Inside the rope with david clark public [search 0]
Best inside the rope with david clark podcasts we could find (Updated October 2019)Info
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In this show, David interviews some of the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a Director of CA Hill Financial Services and Clark Pacific Finance as well as being a founder of ZamBzee a software application development company.Any views expressed in this recording represent the perso ...
Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The Alium Market Neutral strategy is an alternate strategy that utilizes both long and short positions globally with a thematic based approach. Martin describes how his strategy operate ...…
Recently I toured Israel with Koda Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we visited a range of investee companies and spent time with economists, industry representatives, start-up incubators, academics and other investors in the fund. In this episode, we discuss the ...…
In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned to perform going forward. Ben has worked in the natural resource sector for over 15 years and founded Tribeca Global Natural Resources in 2015.By David Clark.
Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company.By David Clark.
Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in managing frontier debt with over $9 billion of investors’ money. The frontier market strategy has produced an annualised return of 8.6% since its inception in 2010. The fund identifies oppor ...…
Equity-like returns with debt like risk. Nelson Yuan of PIMCO discusses how they use their global footprint to find attractive opportunities in credit.By David Clark.
Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. We discuss a wide range of subjects including why the interest rate outlook is important for investors, the US/China trade tensions, Facebook’s new cryptocurrency “Libra” and what investors should be focusing on.By David Clark.
In this episode we chat to Tony Waters of QVG and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager of the QVG Opportunities Fund, Tony manages money for sophisticated clients and institutions. The fund returned 9.3% in FY19 and has grown by 55% since its inception in June 2017.…
In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment strategy, which focuses on public companies in Russia and the former USSR and which has led the fund to produce a compound annual growth rate of 25% p.a. since its launch in 1999. The firm manages US ...…
Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk about the double-digit returns the fund is earning by lending to mining companies. Prior to Tribeca, Haydn was formerly the Global Head of Macquarie Bank's Mining Finance Group.…
Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.By David Clark.
Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private Equity investors with more than US$80bn under management and over 1,000 employees spread across 19 countries. We discuss Partners Group’s Global Value ...…
With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.By David Clark.
I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.By David Clark.
Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.By David Clark.
Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.By David Clark.
Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.By David Clark.
Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Christopher is the founder of Coolabah Capital and is also a Contributing Editor to the Australian Financial Review.…
Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.By David Clark.
We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.By David Clark.
Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he has been able to provide great returns to investors through investing in Australian and Asian Companies.By David Clark.
Alphabet (Google), Facebook, Apple and Microsoft. These are some of the investments that Hamish and Magellan believe will provide great returns. Hamish takes us through his outlook and position. We also talk about Driverless Vehicles who is leading and how Tesla is or is not positioned in this space.…
Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.By David Clark.
Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Portfolio Manager at the Tribeca Global Natural Resources fund that seeks to return 15-20%p.a to investors through investing in natural resources.By David Clark.
The growth of Exchange Traded Funds over the last 10 years post the GFC has been phenomenal. Ilan takes us through a crash course in ETF's and explains why they have become so popular.By David Clark.
We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are uncorrelated to traditional assets.By David Clark.
Liquidity events are a major fork in the road. Paul Heath draws on his experience as CEO of Koda and previously JB Were to discuss the do's and don'ts of managing liquidity events.By David Clark.
As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bonds to create a risk premium greater than similar non-correlated assets.By David Clark.
Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technologies changing the world.By David Clark.
Inside the Rope with David Clark
We discuss with Dan How Solus invests in event driven, and special situations to create a strategy that has provided an annual return of 12.71% over the last 5 years with low volatility and low correlation to traditional asset classes such as shares.By David Clark.
As a world leader in Impact Investing, Michael talks to us about the growing trend of investing for the dual purpose of profit and social benefit.By David Clark.
We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.By David Clark.
We discuss investing in the private debt provided to medium sized business and how the big banks exiting this market has created an opportunity for investors provided they get their credit analysis right and of course have a good loan agreement. The strategy is expected to produce more than 12% income p.a.…
Chris discusses the opportunities that are presented by investing in US microcaps a strategy that has produced 15.3% p.a return since inception in 2014. We touch on the benefit being provided to US smaller companies by the Trump administration's lower taxes and deregulation.By David Clark.
We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehiclesBy David Clark.
The recently announced CEO and CIO of the $27 billion manager talks about managing money for the past 23 years and how peoples behaviour creates opportunities to profit. Andrew also gives his views on the international investment landscape including China, the USA and Europe.By David Clark.
As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for investors. Since inception Dalton Street Capital has returned 19.9% p.a.By David Clark.
Inside the Rope with David Clark
We explore the way Ben invests, along with a number of themes that have led Totus to return greater than 21% p.a. since setting up the fund in 2012By David Clark.
By David Clark.
By David Clark.
By David Clark.
Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffany who is a thought leader in the Family Leadership space. Tiffany brings a great skill set and experience to help families get “back around the kitchen table".By David Clark.
We discuss the opportunity to invest in high growth companies in Israel with the Founder and Chief Investment Officer of Ibex Investors.By David Clark.