42fc869e-ca62-55c7-9eaf-1bcba6b6e1e2Fri, 07 Aug 2026 01:22:31 +0000Captivate.fmThe Inside Networkhttps://artwork.captivate.fm/da342399-0250-49a3-9619-50870ba2ab24/INS-007-Brilliant-Investment-Thinkers-podcast-COVER.pngThe Inside NetworkThe Inside NetworkThis series sees The Inside Network sit down with professionals and expert thinkers from across the financial services industry to discuss the things that matter in every corner of the financial advice spectrum. From practice management, compliance and industry ructions to portfolio construction, investment and fintech, BITS gets to the heart of financial advice in Australia today.https://www.theinside.network/falseepisodicnopodcastValue traps and income conviction with Andrew Hamilton from Antares CapitalAustralian investors tend to underestimate the role dividends play in long-term returns. Antares Capital's Andrew Hamilton has spent more than two decades building income strategies around them. In this episode, Hamilton lays out why a rising yield is sometimes a warning sign rather than a buying opportunity, how franking credits transform the real value of equity income, and what keeps a concentrated income portfolio robust through market cycles. The conversation also covers the balance between durable income today and growth for tomorrow, and why the fundamentals of dividend investing have not changed across three decades.

]]>Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital's Andrew Hamilton has spent more than two decades building income strategies around them. In this episode, Hamilton lays out why a rising yield is sometimes a warning sign rather than a buying opportunity, how franking credits transform the real value of equity income, and what keeps a concentrated income portfolio robust through market cycles. The conversation also covers the balance between durable income today and growth for tomorrow, and why the fundamentals of dividend investing have not changed across three decades.

]]>81ff0bdb-2b35-43ed-aa72-09ad07500377Mon, 03 Aug 2026 09:00:00 +100037:53falsefull133331The illusion of diversification with Alison Savas from Orbis InvestmentsMany investors believe exposure to several managers makes them diversified. Orbis Investments' Alison Savas argues the reality is less comfortable. In this episode, Savas explains how passive investing has hardwired yesterday's winners into tomorrow's portfolios, why concentration in global equity indices is at 30-year highs, and why great businesses do not always make great investments. The conversation also covers where Orbis finds value in unloved corners of healthcare and software, the rotation already underway in AI-related names, and how advisers can add genuine diversification to a portfolio without leaving listed equities.   This podcast is for education and entertainment purposes, and is intended for industry professionals, financial advisers and wholesale investors. This podcast is not advice or a recommendation to buy or sell any security or to adopt any investment strategy. It has not taken into account any person’s financial circumstances, needs, or objectives. You should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. Past performance is not a reliable indicator of future performance. This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This does not prohibit the Orbis funds from dealing in the securities before or after this is published.]]>Many investors believe exposure to several managers makes them diversified. Orbis Investments' Alison Savas argues the reality is less comfortable. In this episode, Savas explains how passive investing has hardwired yesterday's winners into tomorrow's portfolios, why concentration in global equity indices is at 30-year highs, and why great businesses do not always make great investments. The conversation also covers where Orbis finds value in unloved corners of healthcare and software, the rotation already underway in AI-related names, and how advisers can add genuine diversification to a portfolio without leaving listed equities.   This podcast is for education and entertainment purposes, and is intended for industry professionals, financial advisers and wholesale investors. This podcast is not advice or a recommendation to buy or sell any security or to adopt any investment strategy. It has not taken into account any person’s financial circumstances, needs, or objectives. You should consider if it is relevant to your needs and read the relevant Product Disclosure Statement and Target Market Determination. Past performance is not a reliable indicator of future performance. This podcast represents Orbis' view at a point in time and provides reasoning on why Orbis has bought or sold a particular security for its funds. Orbis may take the opposite view from that stated, as facts or circumstances may change. This does not prohibit the Orbis funds from dealing in the securities before or after this is published.]]>b85af789-8a84-49d5-97f5-fdd98c1b77d6Wed, 29 Jul 2026 09:00:00 +100031:30falsefull132321Innovation and the future of HNW advice with Denis Orrock from PraemiumReturns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap between what advisers think they are being evaluated on and what clients actually decide on is wider than most practices realise. Praemium's Denis Orrock explores why a narrowly defined value proposition is losing clients to self-direction, why around 75 per cent of inheritors do not retain their parents' adviser, and what Praemium's acquisition of machine learning company Technotia says about where the HNW platform of the future is heading.

]]>Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap between what advisers think they are being evaluated on and what clients actually decide on is wider than most practices realise. Praemium's Denis Orrock explores why a narrowly defined value proposition is losing clients to self-direction, why around 75 per cent of inheritors do not retain their parents' adviser, and what Praemium's acquisition of machine learning company Technotia says about where the HNW platform of the future is heading.

]]>7b0a4b4e-8d17-40c0-9cb9-9201177e0f8cTue, 28 Jul 2026 09:00:00 +100026:42falsefull131311AI, momentum and small cap winners with Katie Hudson from Yarra Capital ManagementAustralian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term investors, that disruption may be creating opportunities as well as risk. Yarra Capital Management’s Katie Hudson examines where AI-related returns could emerge in the Australian market, why momentum can distort short-term valuations, and what the recent growth sell-off means for active investors. The discussion also explores how an experienced small-cap team separates structural winners from market noise, and why fundamental research matters when economic conditions, tax settings and investor expectations are all changing at once.

]]>Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term investors, that disruption may be creating opportunities as well as risk. Yarra Capital Management’s Katie Hudson examines where AI-related returns could emerge in the Australian market, why momentum can distort short-term valuations, and what the recent growth sell-off means for active investors. The discussion also explores how an experienced small-cap team separates structural winners from market noise, and why fundamental research matters when economic conditions, tax settings and investor expectations are all changing at once.

]]>0cb78ff0-61e1-46e5-b98b-b62d1a5f3a7eTue, 21 Jul 2026 09:00:00 +100028:33falsefull130301Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment ManagementAusbil Investment Management's Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for what longevity means across retirement, healthcare and markets. In this episode, Bucks talks about the opportunities arising from ageing populations, including hospice care and skilled nursing, and how AI is compressing timelines in drug development. He explains his process for finding niche leaders with high gross margins and positive earnings revisions in the $1 billion to $15 billion range, a space where the market is inefficient enough for active managers to make a real difference.

]]>Ausbil Investment Management's Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for what longevity means across retirement, healthcare and markets. In this episode, Bucks talks about the opportunities arising from ageing populations, including hospice care and skilled nursing, and how AI is compressing timelines in drug development. He explains his process for finding niche leaders with high gross margins and positive earnings revisions in the $1 billion to $15 billion range, a space where the market is inefficient enough for active managers to make a real difference.

]]>81ab8eb4-54da-492d-9892-8461320d7ee4Mon, 13 Jul 2026 09:00:00 +100001:00:05falsefull2929Founder-led investing with Joseph Ziller from Ziller Funds ManagementIs 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 Joseph Ziller from Ziller Funds Management covers how to assess founder quality beyond the financials, the red flags that disqualify an otherwise compelling business, what it takes to run a concentrated global portfolio with real conviction, and how to think about valuation when the best companies rarely look cheap.

]]>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 Joseph Ziller from Ziller Funds Management covers how to assess founder quality beyond the financials, the red flags that disqualify an otherwise compelling business, what it takes to run a concentrated global portfolio with real conviction, and how to think about valuation when the best companies rarely look cheap.

]]>2d825d38-663f-4f94-aedb-aaffc5a84695Tue, 07 Jul 2026 09:00:00 +100036:00falsefull128281Fixed income in focus with Jessica Tan from S&P Dow Jones IndicesWhat do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode gets into the construction and methodology behind the S&P/ASX iBoxx series and the iBoxx AUD Investment Grade Subordinated Debt Index, what current yield and duration data reveal, and why subordinated debt warrants its own lens. A data-driven conversation for investors who want to understand fixed income from the ground up.

]]>What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode gets into the construction and methodology behind the S&P/ASX iBoxx series and the iBoxx AUD Investment Grade Subordinated Debt Index, what current yield and duration data reveal, and why subordinated debt warrants its own lens. A data-driven conversation for investors who want to understand fixed income from the ground up.

]]>9e5b37aa-23fd-4a01-8507-df8600f00b3cMon, 29 Jun 2026 09:00:00 +100024:30falsefull127271Integrating private assets into modern portfolios with Christian Ryan OLY from FinCapPrivate markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two different things. In this episode, Christian Ryan OLY, founder and executive chair of FinCap, gets practical: what good portfolio construction looks like, the role of managed accounts and technology, and how to manage liquidity at the portfolio level. Plus, where private assets are heading over the next decade, whether they become a core allocation, and how the FinCap platform fits into this future.

]]>Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two different things. In this episode, Christian Ryan OLY, founder and executive chair of FinCap, gets practical: what good portfolio construction looks like, the role of managed accounts and technology, and how to manage liquidity at the portfolio level. Plus, where private assets are heading over the next decade, whether they become a core allocation, and how the FinCap platform fits into this future.

]]>2431d5c8-e411-4e26-ad45-3c283537d0f3Tue, 23 Jun 2026 09:00:00 +100031:26falsefull126261Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global XIn this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks, unpacking how each strategy captures distinct exposures and what that means in practice for portfolio building. Joined by Marc Jocum from Global X, the conversation covers the expansion of the S&P/ASX 200 GARP Index and S&P World Ex-Australia GARP index suite in Australia, the methodology behind balancing growth, quality and valuation signals, and how advisers are combining these strategies to express different style tilts in a simple, transparent way. Whether you are exploring factor-based allocations for the first time or looking to sharpen how you think about equity building blocks, this is a conversation worth your time.

]]>In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks, unpacking how each strategy captures distinct exposures and what that means in practice for portfolio building. Joined by Marc Jocum from Global X, the conversation covers the expansion of the S&P/ASX 200 GARP Index and S&P World Ex-Australia GARP index suite in Australia, the methodology behind balancing growth, quality and valuation signals, and how advisers are combining these strategies to express different style tilts in a simple, transparent way. Whether you are exploring factor-based allocations for the first time or looking to sharpen how you think about equity building blocks, this is a conversation worth your time.

]]>cbb17a27-76de-43e0-879a-0aad5c1621a0Mon, 01 Jun 2026 09:00:00 +100023:05falsefull125251Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc PartnersRoss Barry has watched Australia's largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that they should be investing more like family offices. In this episode, he draws on those learnings to make the case for Australian mid-market private equity, explaining why the opportunity set is deeper and more balanced than many investors assume. From the total portfolio approach to the real meaning of liquidity in evergreen structures, this is a thoughtful and experience-driven take on how wholesale investors should be thinking about private equity today.

]]>Ross Barry has watched Australia's largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that they should be investing more like family offices. In this episode, he draws on those learnings to make the case for Australian mid-market private equity, explaining why the opportunity set is deeper and more balanced than many investors assume. From the total portfolio approach to the real meaning of liquidity in evergreen structures, this is a thoughtful and experience-driven take on how wholesale investors should be thinking about private equity today.

]]>c826a305-343f-40c1-a38f-10dcc8cd7055Tue, 19 May 2026 09:00:00 +100028:25falsefull124241Global real estate: income and the contrarian case with David Kruth from DexusGlobal REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that neglect has created a genuine buying opportunity. As Portfolio Manager of the Dexus Global REIT Fund, Kruth walks through the fundamental metrics that make the asset class stand out right now, from rising income flows to the likely kicker of capital growth. He also unpacks where the real dispersion lies across sectors and geographies, and what a healthy allocation might look like for private wealth clients.

]]>Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that neglect has created a genuine buying opportunity. As Portfolio Manager of the Dexus Global REIT Fund, Kruth walks through the fundamental metrics that make the asset class stand out right now, from rising income flows to the likely kicker of capital growth. He also unpacks where the real dispersion lies across sectors and geographies, and what a healthy allocation might look like for private wealth clients.

]]>e43632a3-061a-410f-81ac-758e66bedfbaTue, 19 May 2026 09:00:00 +100030:04falsefull2323SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones IndicesIn this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal about active management outcomes in Australia. The discussion explains how SPIVA assesses benchmark-relative performance, how its method accounts for survivorship bias and like-for-like comparisons, and what the latest Australian results suggest across equities, A-REITs and bonds.

]]>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 about active management outcomes in Australia. The discussion explains how SPIVA assesses benchmark-relative performance, how its method accounts for survivorship bias and like-for-like comparisons, and what the latest Australian results suggest across equities, A-REITs and bonds.

]]>aadc8ed0-e6a3-4ada-b9e1-15a53b6a8888Tue, 12 May 2026 09:00:00 +100019:11falsefull2222The discipline of doubt with Invesco’s Andrew HallWhat if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into their process, using self-awareness, behavioural controls, and a short seller’s mindset to interrogate every idea. This episode examines compounders versus improvers, the behavioural pitfalls in decision making, and why process transparency remains critical for adviser conviction.

]]>What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into their process, using self-awareness, behavioural controls, and a short seller’s mindset to interrogate every idea. This episode examines compounders versus improvers, the behavioural pitfalls in decision making, and why process transparency remains critical for adviser conviction.

]]>cb90a7de-5f4b-40ae-a8e6-53997fd14210Mon, 27 Apr 2026 09:00:00 +100033:33falsefull121211Protecting capital in the next market regime with Chris Wallis from Vaughan NelsonIn a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new market regime. Moving beyond the dominant AI narrative, he highlights where markets may be mispricing both risk and opportunity, from private credit vulnerabilities to disruptions in enterprise software. The episode provides advisers with a framework for navigating uncertainty while identifying durable sources of return within global equities.

]]>In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new market regime. Moving beyond the dominant AI narrative, he highlights where markets may be mispricing both risk and opportunity, from private credit vulnerabilities to disruptions in enterprise software. The episode provides advisers with a framework for navigating uncertainty while identifying durable sources of return within global equities.

]]>1d5abc7b-5c03-4858-ab6a-67fd12e52eaaMon, 27 Apr 2026 09:00:00 +100024:43falsefull120201Defensive income for modern portfolios with Kazaur Rahman from Federated HermesIn this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations and market stress, investors are searching for reliable sources of income and diversification. This conversation examines trade finance as a potential solution, highlighting its low correlation profile, self-liquidating structure and disciplined risk framework. The discussion covers portfolio construction, liquidity design and governance, helping advisers understand where this strategy fits, whether as a diversifier, defensive allocation, or complement to traditional fixed income. [For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value.]

]]>In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations and market stress, investors are searching for reliable sources of income and diversification. This conversation examines trade finance as a potential solution, highlighting its low correlation profile, self-liquidating structure and disciplined risk framework. The discussion covers portfolio construction, liquidity design and governance, helping advisers understand where this strategy fits, whether as a diversifier, defensive allocation, or complement to traditional fixed income. [For general advice only and does not take account the objectives, financial situation or needs of investors. All investments contain risk and may lose value.]

]]>d2502f50-a297-459a-b414-27bee387ee68Tue, 14 Apr 2026 09:00:00 +100040:15falsefull119191Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds ManagementIn this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing divergence within Australian commercial property, the structural forces still supporting industrial, the more selective opportunities emerging in office and retail, and why advisers need to think in sector-specific rather than broad asset class terms. A major focus is medical property, where demographic change, tenant quality, lease design, and disciplined risk management are combining to make the sector an increasingly relevant consideration for client portfolios.

]]>In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing divergence within Australian commercial property, the structural forces still supporting industrial, the more selective opportunities emerging in office and retail, and why advisers need to think in sector-specific rather than broad asset class terms. A major focus is medical property, where demographic change, tenant quality, lease design, and disciplined risk management are combining to make the sector an increasingly relevant consideration for client portfolios.

]]>4314987a-faa6-457b-b52e-f352ac9bc31cMon, 16 Mar 2026 09:00:00 +100041:51falsefull118181Building wealth with commercial property with Chris Davitt and John Taylor from DexusIn 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 explore how quality real assets can provide income, inflation protection and diversification at a time when retirees face volatility, higher living costs and the disappearance of hybrids. The discussion spans the characteristics of strong properties, tax-deferred income, valuation cycles, and why replacement-cost dynamics are creating an attractive entry point. They also examine the 40-year track record of the Dexus Wholesale Australian Property Fund, its diversified tenant base and its consistent distribution history, offering advisers practical insight into where property fits in modern portfolios.

]]>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 explore how quality real assets can provide income, inflation protection and diversification at a time when retirees face volatility, higher living costs and the disappearance of hybrids. The discussion spans the characteristics of strong properties, tax-deferred income, valuation cycles, and why replacement-cost dynamics are creating an attractive entry point. They also examine the 40-year track record of the Dexus Wholesale Australian Property Fund, its diversified tenant base and its consistent distribution history, offering advisers practical insight into where property fits in modern portfolios.

]]>a330961b-94ef-4633-bb91-5e6f634cbac4Tue, 02 Dec 2025 09:00:00 +100030:00falsefull117171Unlocking real estate’s hidden gems with Julian Biggins from MA FinancialIn the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping portfolios. From the supply-constrained world of marinas and pubs to the fast-evolving landscape of retail centres and specialist disability housing, Biggins reveals why Australia’s current real estate environment is one of the strongest he’s seen in his career. With stable rates, elevated construction costs curbing future supply, and strong cash-yielding opportunities across niche sectors, advisors are discovering compelling pathways to uncorrelated, mid-teen returns backed by hard assets, and guided by MA Financial’s hands-on operational expertise.

]]>In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping portfolios. From the supply-constrained world of marinas and pubs to the fast-evolving landscape of retail centres and specialist disability housing, Biggins reveals why Australia’s current real estate environment is one of the strongest he’s seen in his career. With stable rates, elevated construction costs curbing future supply, and strong cash-yielding opportunities across niche sectors, advisors are discovering compelling pathways to uncorrelated, mid-teen returns backed by hard assets, and guided by MA Financial’s hands-on operational expertise.

]]>8b270e02-2023-43f9-a2b3-9be73bbc2282Tue, 25 Nov 2025 09:00:00 +100027:39falsefull116161Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller CapitalIn this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of credit secondaries. They cover this dynamic corner of the private markets, including how liquidity is provided to investors, the difference between GP-led and LP-led deals, and the evolution of diversification and transparency within this asset class.

]]>In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of credit secondaries. They cover this dynamic corner of the private markets, including how liquidity is provided to investors, the difference between GP-led and LP-led deals, and the evolution of diversification and transparency within this asset class.

]]>06078b35-3f35-4081-b98a-508f8f0141f1Wed, 15 Oct 2025 09:00:00 +100036:06falsefull115151Stability in a volatile world with Andrew McVeigh from RemaraIn this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with consistent cash flow and managed liquidity. They explore redemption design, SME lending, Australia’s deep securitisation market, manager alignment via first-loss risk retention, and why floating-rate exposures help reduce duration risk for advisers seeking steadier outcomes.

]]>In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with consistent cash flow and managed liquidity. They explore redemption design, SME lending, Australia’s deep securitisation market, manager alignment via first-loss risk retention, and why floating-rate exposures help reduce duration risk for advisers seeking steadier outcomes.

]]>6222a5b8-fe88-45a2-89a0-a248357659daWed, 15 Oct 2025 09:00:00 +100034:03falsefull114141The rise of private equity secondaries with Charlotte MorrisIn this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to portfolio construction, and why the mid-market offers compelling growth with less reliance on leverage. They cover where private equity fits for advisers, sector tilts to healthcare and technology, and how evergreen semi-liquid structures are opening access to this asset class for a wider investor base.

]]>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 portfolio construction, and why the mid-market offers compelling growth with less reliance on leverage. They cover where private equity fits for advisers, sector tilts to healthcare and technology, and how evergreen semi-liquid structures are opening access to this asset class for a wider investor base.

]]>e26215da-b033-4777-90bb-f1091232700eWed, 24 Sep 2025 09:00:00 +100029:23falsefull113131Real returns from real assets with John Taylor from DexusJohn Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He argues that structural shifts - in demographics, energy, and data infrastructure - are redefining what makes a property valuable, and explains how opportunistic investing can turn dislocated assets into high-performing solutions. From logistics and residential to thematic redevelopment, Taylor lays out a blueprint for navigating real assets with thematic clarity and executional edge.

]]>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 argues that structural shifts - in demographics, energy, and data infrastructure - are redefining what makes a property valuable, and explains how opportunistic investing can turn dislocated assets into high-performing solutions. From logistics and residential to thematic redevelopment, Taylor lays out a blueprint for navigating real assets with thematic clarity and executional edge.

]]>2738308d-09a2-4f1f-882a-61d6784680eeTue, 15 Jul 2025 09:00:00 +100037:56falsefull112121The commercial property enigma with Bruce Wan from MaxCap GroupThe commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche area that brings in both arms of private capital – equity and debt – which puts expertise at a premium. Tahn Sharpe talks to Bruce Wan from commercial property experts MaxCap Group to discuss the challenges and opportunities in this critical alternative sector.

]]>The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche area that brings in both arms of private capital – equity and debt – which puts expertise at a premium. Tahn Sharpe talks to Bruce Wan from commercial property experts MaxCap Group to discuss the challenges and opportunities in this critical alternative sector.

]]>9636932a-5e8d-4002-acb4-8822f62854deFri, 07 Feb 2025 09:00:00 +100021:40falsefull111111Risk and reward in alternative real estate with Tom Patrick from Barwon Investment PartnersIn this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been one of the best performing commercial property sectors over the last 15 years, its resilience against the office downturn, and the tailwinds that are set to drive it higher.

]]>In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been one of the best performing commercial property sectors over the last 15 years, its resilience against the office downturn, and the tailwinds that are set to drive it higher.

]]>825332fd-4d4c-4cb4-a2c5-244818a1b24eThu, 16 Jan 2025 09:00:00 +100020:51falsefull110101The PE puzzle with Nick Miller from Fortitude Investment PartnersPrivate 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.

]]>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.

]]>b093db22-fc83-4d47-b7a6-43e85de99999Mon, 14 Oct 2024 09:00:00 +100017:21falsefull1991Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset ManagementLachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad. 

]]>Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad. 

]]>a9182a6c-3ad9-4996-87ac-fec401bcbb73Mon, 29 Jul 2024 09:00:00 +100016:11falsefull88The new captains of capital with Mike Wright from LonsecLonsec 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 investment landscape and how the “new captains of capital” are wielding their influence

]]>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 investment landscape and how the “new captains of capital” are wielding their influence

]]>e98280ec-e608-4608-9573-0cece87d6f7bMon, 22 Jul 2024 09:00:00 +100029:12falsefull1771The future of listed infrastructure with ClearBridge Investments portfolio manager Nick LangleyLachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero transition.

]]>Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero transition.

]]>c227f2f4-94f1-472a-b518-ff8fef8a1022Mon, 08 Jan 2024 09:00:00 +100021:09falsefull1661Advicetech attraction with Pete Worn from Finura GroupRespected advice technology expert, Finura Group's Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn't, and where did I put my password?

]]>Respected advice technology expert, Finura Group's Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn't, and where did I put my password?

]]>a8e5b76d-18e6-43f0-b539-103bcb8e1a2fWed, 11 Oct 2023 09:00:00 +100030:43falsefull1551Advice pricing paradigms with Rob Jones from Peloton PartnersTahn Sharpe and Peloton Partners' Rob Jones get together to talk about the vexed issue of pricing in financial advice; who's getting it right, how should it be done and how to explain it to your clients. 

]]>Tahn Sharpe and Peloton Partners' Rob Jones get together to talk about the vexed issue of pricing in financial advice; who's getting it right, how should it be done and how to explain it to your clients. 

]]>a436fc82-6bae-49ee-822e-04b0e2218a3fWed, 11 Oct 2023 09:00:00 +100023:54falsefull1441Super fund benchmarking with Ian Fryer from Chant WestLachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and more. 

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

]]>41da1e99-711d-4edf-8172-ace125e96d0cWed, 11 Oct 2023 09:00:00 +100027:16falsefull1331Investment dynamism with Paul Saliba from SQM ResearchTahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape. 

]]>Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape. 

]]>40cc857e-3840-4043-ae7f-6d6b4ebaa558Wed, 11 Oct 2023 09:00:00 +100029:40falsefull1221Compliance matters with Sean Graham from Assured SupportTahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.  

]]>Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.  

]]>14ec52c1-c705-418e-8eb2-2f5de0b30785Sun, 24 Sep 2023 09:00:00 +100033:09falsefull1111