INSight #269 with Mick Wright-Smith from Epsilon Direct Lending
Mick Wright-Smith from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on opportunities growing in direct lending.
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Wednesday 12th July 2023
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Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
INSight #463 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on misconceptions about outsourcing.
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
INSight #460 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on the biggest opportunity that outsourcing...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
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...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Advice pricing paradigms with Rob Jones from Peloton Partners
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...