Praemium Investment Leaders
Welcome to Praemium's Investment Leaders Series, a podcast created for financial advisers. Here, you'll gain invaluable insights from our in-depth conversations with investment managers and industry experts, covering topics from Australian equities, bonds, global equities, and ESG to burgeoning areas of alternative investments.
Stay ahead of the curve with the latest trends, strategies, and market forecasts, arming yourself with the knowledge to guide your clients confidently in the dynamic world of finance.
Episodes
38 episodes
Live at AltInvest: Size matters, Small-Cap delivering outsized returns
Private equity has evolved dramatically over the past two decades, with many firms chasing progressively larger deals as they scale. Claire Smith, who leads Schroders Capital's private markets business in Australia, explains why they're deliber...
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12:21
Live from AltInvest: Navigating Market Volatility with Liquid Alternatives
What happens when traditional portfolio diversification fails? In this eye-opening conversation from the 2025 Premium Altinvest Forum in Melbourne, host Damian Chilmey sits down with Paul Fraynt, Senior Vice President and Portfolio Manager at F...
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10:49
Private Credit Secondaries: Inside the $140 Billion Market
The private credit secondaries market is experiencing explosive growth, on track to match the $140 billion private equity secondaries market by 2030. Martins Marnauza, Investment Partner at Coller Capital, walks us through this fascinating yet ...
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38:15
Looking outside the Mundane Seven
Uncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners....
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26:32
Liquid Assets: Investing in the world's most essential resource
Ever wonder how water can become a tradable asset like gold or stocks? Our guest, Euan Friday, Chair and CIO of Kilter Rural, shares his expert insights into the groundbreaking Australian water rights market. Get ready to navigate ...
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38:31
Catastrophe Bonds: A Genuine Alternative Asset
Damian Cilmi is joined by Dr. John Seo, a trailblazer in the Catastrophe Bond market and co-founder of Fermat, as they discuss the fundamentals of catastrophe bonds, their typical maturities, the types of natural disasters they cover, and the r...
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45:39
The 'Great Tightening Cycle': Uncovering Opportunities in Property with Matt Sgrizzi
Praemium’s Damian Cilmi is joined by LaSalle Investment Management’s Managing Director Matt Sgrizzi for a discussion on the 'Great Tightening Cycle.' In this episode Matt sheds light on how the legacy of financial stress in real estate ha...
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34:13
Harnessing High-Yield Credit
Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here ...
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16:01
Mastering Private Equity: Investment Strategies and Navigating Market Uncertainties with Jose Luis Gonzalez Pastor
Discover how to navigate the dynamic private equity landscape and unlock the secrets of sophisticated investment strategies with our guest, Jose Luis Gonzalez Pastor, Managing Director at Neuburger Berman. In an era where market uncertainties l...
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30:22
2023 Bond Market Recap with Charlie Jamieson: Key Trends and Takeaways
Bond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the...
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33:21
Scaling to New Heights: The Growth of Managed Accounts with Mike Martel
In this episode, we delve into the ever-changing landscape of Managed Accounts. Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insight...
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31:46
Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
What does it take to invest in the stocks that no one else wants? For Suhas Nayak, separating fact from opinion is key to finding value where the market sees none. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund ma...
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21:09
Natural Capital: Investing in Australian Agriculture with Steve Jarrott
In this re-release of our most downloaded episode, Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture again...
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26:11
Rethinking Returns: The Power of Royalty Investments with Samuel Mann
In this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages hi...
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40:39
How platforms can streamline quality of advice amid ongoing changes
In this episode, originally featured on The IFA Show podcast, Praemium's Chief Strategy Officer, Denis Orrock, dives into the evolution of wealth management and administration platforms. Denis discusses the Quality of Advice Review (QAR) and it...
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17:14
Key Market Drivers for FY24 & Beyond
In the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key mark...
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57:01
Building Resilient ESG Portfolios
Delving into the compelling domain of sustainable investing, Praemium's insightful podcast episode presents a vibrant dialogue on ESG investing, extracted from our recent in-depth webinar. The conversation is steered by Damian Cilmi, Praemium's...
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59:30
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
In this insightful podcast episode from our practice management podcast series, Advice Leaders, host Matt Van Dijk, General Manager at Praemium, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexi...
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36:40
Investing in Change: Driving Environmental Solutions with TT International
Join us for an insightful discussion with Andy Raikes, Co-portfolio Manager for TT International's Environmental Solutions Strategy. Discover how their solution strategy invests in companies solving environmental problems, the seven key environ...
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27:56
Decoding Challenging Market Conditions with Katie Hudson: Insights from over 200 CEOs
Prepare to navigate your way through today's unpredictable economic terrain with Katie Hudson of Yarra Capital as your guide. She shares her key findings from personal meetings with over 200 CEOs and pinpoints the challenges they face with cost...
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15:10
Embracing Equity in Financial Services
Celebrating International Women's Day 2023, we bring to you an enlightening conversation with industry veterans from our practice management podcast series, Advice Leaders. Samantha Hawkins, Praemium's Head of Sales for Southern Regions, en...
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27:28
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The Humble Investor: how humility drives success for Peter Bates of T. Rowe Price
In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter...
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31:57
More than bricks and mortar: commercial real estate in a post-COVID world
The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins ...
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22:53
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Market Volatility: The New Normal with Mark Landau
Praemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why t...
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20:39
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Energy Security, Decarbonisation, and Going Nuclear with James Stewart
Resources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors mi...
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33:43
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