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 Perry Cross and Tom Ray, Co-Founders of Accessible Homes Australia, to explore one of the most overlooked corners of Australian social infrastructure, specialist disability accommodation. Perry sustained a spinal cord injury at 19 and spent decades in a system that wasn't built for him. Today he lives independently in a purpose-designed, voice-activated ap...
Jul 20
38 min
Let us know your thoughts, questions, and who you want to hear from next! 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 with Christine Fleer and Rebecca Zwier of Arnold Bloch Leibler, the firm behind 40% of Australia's AFR Rich List, to talk about what exit-ready actually looks like. The short versi...
Jul 6
47 min
Let us know your thoughts, questions, and who you want to hear from next! 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-tier US venture managers and transformative private companies. Jonathan brings more than twenty years of experience across Goldman Sachs, Credit Suisse, and the Victor Smorgon Group,...
Jun 23
51 min
Let us know your thoughts, questions, and who you want to hear from next! 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. With 30 years in the industry, beginning at Macquarie Bank before a management buyout formed Roc Partners in 2014, Michael brings a rare depth of perspective on how the asset cla...
Jun 22
44 min
Let us know your thoughts, questions, and who you want to hear from next! 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. Tim Whybourne, CFA sits down with estate planning lawyer Rachael Rofe for a candid hour on intergenerational wealth transfer, tax strategy, and structured giving. Rachael spent a decade leading Australia's l...
Jun 8
44 min
Let us know your thoughts, questions, and who you want to hear from next! 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 forces shaping the next decade of investing. Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key indicators across the U.S. economy to identify shifts in recession risk and market conditions. To...
May 25
49 min
Let us know your thoughts, questions, and who you want to hear from next! 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 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolera...
May 11
49 min
Let us know your thoughts, questions, and who you want to hear from next! 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 firms. Sueann shares insights into EQT’s investment philosophy and how the firm’s Nordic heritage of active ownership shapes its approach to building better businesses through operation...
Apr 27
34 min
Let us know your thoughts, questions, and who you want to hear from next! 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 and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal. In this conversation, Tim and Libby covered: → Why mar...
Apr 15
43 min
Let us know your thoughts, questions, and who you want to hear from next! 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 with Lawrence Lam, Founder of Lumenary Investment Management and Author of the book The Founder Effect: Three Pillars of Success in Founder-Led Companies. The book explores a simple but ...
Mar 30
46 min
Load more