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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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Private credit secondary markets | INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building private markets allocations.

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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...

Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...

The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.

Private credit due diligence: INDepth with David Dix from Thinktank

Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...