Industry: Technology Hardware & Equipment

Jules is a Senior Analyst currently responsible for Shaw & Partners Software & Technology coverage. Software, technology businesses such as Whispir, Nitro, Elmo, Gentrack and Technology One, to name a few. Jules has been in the industry since 99, so the recent market volatility is something he’s familiar with, and has weathered a few times before. His circle of expertise within the Australian market is the technology sector and currently has likely the broadest software technology coverage in the market, which provides a unique perspective on business models and valuations across the sector.

There’s been a lot of buzz around SPAC's - why are they so popular? You may have heard the term SPAC, but be unfamiliar with what exactly a SPAC is. In today’s episode Bryce & Alec are joined by Enrique Klix, who is the founder & CEO of Integral Acquisition Corp, a NASDAQ-listed SPAC (NASDAQ: INTE) Discover the mechanics of a SPAC, how these blank cheque companies work. What a SPAC IPO versus a traditional IPO looks like. What key considerations you should research before choosing to go the SPAC route.

Bryce and Alec delve into the company that minted two of Australia’s first tech billionaires, Mike Cannon-Brookes and Scott Farquhar. Atlassian Corporation (NASDAQ:TEAM) is a software company that develops collaboration tools for software engineers and project managers. Described as a “very boring software company” by the New York Times, Atlassian’s success story is the exact opposite. Though they’ve become a regular name in investing conversations over the past few years, it can be hard to describe exactly what Atlassian does… By the end of this episode, you’ll be an expert.

The tech sector is undoubtedly one of the most exciting areas of the stock market, with some of the greatest opportunities for investing returns. But it’s also very fast moving, which can make finding good, long-term investments challenging. Today we are chatting with Deborah Jackson, CEO and Founder of Plum Alley. We get Deborah’s insights on the most exciting tech stocks currently and how to spot a good investment opportunity. Headquartered in NYC, Plum Alley invests in advanced technology and healthcare companies that will improve our lives and the planet. The fund specifically focuses on companies with women founders or co-founders, tapping diverse ingenuity and decision making.

Kelly Bayer Rosmarin was appointed CEO of Optus and Consumer Australia on 1 April 2020. Prior to joining Optus, Kelly spent 14 years with Commonwealth Bank of Australia (CBA) where she held several senior positions.

Paul is the co-founder and partner at Bailador Technology Investments (ASX: BTI). Bailador specialises in investing expansion capital in fast-growing Australian businesses. In today’s conversation, we’re going to look at the Bailador Portfolio, take a closer look at two specific case studies and then pick his brain, for his thoughts on Australia’s vibrant and successful start up scene.