Financial Services Podcast Network Momentum Media

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth.
Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over face-to-face meetings – a trend that financial advisers must adapt to in order to remain relevant.
The pair discuss:
The changing preferences and evolving client expectations for advice across generations. The critical role of digital advice in addressing the advice gap, particularly for those with simpler needs or lower investable assets. How advice firms can increase profitability through strategic technology adoption.

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equity.

Listen as they discuss:
The appeal of real estate debt and equity funds. Possible returns generated by the asset class. Metrics’ upcoming real estate income fund. Which commercial building types are performing well. How Metrics works with developers to manage finance risks. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Metrics Master Income Trust and Metrics Income Opportunities Trust (the Trusts). Equity Trustees Limited (ACN 004 031 298, AFSL 240 975) is the Responsible Entity of the Metrics Direct Income Fund (Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This content has been prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics), the investment manager of the Trusts and Fund. For further information on the Trusts and Fund, please refer to the relevant PDS and Target Market Determination available at http://metrics.com.au .
The information provided is issued by The Trust Company (RE Services) Limited and Equity Trustees and has been prepared to provide you with general information only. In preparing this information, The Trust Company (RE Services) Limited and Equity Trustees did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither The Trust Company, Equity Trustees, Metrics nor any of their related parties, their employees or directors, provide any warranty of currency, accuracy, completeness or reliability in relation to such information or accept any liability to any person who relies on it. Neither The Trust Company, Equity Trustees nor Metrics guarantees repayment of capital or any particular rate of return from the Fund. Always consult a licensed and trustworthy professional before making a financial, taxation or legal decision. Past performance is not indicative of future performance. Return of capital may not be achieved. Income payments depend on the success of underlying investments and are at the responsible entity’s discretion.

In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private credit in this market environment.
Listen as they discuss:
The different segments of the global private credit market. Its new listed global private credit vehicle, launching this month. How global private credit can fit into an investment portfolio. Potential challenges in running a listed vehicle and how to navigate them. The distinct regulatory landscape for banking and lending in Australia.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes private equity portfolio manager at MLC Asset Management, Laura Hotaling, to delve into the intricacies of private equity investing, particularly in the Australian market.

Hotaling explains that private equity offers a unique value proposition to investors, providing an avenue for diversification beyond what the public markets can offer.
While the private equity landscape has not been immune to the challenges posed by the recent economic environment, Hotaling explains why she remains optimistic about the opportunities that lie ahead for private equity investors.
The pair discuss:
The significance of diversification across geography, sector, and strategy in portfolio construction. How co-investments allow for more targeted capital allocation while benefiting from lower fees and accelerated capital deployment. The recent slowdown in capital deployment and the adjustments in valuations.

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector.

They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent.
Listen as they discuss:
The need for more structural change within the taxation system to provide a meaningful impact. Why the headline-grabbing inflation predictions could be little more than a mirage. The missed opportunities to make a difference for advisers and clients.

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.

Listen as they discuss:
Setting up his own firm at 30. How behavioural finance informs his investment process. Why the cryptocurrency hype isn’t a Ponzi scheme. The problem with “actively passive” funds. Opportunities in small-cap equities.