Alex Pollak
With 25 years’ experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global investment management in Australia. He has a deep understanding of the mechanisms through which disruption changes business models and the impact it has on company valuation, having identified and invested in AI in 2016 through Nvidia, among many other companies which have generated strong portfolio returns over the ten years the fund has operated.
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The Global View: Volatility delivering the goods for stock pickers
Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.
Cerebral Palsy Alliance: Changing the GAME
A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).
Auscap: The high quality retailer trading at a bargain
2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.
The Australian Investors Podcast: Nick Griffin
Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.
Scaling Up: Rent the Runway
Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.
Invest in the Journey: Munro's long-only strategy
Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.
The Florey: New target in MND drug discovery
The Florey investigates how a previously underappreciated cell type potentially contributes to the progressive loss of motor neurons in Motor Neurone Disease (MND).
Munro Partners: Advanced Micro Devices
Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.
TDM: 15 lessons business leaders can learn from high performing sportspeople
Core Fund Manager TDM Growth Partners recently held a panel tackling what fast growing companies can learn from high performance sporting teams.
The Memo: I Beg to Differ
Howard Marks, Co-Founder of Oaktree Capital, argues in his latest memo that investors must depart from the pack in order to earn above average returns, even if this carries with it risk of being incorrect.
Remarkable Demo Day 2022: Disability-tech accelerator
Remarkable, Australia’s first disability-tech accelerator made possible by Cerebral Palsy Alliance, has released a video sharing the innovative products developed by the 2022 cohort.
Between Meetings with Matt Heine: David Wright
David Wright, HM1 Investment Committee Chairman and CEO of Zenith Investment Partners, speaks to how the finance industry has evolved over the span of his 30-year career.
Recession, rates, risking risks: The rationale for remaining positive
Tim Carleton, Co-Founder of Auscap Asset Management, breaks down the root causes behind the current global spike in inflation and why investors should remain optimistic.
Black Dog: Space 22
Black Dog Institute’s art-based researcher Professor Katherine Boydell is starring in an ABC documentary series, Space 22, hosted by Natalie Bassingthwaighte. The series follows those with lived experience of mental ill health.
Jun Bei Liu: Meet the Australian $1bn fund manager
Jun Bei Liu of Tribeca Investment Partners recalls her first encounter with the stock market as a teenager in Shanghai and how it has shaped her to become a lead portfolio manager.
In the Know: Payments Revolution (VISA)
Magellan’s latest In the Know podcast episode covers the digital payments revolution with VISA Vice Chairman and CFO Vasant Prabhu.
TDM: People and Culture Summit
TDM Manager, James Revell, dives deeply into the importance of values on effective scaling, and a helpful framework for companies to not only set, but refresh their values as and when needed.
WEHI: New findings could lead to cancer therapy without harmful side-effects
Researchers at WEHI have developed a way to potentially reduce the toxic side-effects of a type of immunotherapy, in findings that could overcome the pioneering treatment’s biggest limitation.
The Memo: Bull Market Rhymes
Howard Marks' latest memo explores recurring investment themes to contextualise the current market correction and the bull market that preceded it.
Finding the Front Podcast: Peter Cooper
An in-depth conversation with Core Fund Manager Peter Cooper, on the Finding the Front podcast.
Identifying the next climate change leaders
In this edition of Livewire's Fund in Focus, Nick Griffin of Munro Partners delves into how they are tackling the investment opportunities within the decarbonisation space, a multi-trillion dollar challenge.
Munro Partners: The Next Big S Curve
Long-time Conference Fund Manager Nick Griffin of Munro Partners with Climate Co-Portfolio Manager James Tsinidis to discuss what they think is the next big S curve.
The Memo: The Pendulum in International Affairs
Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.
Invest in the Journey: Munro Partners
Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.
Victor Chang: Innovation Centre
COVID-19 may have stopped tours of Victor Chang's Innovation Centre but it certainly hasn’t slowed their scientists from making new discoveries as shown in this video with Sky News Australia.
