Podcast Episodes
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Ep 133: Andrew Sinclair - 20% Returns from US natural gas assets
Andrew 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 r…
3 years, 3 months ago
Ep 132: Cameron Blanks - Engineering a path from MIT to private equity
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 (PE…
3 years, 3 months ago
Ep 131: Suzanne Gauron - Enhancing returns through private equity
Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to …
3 years, 4 months ago
Ep 130: Laurent Jeanmart - Litigation Funding
The Katch Litigation Finance Fund offers exposure to litigation funding with a focus on individual claims and investment scheme in the United Kingdom…
3 years, 4 months ago
Ep 129: Alisa Wood - Why private assets?
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 globa…
3 years, 5 months ago
Ep 128: Justin Borus - Israel's once in a cycle opportunity
Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic e…
3 years, 5 months ago
Ep 127: Izzy Jensen - Investing in our future through carbon projects
Izzy Jensen is the founder and portfolio manager at Kakariki Capital, a specialist environmental and carbon commodities asset manager. After completi…
3 years, 6 months ago
Ep 126: Adrian Redlich - Private debt in a rising rate environment
Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners…
3 years, 6 months ago
Ep 125: Grant McCarthy - Seed first investing with a Yahoo veteran
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 …
3 years, 7 months ago
Episode 124: Frank Macindoe - The impact of bond markets on equity valuations
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 …
3 years, 7 months ago