Inside the Rope with David Clark
David Clark
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.
David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
Episodes
Mentioned books
Sep 30, 2019 • 41min
Ep 45: Ben Cleary - Tribecca Global Natural Resources
In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned to perform going forward. Ben has worked in the natural resource sector for over 15 years and founded Tribeca Global Natural Resources in 2015.
Sep 16, 2019 • 43min
Ep 44: David Kirk - The Polymath
Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company.
Sep 3, 2019 • 32min
Ep 43: Stephen Bailey-Smith - Frontier Debt
Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in managing frontier debt with over $9 billion of investors’ money.
The frontier market strategy has produced an annualised return of 8.6% since its inception in 2010. The fund identifies opportunistic early-stage macroeconomic and political developments.
Aug 12, 2019 • 26min
Ep 42: Nelson Yuan - Opportunistic Credit
Equity-like returns with debt like risk. Nelson Yuan of PIMCO discusses how they use their global footprint to find attractive opportunities in credit.
Jul 29, 2019 • 47min
Ep 41: Hamish Douglass - Global Equities
Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. We discuss a wide range of subjects including why the interest rate outlook is important for investors, the US/China trade tensions, Facebook’s new cryptocurrency “Libra” and what investors should be focusing on.
Jul 16, 2019 • 37min
Ep 40: Tony Waters - Australian Equities ex ASX100
In this episode we chat to Tony Waters of QVG and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager of the QVG Opportunities Fund, Tony manages money for sophisticated clients and institutions. The fund returned 9.3% in FY19 and has grown by 55% since its inception in June 2017.
Jul 1, 2019 • 37min
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.
Jun 17, 2019 • 36min
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.
Jun 4, 2019 • 29min
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.
May 20, 2019 • 32min
Ep 36: Roberto Cagnati - Private Equity
Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private Equity investors with more than US$80bn under management and over 1,000 employees spread across 19 countries. We discuss Partners Group’s Global Value Fund and the team’s process for evaluating investments, as well as the Private Equity market in general.
