The Exchange by EW&L Private Wealth

Craig Emanuel, Tim Whybourne, Ryan Loehr.
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As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially. 

  1. APR 27

    The World's Second Largest PE Firm on Why Europe and Asia Offer the Better Entry Point. Featuring Sueann Yeo (EQT)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Charles Troian sits down with Sueann Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world’s leading private markets investment firms.  Sueann shares insights into EQT’s investment philosophy and how the firm’s Nordic heritage of active ownership shapes its approach to building better businesses through operational improvement and long-term value creation. She also discusses the growing role of private wealth in private markets and how platforms such as EQT Nexus are expanding access to institutional-quality private equity strategies for individual investors.  The conversation explores the structural opportunities EQT sees across Europe and Asia, why complexity and fragmentation can create attractive investment opportunities, and how investors should think about incorporating private markets into long-term portfolio construction.  For investors seeking global diversification and exposure to private markets, this episode offers a thoughtful perspective on where opportunities may lie in the next phase of the asset class’s evolution. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    34 min

  2. APR 15

    The Washington Translator: PIMCO's Libby Cantrill on Iran, US Debt, and What Markets Keep Getting Wrong

    Let us know your thoughts, questions, and who you want to hear from next! EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street.  With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal.  In this conversation, Tim and Libby covered:  → Why markets consistently misread Washington's power structure  → The Iran conflict and what elevated oil prices mean for the US consumer   → America's $36 trillion debt problem and the 2033 inflection point nobody is talking about  → The 2026 midterms and the single variable that matters most to markets   → Why China's technological ambition is the underpriced geopolitical risk of our time  One of the most substantive macro conversations we've had on the show. Essential listening for anyone serious about understanding how policy shapes portfolios.  Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    43 min

  3. MAR 30

    What Makes Founder-led Companies Exceptional Investments? Featuring Lawrence Lam (Lumenary IM)

    Let us know your thoughts, questions, and who you want to hear from next! Can 'skin in the game' make a real difference for investors? Does Mark Zuckerburg regret not selling Facebook for $1Billion to Yahoo when he was only 22?  In today’s episode of The Exchange, Managing Partner Craig Emanuel sits down with Lawrence Lam, Founder of Lumenary Investment Management and Author of the book The Founder Effect: Three Pillars of Success in Founder-Led Companies. The book explores a simple but powerful question: Why do some companies led by their founders massively outperform markets, while others flame out spectacularly? Lawrence argues that founder-led businesses often possess unique advantages but only when certain traits are present.  Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    46 min

  4. MAR 19

    Powering the Future: Infrastructure, AI & the Next Wave of Private Markets with Adam Reisler (StepStone)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Charles Troian sits down with Adam Reisler, Partner in the Infrastructure and Real Assets team at StepStone Group, to explore how infrastructure has evolved from a niche institutional allocation into one of the fastest-growing asset classes in private markets. Adam reflects on how the opportunity set has expanded well beyond traditional assets such as toll roads and utilities into digital infrastructure, energy transition and the power systems required to support the global build-out of AI and data centres. He also shares how the asset class has matured over the past two decades and why infrastructure today offers a unique combination of defensive characteristics and structural growth. The conversation explores the rise of infrastructure secondaries, how investors gain access to high-quality assets that rarely come to market, and why deep data, manager relationships and disciplined underwriting are critical in navigating an increasingly complex private markets landscape. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    43 min

  5. MAR 9

    The Sherpa Model – Scaling, Succession & Strategic Private Equity with Mark Bryan (Pemba Capital Partners)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Ryan Loehr sits down with Mark Bryan, Managing Partner at Pemba Capital Partners, to explore what happens when deep capital markets experience meets hands-on private equity ownership. After two decades in listed markets - including leading research on IPOs for MYOB, ELMO, Whispir and ReadyTech - Mark shares why he moved into private equity and how that shift changed his view on value creation, leadership and long-term strategy. The conversation unpacks what separates true strategic partners from financial buyers, when founders should consider bringing in growth capital, and how private equity can help professionalise businesses through management depth, operational discipline and structured buy-and-build strategies. Mark also shares insights from Pemba and discusses how AI, sector focus and disciplined origination are shaping the next phase of mid-market investing in Australia. For founders and families navigating growth, institutional capital or long-term transition planning, this episode offers a grounded look at how to think about partnership, scale and strategic alignment. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    52 min

  6. FEB 26

    Exit Under Strength: Strategy, M&A & Building Long-Term Value with Dan Blair (LTV Partners)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Mitchell Finnen sits down with Dan Blair, Managing Director of LTV Partners, to unpack what business owners consistently get wrong about M&A, and why the exit process should actually begin years before you sell. Drawing on decades of experience across corporate strategy, investment banking, and advisory, Dan explains why owners must define what “good” looks like well in advance, how to build valuation through the earnings “flywheel,” and why most businesses leave money on the table by focusing on the transaction rather than the preparation. They discuss the differences between business brokers and strategic corporate finance processes, common pitfalls in the lower mid-market, the coming wave of “boomer business” transitions, and how disciplined preparation can materially change valuation outcomes. For founders, operators, and investors navigating growth, succession, or sale, this is a practical conversation on how to exit under strength - not desperation. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    45 min

  7. FEB 16

    Will Your Next Hire Be Digital or Human? The Power of Adopting AI in Your Business with Aaron Zamykal (Actualisation Group)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne is joined by Aaron Zamykal, Founder and CEO of Actualisation Group, one of Australia’s largest privately owned artificial intelligence firms. Together, they unpack what AI really is, what it isn’t, and cut through the noise to explain how business leaders can think practically about adopting AI within their organisations. The conversation spans common misconceptions, frequent implementation mistakes, and where AI is already delivering tangible value across operations, decision-making, and productivity. Aaron also explores the infrastructure underpinning the AI revolution, including the growing demand for computing power, data, and secure deployment, as well as the most relevant use cases for businesses today. Having begun his career as a financial planner before founding Actualisation more than a decade ago, Aaron shares how the firm has grown into a global operation with four offices worldwide and a team of more than 120 specialists. Actualisation now designs, trains, and deploys private AI factories and agentic AI teams for organisations looking to harness AI’s benefits securely and at scale. For founders and business leaders considering how (or whether) to implement AI, this episode offers a grounded, practical perspective on where to start and what matters most. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    1h 7m

  8. FEB 9

    The Investment Case for Bitcoin: How Monochrome is Democratising Access with Grayson McLeod (Monochrome)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange, Tim Whybourne sits down with Grayson McLeod, Chief Operating Officer at Monochrome, to discuss everything from why we need to think more deeply about the demand for Bitcoin (BTC), as the Australian economy does not necessarily present a need for us to invest in BTC, why Bitcoin is likely to move higher over the coming years, and the innovations that Monochrome is making to make it easier and more functional to invest into BTC. In his role, Grayson oversees the day-to-day operations of the firm’s exchange-traded funds. His focus spans the end-to-end mechanics of the products, including trading, custody, market maker oversight and managing the in-kind application and redemption process for direct Bitcoin transfers. With eight years of experience working in the Bitcoin space, Grayson brings hands-on insight into the operational challenges of running a regulated crypto investment product. He plays a key role in ensuring Monochrome’s products function seamlessly behind the scenes, bridging the gap between on-chain assets and traditional markets. Monochrome Disclaimer: The matters discussed in this episode are general in nature and do not take into account any person’s individual objectives. Past performance is not indicative of future performance.  No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented.  Please review the PDS and TMD (available at https://monochrome.au) and consult a financial adviser before deciding whether to acquire an interest in IBTC or IETH. Noting that investing in bitcoin or ethereum is volatile and extremely high risk. Disclaimer:  The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision.

    46 min
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About

As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially. 

Information

  • Creator
    Craig Emanuel, Tim Whybourne, Ryan Loehr.
  • Years Active
    2022 - 2026
  • Episodes
    107
  • Rating
    Clean
  • Copyright
    © 2026 The Exchange (by EWL Private Wealth)
  • Show Website
    The Exchange by EW&L Private Wealth

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