The Exchange by EW&L Private Wealth

Craig Emanuel, Tim Whybourne, Ryan Loehr.
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Dec 1, 2025 • 50min

Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne (Black Nova)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, EW&L Associate Adviser, Charles Troian, sits down with Matthew Browne, Founder and Managing Partner of Black Nova Venture Capital, to explore the evolution of Australia’s start-up ecosystem and what it really takes to build - and back - world-class technology companies.From launching his first business at 13 to founding and exiting two successful enterprise software companies (including Y Combinator–backed Whispli), Matthew shares lessons learned from both sides of the venture table. He unpacks what separates resilient founders from the rest, why “boring” B2B software often outperforms hype-driven tech, and how Australia’s venture market has matured into one of the most efficient ecosystems in the world.The conversation dives deep into Black Nova’s investment philosophy - a by founders, for founders model - and the firm’s focus on mission-critical, enterprise-grade software with strong fundamentals and global potential. Matthew also reflects on the future of AI, capital flows, and the importance of reinvesting in Australia’s innovation economy.Whether you’re an investor, founder, or adviser, this episode offers a rare look inside the mindset of one of Australia’s most disciplined venture capitalists, and what it takes to identify the next generation of enduring businesses.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Nov 23, 2025 • 48min

Discipline Through the Cycle: Lessons in Property Investing from Steve Bennett (Charter Hall)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Ryan Loehr sits down with Steve Bennett, Chief Executive Officer of Charter Hall Direct Property, to discuss how one of Australia’s largest and most respected real asset managers is positioning through a changing market cycle.With more than A$10 billion in assets under management and a track record spanning three decades, Charter Hall’s Direct Property team is recognised for its disciplined portfolio construction, hands-on management, and commitment to long-term income and investor alignment.Steve shares insights on how evolving tenant needs, sustainability priorities, and shifting capital flows are reshaping Australia’s office, industrial, retail, and social-infrastructure sectors — and what strategies are helping investors achieve attractive, risk-adjusted returns.From governance and ESG integration to emerging opportunities in mixed-use and social-impact assets, this conversation offers a rare look inside the decision-making frameworks of one of Australia’s leading property platforms.Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'. Download here. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Nov 17, 2025 • 47min

Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran (Coller Capital)

Let us know your thoughts, questions, and who you want to hear from next!What do the secondary markets really teach us about value? How should investors think about illiquid assets today? Is it as simple as finding the most undervalued portfolio and bidding?In this episode of The Exchange, EW&L Managing Partner Craig Emanuel sits down with Eric Foran, Partner at Coller Capital, to answer these questions and to explore how the secondary markets operate, what was learned through the GFC, and why the space continues to matter for sophisticated investors.Eric is the Partner responsible for Coller Capital's origination and execution based in the firm’s New York office. Prior to joining Coller Capital in 2010, Eric was the Investment Management Division at Lehman Brothers based in San Francisco. Previously he worked in the Global Advisor Research and Institutional Consulting Groups at Morgan Stanley in New York.Coller Capital is a global private equity firm specialising in secondary market transactions. Founded in 1990, their focus has been on acquiring interests in private equity funds, real assets, and other alternative investments. With a reputation as a leader in the secondary market, Coller Capital works with institutional investors, such as pension funds, endowments, and family offices, to provide liquidity solutions and portfolio management strategies.Eric has a BS in Finance from the University of Tennessee and an MBA from London Business School. He is a CFA Charterholder.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Nov 10, 2025 • 47min

Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management, one of Australia’s top-performing equities managers.From 10x in 10 years to 20x in 12, Ophir’s track record has become the benchmark for active investing in Australian equities. Andrew shares how the firm’s disciplined process, founder-led culture, and relentless focus on quality businesses have delivered exceptional long-term results.Drawing on his early experience at the Federal Treasury and more than two decades in markets, Andrew offers practical insights into building wealth through discipline, humility, and conviction even in volatile conditions.Whether you’re a high-net-worth investor, entrepreneur, or professional seeking smarter ways to grow and protect your capital, this conversation reveals what it takes to identify tomorrow’s leaders and stay the course through every market cycle.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Nov 3, 2025 • 50min

Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville (JellyC)

Let us know your thoughts, questions, and who you want to hear from next!Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC, as they explore the evolution of digital assets and blockchain in Australia. With more than 25 years’ experience across global financial markets, Michael shares his journey from hedge funds and traditional finance into the world of crypto, and how JellyC is bridging the gap between digital and institutional investing.From the basics of Bitcoin and Ethereum to the firm’s strategic partnership with Franklin Templeton, this episode unpacks the structural shifts driving adoption, the latest regulatory developments, and why sophisticated investors are increasingly viewing digital assets as a core component of diversified portfolios.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Oct 27, 2025 • 51min

How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview

Let us know your thoughts, questions, and who you want to hear from next!Join us for an exclusive conversation with Dan Tapiero, a renowned macro investor and one of the first institutional managers to embrace the world of crypto. As the founder of 50T—a top private equity fund focused on blockchain infrastructure—Dan shares his journey from partnering with industry legends like Julian Robertson and Steve Cohen, to making bold, early bets in digital assets. Discover why Dan believes the digital asset ecosystem is on track to hit $50 trillion, how 50T is investing in the “picks and shovels” powering Web3, and what this means for investors looking to tap into the future of global finance. Whether you’re a seasoned allocator or crypto-curious, this episode delivers rare insights from one of the sector’s true visionaries.Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Oct 20, 2025 • 45min

Building Enduring Value in Australian Property: How Active Management Is Redefining the Market with Michael Rothner (AsheMorgan)

Let us know your thoughts, questions, and who you want to hear from next!In this episode of The Exchange, Ryan Loehr sits down with Michael Rothner, Executive Director of AsheMorgan, to explore how one of Australia’s most respected private real estate investment firms has navigated market cycles, delivered sustained returns, and redefined value creation in property.With more than four decades of experience and over $10 billion in transactions, AsheMorgan has built its reputation on identifying opportunity where others see complexity - from pioneering developments like Brisbane’s award-winning Midtown Centre to strategic investments across office, retail, industrial, and living sectors.Michael shares how the firm’s hands-on, capital-disciplined approach delivers attractive risk-adjusted returns, why ESG integration is now central to long-term resilience, and how demographic and structural shifts are creating new opportunities for investors.Whether you’re an experienced investor or simply curious about where Australia’s property market is heading, this conversation offers a rare inside look at what it takes to create enduring value - in assets, partnerships, and legacy.Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'. Download here. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Oct 6, 2025 • 53min

Discover the Secrets of Smarter Property Buying with Jordan Navybox (Cohen Handler)

Let us know your thoughts, questions, and who you want to hear from next!Thinking about buying your next home or investment property? Don’t miss our latest podcast episode featuring Jordan Navybox, Managing Director of Cohen Handler QLD, one of Australia’s top buyers agents. Jordan shares insider strategies on finding the right property, building investment wealth, and avoiding common pitfalls in today’s competitive market. Whether you’re a first-time buyer or a seasoned investor, you’ll learn what sets great buyers agents apart, how the industry is evolving, and the key steps to maximise your success when working with a professional advocate. Ready to take the guesswork out of your next property purchase? Tune in now for practical tips, expert insights, and a behind-the-scenes look at how Australia’s best buyers operate.Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'. Download here. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Sep 1, 2025 • 51min

EW&L Partner Episode: Beyond Borders: Global Vision, Private Opportunity

Let us know your thoughts, questions, and who you want to hear from next!Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
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Jun 8, 2025 • 1h 4min

From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter

Let us know your thoughts, questions, and who you want to hear from next!Sharing a Coke with Rhonda and Ketut! In today’s episode, Managing Partner Craig Emanuel sits down with Andrew Baxter, current Chair of several iconic Australian industries, businesses and not-for-profits. Andrew was previously the CEO of two of Australia’s largest marketing agencies, Publicis and Ogilvy, creating the famous ‘share a Coke’ campaign. How do you create a successful global marketing campaign to last generations?Andrew is one of Australia’s most trusted business, marketing and communications advisors. Before establishing his consulting firm, Andrew Baxter worked with many of Australia's largest companies, brands and government bodies, as the CEO of two of the country's biggest communications agencies, now a Senior Advisor at KPMG. Andrew is currently the Chair of Australian Pork, Deputy Chair at Foresters Financial, Deputy Chair at Sydney Symphony Orchestra, a Non-Executive Director at OzHarvest, AgrDisclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

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