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Talking Money To Us | Or 2021 in Review / how to value a company (Analyst at Shaw)

HOSTS Candice Bourke & Felicity Thomas|17 December, 2021

In our final episode for 2021, Candice and Felicity are joined by Martin Crabb, the Chief Investment Officer from Shaw & Partners. Together they discuss the year that was 2021, and explore the investment opportunities on the horizon for 2022. They chat about the recovery trade as the world begins to re-open, and look through all the noise and identify some key investment ideas. Martin joined Shaw & Partners in 2011, prior to which he was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, wealth management, research and portfolio management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Talk Money To Me is a product of Equity Mates Media. 

All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice. 

The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.

Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. 

Do not take financial advice from a podcast.  

For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. 

In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Meet your hosts

  • Candice Bourke

    Candice Bourke

    Candice Bourke is a Senior Investment Adviser at Shaw and Partners with over six years' experience in capital markets and wealth management, specialising in investment advice including equities, listed fixed interest, ethical investing, portfolio risk management and lombard loans. She discovered her passion for finance and baguettes, when working and living in France, and soon afterwards started her own business (all before the age of 23). Candice is passionate about financial literacy for women which lead her to co found Her Financial Network, and in her downtime, you’ll find her doing any of the following: surfing, skiing, reading a book by the fire, or walking her black lab, Cooper, with a soy cappuccino in hand.
  • Felicity Thomas

    Felicity Thomas

    Felicity Thomas is a Senior Private Wealth Adviser at Shaw and Partners with over nine years experience in wealth management and strategic financial planning, covering areas including Australian and Global equities, portfolio construction and risk management, bonds, fixed interest, lombard loans, margin lending , insurance, superannuation and SMSFs. Felicity started her career in finance at BT Financial Group, speaking to customers about their superannuation and investments. This led to the realisation becoming a Financial Advisor would be the perfect marriage of her skills and interests - interpersonal relationships and economics. She is passionate about improving women’s access to financial resources and professionals, and co founded Her Financial Network. On the weekends you’ll find her on the beach, or going for an adventure with her black cavoodle, Loki.

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