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Brilliant Investment Thinking by Advisers for Advisers.
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The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe sits with Nick Miller from Brisbane-based private equity purveyors Fortitude Investment Partners to discuss the rise of PE, its place in the private capital world and what investors should be wary of.

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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...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

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...

Core, satellite and sequencing risk | INSight #489 with Andrew Wielandt from DP Wealth Advisory

In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...

Investing in essential systems: INDepth with Nick Langley from ClearBridge

ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...

From startup to global ambition: INDepth with Daniel Chersky and Craig Schweighoffer

York Street Brands needed growth capital without giving up control. Alceon’s hybrid solution made both possible. PodcastSpotify...

Passive indexes, active deployment: INSight #488 with Daniel Kelly from Viola Private Wealth

Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...