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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Intergenerational Wealth Series: John Bongiorno from Alba Cheese

Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.

The great wealth handover: why advisers cannot afford to sit this one out

The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...