Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management
Update: 2025-07-07
Description
In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the evolution of wealth management since the podcast’s inception in 2016. From humble beginnings to over 200 candid conversations with some of the world’s best investment minds, this milestone marks a journey of insight, access, and innovation.
The episode explores the wealth advice industry's transformation into a true profession, the growing importance of values-based investing, and the behavioural traits that separate great investors from the rest - resilience, process discipline, and the courage to learn from failure.
They discuss the standout episodes, the dramatic rise in private market access, the adoption of endowment-style investing, and the shift toward investments offering stronger returns with lower volatility.
This episode is not just a retrospective—it’s a guidepost for the next decade of investing, advice, and purpose-driven wealth. Whether you're a client, adviser, or investment enthusiast, this conversation offers rare insight into how great advice has changed, where it's heading, and how Inside the Rope has provided privileged access to the minds shaping the future.
The episode explores the wealth advice industry's transformation into a true profession, the growing importance of values-based investing, and the behavioural traits that separate great investors from the rest - resilience, process discipline, and the courage to learn from failure.
They discuss the standout episodes, the dramatic rise in private market access, the adoption of endowment-style investing, and the shift toward investments offering stronger returns with lower volatility.
This episode is not just a retrospective—it’s a guidepost for the next decade of investing, advice, and purpose-driven wealth. Whether you're a client, adviser, or investment enthusiast, this conversation offers rare insight into how great advice has changed, where it's heading, and how Inside the Rope has provided privileged access to the minds shaping the future.
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