inside the rope

In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob's outlook for property assets...

In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October...

Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental...

Listen hereAndrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income...

Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the...

Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional...

Alisa Wood of KKR joins David to discuss the attractiveness of private assets in the current environment.Founded in 1975, KKR & Co. Inc. is a global investment company...

Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is...

Grant McCarthy spent the early years of his career at Yahoo observing and working across several of Yahoo's investments in some of Australia's early SAAS (Software As...

In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide his...

Damon Petrie a consultant investment director at ADM Capital and joins David to discuss the Cibus fund that is focused on investing in food businesses whose...

In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially...

Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of...

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are...

Thomas Weber (German/Swiss) is a co-founder and a Managing Partner at LGT Capital Partners Ltd. He chairs the firm’s Alternative Investment Committee and the Liquid...

It's not often you get an inside look at the minds of three of Australia's most notable investors, nor learn about where they are finding opportunities amid the...

Matthew joins David to discuss his fund The Level 18 Fund, as well as his career to date. Matthew began his career as a finance journalist for the Sydney Morning...

Garry Edwards joins David in this episode to discuss his past experience as well as the AAM Diversified Agriculture Fund (ADAF), a strategy that targets a total return...

Alex joins David to discuss the Keyview Flagship Fund (previously Realside Capital Flagship Fund), a fund primarily focused on private debt that has delivered returns...