposure and quarterly liquidity

Victor Mayer is a managing director and portfolio manager at Pantheon in London and ictor is a member of Pantheon’s European Investment team where he focuses on the origination, analysis and execution of primary investments and co-investments. Prior to joining Pantheon, Victor was a Director at HSBC Alternatives Ltd, where he worked on primary fund investments, secondaries and co-investments across Private Equity, Private Debt and Impact. Before that, he spent 3 years at Access Capital Partners in Paris, having started his career in transaction services at Deloitte in Luxembourg. Victor holds a master’s degree in Corporate Finance from ESSCA in France.

Charlotte Morris is a Partner in Pantheon’s Global Secondaries Team and is responsible for co-managing the activities of Pantheon International Plc (PIP). She is involved in all aspects of Pantheon’s secondaries business including the analysis, evaluation and completion of secondary investment opportunities. Charlotte joined Pantheon in 2006 from Cdb Web Tech, an investment vehicle listed on the Milan Stock Exchange. She serves as a member of Pantheon’s Global Secondaries Investment Committee and Sustainability Committee, and is engaged across Pantheon’s transactional investment activities. Charlotte received a master’s degree in mathematics from Cambridge.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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 Michael Lukin, Founder and Group Managing Partner of Roc Partners.

Roc Partners have established themselves over the past 25 years as one of Australia’s most successful and reputed investors in mid-sized private companies, having made more than 400 investments and now managing more than $8 billion in investor capital. Roc have delivered superior returns of more than 29% IRR pa within Roc’s secondaries funds.

As Group MD, Mike is responsible for leading client relationships and investment activities in several global markets. Mike was one of the founding partners of Roc Partners following the management buy-out of Macquarie Group’s private markets business unit by its senior executives in June 2014. Mike currently serves as director of Roc Partners investee companies StoneAxe, Australia’s Oyster Coast, Hirepool, National Dental Care, and Infrastructure Advisory Group. Mike holds a Bachelor of Science Honours, Applied Mathematics, is a Chartered Financial Analyst (CFA) and Associate of the Institute of Actuaries of Australia.  

During this podcast, Craig holds an in-depth discussion with Mike on how the Roc business originated, what are secondaries markets, how investors are able to access secondaries, lessons learned in founding one of the country’s most respected investment firms, through to the current private market industry dynamics and global outlook.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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 Adrian MacKenzie, Founder and Partner of Five V Capital.

Adrian is the founder and a partner of Five V Capital. A highly experienced investor with over 25 years of private equity experience, Adrian has successfully led and managed Five V’s investments, including Ascender, Madman Film & Entertainment, Canva, Plenti, Education Perfect, the Probe Group, Zenith Investment Partners, Openway Food Co, Penten and Automic. Before founding Five V Capital, Adrian was a managing partner and board member at leading global private equity firm CVC Capital Partners, where he helped establish the Asia Pacific and Australian offices. Five V have invested across 45 Australian and NZ private businesses, taking an average ownership stake of 30%, and having allocated almost $2B of investor funds on behalf of 400 clients. Since inception, Five V’s funds have delivered realised returns of 63% IRR, with an average holding period of 2.9 years per investment.

During this podcast, Craig holds in an in-depth discussion with Adrian on the secrets to searching for, selecting and partnering with outstanding Founder-led businesses. Craig and Adrian discuss topics such as an example of a great portfolio company, through to the current PE industry dynamics, through to what shaped Adrian’s successful career as a Founder of one of Australia’s most prominent PE funds.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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 Vu Tran, one of the co-founders of one of Brisbane’s most successful starts ups where they discuss everything from what it was like growing up in Logan as a migrant and what it takes to build a company like Go1, through to leadership and what drives him to get out of bed in the morning and keep solving problems. We finished by touching on his latest venture in defence in particular building rockets to bring Australian manufacturing and defence capabilities back on shore.

Vu Tran was the Chief Growth Officer and co-founder of Go1, a global e-learning company that has grown from humble beginnings in a garage in Brisbane to a worldwide organization with offices in the USA, South Africa, Vietnam, the UK, and Malaysia. Vu is also a practising doctor working in General practice and is passionate about developing innovative ways to promote healthcare with the broader community.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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

In this episode, the partners catch up and discuss what happened with the most recent market tantrum, when we expect interest rate cuts, what impact that will have on the market, and the benefit of investing in private markets. They also discuss the implications of the upcoming US elections and where markets are heading from here.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.