Jamie Hannah - VanEck Australia | IFRA Infrastructure ETF

Jamie Hanna is Deputy Head of Investments & Capital Markets at VanEck Australia. We spoke about:The best times of day to buy and sell ETFsInfrastructure - the sector that allows us to live our lives comfortablyThe global shortfall in infrastructure spendingSome companies included in the fundThe role of infrastructure in a portfolioCharacteristics of infrastructure sector include:Predictable cash flowNo competitionLongevityRevenues linked to inflationHere's a link to IFRA, the VanEck ETF that provides exposure to global infrastructure opportunities: https://www.vaneck.com.au/etf/equity/ifra/snapshot/Jamie provides portfolio management and capital market trading across the full range of VanEck’s passive solutions. Prior to joining VanEck, Jamie worked at Source ETFs in investment management and he held various roles at ABN Amro, Deutsche Bank, Morgan Stanley, Morgan's and PricewaterhouseCoopers. Jamie has a Bachelor of Commerce (Finance and Management Accounting) from the University of Newcastle and is an Associate of the Chartered Institute for Securities and Investment.https://www.vaneck.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

05-18
20:03

Matthew Holberton - Fidante Partners

Matthew Holberton is the National Manager Listed and Capital Markets for Fidante Partners. Matthew works closely with his clients to find investment solutions within Fidante’s suite of boutique asset managers. We spoke about fixed income and the funds in the ActiveX series that provide diversified, global fixed income Active ETFs managed by two of Australia’s leading fixed income managers.What is fixed income?Why have traditional fixed income strategies suffered in recent months? What is the role of fixed income in a portfolio?How can returns be generated from fixed income?What are the risks in fixed income?ActiveX Ardea Real Outcome Bond Fund (Managed Fund) Code: XAROActiveX Kapstream Absolute Return Income Fund (Managed Fund): Codes: XKAPFor more information go to: https://www.fidanteactivex.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

05-05
21:01

Oscar Oberg - WAM Asset Management

In this episode we welcome Oscar Oberg from Wilson Asset Management. Oscar is the Lead Portfolio Manager responsible for WAM Capital (ASX: WAM), WAM Microcap (ASX:WMI), WAM Research (ASX: WAX) and WAM Active (ASX: WAA). We discussed how the current macro environment is affecting equity markets and why it's more difficult to invest in than during the Covid Crunch, why WAM likes the LIC structure, their three-pronged investment process and some companies that Oscar likes at the moment in the oil services, agriculture and travel sectors.Find out more about Wilson's at: https://wilsonassetmanagement.com.au/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

04-21
22:21

Elizabeth Tian - CitiFirst Warrants

My guest today is Liz Tian from CitiFirst Warrants, where she discusses how Instalment Warrants can be used in an SMSF for capital growth and income. Here's a link to CitiFirst's Trading & Investments Guide https://au.citifirst.com/EN/TradingAndInvestmentGuidesFor more information, contact the CitiFirst® Sales Desk at: Phone: 1300 30 70 70 Email: citifirst.au@citi.comIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

03-23
18:39

Simon Shields - Monash Investors

Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT https://monashinvestors.com/maat/Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, he was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. Monash has taken advantage of this experience to create an agnostic approach to investing that focusses on absolute instead of relative returns.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

03-09
28:52

Jordan Eliseo - Gold In An Era Of Inflation

In this episode Perth Mint’s Listed Products and Investment Research Manager Jordan Eliseo talks about inflation, FinTwit, interest rates and cryptocurrencies, as well as what’s been happening in precious metal markets and the ongoing role of gold in a well-diversified portfolio. https://www.perthmint.com/IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

02-24
20:10

Morningstar Australia - The 4% Rule

In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about:The 4% rule – what it is, why we’re talking about it.Since Bill Bengen formulated that rule, we’re obviously in a very different environment.Morningstar has revised the 4% rule – what does this mean for investors?What are the implications of the forward estimated returns?What does the State of Retirement Income report say about what investors can do about this? The State of Retirement Income Report is available on Morningstar Investor. To take out a four week, free trial, the link is: https://go.morningstar.com.au/investor and this is the link behind the paywall https://premium.morningstar.com.au/learn/investing/217021/morningstar-state-of-retirement-reportThis is Shani & Mark's podcast page: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

02-09
20:36

Ian Irvine - LICs

Ian Irvine is the Chief Executive Officer of the Listed Investment Companies and Trust Association. LICAT represents the interests of Listed Investment Companies (LICs), Listed Investment Trusts (LITs) and investors to protect, to develop and grow the sector through advocacy and educationIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

01-13
21:13

Rachel Waterhouse - CEO of ASA

Rachel Waterhouse took over the role of CEO in the middle of 2021. In this episode we speak about her previous career, meeting ASA and her vision for the future.Rachel has 20 years of business leadership experience within industry and professional associations and the financial services sector. With a background in digital and traditional communications, media, marketing, sales, partnerships, product management, and events, she has implemented effective organisational strategies and coached teams to excellence.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

12-16
16:33

Sebastian Evans - NAOS Asset Management

My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and: Sebastian’s wariness about leveraged companiesThe NAOS LICs that target opportunities in small-mid cap sectorsThe Investment Universe Funnel for identifying opportunitiesConstructive engagement with the companies they invest inOpportunities for accessing Private Equity via their Private Opportunities Fund NAOS are proudly sponsoring ASA’s Virtual Investment Forum – grow your portfolio with ETFs & LICs, 23rd & 25th November. More at https://australianshareholders.com.au/ Link to NAOS Asset Managementhttps://www.naos.com.au/  IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

10-19
20:27

John Kelly - Atomo Diagnostics ASX:AT1

John Kelly is a founder and Managing Director of Atomo. He came into diagnostics with a track record of radically transforming the user experience and health outcomes in the medical device field. Atomo Diagnostics Limited (ASX: AT1) is an innovative medical device company supplying unique, integrated rapid diagnostic test (RDT) devices to the global diagnostic market. It is headquartered in Australia with global operations, arming consumers with simple to use, fast, accurate diagnoses and a seamless pathway to treatment, empowering patients to live healthier, more informed lives and making healthcare more accessible.Atomo was founded by a grant from the Bill & Melinda Gates Foundation. The RDT devices were originally designed to easily diagnose HIV & malaria but has now been adapted for testing for Covid-19.The guest and/or company has contributed to the cost of production.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

09-16
17:41

Sir Ronald Cohen - The Impact Revolution

Sir Ronald Cohen is an Egyptian-born British businessman, who fled his birthplace with his family in 1957, following the Suez Crisis, with only £10 to their name. Despite his family’s economic struggles, Sir Ronald’s hard work saw him win a scholarship to Oxford and then attend Harvard Business School.  Referred to by the British press as ‘the father of British venture capital’ and ‘the father of social investment’, he is now leading the Impact Revolution – a movement seeking to achieve real social and environmental change. With an impressive background in management consulting, venture capitalism, and social investments, Sir Ronald has a compelling perspective on how to reshape capitalism. We spoke about his Harvard Business School research into impact weighted accounts. This research measured the environmental impacts from the operations of 3,000 companies and found 450 of them create more damage than profit, 1,000 create damage equivalent to 25% of their profit, and 2/3 create damage less than 25% of their profit. Sir Ronald believes changing the world and making a profit go hand in hand. He says investors should put money into the hands of those who do good and do well at the same time.  IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

09-10
32:57

Dr Laura Rusu - Diversiview

Dr Laura Rusu is the founder & CEO of LENSELL® the only Global Digital Platform for Corporate Performance Democratisation that allows retail investors and other stakeholders get fast and easy access to corporates' financial and non-financial performance. We help people make better informed decisions with data driven insights.Diversiview Online Investment Portfolio Risk Tool https://diversiview.online/ASA webinar with Laura (member access only): https://bit.ly/2WQprLNIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

09-03
21:48

Jason McIntosh - Motion Trader

Jason McIntosh is the founder of Motion Trader, an algorithmic subscription-based trend identification service. We spoke about: The problems with buying the dipThe dangers of averaging downThe fear of buying into strengthThinking about when to sell whether you’re sitting on a loss or a profit Here’s a link to some videos where he introduces his trading philosophy:https://www.motiontrader.com.au/asa IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

08-06
24:18

Christian Eckelmann - Earn Shares While You Shop

Christian Eckelmann is the co-founder of Upstreet, a new app that makes it easy to earn shares while you shop. Upstreet is one of a new breed of fintech startups that is making it easy to invest in shares with the smallest amounts of money. Upstreet is giving away free fractional shares at moonshot.upstreet.co. Earn up to $100 worth of rewards.Upstreet website: https://www.upstreet.co/Linkedin: https://www.linkedin.com/company/upstreet-co/Facebook: https://www.facebook.com/upstreet.coInstagram: https://www.instagram.com/upstreet.co/Twitter: https://twitter.com/get_upstreetIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

06-29
17:32

ASA Conference 2021 – Great to be Live Again

The Australian Shareholders’ Association Annual Conference was held on May 31 – June 1, 2021 at the Sydney Hilton Hotel. I had a great time mingling with members, sponsors and speakers. I hope these interviews capture some of the great spirit of everyone involved.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

06-18
42:32

Phillip Lynch - CEO Race Oncology (ASX:RAC)

Phil Lynch has over 30 years experience working in Asia Pacific (AP) markets with Johnson & Johnson. He is an experienced Board Director with a diverse background across corporate development, strategy, financial performance, marketing and governance. In his last role he was the Vice President, Commercial Growth where he partnered with the M&A team on integration and growth of acquired businesses in AP. He was previously Managing Director for the the Australian Consumer Health Products Company and in earlier roles led businesses in Thailand, Vietnam and Singapore and Sales & Marketing functions across AP. He’s a Business graduate from Monash University, He has completed post graduate studies at the University of Virginia Darden Business chool and is a Graduate of the Australian Institute of Company Directors.Race Oncology seeks to prove the safety and efficacy of Bisantrene, though a clinical trial program focused on its Three Pillar Strategy, which capitalises on legacy trial indications in Breast & Acute Myeloid Leukaemia, but with a focus through Pillar one on Bisantrene's Pre Clinical potency in inhibiting the Fat Mass & Obesity Associated Protein (FTO), bringing broader potential application to Cancer therapeutics.https://www.raceoncology.com/phil-lynch/Simply Wall St Analysis: https://simplywall.st/stocks/au/pharmaceuticals-biotech/asx-rac/race-oncology-sharesThe company and/or guest has contributed to the costs associated with producing this episode of Equity ASA.IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

06-02
17:08

Nick Nicolaides - Boring is Beautiful

Nick Nicolaides is from the brand new investing platform Pearler. Pearler was founded by 3 friends from Sydney in 2018 after they got fed up with only having two options to refer friends to when they wanted to start investing – confusing trading platforms or expensive micro-investment apps. Their goal is to make it easy for every Aussie to invest in shares the right way: incremental amounts in diversified portfolios, for the long-term.Pearler website: https://pearler.com/Linkedin: https://www.linkedin.com/company/pearlerFacebook: https://www.facebook.com/pearlerHQInstagram: https://www.instagram.com/pearlerhq/Twitter: https://twitter.com/pearlerhqSign up using this link to receive free brokerage on your first share purchasehttps://pearler.com/register?deal=sharesforbeginnersIMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

05-27
23:18

Martin Filz - CEO Pureprofile (ASX:PPL)

Martin Filz is one of the most well-respected and influential individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).Pureprofile Ltd provides profile marketing and insights technology services for marketers, researchers, and publishers in Australia and internationally. The company operates through three segments: Data & Insights, Media, and Performance. The Data & Insights segment conducts market research; and provides research technology platforms. The Media segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Performance segment generates leads for clients through its consumer database and proprietary and partner digital assets. It collects deep profiles of consumers and provides businesses the ability to segment, target, and engage with audiences through research, marketing, and advertising. Pureprofile Ltd was founded in 2000 and is headquartered in Darlinghurst, Australia.Pureprofile website: https://business.pureprofile.com/investor-centre/Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-sharesThe company and/or guest has contributed to the costs associated with producing this episode of Equity ASA. IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing.We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered. See acast.com/privacy for privacy and opt-out information.

05-17
28:00

ASA Annual Conference May 31 - June 1

The Australian Shareholders’ Association's Annual Investor Conference is going live on May 31-June 1. It's the only place where you can hear directly from the Chairs of Commonwealth Bank, BHP, Telstra and Woolworths plus CEO’s of Fortescue Metals, Origin Energy, Sonic and the CFO of AGL.It's 2 full days of networking, buffet lunches, morning and afternoon teas, cocktail reception and investment education with some of the most distinguished financial experts in Australia, at the Sheraton Grand Hyde Park Sydney. It's a great opportunity to meet like-minded investors and to hear presentations from the best minds in investing. Whether you're a beginner or have been building wealth for years, this conference offers something to suit everyone's level of investment knowledge. If you're in another capital city, there will be virtual meetings live-streamed in conference centres to be announced.If you can make it to the Sydney event:The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $890 of value for only $450.Head to: www.australianshareholders.com/podcastofferFor the live-streamed events:The FIRST 10 people to book get a 40% discount plus a FREE 1-year membership to ASA. That’s $637 of value for only $397.Head to: www.australianshareholders.com/podcastdeal See acast.com/privacy for privacy and opt-out information.

04-19
17:20

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