Episode Summary:

My guest on Episode 4 is Mark Monfort. Mark is a data analytics and technology advocate at heart. He lives and breathes the ecosystem and has a storied career focusing on the creation of data-driven solutions across a variety of industries in Australia and overseas. Leveraging the knowledge learned from working in equity research firms and at the Australian Securities Exchange (ASX), he has a strong knowledge of the capital markets here and overseas and is the Founder of the free tool ETF Tracker (https://www.etftracker.com.au/).

Episode Content:

* Mark’s background growing up in Western Sydney, NSW, and his formative learnings.

* Early professional experiences working as an auditor for PwC, an analyst at Commonwealth Bank and then management consultant which formed Mark’s passion for analytics and the power of technology and data.

* Major learnings from Mark’s experiences in investment banking working for a quant research firm, QMG, Canaccord Genuity in London and the ASX. We also cover QMG’s unique brand of data-driven equity research.

* A deep dive into the ETF space. Mark explains the origins of the popular ETF Tracker tool and highlights some of the major thematic trends that he is seeing in the ETF space.

* The state of data analytics within equity research and insights into how funds are changing in their approach to using data & analytics.

* Mark’s personal portfolio composition and his personal investing style.

* Mark’s tips on high-performing habits that can help listeners become more effective at their life pursuits.