Podcasts about finsia

In this episode, we speak with Jason Orthman from Brisbane-based fund manager Hyperion. We discussed everything from why we should be investing in growth mandates throughout the cycle, the outlook for inflation and the recent short-selling attack on listed company Block.Hyperion Asset Management was founded in 1996 with the aim to grow the wealth of high-net-worth individuals and enhance their family's futures. Hyperion now manages over $10 billion for industry and public funds as well as many private investors. The moneys are invested in Australian and/or global equities either through large individual mandates or our three publicly available managed funds. Jason joined Hyperion in 2008 as an Investment Analyst and was promoted to Portfolio Manager in 2009. Prior to this, Jason gained 6 years of industry experience as a Senior Research Analyst with a stockbroker, Wilsons. He has covered a wide range of sectors including mining services, retail, manufacturing, and waste. Jason has a Bachelor of Chemical Engineering (1st Class Honours) and a Bachelor of Business Management from the University of Queensland. He also completed a Graduate Diploma of Applied Finance and Investment from the Australian professional body (now called FINSIA). Jason is a CFA Charterholder and a significant shareholder of Hyperion.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.

On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FINSIA CEO and managing director, Yasser El-Ansary. Yasser joined this week's show to discuss the state of the advice industry in 2022 and the importance of December's Quality of Advice Review (QAR).  "I'm certainly one that believes we can do better through this review at creating a robust environment for financial advice that supports all of those big picture outcomes that governments, and indeed, consumers in our economy are looking for," Yasser said. "But we also have to be realistic that the pace of change in financial services, the role of innovation and technology in adapting and evolving the way that financial services is delivered right across the B2C market, as well as the B2B market means that there will probably be a need for governments to continue to maintain a close watching brief on a space like financial advice. So I think the timing is right. I think the work that is being done here is hugely important." On the episode, Yasser also discusses FINSIA's QAR submission, the sector's biggest issues and expectations following the review.

Victoria Weekes has had a long, impressive, and principled board career.  She is an accomplished non-executive director with experience across a diverse range of business sectors in listed and major private and public sector organizations. Migrating to Australia at the age of two, she spent much of her teenage years on the family's rural property where she learned to muster cattle. Victoria went on to complete a law commerce degree and then joined a major law firm, however she soon realized that private practice was not her cup of tea.  After just six months she jumped at the opportunity to move into finance, where she forged a successful executive career in banking and financial services, with C suite roles in ASX10 and major listed international companies including Citigroup and Westpac. Victoria started her board journey at a young age after making a deliberate decision, so she could use her business and strategic skills across diverse sectors.  Her first board role was with Cure Brain Cancer. While finding the initial transition challenging, she went on to establish an enviable portfolio. She was recently appointed to the Board and Audit & Risk Chair of Alcidion (ASX:ALC), a leading healthcare technology provider and is the immediate past Chair of Sydney Local Health District and former Chair of OnePath Custodians, ANZ's $45b retail public offer superannuation fund acquired by the IOOF in 2020.    She is current Deputy Chair of SGCH Community Housing; a member of the Library Council of NSW since January 2019; and President of FINSIA - among her current roles. A passionate advocate for gender equality, Victoria was a founder and the inaugural Chair of the Australian Gender Equality Council, a role which she discusses with passion and heart. She talks openly to Claire about her period of renewal, surviving the witness box in the Banking Role Commission, the importance of establishing and consistently following your values, humility and how we really haven't come as far as we think with the gender pay gap.   LinkedIn: Victoria Weekes | Claire Braund (host) Further Information: WOB membership, events & services, please visit our website. To receive our weekly newsletter, subscribe to WOB as a Basic Member (free). Join as a Full Member for just for full access to our Board Vacancies, WOBShare (our online member platform) and more.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTIn this weeks' special 'On the Couch', we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital.As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in 2020 at a 30% discount to its NTA. Since then the stock has risen from 100c to 280c. Although the discount has closed, we remain very keen on the fund and their way of doing things. Having chatted to Mark, it is clear LSF should be on every investors radar.  Plenty of great ideas and brilliant advice on the investment process.About Mark LandauMark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed the L1 Capital Australian Equities strategy and the L1 Capital Long Short strategy. The Australian Equities strategy has been one of the top decile performing large cap Australian Equities funds since launch in 2007 according to Zenith (Annual Survey, June 2020). Building on this success, L1 Capital launched the Long Short strategy in 2014, which has delivered net returns of greater than 25% in 5 out of the 6 calendar years it has been running. Prior to founding L1 Capital, Mark worked at Invesco Australia as an Investment Analyst in the large cap Australian Equities Fund and an Investment Manager in the Invesco Smaller Companies Fund.  Mark holds a double degree in Commerce and Economics from Monash University, is an active CFA charterholder and is a Fellow of FINSIA.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTIn this weeks' special 'On the Couch', we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital.As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in 2020 at a 30% discount to its NTA. Since then the stock has risen from 100c to 280c. Although the discount has closed, we remain very keen on the fund and their way of doing things. Having chatted to Mark, it is clear LSF should be on every investors radar.  Plenty of great ideas and brilliant advice on the investment process.About Mark LandauMark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed the L1 Capital Australian Equities strategy and the L1 Capital Long Short strategy. The Australian Equities strategy has been one of the top decile performing large cap Australian Equities funds since launch in 2007 according to Zenith (Annual Survey, June 2020). Building on this success, L1 Capital launched the Long Short strategy in 2014, which has delivered net returns of greater than 25% in 5 out of the 6 calendar years it has been running. Prior to founding L1 Capital, Mark worked at Invesco Australia as an Investment Analyst in the large cap Australian Equities Fund and an Investment Manager in the Invesco Smaller Companies Fund.  Mark holds a double degree in Commerce and Economics from Monash University, is an active CFA charterholder and is a Fellow of FINSIA.

Richard grew up in the Northern NSW town of Ballina, moving to Sydney in 1983 to attend the University of NSW. After a few years as a Chartered Accountant he switched to property development and then construction, joining Adco in 1990.Over the past 30 years Richard has worked in senior management roles within the Adco group including 12 years as Managing Director. He retired from managerial roles in 2018 but remains a Non Executive Director of the group.During his time at Adco the group rapidly expanded and is now one of Australia’s top 100 private companies and top 10 builders. The business extends right across Australia and has annual turnover around $1 billion.In addition to his Adco directorships Richard is also Chairman of build to rent business Arklife, and a Director of Randwick Rugby Club.Outside business Richard enjoys surfing, travelling and fitness. His qualifications include B Comm UNSW, MBA – Deakin Uni, CPA and Grad Dip Applied Finance. He is also a member of FINSIA, and the Institute of Company Directors.In this episode, you'll get to learn about: - Business advice for leaders to navigate the upcoming landscape- Foundations to long-term business success- Lessons from the height of a corporate career- Stepping out from management to board positions- Executive decision making- Defining the quality of your personal relationshipsAnd more. Resources:https://www.adcoconstruct.com.auhttps://www.booktopia.com.au/open-andre-agassi/book/9780007281435.htmlShow notesIf you enjoyed this episode, and you've learnt something or it inspired you in some way, I'd love to hear about it and know your biggest takeaway. Take a screenshot of you listening on your device, and post it to your Instagram Stories, and tag me, @elinormoshe_ or Elinor Moshe on LinkedIn.Don't forget you can also join the free facebook community to discuss your journey in the building industry; https://www.facebook.com/groups/constructingyou/Show notesIf you enjoyed this episode, and you've learnt something or it inspired you in some way, I'd love to hear about it and know your biggest takeaway. Take a screenshot of you listening on your device, and post it to your Instagram Stories, and tag me, @elinormoshe_ or Elinor Moshe on LinkedIn.

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report. The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks. The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.David Keelan has been with Ellerston since 2008 - David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004. Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience. Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia. Marcus Today Stock Market Newsletter

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report. The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks.  The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.David Keelan has been with Ellerston since 2008 - David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore's University with a BSc. Hons. in Technology Management in 2004. Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience.  Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia. Marcus Today Stock Market Newsletter

Bruce Gordon was appointed as the Independent Chairman of Pushpay on 20 February, 2014 and on 8 May, 2019 stood down from this position to assume the role of CEO and Executive Director, effective 1 June, 2019. Bruce has over 30 years’ experience in business holding senior positions with both SMEs and corporate organisations across Asia Pacific, the UK and the US. He has held various positions in other New Zealand technology companies, including Data Insight. A pioneer of many of the electronic banking services that consumers now enjoy, Bruce was Chairman of Paymark, Chief Manager Electronic Banking and Payments at Bank of New Zealand and has held senior roles at Eco-Products Group, Retail Financial Services (trading as Farmers Credit), National Australia Bank, ASB Bank and The Warehouse Group. He has extensive board experience, including with Vector Energy Solutions, The Warehouse Financial Services, The Merino Company of New Zealand and Bendon Group. Bruce is a Fellow of FINSIA and holds an MBA and a PGDipBus (Information Systems) both from the University of Auckland. Bruce lives with his family in Auckland.

On this episode, we dive further into our collaboration with History Lab on the first deposit into Australia’s oldest bank by asking- Why do we trust banks? We speak with Harry Scheule, Professor of finance, about how and why banks operate on trust and how that has changed since the Royal Commission into banking. Harry is a member of the Retail Banking Council of FINSIA and occasional advisor to the financial service industry including banks, banking regulators and government.Further Reading:More information on Harry’s research can be found on the UTS websiteThe Australian Securities and Investments Commission (ASIC) enforce and regulate company and financial services laws to protect Australian consumers, investors and creditorsAustralian Prudential Regulation Authority (APRA) promotes prudent behaviour with the key aim of protecting the interests of depositors, policyholders and superannuation fund members.The Reserve Bank of Australia seeks to foster financial system stability and promotes the safety and efficiency of the payments system.The Murray Inquiry Report Music: Teddy Bergström, Henrik Neesgaard, Gunnar Johnsén and Anders Ekengren