In this episode, Managing Partner Tim Whybourne catches up with Cameron Blanks, a managing director of Pacific Equity Partners, one of the leading and most active private equity managers in the country with over A$10 billion in Assets Under management. Cameron joined Pacific Equity Partners in 2002. Prior to joining PEP, Cameron spent three years with Bain & Company in Australia and North America. Previously, Cameron worked for seven years in the mining and construction industry in Australia, Asia and North America.

They discuss everything from how Cameron started his career, the different types of private equity in Australia and around the globe and the opportunity that has been presented for Australians in private equity.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

In this episode, Managing Partner Tim Whybourne catches up with two Wall Street stalwarts Jeff Schluze & Michael Testorf from Clearbridge Investments. Jeffrey is a Managing Director and the Head of Economic and Market Strategy at ClearBridge Investments overseeing capital market and economic research and contributing thought leadership on these topics to the institutional investor and financial advisor communities. Michael is a Portfolio Manager on the Global Growth Equity investment team and co-manages numerous global and international growth strategies. Clearbridge Investments manages over USD$187.9 million (as of 31/3/2024).

We talk about everything from clearbridges proprietary recession indicator tool, the anatomy of recession, through to why valuations are as scary as they might look and why investing at the top of the market can still return great results. We discuss the investment case for Emerging markets, Japan, the US and Europe and then explore one of Clearbridges latest equity strategies to be deployed into the Australian market in the Clearbridge Global Growth Strategy.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

In this episode, EWL Partner and Wealth Advisor Ryan Loehr, speaks with Gregg Taylor from Salter Brothers.

Gregg leads the equities investment team at Salter Brothers, a reputable Australian alternatives investment manager responsible for overseeing $3.5bn of assets for HNW investors and institutions.

We have known Gregg across various iterations of his career, which has seen him work across broking, investment banking and portfolio manager roles with leading institutions. Then building and successfully exiting a large media-tech business as well as a funds management business (Bombora) before joining Salter Brothers. In this episode, we dive into some of the key considerations for founders seeking the right investment partner; unpack some of the common challenges these high-growth businesses face; and discuss why the market for these companies has become attractively priced.

As active investors, finding value often requires a contrarian approach; and both small and pre-IPO businesses have recently lagged larger indices by a large margin. This episode is well suited to founders thinking about taking on a capital partner and key considerations; or investors wanting to understand some of the underappreciated opportunities in high-growth, emerging Australian companies.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.