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コンテンツは Inside the Rope with David Clark and David Clark によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Inside the Rope with David Clark and David Clark またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Ep 159: Urs Wietlisbach - Private equity the new traditional asset class?
Manage episode 388912229 series 1523047
コンテンツは Inside the Rope with David Clark and David Clark によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Inside the Rope with David Clark and David Clark またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In the podcast episode "Inside the Rope" hosted by David Clark with Urs Wietlisbach, a co-founder of Partners Group a leading global private markets firm that since 1996, has invested over USD 200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of their clients globally. The episode delves into the global impact and investment strategies of Partners Group, emphasising the importance of diversification and effective management in the realm of private investments. Urs shares his views on private equity, liquidity, and current market trends, offering a fresh perspective of the current financial landscape. A significant portion of the conversation is dedicated to Urs's family's dedication to philanthropy, particularly their active participation in the Giving Pledge. This aspect highlights the family's commitment to social responsibility and their approach to leveraging their wealth for broader societal benefit. The episode also explores the concept of impact investments, which Urs believes can achieve social good while ensuring strong financial returns. This discussion reflects Urs's holistic approach to business, where financial success and social responsibility are not mutually exclusive but rather complementary objectives.
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189 つのエピソード
Manage episode 388912229 series 1523047
コンテンツは Inside the Rope with David Clark and David Clark によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Inside the Rope with David Clark and David Clark またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In the podcast episode "Inside the Rope" hosted by David Clark with Urs Wietlisbach, a co-founder of Partners Group a leading global private markets firm that since 1996, has invested over USD 200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of their clients globally. The episode delves into the global impact and investment strategies of Partners Group, emphasising the importance of diversification and effective management in the realm of private investments. Urs shares his views on private equity, liquidity, and current market trends, offering a fresh perspective of the current financial landscape. A significant portion of the conversation is dedicated to Urs's family's dedication to philanthropy, particularly their active participation in the Giving Pledge. This aspect highlights the family's commitment to social responsibility and their approach to leveraging their wealth for broader societal benefit. The episode also explores the concept of impact investments, which Urs believes can achieve social good while ensuring strong financial returns. This discussion reflects Urs's holistic approach to business, where financial success and social responsibility are not mutually exclusive but rather complementary objectives.
…
continue reading
189 つのエピソード
すべてのエピソード
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Inside the Rope with David Clark
1 Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy 47:41
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47:41Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow from Working Minds, a renowned psychologist specialising in the transition and succession of wealth for high-profile families in Australia and New Zealand. Discover how successful families navigate challenges beyond financial capital, fostering meaningful relationships and connections as their true legacy. From overcoming wealth-related conflicts to starting crucial conversations early, Evana shares powerful insights from her 25+ years of experience. Learn how to shift the focus from mere legal documents to a holistic approach that ensures a resilient and harmonious future for generations. Whether you're managing significant wealth or just beginning the estate planning journey, this episode provides actionable tips to align your family’s purpose with long-term success.…
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Inside the Rope with David Clark
1 Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing 50:14
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50:14In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family office to external investors. Discover the rationale behind this transformative move, how it shapes their investment strategy, and what it means for both the family and outside participants. From their thematic investment approach in areas like gold and US property to their forward-thinking embrace of impact investing and philanthropy, Peter shares invaluable insights into navigating complexity and maintaining harmony across generations. Join us for a captivating conversation that delves into family legacy, bold strategies, and the ever-evolving landscape of wealth management. Whether you're curious about the inner workings of a family office or looking for investment inspiration, this episode is one you won't want to miss.…
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Inside the Rope with David Clark
1 Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective 44:53
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44:53David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an insider’s perspective on the Collective’s unique approach to balancing financial returns with social impact across sectors like education, healthcare, and climate transition. Discover how they’re reshaping philanthropy, scaling investments in renewable energy, bridging the digital divide through broadband expansion, and exploring alternative investments like sports franchises. Learn the lessons smaller family offices and high-net-worth individuals can take from Emerson’s model, how they identify transformative organizations, and their forward-thinking vision for energy infrastructure and connectivity in a rapidly evolving world.…
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Inside the Rope with David Clark
1 Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution 40:56
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40:56Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms’ journey is nothing short of inspiring. Discover how Armina leverages cutting-edge AI technology to revolutionise investment research, creating a competitive edge in identifying market opportunities. Learn about her unique philosophy of investing during strategic corporate shifts, her reflections on ESG investing, and the bold vision she has for Minotaur Capital's future. This episode offers a rare glimpse into the intersection of technology, innovation, and investing. 📌 Highlights: * From Wentworthville to Wall Street: Armina’s extraordinary career path. * The founding of Minotaur Capital and its groundbreaking AI tool, Taurient. * Insights into sustainable investing and redefining fund management.…
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Inside the Rope with David Clark
1 Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times 43:17
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43:17David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financial landscape. Known for his sharp insights and global investment acumen, John unpacks why markets seem irrational today. From the rollercoaster impact of Trump-era policies to the rise of speculative trades like GameStop and Bitcoin miners, this conversation dives deep into the forces shaping global financial trends. A mix of wisdom, strategy, and a touch of humor. Don’t miss out on John’s candid take on navigating uncertainty, managing risk, and positioning for long-term success.…
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Inside the Rope with David Clark
1 Ep 183: Frank Danieli - Navigating the Private Credit Boom 38:20
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38:20Join David Clark on Inside the Rope as he speaks with Frank Danieli, Head of Credit Investment and Lending at MA Financial Group. In this episode, they delve into the Australian private credit and debt market, addressing concerns about potential bubbles and exploring the unique investment opportunities in low-risk, low-volatility portfolios. Frank also sheds light on the MA Priority Income Fund, offering insight into asset-backed lending and specialised finance areas, which promise robust returns. Tune in for a comprehensive look at modern private credit strategies and how they fit into today's investment landscape.…
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Inside the Rope with David Clark
1 Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm 39:21
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39:21This podcast episode from "Inside the Rope" features an in-depth conversation with Manny Pohl, a South African-born investment professional who transitioned to Australia and became a key figure in fund management, including building the firms Hyperion and ECP Asset Management. Manny reflects on the importance of humility, teamwork, and building a business for the long term. ECP boasts a return since inception (July 2012) of 13% p.a. to 30 Sep 2024 compared to the market’s 10% p.a. This engaging discussion offers a mix of personal anecdotes, insights on fund management, and practical advice for investors navigating wealth management.…
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Inside the Rope with David Clark
1 Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital 41:13
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41:13In this episode of Inside the Rope, David interviews Dafina Toncheva, a general partner at the US-based venture capital firm, USVP. Dafina shares her inspiring journey from growing up in Communist Bulgaria to earning a scholarship to Harvard and completing her MBA at Stanford. Now a prominent figure in venture capital, Dafina discusses USVP's history, including its success in managing 12 funds, 11 of which have been profitable. She highlights USVP’s impressive track record, which includes 93 IPOs and over 100 M&A transactions. Dafina explains her investment focus on early-stage companies, particularly in software, cybersecurity, and digital health. She recounts her early success at Venrock, where she led the first institutional investment in Cloudflare, now a multi-billion dollar company. Despite the initial skepticism from other investors, Dafina's persistence paid off, making Cloudflare Venrock’s most profitable investment. Throughout the podcast, Dafina reflects on her unique perspective shaped by her upbringing, her views on the importance of meritocracy, and her belief in free markets. She also discusses USVP's disciplined approach to early-stage investments and their commitment to liquidity for investors.…
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Inside the Rope with David Clark
1 Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained 35:17
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35:17In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack of hedging options available. Michael covers Context Capital’s investment strategy, which focuses on convertible bonds, a hybrid asset that sits between debt and equity. Michael explains how the firm manages $2.7 billion while producing an average return of over 12% per year since inception, reducing risk through strategies like shorting equities. Michael also shares lessons from his restaurant ventures, drawing comparisons between running a restaurant and an investment firm. He highlights the importance of preparation and teamwork in both fields. Finally Michael highlights his views on future opportunities in convertible markets and how some investors view the strategy as being able to offer equity-like returns with historically less risk.…
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Inside the Rope with David Clark
1 Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo 1:02:32
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1:02:32In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business. The conversation covers important lessons for wealth management, such as managing risk, debt, and investment in seasonal businesses. Jim explains how he transitioned from a land surveyor at BHP to developing Jamberoo Action Park after exploring different ventures, including dairy farming and real estate. Jim’s entrepreneurial spirit and resilience were pivotal in weathering financial challenges and industry fluctuations. He speaks about the risks of debt during tough times, like droughts and economic downturns, and the importance of thorough research before committing to new investments. The episode also touches on the value of continuous learning and adapting in business, as Jim recalls lessons from major theme parks in the U.S., which helped him improve safety and operational standards at Jamberoo.…
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Inside the Rope with David Clark
1 Ep 178: Damian Chaparro - Balancing the Ledger: Integrating Financial Success with Personal Wellness 48:04
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48:04In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Damian Chaparro, the founder of Aro Ha, a wellness retreat in New Zealand. The episode explores the intersection of health and wealth, highlighting how wealth encompasses a sound body and mind. Damian shares his journey from IT consultant to wellness architect, driven by a desire for purpose and holistic living. Damian discusses the creation of Aro Ha, a retreat that embodies a complete approach to well-being, integrating physical health, mental wellness, and sustainable living practices. David and Damian explore the challenges of modern life, such as the impact of technology on wellness, and the importance of balancing financial success with personal health. Damian emphasises the value of experiences that foster inner well-being, encouraging listeners to consider wellness as an integral part of wealth & health management.…
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Inside the Rope with David Clark
1 Ep 177: Paul Francis - Investing in elite performance 1:07:04
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1:07:04This podcast episode of Inside the Rope features a conversation between David Clark, and Paul Francis, a sports science expert and early-stage sports science investor. Paul has an impressive career background, having held senior positions at Adidas and Nike, and worked as a performance advisor to NFL teams such as the Miami Dolphins and Atlanta Falcons. He has also collaborated closely with elite athletes like Michael Jordan, LeBron James, and Lionel Messi. The discussion delves into the influence of sports science on the commercial aspects of sport, fitness, and wellness. Paul shares insights into his career journey, which began in sports science and evolved into consulting and leadership roles in major sports brands. They explore how performance under pressure differentiates great athletes and how this concept applies across various fields, including investment management. The conversation also covers Paul’s latest venture, FC 32, a platform focused on placing athletes at the centre of football club ownership and investment. The platform aims to align the development of athletes with the investment goals of stakeholders, providing a novel approach to football ownership by prioritising the player asset class over the traditional club-centric model. Additionally, they discuss the growing role of data in sports, the importance of understanding the right metrics, and the potential impact of recent changes in college sports regulations on the global sports landscape. The podcast ends with Paul highlighting the importance of strategic investment in health and eSports as emerging opportunities and advocating for the charity Saint Vincent de Paul for its work with the homeless in Australia.…
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Inside the Rope with David Clark
1 Ep 176: Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights 1:06:24
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1:06:24In this special live event episode recorded in Melbourne, Inside The Rope celebrates a milestone with its 176th episode, marking the second live event in honor of 175 episodes. The event features an impressive lineup of guests from the world of finance and investment, each bringing their unique insights and experiences to the table. Guest Speakers: Michael Lukin, CFA: Group Managing Partner of Roc Partners, Michael Lukin shares his journey from the management buy-out of Macquarie Group’s private markets business to leading client relationships and investment activities across various markets. He provides a deep dive into his experience managing major investments, including companies like StoneAxe and Australia’s Oyster Coast. Peter Cooper: The Chief Investment Officer and founder of Cooper Investors, Peter Cooper, brings over 30 years of investment management experience to the stage. He discusses the VoF investment philosophy he developed, which has been instrumental in the success of Cooper Investors across both domestic and international strategies. Samar Mcheileh: Managing Partner at Scale, Samar Mcheileh shares her passion for venture capital and her vision of transforming Scale into a fully-matured fund. Her experience in financial services, including her transformative work at JBWere and her active role in the Australian early-stage ecosystem, adds a dynamic perspective to the conversation.…
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Inside the Rope with David Clark
1 Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights 1:04:41
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1:04:41Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights by David Clark
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Inside the Rope with David Clark
1 Ep 174: Adrian Mackenzie - The power of partnership in private equity investments 50:57
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50:57In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused on the mid-sized market in Australia and New Zealand that boasts a remarkable internal rate of return. David highlights Adrian's notable career, including his tenure at CVC Capital Partners, where he was the youngest ever partner and board member. Adrian shares insights from his vast experience, including both successful investments as well as challenges, such as CVC’s investment in Nine Media Group. Adrian discusses his journey from Glasgow to London and New York, detailing his early career in investment banking and his eventual transition to private equity. He reflects on the evolution of the private equity industry and the strategies that have driven success at Five V. Adrian emphasises the importance of aligning with business owners and investing in companies with strong growth potential. The conversation delves into Five V's mid-market focus, targeting companies with earnings between $7-30 million and enterprise values ranging from $50-300 million. Adrian explains the firm's hands-on approach, collaborating closely with management teams to drive value and achieve growth. He also introduces the Horizons product, which offers investors access to mid-market private equity with quarterly liquidity, aiming to provide strong returns with greater flexibility. Adrian shares examples of portfolio companies, such as Sea to Summit and Biopak, and discusses the significant opportunities in the mid-market space driven by intergenerational wealth transfer.…
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