Find partners
Biz & Tech Podcasts — Collaboration Platform
Menu
HomeBusiness and Technology PodcastsAboutBlogContactSubmit Podcast
The Exchange by EW&L Private Wealth

The Exchange by EW&L Private Wealth

Hosted by Craig Emanuel, Tim Whybourne, Ryan Loehr.

BusinessInvestingInterviews guests
WebsiteRSS feed

Episodes

110

Latest episode

Jun 2026

Language

EN-AU

About the show

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.

Listen to episodes

60 recent
June 8, 2026Episode 11344 min

Stop the Silence: Wealth Transfer, Tax & Structured Giving Before 30 June Featuring Rachael Rofe (Rofe & Co)

Let us know your thoughts, questions, and who you want to hear from next!30 June is closer than most people are ready for.If this has been a strong financial year — or you're carrying a tax liability you haven't yet addressed — there are still options on the table. But not for long.Tim Whybourne, CFA sits down with estate planning lawyer Rachael Rofe for a candid hour on intergenerational wealth transfer, tax strategy, and structured giving. Rachael spent a decade leading Australia's largest donor-advised giving fund — helping more than 700 families direct over $500 million in philanthropic capital — before returning to private practice. She knows this space as well as anyone.Australia is entering the largest intergenerational wealth transfer in its history. Most families aren't ready — not legally, and not relationally. This conversation covers both.What we get into:Why silence is the single biggest mistake wealthy families make — and how unspoken, unequal decisions fracture families after the will is readWhy a basic will no longer cuts it: super, family trusts, and jointly held assets all pass outside itBinding death benefit nominations and the death benefits tax of up to 17% most people don't see comingDivision 296 and the quirk that can leave some beneficiaries taxed on super they never inheritThe proposed budget changes to testamentary trust taxation — and why discretionary testamentary trusts still belong in even modest estate plansStructured giving before 30 June: turning a tax liability into impact you directPrenups, binding financial agreements, and protecting wealth passed during your lifetimeWhat a genuinely successful wealth transition looks like — confident, capable, and lovedDisclaimer: 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.

May 25, 2026Episode 11249 min

Markets, AI and the Anatomy of a Recession. Featuring Jeff Schulz (ClearBridge Investments)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange by EW&L, Tim Whybourne sits down with Jeff Schulz, Head of Economic and Market Strategy at ClearBridge Investments, to discuss the forces shaping the next decade of investing.Jeff is the architect of ClearBridge’s widely followed Anatomy of a Recession framework, a dashboard tracking key indicators across the U.S. economy to identify shifts in recession risk and market conditions.Together, they explore whether the Federal Reserve’s cutting cycle is over, if elevated equity valuations are a warning sign or misunderstood, and whether the recent rotation in market leadership has staying power. They also discuss geopolitical tensions, energy security, and whether the world has enough energy infrastructure to support the AI revolution.The conversation also dives into the long-term implications of artificial intelligence, from its potential impact on unemployment and productivity to whether universal basic income could eventually become reality.This is a wide-ranging discussion on markets, macro-economics, AI, geopolitics and what the investment landscape could look like over the next 10 years.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.

May 11, 2026Episode 11149 min

Australia's High Conviction Global Equity Manager on Why the Best AI Names Are Still Undervalued. Featuring Mark Arnold & Jason Orthman (Hyperion Asset Management)

Let us know your thoughts, questions, and who you want to hear from next!EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers. Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have. In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications. Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point. 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.

April 27, 2026Episode 10734 min

The World's Second Largest PE Firm on Why Europe and Asia Offer the Better Entry Point. Featuring Sueann Yeo (EQT)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Charles Troian sits down with Sueann Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world’s leading private markets investment firms. Sueann shares insights into EQT’s investment philosophy and how the firm’s Nordic heritage of active ownership shapes its approach to building better businesses through operational improvement and long-term value creation. She also discusses the growing role of private wealth in private markets and how platforms such as EQT Nexus are expanding access to institutional-quality private equity strategies for individual investors. The conversation explores the structural opportunities EQT sees across Europe and Asia, why complexity and fragmentation can create attractive investment opportunities, and how investors should think about incorporating private markets into long-term portfolio construction. For investors seeking global diversification and exposure to private markets, this episode offers a thoughtful perspective on where opportunities may lie in the next phase of the asset class’s evolution.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.

April 15, 2026Episode 10643 min

The Washington Translator: PIMCO's Libby Cantrill on Iran, US Debt, and What Markets Keep Getting Wrong

Let us know your thoughts, questions, and who you want to hear from next!EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street. With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal. In this conversation, Tim and Libby covered: → Why markets consistently misread Washington's power structure → The Iran conflict and what elevated oil prices mean for the US consumer  → America's $36 trillion debt problem and the 2033 inflection point nobody is talking about → The 2026 midterms and the single variable that matters most to markets  → Why China's technological ambition is the underpriced geopolitical risk of our time One of the most substantive macro conversations we've had on the show. Essential listening for anyone serious about understanding how policy shapes portfolios. 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.

March 30, 2026Episode 10546 min

What Makes Founder-led Companies Exceptional Investments? Featuring Lawrence Lam (Lumenary IM)

Let us know your thoughts, questions, and who you want to hear from next!Can 'skin in the game' make a real difference for investors? Does Mark Zuckerburg regret not selling Facebook for $1Billion to Yahoo when he was only 22? In today’s episode of The Exchange, Managing Partner Craig Emanuel sits down with Lawrence Lam, Founder of Lumenary Investment Management and Author of the book The Founder Effect: Three Pillars of Success in Founder-Led Companies. The book explores a simple but powerful question: Why do some companies led by their founders massively outperform markets, while others flame out spectacularly? Lawrence argues that founder-led businesses often possess unique advantages but only when certain traits are present. 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.

March 19, 2026Episode 10442 min

Powering the Future: Infrastructure, AI & the Next Wave of Private Markets with Adam Reisler (StepStone)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Charles Troian sits down with AdamReisler, Partner in the Infrastructure and Real Assets team at StepStone Group,to explore how infrastructure has evolved from a niche institutional allocationinto one of the fastest-growing asset classes in private markets.Adam reflects on how the opportunity set has expanded well beyond traditionalassets such as toll roads and utilities into digital infrastructure, energy transitionand the power systems required to support the global build-out of AI and datacentres. He also shares how the asset class has matured over the past twodecades and why infrastructure today offers a unique combination of defensivecharacteristics and structural growth.The conversation explores the rise of infrastructure secondaries, how investorsgain access to high-quality assets that rarely come to market, and why deepdata, manager relationships and disciplined underwriting are critical innavigating an increasingly complex private markets landscape.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.

March 9, 2026Episode 10351 min

The Sherpa Model – Scaling, Succession & Strategic Private Equity with Mark Bryan (Pemba Capital Partners)

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 Mark Bryan, Managing Partner at Pemba Capital Partners, to explore what happens when deep capital markets experience meets hands-on private equity ownership.After two decades in listed markets - including leading research on IPOs for MYOB, ELMO, Whispir and ReadyTech - Mark shares why he moved into private equity and how that shift changed his view on value creation, leadership and long-term strategy.The conversation unpacks what separates true strategic partners from financial buyers, when founders should consider bringing in growth capital, and how private equity can help professionalise businesses through management depth, operational discipline and structured buy-and-build strategies. Mark also shares insights from Pemba and discusses how AI, sector focus and disciplined origination are shaping the next phase of mid-market investing in Australia.For founders and families navigating growth, institutional capital or long-term transition planning, this episode offers a grounded look at how to think about partnership, scale and strategic alignment.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.

February 26, 2026Episode 10244 min

Exit Under Strength: Strategy, M&A & Building Long-Term Value with Dan Blair (LTV Partners)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Mitchell Finnen sits down with Dan Blair, Managing Director of LTV Partners, to unpack what business owners consistently get wrong about M&A, and why the exit process should actually begin years before you sell.Drawing on decades of experience across corporate strategy, investment banking, and advisory, Dan explains why owners must define what “good” looks like well in advance, how to build valuation through the earnings “flywheel,” and why most businesses leave money on the table by focusing on the transaction rather than the preparation.They discuss the differences between business brokers and strategic corporate finance processes, common pitfalls in the lower mid-market, the coming wave of “boomer business” transitions, and how disciplined preparation can materially change valuation outcomes. For founders, operators, and investors navigating growth, succession, or sale, this is a practical conversation on how to exit under strength - not desperation.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.

February 16, 2026Episode 1011 hr 6 min

Will Your Next Hire Be Digital or Human? The Power of Adopting AI in Your Business with Aaron Zamykal (Actualisation Group)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Tim Whybourne is joined by Aaron Zamykal, Founder and CEO of Actualisation Group, one of Australia’s largest privately owned artificial intelligence firms.Together, they unpack what AI really is, what it isn’t, and cut through the noise to explain how business leaders can think practically about adopting AI within their organisations. The conversation spans common misconceptions, frequent implementation mistakes, and where AI is already delivering tangible value across operations, decision-making, and productivity.Aaron also explores the infrastructure underpinning the AI revolution, including the growing demand for computing power, data, and secure deployment, as well as the most relevant use cases for businesses today.Having begun his career as a financial planner before founding Actualisation more than a decade ago, Aaron shares how the firm has grown into a global operation with four offices worldwide and a team of more than 120 specialists. Actualisation now designs, trains, and deploys private AI factories and agentic AI teams for organisations looking to harness AI’s benefits securely and at scale.For founders and business leaders considering how (or whether) to implement AI, this episode offers a grounded, practical perspective on where to start and what matters most.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.

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts

Sin88

Business
Toldjya Finance Podcast

Toldjya Finance Podcast

Zac Huish, Cameron Cooke, and Paul Lamb

BusinessInvesting

WW88

Business

Thabet

Business
SowGrow Marketing Council

SowGrow Marketing Council

sgmc

BusinessMarketing
Matrix Unboxed

Matrix Unboxed

Matrix Unboxed

Business