2fold: Investing for impact explores the world of investing, philanthropy, mental health, and supporting children and youth at risk, with amazing Australians who are leading the way.
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October 23, 202532 min
Investing for Impact with Nick Gorman
In this powerful episode, marking Mental Health Month, we speak with former senior trader Nick Gorman about the hidden cost of high performance. After two decades in high-stakes finance, Nick hit breaking point. Now, he helps others avoid the same fate. We explore the importance of early intervention, sustainable success, and building mental resilience before burnout takes hold.
September 11, 202538 min
Take Stock with Doug Tynan
Doug Tynan, co-founder and Chief Investment Officer of GCQ Funds Management, and one of our leading Future Generation Global (ASX: FGG) pro bono fund managers, unpacks the power of active management. Doug shares his investment approach - covering his essential checklist, the psychology behind investing, and why he goes to unusual lengths, even driving for Uber, to understand the companies he invests in. From luxury brands to WD-40, Doug explains how he identifies the businesses most likely to deliver strong returns.
April 14, 202545 min
Investing for Impact with Jennifer Westacott
Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career.
Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating vehicles, like the Future Generation model, for everyday individuals to be involved in philanthropy.
Commenting on the rising anti-Semitism in Australia, Jennifer discusses how we should respond to this challenge, and find the balance between protecting free speech and curbing hate speech. Finally, Jennifer delves into the importance of financial independence for women, and how best to promote this culture of wealth accumulation and savings for our future generations.
Episode transcript
March 12, 202517 min
Take Stock with John Coombe
John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics
Full transcript here
November 13, 202424 min
Take Stock with Ryan Quinn
In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook.
The conversation explores how investment ideas are integrated into the portfolio, the role of cultural analysis in decision-making, and the strategies that drive sustained growth. This episode is a must-listen for finance professionals and investors seeking to understand the dynamics of global investing and the factors influencing successful fund management. Join us for a compelling discussion that emphasizes the importance of strategic thinking in shaping the future of investment.
Episode Transcript
October 8, 202420 min
Take Stock with Tom Richardson, Paradice Investment
In this episode of "Take Stock," Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation funds is not only a professional responsibility but also a personal mission.
Episode Transcript
September 8, 202441 min
Take Stock with Mark Holowesko, Holowesko Partners
In this episode of Take Stock, Future Generation CEO, Caroline Gurney, talks with Mark Holowesko, the Founding Partner and CEO of Holowesko Partners, one of Future Generation Global's (ASX: FGG) pro bono fund managers. Mark discusses his investment philosophy, and provides his perspectives on US debt and potential threats to equity markets. He also shares his views on the upcoming US election and how he is positioning his investment portfolios accordingly.
Episode Transcript
August 5, 202425 min
Take Stock with Nikki Thomas, Magellan
Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan.
In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes.
Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy.
Episode Transcript
July 14, 202442 min
The future of warfare, with Dr Ian Langford
Dr Ian Langford is one of the Australian Defence Force’s most respected and decorated leaders. Over three decades in the Army, Ian served in Afghanistan, Iraq, Israel and Syria, among other places. In this episode, Ian discusses his career in the Defence Force, key lessons he has learned being in conflict zones, military ethics and the future of warfare.
June 13, 202446 min
Take Stock with Matthew Kidman, Centennial Asset Management
In this episode of Future Generation's podcast, 2fold: Take Stock, Matthew Kidman, Principal and Portfolio Manager at Centennial Asset Management discusses how the global conflicts are impacting markets and his views on Artificial Intelligence (AI) and investment opportunities in China.
Centennial Asset Management is one of Future Generation Australia’s (ASX: FGX) pro bono fund managers.
Episode Transcript
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