The Exchange Podcast, Presented by Emanuel Whybourne & Loehr

Catch up on our latest episodes:

• Partners Craig, Tim, and Ryan discuss the current state of financial markets, where they see markets heading, and why we should not be afraid of investing at all-time highs.

• Partner and Private Wealth Manager Ryan Loehr speaks with Peter Beske Nielsen, the Global Head of Private Wealth for EQT. Peter visited from Copenhagen and joined Ryan in our Sydney office.

• Partners discuss Craig and Ryan's recent study tour to NYC, where they had the privilege of learning from some of the world’s most successful investors. 

Discover more about each episode and listen via the links provided below.

Partners Episode: Don’t be Afraid of Investing at All-Time Highs

In today's episode, Craig, Tim, and Ryan discuss the current state of financial markets, where they see markets heading, and why we should not be afraid of investing at all-time highs. They also discuss their views on where interest rates are heading, their impact on investors moving forward, and some recent learnings from discussions with fund managers.

During the discussion, they cover everything from the state of the Australian property market, what people need to watch out for, and where you might find pockets of growth over the coming years. 

Peter Beske Nielsen (EQT): 30 years of private market investing, inspired by Sweden’s Wallenberg Family

In this episode, our Partner and Private Wealth Manager, Ryan Loehr, speaks with Peter Beske Nielsen, the Global Head of Private Wealth for EQT. Peter visited from Copenhagen and joined Ryan in our Sydney office. 

EQT is one of the world’s most reputable private market investors, managing over $216b EUR or $350b AUD in investments from start-ups to maturity or public companies (take privates) and covering two segments: tangible assets and private capital. Critical to EQT is a philosophy of long-term ownership and ‘future-proofing’ companies—an attribute inspired by one of the most successful Swedish families and original EQT investors, the Wallenberg Family. 

Navigating the Waters of Private Credit: An In-Depth Conversation with Joe Millward 

In this episode, partners discuss Craig and Ryan's recent study tour to NYC, where they had the privilege of learning from some of the world’s most successful investors, such as Bobby Jain (Former CIO of Millenium), Ken Moelis (CEO of Moelis), and Sonny Kalsi (CEO of BGO). 

The team also discusses how markets have performed over the past 6 months, their predictions for how the next 12 months will play out, interest rates, and the rise of private market democratisation.

To discover more about each episode, head to ‘The Exchange by EW&L Private Wealth’ on Apple Podcasts.

Disclaimer:

The information in this podcast series is for general financial and 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. Consider if the information is appropriate for you and your needs. You should consult your trusted licensed professional adviser before making any investment decision.