Ep 176: Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights
Aug 12, 2024
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Samar Mcheileh, Managing Partner at Scale with a passion for venture capital, joins financial experts Mike Lukin and Peter Cooper. They discuss the investment potential in women-led businesses, highlighting a funding gap and the remarkable returns from these investments. The trio contrasts public and private equity, focusing on liquidity and the challenges of managing large capital. They also delve into the IPO landscape, the role of ESG investing, and the political dynamics influencing strategies in Australia and New Zealand.
The podcast celebrates a milestone of forging connections between wealth management professionals and clients, fostering intimate access to top investment insights.
Michael Lukin emphasizes the importance of viewing market volatility as an opportunity, advocating for a focus on fundamentals over market hype.
Samar Mcheileh highlights the strategic value in investing in women-led startups, addressing gender disparity while targeting high-potential sectors.
Deep dives
Origins of Inside the Rope Podcast
The podcast Inside the Rope was conceived to bridge the gap between wealth management professionals and their clients by providing intimate access to industry leaders. Initially launched in 2017, it faced uncertainty about its future, but following persistence and enthusiasm from host David Clark, it has flourished significantly. The concept of the podcast is inspired by the idea of a VIP experience, symbolized by the red rope that typically marks exclusivity, allowing listeners to benefit from insights shared by top-tier investment professionals. As a result, the show has grown from two downloads at its inception to over 500,000, positioning it among the leading wealth management podcasts globally.
Celebrating Milestones and Contributions
The milestone of the 175th episode was recognized as a substantial achievement, with host David Clark openly expressing gratitude to his family, colleagues, and guests for their continued support. His son Joshua played a crucial role in the podcast's launch and production, emphasizing the collaborative effort behind its success. Additionally, Coda Capital, where Clark serves as CEO, has been pivotal in facilitating expert participation, which has greatly enriched the content. The event not only highlighted the evolution of Inside the Rope but also reinforced the community built around the podcast and its contributors.
Diversity and Investment Opportunities
One of the key insights shared during the episode was the growing focus on investing in women-led startups as a means to capitalize on an overlooked market. Samara Mikayla from Scale Investors discussed how these companies often outperform their peers due to increased capital allocation and better decision-making dynamics. She highlighted a significant transfer of wealth projected to benefit women in the coming decade, suggesting that backing diverse teams will yield considerable investment returns. This strategic approach seeks to address a long-standing gender disparity in funding while also tapping into high-potential sectors that remain underfunded.
Market Volatility and Investment Strategies
The discussion also delved into how market volatility is perceived differently across various investment stages, with private equity experts viewing downturns as opportunities. Mike Lucan emphasized the importance of rational investment amidst market exuberance and mania, advocating for a focus on fundamentals rather than hype. He noted the significance of being able to strategically time market entry and exit, using private markets' flexibility to mitigate risk. In contrast, early-stage venture capital was presented as requiring a keen understanding of dynamics, emphasizing relationship management with founders during volatile periods.
Navigating Political and Regulatory Changes
Political and regulatory environments present both challenges and opportunities in the investment landscape, with panelists sharing insights on how these trends may impact strategies. Peter Cooper noted that government interventions often shape asset prices and market behaviors, making it imperative for investors to stay informed. Perspectives on environmental, social, and governance (ESG) factors were discussed, particularly their role in influencing investment decisions across industries. The panel concluded that adapting to regulatory changes and aligning with emerging megatrends, such as decarbonization and de-globalization, will be vital for maintaining a competitive edge in wealth management.
In this special live event episode recorded in Melbourne, Inside The Rope celebrates a milestone with its 176th episode, marking the second live event in honor of 175 episodes. The event features an impressive lineup of guests from the world of finance and investment, each bringing their unique insights and experiences to the table.
Guest Speakers:
Michael Lukin, CFA: Group Managing Partner of Roc Partners, Michael Lukin shares his journey from the management buy-out of Macquarie Group’s private markets business to leading client relationships and investment activities across various markets. He provides a deep dive into his experience managing major investments, including companies like StoneAxe and Australia’s Oyster Coast.
Peter Cooper: The Chief Investment Officer and founder of Cooper Investors, Peter Cooper, brings over 30 years of investment management experience to the stage. He discusses the VoF investment philosophy he developed, which has been instrumental in the success of Cooper Investors across both domestic and international strategies.
Samar Mcheileh: Managing Partner at Scale, Samar Mcheileh shares her passion for venture capital and her vision of transforming Scale into a fully-matured fund. Her experience in financial services, including her transformative work at JBWere and her active role in the Australian early-stage ecosystem, adds a dynamic perspective to the conversation.
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