
In this four-part series, hosts James Whelan and Clayton Daniel dive into the fast-evolving world of alternative investments. From private credit and private equity to venture capital, crypto, and real estate debt, these episodes unpack the shifting landscape of portfolio construction for Australian financial advisers. With frontline insights from experts – including advisers, managers, and researchers – and practical discussion of real-world applications, this series equips advisers to navigate a complex landscape, and builds confidence in using and communicating the role of alternative assets in client portfolios.
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …