Praemium Investment Leaders

Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant yields and the stability of shorter durations to help you navigate market volatility with ease. Samantha brings her heavyweight expertise to the table, demonstrating the power of scale in credit investments and how Ares' sophisticated platform can lead to superior market intelligence and recovery optimization when defaults occur.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Discover how to navigate the dynamic private equity landscape and unlock the secrets of sophisticated investment strategies with our guest, Jose Luis Gonzalez Pastor, Managing Director at Neuburger Berman. In an era where market uncertainties loom large, we dissect private equity's resilience and its growing allure to investors, from high-net-worth individuals to retail investors seeking portfolio diversification. Venture further into the world of private equity with us as we break down the evolving practices of co-underwriting and co-investing—a game-changing shift for capital investment. With Jose Luis at the helm, we examine the burgeoning 'midlife' investment category, its potential for turbocharging company growth, and the innovative solutions for overcoming liquidity hurdles. As private equity valuations and market conditions fluctuate, we provide a candid look at the valuation process, fair value assessments, and strategies for navigating the choppier waters of distributions and exits that lie ahead. Tune in for a masterclass in the art of private equity from one of the industry’s esteemed leaders.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Bond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the impact of swift rate hikes, Charlie dissects the complex factors influencing markets. Despite volatily, higher yields signaling fresh opportunities, his forward-focused analysis equips advisers to navigate uncertainty. Gain an expert perspective on surging volatility, understand the yield/rate interplay, and explore developments dramatically reshaping the investment landscape. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this episode, we delve into the ever-changing landscape of Managed Accounts.  Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets.Join us as we explore the trend of blending active and passive strategies within SMAs, how it originated, and the valuable insights Australian advisers can gain from this approach. We also examine the shift towards personalized investment strategies, driven by technology, and the challenges and opportunities Australian advisers may encounter. Stay informed with the highlights from State Street's latest research and gain a glimpse into the future as we consider the unique Australian market dynamics and emerging trends. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

What does it take to invest in the stocks that no one else wants? For Suhas Nayak, separating fact from opinion is key to finding value where the market sees none. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go.  Join host Damian Cilmi as he and Suhas discuss how Allan Gray's team of STEM qualified stock pickers stay focussed on long term objectives, the diversification benefits of defying the herd, and where opportunities exist in the Australian market today. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this re-release of our most downloaded episode, Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages his expertise with the Longreach's PG3 Royalties Opportunities Fund to show how these assets can diversify portfolios and stabilise returns. It's a must-listen for financial advisers ready to broaden their investment knowledge.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this episode, originally featured on The IFA Show podcast, Praemium's Chief Strategy Officer, Denis Orrock, dives into the evolution of wealth management and administration platforms. Denis discusses the Quality of Advice Review (QAR) and its potential impact on superfunds transitioning to advice-style models. He explores the balance between AI-generated advice and personal consultation and emphasises the importance of effective data integration within platforms. Tune in to learn how platforms like Praemium can adapt to changing advice landscapes and use technology to enhance the delivery of advice.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key market drivers for the upcoming financial year – demographics, energy transition, and macroeconomic trends. Designed to deliver insights financial advisers can use in their end of year client meetings, this episode is a compact guide to the factors steering tomorrow's markets. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Delving into the compelling domain of sustainable investing, Praemium's insightful podcast episode presents a vibrant dialogue on ESG investing, extracted from our recent in-depth webinar. The conversation is steered by Damian Cilmi, Praemium's Head of Investment Managers and Governance, and he's joined by a distinguished panel: Xuan Sheng Ou Yong from BNP Paribas Asset Management, Xinting Jia from State Street Global Advisors, and Will Baylis from Martin Currie.Our panelists demystify ESG investing, sharing unique insights on portfolio diversification, avoiding greenwashing, tackling performance hurdles, and deciphering impact measurement. With practical tips and real-world examples from industry leaders, you'll walk away with a deeper understanding of how to build a resilient ESG portfolio that meets your clients' investment goals and values. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this insightful podcast episode from our practice management podcast series, Advice Leaders, host Matt Van Dijk, General Manager at Praemium, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they tackle the challenge of the technology gap in financial services to meet diverse generational expectations. Listen in for expert insights on one of the most pressing issues in Australian financial advice today.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Join us for an insightful discussion with Andy Raikes, Co-portfolio Manager for TT International's Environmental Solutions Strategy. Discover how their solution strategy invests in companies solving environmental problems, the seven key environmental themes they focus on, and the importance of emerging markets. Learn how their advisory board of experts influences the strategy, and their unique approach to impact measurement. Finally, find out how they're making a real difference by donating one-third of investment management fees to environmental causes. Don't miss out on this fascinating conversation!Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Prepare to navigate your way through today's unpredictable economic terrain with Katie Hudson of Yarra Capital as your guide. She shares her key findings from personal meetings with over 200 CEOs and pinpoints the challenges they face with cost inflation and reduced earnings predictions. Uncover the prominent themes of Australia's latest reporting season and gain a clearer understanding of how price-driven revenue growth and margin headwinds have led to significant downgrades in earnings forecasts.Katie also shines a light on the shift in investment climate as we transition from a strong beta performance environment to a more alpha-centric one. Gain insight into how this shift is impacting the performance of active managers and the opportunities that come with increased volatility during the reporting season. We also explore the crucial roles of beta and alpha, and the potential pitfalls of value traps as part of a wide-ranging conversation on Australian equities, economic conditions, and investment strategies. Be part of our journey as we decode these challenging market conditions together.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Celebrating International Women's Day 2023, we bring to you an enlightening conversation with industry veterans from our practice management podcast series, Advice Leaders. Samantha Hawkins, Praemium's Head of Sales for Southern Regions, engages in a rich dialogue with Katerina Nicolakopoulos, the driving force behind Eikon Financial, and Widiana Setiawan, a seasoned Senior Private Wealth Advisor at Shaw & Partners.They delve into their unique journeys navigating the financial services industry, highlighting the significant benefits of maintaining a harmonious balance between male and female advisors. Together, they reflect on inspiring strategies to encourage a new generation of women to explore this promising career avenue, emphasizing the critical role of robust internship initiatives, effective coaching schemes, and defined career roadmaps tailored specifically for female graduates.Furthermore, the trio underscores the necessity of promoting financial literacy among women, along with the active involvement of families in financial decisions. This episode transcends their individual narratives; it aims to foster diversity and propagate success within the financial services realm. Listen now and let Katerina and Widiana share with you their success stories and valuable insights.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial role in navigating the unpredictable market.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago.  Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home.  Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.  Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Praemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.Conversation highlights include why central banks are hamstrung by high inflation, investment opportunities that the market is missing, and how to implement an adaptable investment strategy that can allow for adjustments to market exposure.    Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Resources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment.  James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.  Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.Please note that this podcast was originally hosted in live webinar format, and makes reference to slides and charts. If you'd like to watch the video from the webinar, including the slide deck, you can stream it here on vimeo: https://vimeo.com/718187330Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.

Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website. We recommend that individuals seek professional financial advice before taking action.