Inside the Rope with David Clark: Ep 39: Mattias Westman - Russian Equities

In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment strategy, which focuses on public companies in Russia and the former USSR and which has led the fund to produce a compound annual growth rate of 25% p.a. since its launch in 1999. The firm manages US $3 billion on behalf of institutional grade investors such as sovereign wealth funds, pension funds and family offices.

How I Did It: Episode 13: Andrew Kuper

Dr Andrew Kuper is an investor and social entrepreneur. He is Founder and CEO of LeapFrog Investments, ranked by Fortune as one of the top five Companies to Change the World. Sydney-based Andy is a world-leader in the field of ‘profit with purpose’. What is profit with purpose and how did Andy build LeapFrog into a business that can claim to have improved the lives of millions of people? Andy explains in this revealing episode of How I Did it.

Inside the Rope with David Clark: Ep 38: Haydn Smith - Natural Resources Debt

Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk about the double-digit returns the fund is earning by lending to mining companies. Prior to Tribeca, Haydn was formerly the Global Head of Macquarie Bank's Mining Finance Group.

Inside the Rope with David Clark: Ep 37: Chris Bedingfield - Global Real Estate

Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.

Inside the Rope with David Clark: Ep 36: Robert Cagnati - Private Equity

Robert is the Global Co-Head of Portfolio Management for Partners Group, one of the largest investors in Private Equity with more than $80bn under management and over 1,000 employees in 19 countries around the world. We discuss the Global Value Fund they management, the Private Equity Market along with their process for evaluating investments.

Inside the Rope with David Clark: Ep 35: Chelsea Pottenger - Mindfulness

With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.

How I Did It: Episode 12: Dave Smith

Dave Smith is President and CEO of Heaton Smith Group, an Atlanta-based consulting firm specializing in major gifts and legacy planning. Dave explains why it’s critical for fundraisers to listen to donors, to build relationships with them over many years and to avoid treating them like ATMs. He also sets out his belief that if you change the conversation, you change the result. Ultimately, Dave suggests, when it comes to raising money, it’s about the donor.

Inside the Rope with David Clark: Ep 34: Michael Heine - Family Entrepreneurship

I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.

Inside the Rope with David Clark: Ep 33: Adrian Redlich - Private Debt

Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.

Inside the Rope with David Clark: Ep 32: Rhett Kessler - Australian Equities One Year Later

Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.

Inside the Rope with David Clark: Ep 31: Kim Morrison - Investing in Water Rights

Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.

How I Did It: Episode 11: Rich Gilmore

Rich Gilmore is Country Director for The Nature Conservancy in Australia. In this episode, he provides valuable insight into how the Conservancy raised $55 million in twelve weeks to purchase environmentally significant land in the Murray Darling basin. This ambitious act of private conservation harnessed philanthropy and investment to secure the future of over 200,000 hectares of prime Australian land.

Inside the Rope with David Clark: Ep 29: Trevor Folsom - Technology Start Ups

Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.

Inside the Rope with David Clark: Ep 30: Christopher Joye - The Investment Outlook

Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Christopher is the founder of Coolabah Capital and is also a Contributing Editor to the Australian Financial Review.

Inside the Rope with David Clark: Ep 28: Justin Borus - Investing in Israel (Part 2)

We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.

Inside the Rope with David Clark: Ep 27: Phil King - Absolute Return Investing

Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he has been able to provide great returns to investors through investing in Australian and Asian Companies.

Inside the Rope with David Clark: Ep 25: John Hempton - Hunting Fraud

Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.

Inside the Rope with David Clark: Ep 24: Craig Evans

Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Portfolio Manager at the Tribeca Global Natural Resources fund that seeks to return 15-20%p.a to investors through investing in natural resources.

How I Did It: Episode 10: Stephen Fitzgerald

Stephen is a former Chairman of Goldman Sachs Australia and New Zealand. He also served a five year term as a Guardian of Australia’s Future Fund. As well as sharing secrets of his own success, Stephen talks about investing successfully, common investing mistakes and how to run an effective investment committee. He also explains his commitment to impact investing and his belief that all capital will eventually be invested with impact in mind.

Inside the Rope with David Clark: Ep 23: Ilan Israelstam - ETF's

The growth of Exchange Traded Funds over the last 10 years post the GFC has been phenomenal. Ilan takes us through a crash course in ETF's and explains why they have become so popular.

Inside the Rope with David Clark: Ep 22: David Witkin - Merger Abitrage

We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are uncorrelated to traditional assets.

How I Did It: Ep 9: Audette Exel

Audette Exel AO is a former Australian Philanthropist of the Year and a Forbes magazine Hero of Philanthropy. A social activist who became a lawyer and investment banker, she later founded the Adara Group, a social enterprise that proves the power of business can be used to improve the lives of people in poverty. In this episode Audette talks about her remarkable life and her belief that business can and must be used as a force for good

Inside the Rope with David Clark: Ep 21: Paul Heath - Liquidity Events

Liquidity events are a major fork in the road. Paul Heath draws on his experience as CEO of Koda and previously JB Were to discuss the do's and don'ts of managing liquidity events.

Inside the Rope with David Clark: Ep 20: Nelson Seo- Insurance Linked Bonds

As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bonds to create a risk premium greater than similar non-correlated assets.

How I Did It: Episode 8: Kylie Charlton

As Koda launches its impact investment advisory service, Kylie defines impact investing and looks at its potential for mainstream and non-profit investors alike. Reflecting on her own career, Kylie also talks about working and investing ‘with heart’.

Inside the Rope with David Clark: Ep 19 Cathie Wood - Disruptive Technologies

Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technologies changing the world.

Inside the Rope with David Clark: Ep18 Dan Greenhaus - Opportunities in Distressed Companies

We discuss with Dan How Solus invests in event driven, and special situations to create a strategy that has provided an annual return of 12.71% over the last 5 years with low volatility and low correlation to traditional asset classes such as shares.

Inside the Rope with David Clark: Ep 17: Michael Traill - Impact Investing

As a world leader in Impact Investing, Michael talks to us about the growing trend of investing for the dual purpose of profit and social benefit.

Inside the Rope with David Clark: Ep 16: Robert Bartlett - UK Residential Property

We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.

Inside the Rope with David Clark: Ep 15: Mitch Taylor - Private Debt

We discuss investing in the private debt provided to medium sized business and how the big banks exiting this market has created an opportunity for investors provided they get their credit analysis right and of course have a good loan agreement. The strategy is expected to produce more than 12% income p.a.

How I Did It: Episode 7: Michelle Stewart

In this episode Michelle Stewart, CEO of Cure Brain Cancer Foundation, talks about her career and her bold mission to improve survival rates. She also talks about Professor Charlie Teo’s decision to end his association with the Foundation. Professor Teo recently started his own brain cancer charity and he has been a vocal critic of high administration and fundraising costs – a sensitive topic Michelle tackles head-on.

Inside the Rope with David Clark: Ep 14:Chris Cuesta - US Micro Caps

Chris discusses the opportunities that are presented by investing in US microcaps a strategy that has produced 15.3% p.a return since inception in 2014. We touch on the benefit being provided to US smaller companies by the Trump administration's lower taxes and deregulation.

Inside the Rope with David Clark: Ep 13- Ben Hirsch-McShane: Driverless Cars

We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehicles

Inside the Rope with David Clark: Ep12: Andrew Clifford Platinum Asset Managment

The recently announced CEO and CIO of the $27 billion manager talks about managing money for the past 23 years and how peoples behaviour creates opportunities to profit. Andrew also gives his views on the international investment landscape including China, the USA and Europe.

How I Did It: Episode 6: David Panzirer

What happens when, overnight, you inherit responsibility for establishing a multi-billion dollar charitable foundation dedicated to saving and improving lives? David knows because he has lived this through the Helmsley Charitable Trust. In this episode he talks about running a philanthropic foundation like a successful business and the need for philanthropy to embrace risk.

Inside the Rope with David Clark: Ep11: Alan Sheen- Algorithmic Investing

As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for investors. Since inception Dalton Street Capital has returned 19.9% p.a.

Inside the Rope with David Clark: Ep10: Ben McGarry- Totus Capital Absolute Return Investing

We explore the way Ben invests, along with a number of themes that have led Totus to return greater than 21% p.a. since setting up the fund in 2012

How I Did It: Episode 5: Rebecca Scott

What does it take to be a successful social entrepreneur and a pioneer in the field of impact investing? As the co-founder of STREAT, Bec has learnt by doing. In this episode she talks about her work, what she’s learnt and how STREAT gives young people a sense of belonging.

How I Did It: Episode 4: Ronni Kahn

How do you set up and grow Australia’s leading food rescue charity? According to Ronni Kahn, inspirational founder of OzHarvest, the answer involves love, belief, clarity of purpose and being clear that you are running a business.

Inside the Rope with David Clark: Ep9: Tim Carleton Auscap Asset Management

Tim is a founder and Portfolio Manager with Auscap Asset Management an asset manager with an annualised return of more than 20%. We discuss a wide range of topics including investment fundamentals, Bitcoin, China and how shorting companies can enhance returns with Tim.

Inside the Rope with David Clark: Ep8: House Prices and Interest Rates with Brett Gillespie

Episode 8: House Prices and Interest rates with Brett Gillespie Brett talks about his view on the outlook for house prices and interest rates and what will drive them. I reached out to Brett to arrange the interview after reading his article Burning down the House (https://ellerstoncapital.com/burning-house-latest-thought-piece-brett-gillespie)

Inside the Rope with David Clark: Ep7: How to get to 100 in great shape.

Dr John Cummins (https://goo.gl/u8ikNw) is a specialist physician who started a practice devoted to preventative medicine. In this episode, Dr John talks about how you can manage your health and lifestyle to live to 100.

Inside the Rope with David Clark: Episode 6 - James McNab - Fixed Interest and Credit

James McNab is the Manager of Acquasia fixed interest funds. Aquasia manages wholesale funds and syndicates, investing in a range of credit and fixed-income assets. http://www.aquasia.com.au/james-mcnabb

Inside the Rope with David Clark: #5 Cathie Wood-Investing in Disruption

Catherine D Wood is the CEO and CIO of Ark invest a New York-based investment manager focussed on disruptive innovation. In this episode, we cover Bitcoin, Driverless cars and other disruptive technologies that may shape our investment future. https://ark-invest.com/ark-team

How I Did It: Episode 3: David Gonski Part 2

This episode is the second half of our conversation with David Gonski. Listen to David talk about impact, preparing well, the value of listening and his passion for education

Inside the Rope with David Clark: Episode 4- Tiffany Jones

Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffiany who is a thought leader in the Family Leadership space. Tiffany brings a great skill set and expiernce to help families get 'back around the kitchen table".

Inside the Rope with David Clark: Episode 1 - Rhett Kessler

Investment Fundamentals with Rhett Kessler Rhett Kessler manages the Pengana Australian Equities Fund of $1.2 billion that has returned to clients greater than 11% p.a. net since inception. In this episode, Rhett takes us through the process and the way he thinks when he approaches investment.

Inside the Rope with David Clark: Episode 2 - Hamish Douglass

International and Technology investment with Hamish Douglass Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan's Global Equity strategies. Hamish is a former member of the Australian Government's Financial Literacy Board, the Australian Government's Takeovers Panel, the Australian Government's Foreign Investment Review Board and the Forum of Young Global Leaders - World Economic Forum.

Inside the Rope with David Clark: Episode 3- Justin Borus- Investing in Israel

We discuss the opportunity to invest in high growth companies in Isreal with the Founder and Chief Investment Officer of Ibex Investors.

How I Did It: Episode 2: David Gonski

Listen to David talk about diversity, making a contribution, a chair’s role, innovation in the non-profit sector, asking for money and being a hopeless artist.

How I Did It: Episode 1: Christopher G Oechsli

Episode 1: Christopher G Oechsli What does it take to lead one of the world’s foremost philanthropic foundations? Humility, clarity and a commitment to justice and equity. These are some of the ideas discussed with Chris Oechsli, President & CEO of The Atlantic Philanthropies, the limited-life foundation set up and funded by Chuck Feeney.