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Podcast

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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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The discipline of doubt with Invesco’s Andrew Hall

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...

The commercial property enigma with Bruce Wan from MaxCap Group

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...

The new captains of capital with Mike Wright from Lonsec

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...

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...