The Podcasts that Made 2023
Counting Down the Year's Most Important Conversations
We recognise the value of continuing education and insights to help you stay at the forefront of industry developments. That's why we produce two podcast series – Investment Leaders and Advice Leaders – featuring illuminating discussions with top experts across markets, asset classes, practice management, and more.
We wanted to share with you some of our most impactful episodes from the past year. Traversing topics from the contrarian art of investing to embracing equity and diversity in financial services, these are the conversations that not only marked major moments of 2023, but also contain lessons to carry with you for years to come.
Join us as we revisit the best of the best, counting down to this year's #1 top podcast as chosen by our listeners. Not only will you gather invaluable, actionable insights, you'll also gain inspiration from the passion and dedication of these experts working to drive financial services forward.
We're thrilled you've joined us on this journey so far and can't wait to continue charting new territory together. But for now, enjoy the countdown!
5. Investing in Change: Driving Environmental Solutions with TT International
Investment Leaders Podcast
TT International's Andy Raikes outlines their environmental solutions strategy, which invests in companies solving pressing environmental problems across 7 themes like clean energy and responsible consumption. Learn how they measure impact, leverage an expert advisory board, focus on emerging markets, and donate 1/3 of fees to aligned environmental charities creating clear, direct impact. Overall an insightful overview of their unique approach.
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4. Rethinking Returns: Investing in Royalties with Samuel Mann
Investment Leaders Podcast
Delve into the world of royalty investing with expert Samuel Mann. Learn how royalties work, valuation dynamics across music, healthcare, fisheries, gas, and more. Gain perspective on portfolio construction, diversification benefits, and inflation hedging qualities. Mann also explores the future landscape, from commodities to energy transition plays, as corporates recalibrate balance sheets in the current climate. Overall an enlightening overview of this unique asset class.
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3. Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
Investment Leaders Podcast
Delving into Alan Gray's long-term, fundamental, contrarian approach, Dr. Nayak explains how they identify deeply discounted, unloved stocks with upside potential. He details the importance of individual thinking to avoid groupthink, while still maintaining a common direction. Nayak also examines past contrarian calls like REITs and energy, and emerging opportunities today across sectors facing recession fears. Overall an insightful look at the art and science of value investing against the herd.
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2. The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
Advice Leaders Podcast
Director and Head of Advice for Financial Advice Matters, Francis Rigby, explores the sensitive but critical issue of intergenerational wealth transfer. He details conversational approaches to uncover client values and vision, overcoming taboos. Rigby explains seamlessly incorporating specialists like estate planning lawyers. He also shares learnings on self-awareness to check biases. Overall, Rigby provides tactical advice so advisors can have caring, benevolent dialogues to enable positive, enduring financial outcomes for families.
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1. Embracing Equity in Financial Services
Advice Leaders Podcast
In a revealing discussion, seasoned financial advisors Katarina Nicolokopoulos and Widiana Setiawan recount their career paths, from early life experiences to overcoming obstacles to find purpose in service. They unpack essential abilities like resilience and communication while advocating inclusive, balanced teams. Most of all, they inspire women to gain financial confidence and independence. An authentic testimony to empowerment through community.
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