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. 17H AGO

    Markets, AI and the Anatomy of a Recession. Featuring Jeff Schulz (ClearBridge Investments)

    Let us know your thoughts, questions, and who you want to hear from next! In this episode of The Exchange by EW&L, Tim Whybourne sits down with Jeff Schulz, Head of Economic and Market Strategy at ClearBridge Investments, to discuss the forces shaping the next decade of investing. Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key indicators across the U.S. economy to identify shifts in recession risk and market conditions. Together, they explore whether the Federal Reserve’s cutting cycle is over, if elevated equity valuations are a warning sign or misunderstood, and whether the recent rotation in market leadership has staying power. They also discuss geopolitical tensions, energy security, and whether the world has enough energy infrastructure to support the AI revolution. The conversation also dives into the long-term implications of artificial intelligence, from its potential impact on unemployment and productivity to whether universal basic income could eventually become reality. This is a wide-ranging discussion on markets, macro-economics, AI, geopolitics and what the investment landscape could look like over the next 10 years. 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.

    50 min

  2. 17H AGO

    Why Australia's Mid-Market Is Private Equity's Best Kept Secret? Featuring Michael Lukin (Roc Partners)

    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 Michael Lukin, Partner at Roc Partners, to explore why the Australian mid-market remains one of the most compelling and undercapitalized opportunities in private equity today.  With 30 years in the industry, beginning at Macquarie Bank before a management buyout formed Roc Partners in 2014, Michael brings a rare depth of perspective on how the asset class has evolved. He breaks down why the $50 million to $1 billion segment of the Australian market is structurally underserved by capital, how private equity has shifted from financial engineering to genuine operational value creation, and which sectors are attracting the most conviction right now.  The conversation also covers Roc's Summit Fund, their evergreen vehicle built to give private wealth investors simpler, more flexible access to Australian mid-market private equity, and why buyout is better suited to that structure than venture capital.  If you've been thinking about how private equity fits into a long-term portfolio, this episode is a good place to start. 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.

    44 min

  3. MAY 11

    Australia's High Conviction Global Equity Manager on Why the Best AI Names Are Still Undervalued. Featuring Mark Arnold & Jason Orthman (Hyperion Asset Management)

    Let us know your thoughts, questions, and who you want to hear from next! EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers.  Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have.  In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications.  Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point.  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.

    49 min

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
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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
    110
  • Rating
    Clean
  • Copyright
    © 2026 The Exchange (by EWL Private Wealth)
  • Show Website
    The Exchange by EW&L Private Wealth

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