INSight #382 with Nick Miller from Fortitude Investment Partners
Nick Miller from Fortitude Investment Partners speaks to Lachlan Maddock from The Inside Network on what success in mid-market private equity looks like.
INSight
Friday 6th September 2024
Share
Three things make private assets work: INSight #483 with Christian Ryan from FinCap
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
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,...
The next big shift? INSight #482 with Christian Ryan from FinCap
Institutions already allocate between 20 and 40 percent to private assets but most private wealth clients sit at almost zero. Christian Ryan of FinCap makes...
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...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
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...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...