The Exchange by EW&L Private Wealth

Let us know your thoughts, questions, and who you want to hear from next!In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of Digital Asset Capital Management (DACM), to explore the evolution of digital assets and institutional crypto investing. Richard shares insights on market trends, risk management, and the role of crypto in a diversified portfolio. We also dive into Bitcoin’s outlook, regulatory developments, and whether macroeconomic indicators signal a bullish future.Whether you're a seasoned investor or crypto-curious, this episode is packed with expert analysis you won’t want to miss!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.

Let us know your thoughts, questions, and who you want to hear from next!Today managing Partner Tim Whybourne spoke with John George from Standard Edge accounting covering topics from selling your family business through to establishing and running a family office and the challenges that come with that. We discussed the impact that technology is having on the governance framework for families and how families have to be more dynamic than ever to remain relevant in todays fast moving world.John has extensive experience in accounting, corporate strategy, governance, capital raising, and investor relations. He is currently the Director of private consulting firms Standard Edge and SGD Partners. He previously held senior roles at ASIC and KPMG, and served as CEO of an international insurance recovery firm with offices in North America, New Zealand, and Australia. He has also been a Non-Executive Director at Shine Lawyers and Gladstone Airport Corporation Limited. Additionally, he holds advisory roles with several leading Australian Family Offices.  John became the youngest CFO of an ASX 200 company at 32 and has worked as a financial regulator with ASIC. He offers valuable insights into the marketplace and corporate governance. John is also a trustee for Bravehearts Endowment Fund and chairman of the sub-committee for the Royal Brisbane Women's Foundation Endowment Fund.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.

Let us know your thoughts, questions, and who you want to hear from next!In this episode, Craig, Tim & Ryan discuss what they are seeing in markets at the moment. They touch on where they are seeing pockets of opportunity and the impact of Trumpenomics on the global economy. 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.

Marc Herman, a serial entrepreneur and founder of Everlab, dives into his journey from tech startups to pioneering preventative healthcare. He shares how personal loss motivated the shift towards 'medicine 3.0' in Australia, highlighting the significance of proactive health management. The discussion touches on advanced medical screenings, the integration of technology and wellness, and the critical need for early health assessments for all ages. Marc emphasizes the importance of mentorship and strategic decision-making during business growth and exits.

Let us know your thoughts, questions, and who you want to hear from next!In today’s episode, we have the pleasure of speaking with Markus Thielen. We discuss everything from the history of Bitcoin, its meteoric rise to 100k and the future for Bitcoin and Ethereum, have you missed the boat or is it just the beginning?Markus Thielen is the founder of 10x Research, a leading digital asset research firm serving traders and institutions. Previously, Markus served as Head of Research at Matrixport, a $ billion digital investment firm, Chief Investment Officer at IDEG and founded Jomon Investment Management. His extensive experience includes portfolio management roles at Millennium Capital Partners and JP Morgan’s Investment Group. Markus began his career at Morgan Stanley, where he led the Quantitative & Derivatives Strategies Group in Asia.  Markus holds a degree from ESCP Business School in Paris and a Certificate in Sustainable Finance from the University of Cambridge. Renowned for his expertise in digital assets and investment strategy, he is the author of Crypto Titans: How Trillions Were Made and Billions Lost in the Cryptocurrency Markets, further cements his status as a thought leader in the field.Bitcoin stands at the crossroads of two distinct narratives: a compelling investment case driving institutional adoption and a speculative fervor fueling retail mania. Under a pro-growth Trump administration, both dynamics could flourish, creating sharply divergent opportunities for long-term investors and short-term traders alike. Unlike past Bitcoin cycles that culminated in definitive peaks, 2025 may not follow the traditional script. Instead, we could witness the broadening of crypto as a mainstream asset class, with Bitcoin potentially surpassing gold in prominence.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.

Let us know your thoughts, questions, and who you want to hear from next!In this episode, our Brisbane-based Partner, Ryan Loehr, speaks with Phil Cummins, Managing Director of Stepstone Group. They discuss the challenges that most private investors have in venture and growth equity, particularly around diversification of fund underlying, vintage, and manager. Access to top-quartile managers is generally reserved to the largest institutions, are often significantly oversubscribed.  Phil provides an overview of the Stepstone Group Platform; key business and industry advisors that help it evaluate opportunities; the importance of longstanding relationships and exploring a genuine information advantage to drive performance outcomes. Also, the benefits of new structures, such as open-ended or ‘evergreen’ vehicles vs. more traditional capital-called closed-end structures.Before joining Stepstone, Phil was a venture partner at Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021. Prior to that, Phil spent 13 years with QIC Global Private Equity, where he played a pivotal role in leading their private equity program. His career also includes significant roles at BT Alex. Brown, Deutsche Bank, and Thomas Weisel Partners in San Francisco. Phil holds a Bachelor of Commerce degree and is a Chartered Financial Analyst, as well as a member of the Institute of Chartered Accountants Australia and New Zealand. Stepstone manages over $176B on behalf of a diverse range of clientele that includes institutional investors, family offices and high-net-worth individuals.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.

Let us know your thoughts, questions, and who you want to hear from next!In this episode of the Exchange, Craig Emanuel, Tim Whybourne and Ryan Loehr reflect on the 2024 year that’s been and discuss possibilities for 2025. Trump 2.0; ballooning global deficits; interest rate policy; protectionist policy, geopolitical tension and global equity valuations that look expensive.  There’s a lot to take in. So how should investors be positioning? Tune in to this partners episode to learn more. 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.

Let us know your thoughts, questions, and who you want to hear from next!In this episode, Managing Partner Tim Whybourne catches up with serial entrepreneur, venture capitalist and TV personality Steve Baxter. They discuss everything from Steves's background, his early wins in business through to his latest venture investing in anything defence-related where many other funds are not able to.Steve grew up in north QLD before joining the Military at the age of 15 taking on a military apprenticeship in engineering, electronics, and telecoms. His career in the Army spanned 9 years before he left to launch his first start-up called SE Net from his bedroom. This business was eventually acquired by OZemail under the stewardship of ex-Prime Minister Malcolm Turnbull. In 2001 Baxter teamed up with his schoolmate and serial tech entrepreneur, Bevan Slattery to launch his second start-up in Pipe Networks before selling that to TPG in 2010. Steve founded River City Labs, Brisbane’s well-known co-working hub in 2012 and has been championing Australian startups and entrepreneurs ever since.  He has appeared as a ‘Shark’ on Channel 10’s Shark Tank Australia since 2014.In this episode, we discuss Steves's latest venture in his new fund called Beaten Zone Ventures which aims to invest in early-stage defence businesses that are developing weapons and systems to assist with holding, aiming and controlling weapons in addition to training soldiers to protect them from opposition lethality.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.

Armen Panossian, Co-CEO of Oaktree Capital, shares his expertise in distressed debt investing, emphasizing the unique opportunities that arise during market downturns. He discusses the expected liquidity gap in 2026-27 and its implications for small businesses and larger corporations. The conversation delves into the transformation of consumer behavior post-pandemic, inflation dynamics, and the complexities of private credit markets. Panossian also highlights his extensive background in finance and the lessons learned from previous economic cycles.

Let us know your thoughts, questions, and who you want to hear from next!In today’s episode the partners catch up and discuss everything from the US election, Tim's recent trip to JPM conference in Bangkok through to current opportunities in markets and their predictions on how markets will finish up for the year.  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.