Series: Expert Investors

Andrew Pridham AO is the co-founder of Moelis & Company, where he currently serves as the Vice Chairman and was previously the Chief Executive Officer. Andrew was previously Managing Director and Head of Investment Banking, Australasia at UBS. He was appointed Managing Director at 28. He spent years working in London and Singapore as global head of real estate at UBS before returning to Australia in retirement aged 34.He then founded a boutique investment banking business called First Provident. In 2004 JP Morgan acquired First Provident and Pridham was appointed as its Head of Investment Banking and later Executive Chairman. In 2009 he left to establish the Australian arm of US Investment Bank Moelis & Company. Moelis & Company Australia is a 50/50 joint venture where Australian executives, including Pridham, own 50% of the business.

Eleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets.

Yen Liow is the Managing Partner at Aravt Global LLC. He is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna. The associated listed investment company, Hearts & Minds Investments Limited (ASX: HM1), invests in a portfolio of high conviction stocks including those pitched at the conference. In lieu of management fees, HM1 donates 1.5% of its NTA to Australian medical research each year. All conference proceeds are donated to Australian medical research. Tickets are $500 but Equity Mates have 50 tickets at 20% off - so $400 https://www.sohnheartsandminds.com.au/ enter discount code - equitymates

Beeneet Kothari is the Managing Partner and Principal Portfolio Manager of Tekne Capital Manager, a global fund manager he founded in 2012. Beeneet is part of this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year.

We are finally jumping on the bandwagon and crossing over to the dark side… Welcome to the world of cryptocurrency! Tune into today’s episode to learn all the basics you need to know to get started. We discuss what crypto actually is, how it works and why it’s so damn popular.

Today, we’re going to discuss the energy transition, and the investment opportunity of decarbonisaton. Mary was previously the Portfolio Manager for the Asia strategies at Ellerston Capital in Sydney where she worked from 2012 to 2021. Prior to that she was an analyst at Oaktree Capital where she covered the Financials sector in Emerging Markets, and before that Mary worked as an analyst at Soros Funds Management in New York and she started her career as an investment banker at Citi, where she worked in New York, Moscow and London.

James Abela & Maroun Younes are the co-portfolio managers of Fidelity’s Global Future Leaders fund. Today we’re going to talk about how they broadly construct a portfolio, then look at the specific individual stocks that they hold, introduce the fund, and close out with our final three questions we ask every guest.

From a lockdown boredom idea of trying to double $500 in one week, to rolling a cryptocurrency wave, Lucinda Price (best known as Frooomes) has settled with the idea of investing money for the long term in order to reach millionaire status.

In this episode, Candice and Felicity talk to Simon Cohen, co-founder of Cohen Handler, the largest Property Buyer’s Agency in Australia, who also stars in the very binge-able hit on Amazon Prime - Luxe Listings.

Mark has more than 30 years of experience as an entrepreneur, investor and corporate adviser in New York, London and Sydney. He co-founded leading Australian boutique corporate advisory, venture capital and private equity firm Carnegie, Wylie & Co with John Wylie in 2000. In August 2007, Carnegie Wylie was acquired by leading Wall Street bank Lazard Inc. Mark then went on to found M.H. Carnegie & Co, managing more than $900 million on behalf of institutional, wholesale and high net worth clients. As a corporate adviser, Mark has advised Qantas and Coles Myer on general strategic matters, Westfield on its $22 billion merger and Qantas on its JetStarAsia start-up in Singapore. Mark holds a BA from Oxford University and a BSc (Hons) from Melbourne University. He is a former Treasurer of the Oxford Union.

Bryce & Alec interview Lawrence Lam, Managing Director & Founder of Lumenary Investment Management. Lawrence runs a global equities strategy focused exclusively on founder-led companies. The fund invests in founders who own and run their companies, consisting of 10-20 founder-led companies, with an emphasis on emerging products and services.

We know how much the YIGC community loves an ETF, so this episode is all about taking our knowledge a step further. Today we are speaking to Jess Leung, the wonderful person behind one of our favourite investing Instagrams @theleungway and ETF portfolio manager at Betshares.

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.

Felicity and Candice welcome Managing Director Anna Nahajski-Staples and Technical Director Dr Karen Lloyd of Moneghetti Minerals to Talk Money To Me. Moneghetti Minerals Limited are a gold exploration and development company, focused on high-grade, scalable discovery opportunities in the best mining jurisdictions in the world - those being in Nevada US and locally here in Western Australia.

If you think about industries that are hot in 2021, it’s hard to go past the world of semiconductors. Bryce and Alec aren’t experts, but the brilliance of hosting Equity Mates means they can invite experts to explain this fascinating world to all of us, so we might understand it, and the investing opportunities a little bit better! First they welcome Patrick Penfield - a Professor of Supply Chain Practice at Syracuse University, Whitman School of Management - to talk about the basics of semiconductors, the changing landscape, the current supply crunch and what he thinks the future of the industry will look like.

This episode, Bryce and Alec talk to Graham Tuckwell, the founder and chairman of ETF Securities, an investment firm focused on exchange traded funds. Graham was an early pioneer of exchange-traded commodities and launched the first product globally, the ETF GOLD. Now a noted philanthropist, Graham’s name may be familiar to those studying at ANU as he endowed the Tuckwell Scholarship, one of the most prestigious undergraduate scholarships in Australia.

Claude specialises in assessing the efficiency and health of management teams, and scouring smaller, unloved and ignored micro-caps because, as Claude himself has said: ‘the market is much less efficient at the small end.’

One of the things that puts first time investors off from jumping into the stock market is the pursuit of perfection. We want to make sure we are buying into the right stock at the right time, but unfortunately, perfection really isn’t a thing when it comes to investing. It is safe to say, there is no investor out there who hasn’t made mistakes along the way. In fact, mistakes can sometimes be beneficial to pull away lessons about the stock market. Today we chat with the vivacious Mel Browne about some of her investing mistakes, lessons she took away from them and why some of the money wins make all the mistake worth it. Learn more about Mel Browne here.

This episode we bring back to Rachel from Superhero - one of the latest fintech brokers to enter the market, offering Australians the lowest cost access to the ASX, and now the US stock market as well. In her role, Rachel analyses how Australians are investing their money to grow their future wealth, looking at both the current state of the market and the hottest investment trends currently. Before joining Superhero, Rachel spent just over 3 years at e-Commerce giant eBay.

There's been a lot written about Superhero recently. The latest entrant into the Australian online broker space is offering $5 trades for Australian stocks and free trades for Australian ETFs, putting the more-expensive traditional brokers on notice.

In this episode, Alec and Bryce are joined by Elise Kennedy. Elise is Vice President of Equity Research at Jarden and leads the Australian Research team covering technology and the internet. She has over 10 years experience in financial markets, including 7 years at Morgan Stanley covering Telecommunication, Media, Technology and Gaming. Elise summarises Australia’s listed tech sector, and they continue the overrated v underrated game with Australia's answer to FAANG stocks - the WAAAX stocks. Then they have a look at some of the ‘older’ Australian tech companies - Webjet, REA, Seek, Carsales - and talk about whether she thinks there are still opportunities to be found.

This episode we are very excited to be speaking with our first international guest, the most incredible Lisa Diaz. Lisa is experienced, entertaining and full of stories having spent 23 years as a Managing Director of the Securities Division at Goldman Sachs in New York. These days Lisa is Partner, President and CEO of Prince Street Capital Management in New York, an investment firm focused on global emerging and frontier market equities with bases in Singapore, New York and Hong Kong. If you’ve been thinking about making your portfolio more exotic, this is the episode for you. And if you haven’t, after listening to Lisa, you might be thinking differently!

Alec and Bryce are joined by Lauren Simmons, the youngest female trader in the history of the NY Stock Exchange. Together they have a conversation about hype investing, the dangers of crypto, trends she's heard and noticed in fellow millennials who invest, and her new venture as the host of Going Public. At 22 years old, Lauren Simmons shattered glass ceilings by becoming the youngest, and only full-time, female equity trader on Wall Street, as well as the second African American woman in 226 years.

You’ve probably heard our bold predictions for 2021, but we wanted to ask friend of the show, expert investor, and Executive Director of East 72 Holdings, Andrew Brown to join us to make some of his own.

Every quarter, investors large and small write client letters. Reading these can be an incredible source of information, so in today’s episode, Bryce and Alec talk about two letters they’ve read recently. They’ve chosen one big investor (David Einhorn) and one small (Ensemble Fund), and together they discuss some of the big ideas they’ve gleaned from both.