Episodes

In this conversation, I had the great pleasure of chatting with Brook Monahan, Founder and Managing Director of Mosaic Property Group, one of Queensland’s most awarded and respected residential property developers. I’ve known Brook for 15 years and have watched him evolve and grow as a businessperson over that time. He is forever pushing himself and his team to standards that are uncommonly high. During our chat, we talk about the drivers that have fuelled his intensity and some of the lessons ...

In this conversation, I had the pleasure of chatting with Marcus Burns, Portfolio Manager for Spheria Asset Management, a fundamental-based small cap equity manager, based in Sydney. Marcus’s investment background includes a stint working for GLG Partners in London, one of Europe’s largest Hedge Funds, as a portfolio manager for their global consumer focused fund. Investing in illiquid and emerging markets, both from the long and short side during his time at GLG, has given Marcus a unique pers...

In this conversation, I had the pleasure of chatting with Pat Howard, ex-Wallaby, ex-Head Coach for the Leicester Tigers Rugby Club, ex-Manager of Team Performance for Cricket Australia, and current-CEO of MPower MSL Ltd, an ASX-listed sports software business. During our chat, we talked about Pat’s transition from player to coach, coach to sports administrator and administrator to CEO and many of the challenges he faced along the way. There is so much contradiction inside leadership. It requi...

In this conversation, I had the pleasure of chatting with Chris Tate; trader, trader mentor and director of Trading Game, a Melbourne based trader mentoring business which has been mentoring traders for the past 21 years. Having personally been a trader since 1994, I’ve had a few too many moments where I thought I knew it all. And while I was looking forward to having a chat with Chris, given his success as a trading mentor, truthfully, I didn’t really expect to learn a whole lot. To my surpris...

In this conversation, I had the pleasure of chatting with John Deniz, the founder and Chief Investment Officer of Paragon Funds Management, a fundamental, high conviction, long-short equity manager, based in Melbourne. John is a mechanical engineer by training, so it was fascinating drawing out his process driven edge and also talking about Paragon’s investment in Gold related equities in the current environment. It should be noted of course, that none of this conversation should be considered...

In this conversation, I have a chat with Chris Gordon. Chris is a Director of Australian recruitment company – Profusion Group, which specialises in the banking and financial services sector. As well as being a career coach, Chris manages a broad range of client relationships, working with small businesses through to the big four banks and industry superfunds. Chris reached out to me to have this conversation as a simple way of contributing to jobseekers at an obviously challenging time in the ...

In this conversation, I had the pleasure of chatting with Tom King, the Chief Investment Officer of Nanuk Asset Management, an award winning sustainable investment manager, based in Sydney. Tom’s also an Olympic gold medalist, having won gold in sailing at the Sydney 2000 Olympics. Tom has such a high-performance focus. It was fascinating talking about what it takes in terms of mindset to become the best in the world. I found the skills crossover between sailing and investing surprising, but o...

In this episode, I had a chat with Stephen Moore, ex-captain of the Wallabies; the Australian Rugby Union team. It was an enlightening chat around high performance culture and the balancing of high-performance imperatives with the values of respect and humility. Interestingly, Steve’s drivers for success are framed by his team’s success. I found this both unusual and refreshing, for many high-performance focused people have a more self-focused perspective. For those familiar with Steve’s rugby...

In this episode, I had the pleasure of chatting with Kathryn Young, the Head of Investments for Cambooya Pty Ltd, the Fairfax Family Office. Kathryn’s had an interesting investment career having previously worked for Mutual Trust and the Myer Family office as Director of Investment research and for Morningstar as Director of Manager Research. This puts Kathryn in a unique position in having met and interviewed many of Australia’s top fund managers across all asset classes. Despite the informati...

In this episode, I had the pleasure of chatting with Ross Israel, Head of Global Infrastructure at QIC. Ross and his team manage over AU$14B in assets such as ports, roads, airports, water, electricity, gas and healthcare. Investing in unlisted long-duration assets like infrastructure requires such a nuanced view of risk and a long, historical perspective on politics and economics; all of which Ross has in spades. During our conversation, Ross shares how he and his team have managed their inve...