Fidante

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Channel • 5 Shows

Business

Business

Updated Monthly
Investing

Investing

Updated Monthly
Business News

Business News

Updated 16/10/2024
Investing

Investing

Updated 27/02/2023
Business News

Business News

Updated 08/09/2023

17/11/2025

Unlocking Alpha: The Future of Fidante

The latest episode of Finding Alpha is a special edition featuring Fidante’s own Vic Rodriguez and John O’Keefe. They discuss Fidante's origination and partnership strategies and share insights on how Fidante identifies, selects, and collaborates with top investment managers. This episode details the strategic thinking that drives Fidante’s growth, the importance of scale, and what sets Fidante's approach apart in today’s competitive landscape. Tune in for an insider’s perspective on building investment excellence and unlocking new opportunities.

17/11/2025

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13 min
16/10/2024

Successful active investing requires a deeper level of insight

Stock analysis involves more than just financial modelling. The insights gleaned from meeting with management teams, customers, suppliers and competitors provides context and colour into the quantitative factors that can drive share prices. A deeper understanding of a company’s strategy as well as site visits can bring unique insights into the practical realities of, for example, manufacturing and new innovations. WaveStone invest in Australian businesses with a global perspective so international travel brings a deeper level of knowledge of not only the company but the industry in which they operate. WaveStone Deputy Portfolio managers Kirsty Mackay-Fisher and Anthony Tan recently returned from research trips to the US and their learnings inform their investment decision making. In this episode, they share what they learned across sectors as diverse as healthcare, technology, logistics and gaming.

16/10/2024

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29 min
16/10/2025

Beyond the Forecast: How Climate Risk is Reshaping Australian Markets

Australia’s first National Climate Risk Assessment warns the future won’t look like the past. Komal Jalan, ESG Analyst at WaveStone Capital, joins Charlotte O’Meara to explore how physical climate risks, from bushfires to cyclones and heatwaves, are already affecting company valuations, revealing near-term financial impacts across sectors. They also discuss how investors can navigate these risks, and the opportunities emerging as regulatory reporting on climate exposure improves. Read WaveStone's report Here

16/10/2025

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12 min
14/11/2023

Expanding the Investable Universe with Alternatives

In our first episode, Sinéad Rafferty CFA, Senior Investment Specialist at Fidante, speaks to Matt O’Mara, a Partner at Apollo on the role that alternatives can play in portfolios, particularly in world of higher rates and higher correlation between publicly traded stocks and bonds.

14/11/2023

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24 min
11/12/2024

COP29 Reflections: Progress, Challenges, and the Path Ahead for ESG

In this episode Charlotte speaks to Nana Li, Head of Sustainability and Stewardship for Asia Pacific at Impax Asset Management, to reflect on COP29. Nana, who attended COP29 as both a delegate and speaker, shares insights on climate finance, net-zero commitments, carbon market standards, and the underrepresentation of women in Japan’s corporate leadership. They also explore biodiversity, physical climate risks, and the global shift toward sustainability, while examining the potential implications of U.S. election results on climate policies.

11/12/2024

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16 min
14/06/2023

Tackling ESG Challenges on the ground, with Cultiv8 and Zetifi

In this episode we hand over hosting duties to Tiffany Holland, Head of Partnerships at Cultiv8, as she sits down with Dan Winson founder at Zetifi, and James Niemeyer, a precision Ag. specialist who has adopted Zetifi's Technology, to discuss ESG considerations necessary for responsible and sustainable expansion.

14/06/2023

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14 min
27/05/2024

Beyond the Magnificent 7

The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which of the tech giants still represent good value, where the next AI winners will come from and where he is seeing opportunities in other sectors. We also discuss the other themes that investors should consider having in their portfolios and what is driving the pickup in M&A activity. As investors question whether the dominance of US equity markets can continue, this is an episode not to be missed.

27/05/2024

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22 min
16/06/2024

Exploiting the valuation gap

Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy. This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe with opportunities. In this episode, Jo talks about the global franchises that are attractive right now and why he thinks that China’s equity market is flashing green.

16/06/2024

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18 min
06/02/2024

Avoiding pitfalls in the small cap market

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood, Principal at Eiger Capital, has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

06/02/2024

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23 min
14/08/2024

The inside scoop on Commercial Real Estate

Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet performance moves in cycles and green shoots abound. Particularly for existing stock in quality locations purchased at attractive valuations. Elanor’s Head of Investments, David Burgess, joins Finding Alpha to share the geographies, sectors and assets that are looking compelling as well as the alternative investments on their radar.

14/08/2024

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18 min

Fidante is a global investment management business which forms long term alliances with best-in-class investment managers to provide investors access - across equity, fixed income, and alternative assets. IMPORTANT- Please remember these podcasts are informative and educational. They are not designed to provide financial advice, or as a recommendation to invest in the funds featured or discussed. Please seek independent financial advice before investing.

Website

Fidante

Top Shows

Unlocking Alpha: The Future of Fidante

Successful active investing requires a deeper level of insight

Beyond the Forecast: How Climate Risk is Reshaping Australian Markets

Expanding the Investable Universe with Alternatives

COP29 Reflections: Progress, Challenges, and the Path Ahead for ESG

Tackling ESG Challenges on the ground, with Cultiv8 and Zetifi

Beyond the Magnificent 7

Exploiting the valuation gap

Avoiding pitfalls in the small cap market

The inside scoop on Commercial Real Estate

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