『The Exchange by EW&L Private Wealth』のカバーアート

The Exchange by EW&L Private Wealth

The Exchange by EW&L Private Wealth

著者: 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.

© 2025 The Exchange (by EWL Private Wealth)
個人ファイナンス 経済学
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  • Discipline Through the Cycle: Lessons in Property Investing from Charter Hall’s Steve Bennett
    2025/11/23

    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 Steve Bennett, Chief Executive Officer of Charter Hall Direct Property, to discuss how one of Australia’s largest and most respected real asset managers is positioning through a changing market cycle.

    With more than A$10 billion in assets under management and a track record spanning three decades, Charter Hall’s Direct Property team is recognised for its disciplined portfolio construction, hands-on management, and commitment to long-term income and investor alignment.

    Steve shares insights on how evolving tenant needs, sustainability priorities, and shifting capital flows are reshaping Australia’s office, industrial, retail, and social-infrastructure sectors — and what strategies are helping investors achieve attractive, risk-adjusted returns.

    From governance and ESG integration to emerging opportunities in mixed-use and social-impact assets, this conversation offers a rare look inside the decision-making frameworks of one of Australia’s leading property platforms.




    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.

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    48 分
  • Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran
    2025/11/17

    Let us know your thoughts, questions, and who you want to hear from next!

    What do the secondary markets really teach us about value? How should investors think about illiquid assets today? Is it as simple as finding the most undervalued portfolio and bidding?

    In this episode of The Exchange, EW&L Managing Partner Craig Emanuel sits down with Eric Foran, Partner at Coller Capital, to answer these questions and to explore how the secondary markets operate, what was learned through the GFC, and why the space continues to matter for sophisticated investors.

    Eric is the Partner responsible for Coller Capital's origination and execution based in the firm’s New York office. Prior to joining Coller Capital in 2010, Eric was the Investment Management Division at Lehman Brothers based in San Francisco. Previously he worked in the Global Advisor Research and Institutional Consulting Groups at Morgan Stanley in New York.

    Coller Capital is a global private equity firm specialising in secondary market transactions. Founded in 1990, their focus has been on acquiring interests in private equity funds, real assets, and other alternative investments. With a reputation as a leader in the secondary market, Coller Capital works with institutional investors, such as pension funds, endowments, and family offices, to provide liquidity solutions and portfolio management strategies.

    Eric has a BS in Finance from the University of Tennessee and an MBA from London Business School. He is a CFA Charterholder.


    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.

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    47 分
  • Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell
    2025/11/10

    Let us know your thoughts, questions, and who you want to hear from next!

    In this episode of The Exchange, Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management, one of Australia’s top-performing equities managers.

    From 10x in 10 years to 20x in 12, Ophir’s track record has become the benchmark for active investing in Australian equities. Andrew shares how the firm’s disciplined process, founder-led culture, and relentless focus on quality businesses have delivered exceptional long-term results.

    Drawing on his early experience at the Federal Treasury and more than two decades in markets, Andrew offers practical insights into building wealth through discipline, humility, and conviction even in volatile conditions.

    Whether you’re a high-net-worth investor, entrepreneur, or professional seeking smarter ways to grow and protect your capital, this conversation reveals what it takes to identify tomorrow’s leaders and stay the course through every market cycle.


    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.

    続きを読む 一部表示
    47 分
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