Praemium Investment Leaders
56 episodes - English - Latest episode: 4 months ago -Welcome to Praemium's Investment Leaders Series, a podcast created for financial advisers. Here, you'll gain invaluable insights from our in-depth conversations with investment managers and industry experts, covering topics from Australian equities, bonds, global equities, and ESG to burgeoning areas of alternative investments.
Stay ahead of the curve with the latest trends, strategies, and market forecasts, arming yourself with the knowledge to guide your clients confidently in the dynamic world of finance.
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Episodes
2023 Bond Market Recap with Charlie Jamieson: Key Trends and Takeaways
December 18, 2023 04:00 - 33 minutes - 23 MBBond-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 s...
Scaling to New Heights: The Growth of Managed Accounts with Mike Martel
October 16, 2023 22:00 - 31 minutes - 21.9 MBIn 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 v...
Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
September 26, 2023 00:00 - 21 minutes - 14.6 MBWhat 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...
Natural Capital: Investing in Australian Agriculture with Steve Jarrott
August 28, 2023 23:00 - 26 minutes - 18 MBIn 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 t...
Rethinking Returns: The Power of Royalty Investments with Samuel Mann
July 21, 2023 09:00 - 40 minutes - 27.9 MBIn 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 i...
How platforms can streamline quality of advice amid ongoing changes
June 29, 2023 02:00 - 17 minutes - 11.9 MBIn 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 plat...
Key Market Drivers for FY24 & Beyond
June 08, 2023 05:00 - 57 minutes - 39.2 MBIn 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 steerin...
Building Resilient ESG Portfolios
May 24, 2023 01:00 - 59 minutes - 40.9 MBDelving 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...
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
May 15, 2023 23:00 - 36 minutes - 25.2 MBIn 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 t...
Investing in Change: Driving Environmental Solutions with TT International
April 18, 2023 11:00 - 27 minutes - 19.2 MBJoin 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 ...
Decoding Challenging Market Conditions with Katie Hudson: Insights from over 200 CEOs
March 08, 2023 05:00 - 15 minutes - 10.5 MBPrepare 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 for...
Embracing Equity in Financial Services
March 07, 2023 12:00 - 27 minutes - 18.9 MBCelebrating 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 in...
The Humble Investor: how humility drives success for Peter Bates of T. Rowe Price
March 06, 2023 11:00 - 31 minutes - 22 MBIn 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 inves...
More than bricks and mortar: commercial real estate in a post-COVID world
November 21, 2022 01:41 - 22 minutes - 15.8 MBThe 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 ...
Market Volatility: The New Normal with Mark Landau
October 24, 2022 22:27 - 20 minutes - 14.3 MBPraemium'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 allo...
Energy Security, Decarbonisation, and Going Nuclear with James Stewart
August 03, 2022 06:12 - 33 minutes - 23.3 MBResources 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 Li...
A new era for resources: energy security, decarbonisation & going nuclear
August 03, 2022 06:12 - 33 minutes - 46.3 MBResources 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.
Shifting to a managed accounts business mindset
June 09, 2022 07:26 - 39 minutes - 35.9 MBPraemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and Robina Financial Solutions about the journey to becoming a Managed Accounts focused advice firm. Martin and Paul talk about building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.
Key Market Drivers for 2022
June 08, 2022 01:26 - 59 minutes - 41.2 MBThe 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 ...
Natural Capital: agriculture as a resilient asset class
June 01, 2022 05:58 - 25 minutes - 23.9 MBPraemium'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.
Natural Capital: Investing in Australian Agriculture with Steve Jarrott
June 01, 2022 05:58 - 26 minutes - 18 MBPraemium'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.
Inflation, Interest Rates, and Fixed Income Assets with Anthony Kirkham
May 19, 2022 01:53 - 27 minutes - 18.8 MBDamian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead. Praemium Limited is the issuer of the Investment...
Inflation, interest rates & why fixed income still matters
May 19, 2022 01:53 - 27 minutes - 25.1 MBDamian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.
Providing value with successful client engagement
April 05, 2022 12:29 - 42 minutes - 39.2 MBInitially delivered as a webinar designed for the next generation of advisers, this presentation by Praemium's Martin Morris discusses how advisers can determine what clients truly value, taking into account some lessons from the past. Topics include looking at your value proposition, how to build a framework around advice costs and pricing methodologies and finally at emerging themes for advisers to consider. During this presentation we also address in part the key considerations when select...
The emerging HNW investor and their key advice requirements
December 15, 2021 01:36 - 55 minutes - 50.6 MBThis year the emerging HNW investor segment - those with investable assets of $1m-$2m+ excluding super, home net of debt - has grown rapidly. Over 100,000 Australians became newly minted millionaires in 2021. We take a look at who they are, how they invest and their views on advice. Praemium's Chief Distribution Officer Martin Morris discusses the latest insights from the Investment Trends 2021 HNW research report and the opportunity for advisers to cater to this unique investor segment's unm...
ESG - Mythconceptions, Methods and Client Engagement
November 25, 2021 04:58 - 1 hour - 56 MBThis panel discussion is designed to help advisers understand how ESG is much more nuanced than can be first thought.
Governance and the role it plays in professional model management
November 11, 2021 00:55 - 45 minutes - 31.2 MBDamian Cilmi, Head of Investment Managers & Governance at Praemium and CEO of Elston Asset Management, Nick Revis had a discussion on how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia. They also explored how governance principles at a platform and model manager level have developed, and are used, to ensure the best possible outcomes are achieved by investors. Praemium Limited is the issuer of the In...
Harnessing technology for improved practice performance
September 29, 2021 04:25 - 45 minutes - 41.7 MBPraemium's Chief Distribution Officer Martin Morris talks through the key findings of several industry research papers to present practical strategies for leveraging technology to improve business efficiency, client engagement, client referrals and practice profitability.
Managed Accounts - what our clients have learnt
August 26, 2021 02:00 - 47 minutes - 43.6 MBPraemium's Martin Morris and Managing Director of Centaur Financial Services, Hugh Robertson discuss the key learnings Hugh and his team have gained through their implementation of Managed Accounts. As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but impor...
Business Health: Practice Management - Key Factors for Success
July 26, 2021 06:35 - 25 minutes - 23.9 MBPraemium's Martin Morris talks to Terry Bell of advice consultancy firm Business Health about their latest research Practice Management by the Numbers and some of the key findings of how advice practices across Australia are performing against 7 key metrics and some valuable insights for future success.
Key Market Drivers for 2021- the outlook for bonds, global and domestic equities with Fidelity, Pendal & Alphinity
June 24, 2021 02:10 - 1 hour - 42.4 MBPraemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions. 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...
Key Market Drivers for 2021- the outlook for bonds, global and domestic equities
June 24, 2021 02:10 - 1 hour - 56.2 MBPraemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions.
Navigate your way to a strong business valuation - Steve Prendeville, Forte Asset Solutions
June 23, 2021 02:28 - 48 minutes - 44.1 MBPraemium's Martin Morris is joined by Steve Prendeville of Forte Asset Solutions. Steve has extensive experience in helping advice practices prepare their businesses for sale. In this session they discuss some of the key considerations for building an advice practice with a strong business valuation.
Navigate your way to a strong business valuation
June 23, 2021 02:28 - 47 minutes - 43.9 MBPraemium's Martin Morris is joined by Steve Prendeville of Forte Asset Solutions who has extensive experience in helping advice practices prepare their businesses for sale. In this session, they discuss some of the key considerations for building an advice practice with a strong business valuation, including client segments, business models and more. The engaging session covers advisers own questions including what is the profitability figure you need to to achieve a good sale price and what...
Structural changes for the post COVID Australian economy: Antares
May 14, 2021 05:22 - 39 minutes - 26.9 MBAntare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi. 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 ...
Structural changes for the post COVID Australian economy
May 14, 2021 05:22 - 39 minutes - 35.9 MBAntare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi.
The property market in a post-COVID world with SG Hiscock
May 11, 2021 05:44 - 30 minutes - 20.7 MBPraemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas. 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...
The property market in a post-COVID world
May 11, 2021 05:44 - 30 minutes - 27.6 MBPraemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas.
The property market in a post-COVID world _ SG Hiscock
May 11, 2021 05:44 - 30 minutes - 27.6 MBPraemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas.
Identifying loss leaders and profit neutral activities
December 02, 2020 07:54 - 48 minutes - 44.8 MBAre you spending more time in your business rather than on your business? In this podcast Praemium's Martin Morris discusses ways to identify and evaluate those activities that are not delivering value for your clients or your business. The presentation will cover how to calculate your manufacturing costs, how to identify strategic versus tactical activities and ways to redeploy time spent on tactical activities to more valuable strategic activities.
Building an effective investment philosophy
November 19, 2020 06:32 - 56 minutes - 51.6 MBPraemium's Damian Cilmi and Martin Morris talk to Robert Talevski, Founder of Activus Investment Advisors about practical strategies for evaluating and implementing an effective investment philosophy to help support advisers in risk management, business efficiency and client engagement.
Bridging the platform gap
October 29, 2020 03:10 - 43 minutes - 40.1 MBPraemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments.
How advisers are managing client assets - Bridging the platform gap
October 29, 2020 03:10 - 43 minutes - 40.2 MBPraemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments.
Managing change for a successful managed account transition
October 14, 2020 03:05 - 41 minutes - 38 MBPraemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business.
Australian Ethical
March 02, 2020 03:35 - 37 minutes - 34.6 MBPraemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.
Ethical investing with Australian Ethical
March 02, 2020 03:35 - 37 minutes - 26 MBPraemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts ar...
Ethical research and screening criteria with Sustainalytics Research
March 02, 2020 03:09 - 25 minutes - 17.6 MBPraemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform. 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 ...
Sustainalytics Research
March 02, 2020 03:09 - 25 minutes - 23.5 MBPraemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform.
Key themes in global investing - Munro Partners
December 18, 2019 00:26 - 22 minutes - 15.2 MBPraemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for informat...
Munro Partners
December 18, 2019 00:26 - 22 minutes - 20.2 MBPraemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors.