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Ep 123: Damon Petrie - Enhancing the food chain with disruptive technologies
Damon Petrie a consultant investment director at ADM Capital and joins David to discuss the Cibus fund that is focused on investing in food businesse…
3 years, 7 months ago
Episode 122 - Ian Beatty - Trading liquidity for opportunity
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 …
3 years, 8 months ago
Ep 121: Mark Landau - Absolute returns throughout the cycle
Mark 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…
3 years, 8 months ago
Episode 120: Chris Joye - Where to hide from inflation
In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris …
3 years, 9 months ago
Episode 119: John Hempton - Cutting through the uncertainty
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics tha…
3 years, 9 months ago
Episode 118: Thomas Weber - Long-term sustainable growth through alternate assets
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…
3 years, 10 months ago
Ep 117: Live Event - Phil King, Rhett Kessler & Alexandra Clarke; Behaviours of successful investors
In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Ma…
3 years, 10 months ago
Ep 116: Matthew Kidman - Who's lying and who's not.. Investing in small caps
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 Sy…
3 years, 10 months ago
Ep 115: Garry Edwards - Diversification & scale in agriculture assets
Garry joins David in this episode to discuss his past experience as well as the AAM Diversified Agriculture Fund (ADAF), a strategy that targets a to…
3 years, 11 months ago
Ep 114: Alex Hone - Providing predictable investment outcomes
Alex joins David to discuss the Realside Capital Flagship Fund, a fund primarily focused on private debt that has delivered returns to investors of 1…
3 years, 11 months ago