Capital Conversations

Capital Outcomes & Stephen Robertson

Capital Outcomes brings a brand-new podcast series to the financial services industry: Capital Conversations - highlighting discussions uncovering the secrets behind successful wealth and asset management businesses. Sitting down with the industry’s leading minds, the first five podcasts, hosted by highly respected investment consultant, Stephen Robertson, will delve into the nitty gritty of capital raising, asset gathering and sales. As Stephen describes it, “(Capital Conversations) is not about the Alpha of investing, it’s about the Alpha of business.”

Episodes

  1. Turning initiative into capital momentum with Sheridan Lee

    May 28

    Turning initiative into capital momentum with Sheridan Lee

    Listen to the latest episode of Capital Conversations and hear Sheridan Lee, founder of Shed Enterprises, share the secrets behind three decades of transformational capital raising. Starting her career as a journalist and editor at Super Review and Personal Investor, Sheridan built a little black book of industry contacts that would eventually pull her into the world of funds management sales. As a pioneer of third-party distribution in Australia, Sheridan has been instrumental in introducing some of the world's most iconic investment managers to the Australian market, from Bridgewater's Ray Dalio to Coolabah Capital's Chris Joye. Sitting down with host Steve Robertson, Sheridan unpacks the art and science of building a business from a phone booth and selling to the who's who of global funds management, sharing her insights on: 1. The power of genuine curiosity 2. Pitching yourself before you pitch your client 3. Navigating the institutional market 4. Celebrating the wins and bouncing back from rejection

    31 min
  2. The building blocks of credibility and influence with Dale Holmes

    May 14

    The building blocks of credibility and influence with Dale Holmes

    Press play on the latest episode of Capital Conversations and hear Spire Capital partner, Dale Holmes, reveal the fundamentals of capital-raising relationships, credibility, and influence. Leaving the industry to join the AFL’s national executive team and become the CEO of the Greater Western Sydney Giants, Dale rejoined the world of finance post GFC. As a founding member of the private investment specialist firm, Spire Capital, Dale was essential in raising the companies FUM from $50 million to $2.7 billion. Alongside our host Steve Robterson, Dale dives into the investor mindset and shares his insights on: 1.     Building a business philosophy 2.     Tapping into your network 3.     Professional consistency 4.    turning prospects into clients

    35 min
  3. The capital-raising keys to unlocking opportunities with Felicity Walsh

    May 3

    The capital-raising keys to unlocking opportunities with Felicity Walsh

    Tune in as Felicity Walsh, Managing Director of Australia & NZ at Franklin Templeton, unpacks her decision to step off the traditional career path and spill the insights she gained from outside the box. With over 20 years' experience, Felicity now looks after one of the world’s top investment management firms in Australia & NZ. With roles across actuarial consulting, institutional investing, and alternatives, Felicity has played a major role in expanding Franklin Templeton’s operations, particularly their push into private markets.  Discussing her degree in Chemistry, moving to Australia from the UK, and unexpectedly joining a funds management team, Felicity details the capital-raising keys essential to unlocking growth opportunities in the wealth management industry. Alongside our host, Steve Robertson, she emphasises: 1.     The benefits of a (loose) plan. 2.     How transferable skills matter more than titles. 3.     How curiosity, listening, and preparation create opportunities. 4.    The importance of continuous learning.

    30 min
  4. The subtle strategies of capital-raising sales with Mark Burgess

    Apr 15

    The subtle strategies of capital-raising sales with Mark Burgess

    In this episode, Stephen and Mark Burgess, Magellan’s head of distribution, discuss the nuances of the capital-raising marketing tactics that grew Magellan into the company it is today. Drawing on his career, Mark talks about cultivated luck and disciplinary processes that have underpinned standout sales results. Alongside Stephen, Mark presents the complexities of the funds and wealth management industry, sharing his insights on: 1. When (and when not) to say yes to opportunities 2. Earning trust as a brand 3. When to leave a good thing behind 4. Capitalising on your luck

    35 min
  5. Building a business from the ground up with Adrian Whittingham

    Apr 1

    Building a business from the ground up with Adrian Whittingham

    Listen in as Stephen probes Adrian Whittingham on the secret ingredients behind building a business from the ground up. Adrian was intimately involved in the establishment and growth of Pinnacle Investment Management Group Limited (ASX:PNI) at a board and operational level. Adrian has held senior positions in a number of businesses including Zurich Investment Management and these positions included serving as an Executive Director, Head of International and Head of Distribution, across a number of high growth investment firms over the course of 30 years.  With an untraditional career path, Adrian offers unparalleled insight into the complexities of the funds and wealth management industry. Together with Stephen Robertson, the two unpack: 1.      The importance of exploring your interests, 2.      Asking for business and creating opportunities, 3.      Cutting through the Veneer of the industry, 4.      Continuous learning and; 5.      Strategies of persistence, resilience, and grit.

    33 min
  • 5 Episodes

About

Capital Outcomes brings a brand-new podcast series to the financial services industry: Capital Conversations - highlighting discussions uncovering the secrets behind successful wealth and asset management businesses. Sitting down with the industry’s leading minds, the first five podcasts, hosted by highly respected investment consultant, Stephen Robertson, will delve into the nitty gritty of capital raising, asset gathering and sales. As Stephen describes it, “(Capital Conversations) is not about the Alpha of investing, it’s about the Alpha of business.”

Information

You Might Also Like