Emanuel Whybourne & Loehr

Out Now on The Exchange: Partners Podcast – Don’t Fight The Fed! In today’s episode the partners catch up and discuss everything from the US election, Tim's recent trip to the JPM conference in Bangkok to current opportunities in markets and their predictions on how markets will finish up for the year. Links to the show can be found in the comments, we look forward to hearing your thoughts!

One size doesn’t fit all, and cookie-cutter services aren’t our thing. Focusing on long-term goals, we assist our clients in successfully navigating their wealth journey, no matter the investment environment. As trusted advisers, our clients value our insight and our long-term, agile, and informed approach to wealth management based on decades of experience. We offer strategic, conflict-free and transparent services to help our clients build and protect wealth – now and for generations to come. Having helped over 200 families do exactly this in the last 30 years, we deeply understand what our clients need and how to deliver it. https://lnkd.in/ghDVgpRK

Out Now on The Exchange: Pantheon Global Private Equity Fund (Victor Mayer and Charlotte Morris): What does 40 years in private markets teach you? Today Managing Partner, Tim Whybourne, CFA, speaks with two senior members of the Pantheon global private equity team in Charlotte Morris and Victor Mayer about their new evergreen private equity fund coming to the Australian market. Pantheon is a global private asset manager managing over 65bn in discretionary assets across a range of private equity investments. They have 11 offices and 125 investment professionals around the world. They have been at the forefront of private markets investing for more than four decades, driving long-term value creation for their clients through strategies covering the full investment lifecycle. We hope you enjoy this episode! Links to the show are in the comments.

With global markets at or exceeding all-time highs, it’s natural for people to ask whether it is a good time to invest. In this short video, our Managing Partner, Tim Whybourne, CFA, discusses the timing of the market and his view on this important question.

This year, we’ve had a significant goal to shed light on the opportunities in private equity, private investments, and private finance. In Australia, investors have largely been underserved and have had difficulty accessing these opportunities. Thankfully, this is changing.

A classic line, yet just as important today as ever: “Time in the market beats timing the market.” In this short video, our Managing Partner, Tim Whybourne, CFA, reflects on this fundamental investing principle.

Out Now on The Exchange: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle? In today’s episode, Managing Partner Craig Emanuel sits down with Michael Lukin, Founder and Group Managing Partner of Roc Partners.   Roc Partners have established themselves over the past 25 years as one of Australia’s most successful and reputed investors in mid-sized private companies, having made more than 400 investments and now managing more than $8Billion in investor capital. Roc have delivered superior returns of more than 29% IRR pa within Roc’s secondaries funds. As Group MD, Mike is responsible for leading client relationships and investment activities in several global markets. Mike was one of the founding partners of Roc Partners following the management buy-out of Macquarie Group’s private markets business unit by its senior executives in June 2014. Mike currently serves as director of Roc Partners investee companies StoneAxe, Australia’s Oyster Coast, Hirepool, National Dental Care, and Infrastructure Advisory Group. Mike holds a Bachelor of Science Honours, Applied Mathematics, is a Chartered Financial Analyst (CFA) and Associate of the Institute of Actuaries of Australia. During this podcast, Craig holds an indepth discussion with Mike on how the Roc business originated, what are secondaries markets, how investors are able to access secondaries, lessons learned in founding one of the country’s most respected investment firms, through to the current private market industry dynamics and global outlook. Links to the episode can be found in the comments, as always, we look forward to hearing your thoughts!

We’re excited to let all our clients in Victoria know that we have recently opened a brand new office in Melbourne — and we welcome tips on where to get the best coffee! With continued growth and a number of incredible clients in Victoria, the team will all be spending more time in Melbourne and now have a permanent office to welcome everyone to.  From starting in Brisbane to launching in Sydney almost two years ago and now our new office in Melbourne,  we are committed to providing our clients the best service no matter where they are!

We're honoured to announce our selection as finalists in the 2024 ifa Excellence Awards. Our dedication to delivering exceptional client outcomes and fostering a culture of excellence has been recognised across three key categories:   🏆 Holistic Advice Firm of the Year 🏆 Best Financial Advice Employer of the Year 🏆 Investment Adviser of the Year, Tim Whybourne, CFA   This achievement is a testament to the trust of our valued clients and the hard work of our talented team. We look forward to the awards ceremony and thank everyone who has been part of our journey.

This year, we’ve had a significant goal to shed light on the opportunities in private equity, private investments, and private finance. In Australia, investors have largely been underserved and have had difficulty accessing these opportunities. Thankfully, this is changing. So, we thought it timely to bring you a roundup of some of our most recent guests to share on these areas!   - One of our Managing Partners, Tim Whybourne, caught up with Steve Byrom, Founding Partner of Potentum Partners; - Partner and Private Wealth Advisor Ryan Loehr spoke with Peter Beske Nielsen, the Global Head of Private Wealth for EQT; - We hosted an in-depth conversation with Joe Millward, Founding Partner of Epsilon Direct Lending, on navigating the waters of private credit; - and Managing Partner Tim Whybourne caught up with Cameron Blanks, a Managing Director of Pacific Equity Partners, one of the country's leading and most active private equity managers with over A$10 billion in assets under management. To discover more about each episode, head to ‘The Exchange by EW&L Private Wealth’ on Apple Podcasts.