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1 The trick to powerful public speaking | Lawrence Bernstein 17:27
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Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at ted.com/join Hosted on Acast. See acast.com/privacy for more information.…
Ep 183: Frank Danieli - Navigating the Private Credit Boom
Manage episode 449644589 series 1523047
Content provided by Inside the Rope with David Clark and David Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Rope with David Clark and David Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join David Clark on Inside the Rope as he speaks with Frank Danieli, Head of Credit Investment and Lending at MA Financial Group. In this episode, they delve into the Australian private credit and debt market, addressing concerns about potential bubbles and exploring the unique investment opportunities in low-risk, low-volatility portfolios. Frank also sheds light on the MA Priority Income Fund, offering insight into asset-backed lending and specialised finance areas, which promise robust returns. Tune in for a comprehensive look at modern private credit strategies and how they fit into today's investment landscape.
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198 episodes
Manage episode 449644589 series 1523047
Content provided by Inside the Rope with David Clark and David Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Rope with David Clark and David Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Join David Clark on Inside the Rope as he speaks with Frank Danieli, Head of Credit Investment and Lending at MA Financial Group. In this episode, they delve into the Australian private credit and debt market, addressing concerns about potential bubbles and exploring the unique investment opportunities in low-risk, low-volatility portfolios. Frank also sheds light on the MA Priority Income Fund, offering insight into asset-backed lending and specialised finance areas, which promise robust returns. Tune in for a comprehensive look at modern private credit strategies and how they fit into today's investment landscape.
…
continue reading
198 episodes
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Inside the Rope with David Clark

1 Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit 1:00:39
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In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-billion-dollar private equity-backed companies, and how the firm is redefining the landscape of direct lending. 💡Key topics covered include: * Why US private credit markets dwarf those in Australia—and what that means for investors; *How Blue Owl generates equity-like returns (~10% p.a.) with lower volatility through senior secured loans; * Transparency, regulation, and addressing concerns of a “private debt bubble” in Australia; * How OCIC, their private wealth-focused fund, balances investor access with long-term stability; * The firm’s disciplined underwriting approach, default history, and what sets Blue Owl apart; *Craig’s philanthropic work and upcoming trip to Australia to engage with investors firsthand. 🔍 This episode offers a front-row seat to the future of private credit—told by one of the global leaders in the field.…
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Inside the Rope with David Clark

1 Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms 56:14
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In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his perspective on the evolving role of private markets and how Alceon is positioning itself through this cycle. The conversation explores Gribble’s unique journey from engineering and investment banking to leading Alceon, and why the firm’s deep bench of local expertise, asset-backed focus, and collaborative investment approach offers clients confidence during periods of uncertainty. We also dive into how Alceon balances opportunity and risk across real estate credit, private equity, and structured credit—and why disclosure and proactive transparency are central to maintaining investor trust in the private markets space. As regulation looms and headlines focus on risks, this episode offers measured insight into the difference that experience, structure, and true alignment can make.…
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Inside the Rope with David Clark

1 Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth 1:04:55
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David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major force shaping the future of private credit. With private credit markets booming — and critics warning of bubbles and risks — David and Andrew explore why private credit can play a critical role in a high-net-worth portfolio when approached with discipline and scale. They dive deep into the key metrics that investors should evaluate in private credit, including loss rates, diversification, liquidity management, and risk-adjusted returns. Andrew explains why Metrics' institutional-grade processes, governance standards, and proactive credit management position it at the centre of Australia’s private credit growth story — and why careful manager selection has never been more important. With insights into Metrics' $23 billion portfolio, how private credit compares to traditional bank lending, and how Metrics navigates the evolving regulatory landscape, this episode is essential listening for investors seeking income, stability, and diversification in today’s uncertain markets. Get a behind-the-scenes look at why Metrics is thriving amid industry scrutiny.…
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Inside the Rope with David Clark

1 Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing 51:25
51:25
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After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional investment in Australia: David Neal, CEO of IFM Investors and founding CIO and former CEO of the Future Fund, Australia’s $300+ billion sovereign wealth fund. David takes us behind the scenes of building the Future Fund from the ground up—how a clean slate, a world-class board, and a clear long-term mandate allowed for a new investment philosophy rooted in flexibility, illiquidity premiums, and global best practice. We talk about the importance of strong governance, the benefits of a total portfolio approach, and why the endowment model still resonates in long-term capital allocation. Now at the helm of IFM Investors—a global institutional asset manager originally founded by Australian industry super funds—David shares insights into investing on behalf of working people, the tailwinds driving infrastructure investment globally, and why private markets are an increasingly powerful lever for value creation. IFM was conceived by a collective of Australian industry super funds with a bold ambition: to give working people access to the kinds of global, complex investments traditionally reserved for the ultra-wealthy. Today, IFM manages over $250 billion across infrastructure, private equity, credit, equities, and real estate—always with a clear mission to deliver strong, long-term outcomes for its members. If you're seeking clarity on private markets, this is a conversation not to be missed.…
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Inside the Rope with David Clark

1 Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy 51:05
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In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum OAM, founder of 10x10 Philanthropy and Community Capital, to explore how wealthy families can embed philanthropy into their legacy. Together, they discuss why more families are establishing Private Ancillary Funds (PAFs) and how strategic giving can sit alongside wealth creation and preservation. Laurence shares his journey from institutional fund management to purpose-driven investing, shedding light on how families can move beyond ad-hoc charitable donations to structured, impactful philanthropy that endures for generations. They discuss how fund managers and sophisticated investors are also stepping in to provide early-stage capital to high-impact, for-purpose organisations—bringing the same rigour they apply to financial markets to the social sector. Whether you're a family considering philanthropy for the first time, or looking to start the conversation, this episode will give you practical insights into how to create lasting social and financial value.…
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Inside the Rope with David Clark

1 Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing 34:35
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David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track record of delivering outstanding returns, Beryl Capital has been at the forefront of merger arbitrage and special situations, benefiting from corporate activity across global markets. As investors navigate a rapidly changing landscape—shaped by geopolitical shifts, artificial intelligence, and shifting economic policies—Witkin shares his insights on capital deployment, risk management, and where he sees opportunities in today’s market. He delves into the impact of the Trump administration’s policies on event-driven investing, the AI-driven demand for data centers and infrastructure, and how regulatory shifts could unlock new investment themes. Listen in to hear how institutional investors think about market cycles, risk-adjusted returns, and how high-quality research and execution can drive investment success.…
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Inside the Rope with David Clark

1 Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns 32:53
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In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the broader economy. We dive into the launch of Future Generation Women, a new fund exclusively managed by female portfolio managers, designed to drive both strong financial returns and positive social impact. Why are women statistically better long-term investors? How is gender inequality costing the Australian economy $128 billion annually? And what can both men and women do to accelerate progress in wealth management? This episode is packed with insights on the next generation of wealth transfer, the importance of financial education for women, and how investors can be part of the solution. Whether you're an investor, adviser, or simply passionate about equality, this conversation will challenge perspectives and inspire action.…
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Inside the Rope with David Clark

1 Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri 40:53
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In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights: * Frewen’s transition from public to private markets—why he believes private investments outperform. * Lessons from investing in Asia, including insights into China and India's economic trajectory. * Why agriculture and real assets are the next frontier for wealth creation. * The opportunities in private credit and secondary markets—how to buy assets at a discount. * How top investors build portfolios that balance risk and long-term returns. Frewen’s sharp insights, combined with David’s wealth advisory expertise, make this a must-listen for investors looking to refine their approach to alternative assets.…
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Inside the Rope with David Clark

1 Ep 189: Mike Dorrell - From Boarding School to a $100B Empire 1:11:18
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One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse. From his humble beginnings in Australia, to building one of the largest private infrastructure firms in the U.S., Mike shares his journey of entrepreneurship, resilience, and strategic vision. He offers invaluable insights into infrastructure investing, where he sees the strongest opportunities today, and how smart investors should think about allocating to this asset class. Mike also shares his thoughts on Trump 2.0’s impact on markets, his personal approach to fitness and discipline, and how he structures his day to stay at the top of his game. This conversation is packed with actionable takeaways for investors, business leaders, and anyone interested in what it takes to build a world-class investment firm. A fascinating deep dive into the mindset of a global finance leader.…
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Inside the Rope with David Clark

1 Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy 47:41
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Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow from Working Minds, a renowned psychologist specialising in the transition and succession of wealth for high-profile families in Australia and New Zealand. Discover how successful families navigate challenges beyond financial capital, fostering meaningful relationships and connections as their true legacy. From overcoming wealth-related conflicts to starting crucial conversations early, Evana shares powerful insights from her 25+ years of experience. Learn how to shift the focus from mere legal documents to a holistic approach that ensures a resilient and harmonious future for generations. Whether you're managing significant wealth or just beginning the estate planning journey, this episode provides actionable tips to align your family’s purpose with long-term success.…
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Inside the Rope with David Clark

1 Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing 50:14
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In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family office to external investors. Discover the rationale behind this transformative move, how it shapes their investment strategy, and what it means for both the family and outside participants. From their thematic investment approach in areas like gold and US property to their forward-thinking embrace of impact investing and philanthropy, Peter shares invaluable insights into navigating complexity and maintaining harmony across generations. Join us for a captivating conversation that delves into family legacy, bold strategies, and the ever-evolving landscape of wealth management. Whether you're curious about the inner workings of a family office or looking for investment inspiration, this episode is one you won't want to miss.…
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Inside the Rope with David Clark

1 Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective 44:53
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David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an insider’s perspective on the Collective’s unique approach to balancing financial returns with social impact across sectors like education, healthcare, and climate transition. Discover how they’re reshaping philanthropy, scaling investments in renewable energy, bridging the digital divide through broadband expansion, and exploring alternative investments like sports franchises. Learn the lessons smaller family offices and high-net-worth individuals can take from Emerson’s model, how they identify transformative organizations, and their forward-thinking vision for energy infrastructure and connectivity in a rapidly evolving world.…
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Inside the Rope with David Clark

1 Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution 40:56
40:56
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Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms’ journey is nothing short of inspiring. Discover how Armina leverages cutting-edge AI technology to revolutionise investment research, creating a competitive edge in identifying market opportunities. Learn about her unique philosophy of investing during strategic corporate shifts, her reflections on ESG investing, and the bold vision she has for Minotaur Capital's future. This episode offers a rare glimpse into the intersection of technology, innovation, and investing. 📌 Highlights: * From Wentworthville to Wall Street: Armina’s extraordinary career path. * The founding of Minotaur Capital and its groundbreaking AI tool, Taurient. * Insights into sustainable investing and redefining fund management.…
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Inside the Rope with David Clark

1 Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times 43:17
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David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financial landscape. Known for his sharp insights and global investment acumen, John unpacks why markets seem irrational today. From the rollercoaster impact of Trump-era policies to the rise of speculative trades like GameStop and Bitcoin miners, this conversation dives deep into the forces shaping global financial trends. A mix of wisdom, strategy, and a touch of humor. Don’t miss out on John’s candid take on navigating uncertainty, managing risk, and positioning for long-term success.…
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Inside the Rope with David Clark

1 Ep 183: Frank Danieli - Navigating the Private Credit Boom 38:20
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Join David Clark on Inside the Rope as he speaks with Frank Danieli, Head of Credit Investment and Lending at MA Financial Group. In this episode, they delve into the Australian private credit and debt market, addressing concerns about potential bubbles and exploring the unique investment opportunities in low-risk, low-volatility portfolios. Frank also sheds light on the MA Priority Income Fund, offering insight into asset-backed lending and specialised finance areas, which promise robust returns. Tune in for a comprehensive look at modern private credit strategies and how they fit into today's investment landscape.…
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