Monday 18th September 2023
Andrew Lakeman from Atlantic House Group speaks with James Dunn at The Inside Network's Income & Defensive Assets Symposium in Sydney on defensive equity and the true nature of derivatives.
Joseph Ziller of Ziller Funds Management on why founder-led companies deliver 4% alpha, and the three-pillar process that identifies the best of them.
Shane Hurst from ClearBridge speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia. Shane explores how...
Joseph Ziller of Ziller Funds Management on why 90% of founder-led stocks are discarded, and what separates the top 10% that earn asymmetric returns.
Victor Mayer from Pantheon speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia, on private credit...
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
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...
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
