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Brilliant Investment Thinking by Advisers for Advisers.
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Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap

Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two different things. In this episode, Christian Ryan OLY, founder and executive chair of FinCap, gets practical: what good portfolio construction looks like, the role of managed accounts and technology, and how to manage liquidity at the portfolio level. Plus, where private assets are heading over the next decade, whether they become a core allocation, and how the FinCap platform fits into this future.

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Founder-led investing with Joseph Ziller from Ziller Funds Management

Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...

Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...

Innovation and the future of HNW advice with Denis Orrock from Praemium

Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...

The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners

Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...

Elevated rates, strong income | INSight #496 with Lauren Ryan from Thinktank

Thinktank’s Lauren Ryan explains why elevated RBA cash rates are supporting a strong, reliable income stream from the firm’s pool of existing...

Digging into private credit: INSight #495 with Lauren Ryan from Thinktank

Thinktank ‘s Lauren Ryan outlines the key questions advisers should ask when evaluating a private credit investment, covering income stream sources, fund...

The conservative case for resilient yield | INDepth with Jonathon Pullin from Barwon Investment Partners

Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...