Podcasts

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Better Technology Decisions to Unlock Practice Growth

21/09/2023 - Podcasts
In our latest episode of the Praemium Advice Leaders Podcast, we delve into the technological challenges and opportunities transforming the wealth management industry. Our General Manager Matt van Dijk is joined by Peter Worn, Managing Director of Technology and Digital Consultancy at Finura Group, for an in-depth discussion that unpacks the intricacies of advice technology in today's landscape.
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Enhance your client relationships with clear ESG conversations

23/08/2023 - Podcasts
In the latest Advice Leaders Podcast, Invesco's Jacquelyn Mann and Matt van Dijk delve into the art of discussing ESG investing with clients. The episode reveals how using the right language can bridge communication gaps and strengthen adviser-client relationships.
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How to tackle the unmet advice needs of high-net-worth investors

15/08/2023 - Podcasts
In a recent episode of The IFA Show podcast, Maja Garaca Djurdjevic hosts Praemium's Matt van Dijk for a deep dive into the evolving needs of Australia's high-net-worth investors. Covering topics from tailored financial advice to the looming $1.9 trillion intergenerational wealth transfer, this episode offers advisers critical insights to better serve a growing and financially robust client base.
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Rethinking Returns: The Power of Royalty Investments with Samuel Mann

24/07/2023 - Podcasts
In this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages his expertise with the Longreach's PG3 Royalties Opportunities Fund to show how these assets can diversify portfolios and stabilise returns. It's a must-listen for financial advisers ready to broaden their investment knowledge.
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Key Market Drivers for FY24 & Beyond

23/06/2023 - Podcasts
In the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key market drivers for the upcoming financial year – demographics, energy transition, and macroeconomic trends. Designed to deliver insights financial advisers can use in their end of year client meetings, this episode is a compact guide to the factors steering tomorrow's markets.
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The Wealth Transfer Challenge

16/05/2023 - Podcasts
In this insightful podcast episode, guest host Matt Van Dijk, Head of Sales for Premium's northern regions, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they tackle the challenge of the technology gap in financial services to meet diverse generational expectations. Listen in for expert insights on one of the most pressing issues in Australian financial advice today.
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How humility drives success for Peter Bates of T. Rowe Price

08/05/2023 - Podcasts
In this episode of the Praemium Investment Leaders podcast, host Damian Cilmi talks with Peter Bates, Portfolio Manager of the Global Select Equity Strategy at T. Rowe Price. They delve into the importance of humility in investing and how Peter's early career experiences shaped his investment philosophy. They discuss the role of conviction and acknowledging mistakes, balancing stock picking with macro bets, the case for mid-caps, and the significance of compant management in successful investments. Join them as they explore the lessons Peter has learned from his journey in the world of investing and how humility plays a crucial role in navigating the unpredictable market.
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Investing in Change: Driving Environmental Solutions with TT International

19/04/2023 - Podcasts
As the popularity of Environmental, Social, and Governance (ESG) investing continues to rise, investors face the challenge of determining whether their investments are genuinely making a positive impact on the world. In a recent interview on the Praemium Investment Leaders Podcast, Andy Raikes, co-portfolio manager for TT International's Environmental Strategy and Head of European Research, delved into how the asset management firm addresses this challenge by focusing on companies that provide solutions to environmental problems.
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Embracing gender equity in advice

08/03/2023 - Podcasts
In the spirit of International Women's Day 2023 Praemium is showcasing women in advice. In Praemium's latest podcast Head of Sales (Southern) Samantha Hawkins hosts Katerina Nicolakopoulos, managing director of Eikon Financial and Widiana Setiawan, Senior Private Wealth Adviser at Shaw and Partners for a discussion on this year's IWD theme, 'embracing equity'.
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Opportunities for alpha

06/03/2023 - Podcasts
Praemium's Damian Cilmi talks to Katie Hudson, Portfolio Manager and Head of Research at Yarra Capital about insights from the half-year earnings period, the outlook for Australian equities and what companies are likely to benefit in the current market environment. Touching on wage inflation and whether passive investing's dominance is likely to come to an end, it's a fantastic snapshot of the Australian stock market at this time.
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