GFM Wealth Advisory Podcast

By GFM Wealth Advisory

Delivering timely and thought-provoking insights for our Self-Managed Super Fund and investment clients, featuring expert perspectives from Australia's top Fund Managers and our advisers.

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FAQs about GFM Wealth Advisory Podcast:

How many episodes does GFM Wealth Advisory Podcast have?

The podcast currently has 7 episodes available.

GFM Wealth Advisory Podcast episodes:

July 31, 2025 Meet The Manager: Munro Partners
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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45min
June 25, 2025 Meet The Manager: Perpetual Asset Management
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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43min
June 04, 2025 Meet The Manager: Aoris International Fund
Senior Partner Patrick Malcolm is joined by Managing Director and CIO, Stephen Arnold. Together, they take a deep dive into the Aoris International Fund - exploring key portfolio holdings, market exposure, and how the team is navigating the current global investment landscape. The discussion covers Aoris' approach to portfolio construction and risk management, examining the macroeconomic environment and where future opportunities and challenges may lie.
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44min
May 20, 2025 Economic & Market Update with Macquarie Bank
Managing Partner Paul Nicol is joined by Gary Ding, Lead Portfolio Manager, Macquarie Bank, to provide an Economic and Market Update. Together, they discuss the current market and economic conditions, exploring the big picture and emerging trends that will have the most significant impact on the Global and Australian economies. In this episode, they examine the key factors influencing both the global and Australian economies, providing insights into the shifts and their implications for investors.
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41min
March 16, 2025 Top Investments for 2025
Join Paul Nicol (Managing Partner), Patrick Malcolm (Senior Partner), and James Malliaros (Senior Financial Planner) from GFM Wealth Advisory as they explore their top investment picks for 2025. They’ll discuss why these investments are preferred, what makes them attractive, their role in client portfolios, and the future outlook and opportunities for each investment.
Hosted on Acast. See acast.com/privacy for more information.
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1h 7min
December 19, 2024 Meet The Manager: Ellerston JAADE Private Assets Fund
Managing Partner Paul Nicol is joined by Investment Directors David Leslie and Jayne Shaw to explore private asset investing. Together, they take a deep dive into the Ellerston JAADE Fund which has just passed its 5-year anniversary since inception, producing extremely impressive results. They discuss key portfolio positions, emerging investment opportunities and the broader landscape of private equity investing.
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42min
November 26, 2024 Meet The Manager: Perpetual Pure Microcap Fund
Senior Partner Patrick Malcolm is joined by Co-Portfolio Managers Alex Patten and James Rutledge to explore the world of microcap investing. Together, they discuss key portfolio positions, emerging investment opportunities, and the broader macroeconomic landscape.
Hosted on Acast. See acast.com/privacy for more information.
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43min

FAQs about GFM Wealth Advisory Podcast:

How many episodes does GFM Wealth Advisory Podcast have?

The podcast currently has 7 episodes available.