60 acast.com GFM Wealth Advisory Podcast https://shows.acast.com/gfm-wealth-advisory-podcast en GFM Wealth Advisory GFM Wealth Advisory

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]]> false GFM Wealth Advisory info+673421d84c734dcbd0d1c1e4@mg-eu.acast.com 673421d84c734dcbd0d1c1e4 gfm-wealth-advisory-podcast episodic https://assets.pippa.io/shows/673421d84c734dcbd0d1c1e4/1732593281470-90d80e86-a50c-4868-8178-1ad4d46d3344.jpeg https://shows.acast.com/gfm-wealth-advisory-podcast GFM Wealth Advisory Podcast Meet the Manager: Pier 12 Capital Meet the Manager: Pier 12 Capital Wed, 25 Mar 2026 05:54:36 GMT 28:29 69c3789c217ea6ceb7a31247 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep-12-meet-the-manager-pier-12-capital 69c3789c217ea6ceb7a31247 673421d84c734dcbd0d1c1e4 ep-12-meet-the-manager-pier-12-capital Campbell McComb, Managing Director, Pier 12 Capital. full 1 12 In this episode, Senior Partner Patrick Malcolm is joined by Campbell McComb, Managing Director of Pier 12 Capital, for an in‑depth conversation on private asset investing.

Campbell breaks down private equity as an asset class, the key characteristics Pier 12 looks for in potential investments, and how the team works closely with portfolio companies to actively create value. The discussion also explores recent portfolio activity, emerging trends in the private equity market, and the broader outlook for the sector.

Campbell shares insights into how Pier 12 balances deep involvement with investee businesses while maintaining disciplined valuation processes and a strong focus on long-term returns.

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]]> In this episode, Senior Partner Patrick Malcolm is joined by Campbell McComb, Managing Director of Pier 12 Capital, for an in‑depth conversation on private asset investing.

Campbell breaks down private equity as an asset class, the key characteristics Pier 12 looks for in potential investments, and how the team works closely with portfolio companies to actively create value. The discussion also explores recent portfolio activity, emerging trends in the private equity market, and the broader outlook for the sector.

Campbell shares insights into how Pier 12 balances deep involvement with investee businesses while maintaining disciplined valuation processes and a strong focus on long-term returns.

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]]> Top Investments for 2026 Top Investments for 2026 Thu, 05 Mar 2026 15:25:09 GMT 1:03:54 69a9a054b49eecc0b754e42c false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep-11-top-investments-for-2026 69a9a054b49eecc0b754e42c 673421d84c734dcbd0d1c1e4 ep-11-top-investments-for-2026 Patrick Malcolm, James Malliaros, and Sam Eley, GFM Wealth Advisory. full 1 11

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]]> Meet the Manager: WCM Investment Management Meet the Manager: WCM Investment Management Sat, 08 Nov 2025 16:57:28 GMT 35:30 690f7679c1ed8717c5170ca5 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep-10-meet-the-manager-wcm-investment-management 690f7679c1ed8717c5170ca5 673421d84c734dcbd0d1c1e4 ep-10-meet-the-manager-wcm-investment-management Ryan Quinn, WCM Investment Management full 1 10

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]]> Meet the Manager: Ellerston JAADE Private Assets Fund Meet the Manager: Ellerston JAADE Private Assets Fund Thu, 30 Oct 2025 11:34:59 GMT 49:52 69034d64a749a247c229cc3e false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep-09-meet-the-manager-ellerston-jaade-private-assets-fund 69034d64a749a247c229cc3e 673421d84c734dcbd0d1c1e4 ep-09-meet-the-manager-ellerston-jaade-private-assets-fund David Leslie, Investment Director at Ellerston JAADE full 1 9

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]]> Meet the Manager: Perennial Strategic Natural Resources Trust Meet the Manager: Perennial Strategic Natural Resources Trust Wed, 24 Sep 2025 12:22:56 GMT 33:49 68d3e2a0826776877ce5ab8d false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep-08-meet-the-manager-perennial-natural-resources-trust 68d3e2a0826776877ce5ab8d 673421d84c734dcbd0d1c1e4 ep-08-meet-the-manager-perennial-natural-resources-trust Sam Berridge and Ewan Galloway, Portfolio Managers at Perennial Partners full 1 8

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]]> Meet The Manager: Munro Partners Meet The Manager: Munro Partners Thu, 31 Jul 2025 02:38:12 GMT 44:22 688ad71381182761091afc21 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep07-meet-the-manager-munro-partners 688ad71381182761091afc21 673421d84c734dcbd0d1c1e4 ep07-meet-the-manager-munro-partners full 1 7 In this episode, Managing Partner Paul Nicol is joined by Kieran Moore, Partner & Portfolio Manager – Munro Global Growth Fund (ASX: MAET) & Munro Climate Change Leaders Fund (ASX: MCCL).


Together, they delve into Munro Partners’ distinctive investment philosophy, exploring how the team identifies long-term structural growth opportunities across global markets. From portfolio construction and capital preservation to navigating macroeconomic shifts and emerging climate themes, this conversation offers valuable insights into the strategies driving Munro’s global growth and climate-focused funds.

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]]> In this episode, Managing Partner Paul Nicol is joined by Kieran Moore, Partner & Portfolio Manager – Munro Global Growth Fund (ASX: MAET) & Munro Climate Change Leaders Fund (ASX: MCCL).


Together, they delve into Munro Partners’ distinctive investment philosophy, exploring how the team identifies long-term structural growth opportunities across global markets. From portfolio construction and capital preservation to navigating macroeconomic shifts and emerging climate themes, this conversation offers valuable insights into the strategies driving Munro’s global growth and climate-focused funds.

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]]> Meet The Manager: Perpetual Asset Management Meet The Manager: Perpetual Asset Management Wed, 25 Jun 2025 06:47:09 GMT 42:16 685a4f681776394d1335844b false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep06-meet-the-manager-perpetual-asset-management 685a4f681776394d1335844b 673421d84c734dcbd0d1c1e4 ep06-meet-the-manager-perpetual-asset-management Sean Roger, Co-Portfolio Manager, Perpetual Asset Management full 1 6 In this episode, Senior Partner Patrick Malcolm is joined by Sean Roger, Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short and the Perpetual Equity Investment Company (ASX:PIC).

 

This episode delves into Perpetual’s key holdings and market exposure, exploring how the team navigates both the Australian and global investment landscapes. Sean also covers portfolio construction, risk management strategies, and their outlook for future opportunities, as well as the challenges.

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]]> In this episode, Senior Partner Patrick Malcolm is joined by Sean Roger, Co-Portfolio Manager - Pure Equity Alpha, SHARE-PLUS Long-Short and the Perpetual Equity Investment Company (ASX:PIC).

 

This episode delves into Perpetual’s key holdings and market exposure, exploring how the team navigates both the Australian and global investment landscapes. Sean also covers portfolio construction, risk management strategies, and their outlook for future opportunities, as well as the challenges.

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]]> Meet The Manager: Aoris International Fund Meet The Manager: Aoris International Fund Wed, 04 Jun 2025 10:59:57 GMT 43:45 684026d7c7b451efb7025589 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep05-meet-the-manager-aoris-international-fund 684026d7c7b451efb7025589 673421d84c734dcbd0d1c1e4 ep05-meet-the-manager-aoris-international-fund Stephen Arnold, Managing Director and CIO, Aoris Investment Management full 1 5

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]]> <![CDATA[Economic & Market Update with Macquarie Bank]]> Tue, 20 May 2025 23:54:44 GMT 40:09 682c78716511fe0dd5f6792b false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/economic-market-update-with-macquarie-bank 682c78716511fe0dd5f6792b 673421d84c734dcbd0d1c1e4 economic-market-update-with-macquarie-bank Gary Ding, Lead Portfolio Manager, Macquarie Bank full 1 4

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]]> Top Investments for 2025 Top Investments for 2025 Sun, 16 Mar 2025 06:41:21 GMT 1:06:33 67d67290aaba807fb7164c24 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/top-investments-for-2025 67d67290aaba807fb7164c24 673421d84c734dcbd0d1c1e4 top-investments-for-2025 Paul Nicol, Patrick Malcolm, and James Malliaros, GFM Wealth Advisory. full 1 3

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]]> Meet The Manager: Ellerston JAADE Private Assets Fund Meet The Manager: Ellerston JAADE Private Assets Fund Thu, 19 Dec 2024 04:18:52 GMT 41:16 675aebcdc8d884607caacf71 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep02-meet-the-manager-ellerston-jaade-private-assets-fund 675aebcdc8d884607caacf71 673421d84c734dcbd0d1c1e4 ep02-meet-the-manager-ellerston-jaade-private-assets-fund David Leslie and Jayne Shaw Investment Directors, Ellerston JAADE Private Assets Fund full 1 2

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]]> Meet The Manager: Perpetual Pure Microcap Fund Meet The Manager: Perpetual Pure Microcap Fund Tue, 26 Nov 2024 03:56:58 GMT 42:55 67430ca75f96507d49165c90 false https://shows.acast.com/gfm-wealth-advisory-podcast/episodes/ep01-meet-the-manager-perpetual-pure-microcap-fund 67430ca75f96507d49165c90 673421d84c734dcbd0d1c1e4 ep01-meet-the-manager-perpetual-pure-microcap-fund full 1 1

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