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 13 episodes available.

GFM Wealth Advisory Podcast episodes:

May 07, 2026 Meet The Manager – ELM Responsible Investments
In this episode, Managing Partner Paul Nicol is joined by Jai Mirchandani, Founder, Chief Investment Officer and Portfolio Manager at ELM Responsible Investments.
Together, they explore the evolving world of responsible and sustainable investing—what it really means in practice, how it’s applied in portfolio construction, and why it’s becoming an increasingly important consideration for investors.
From founder-led businesses to global compounders, this is a conversation about investing with both purpose and precision.
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37min
March 25, 2026 Meet the Manager: Pier 12 Capital
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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29min
March 05, 2026 Top Investments for 2026
Join Patrick Malcolm (Senior Partner), James Malliaros (Senior Financial Planner) and Sam Eley (Senior Financial Planner from GFM Wealth Advisory as they explore their top investment picks for 2026. 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.
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1h 4min
November 08, 2025 Meet the Manager: WCM Investment Management
In this episode, Senior Partner Patrick Malcolm and Senior Financial Adviser James Malliaros speak with Ryan Quinn from WCM Investment Management about the firm’s distinctive global growth strategy, which focuses on companies with expanding competitive advantages and strong corporate cultures. Ryan shares how WCM evaluates these intangible qualities, balances bottom-up stock selection with macroeconomic factors and identifies long-term opportunities across sectors such as Healthcare and Technology. He also discusses portfolio construction, risk management, and the red flags that prompt sell decisions, offering valuable insights for Australian investors considering global exposure.
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36min
October 30, 2025 Meet the Manager: Ellerston JAADE Private Assets Fund
In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Sam Eley are joined by David Leslie, Investment Director, for an insightful discussion on private asset investing. David explains what private equity represents as an asset class, the key traits JAADE looks for in investment opportunities, and how the team actively adds value to portfolio companies. The conversation covers recent portfolio activity, trends in the Australian private equity market, and the outlook for key holdings like Mable and Firmus. David also shares how JAADE navigates emotional involvement and maintains a disciplined valuation approach and focus on long-term returns.
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50min
September 24, 2025 Meet the Manager: Perennial Strategic Natural Resources Trust
In this episode, Managing Partner Paul Nicol and Senior Financial Adviser Amelia Paullo are joined by Sam Berridge and Ewan Galloway, Portfolio Managers at Perennial Partners, to discuss the Strategic Natural Resources Trust. Together, they explore the opportunities and challenges of investing in the natural resources sector — a space that’s often overlooked but increasingly relevant in today’s shifting macroeconomic and geopolitical landscape.
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34min
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

FAQs about GFM Wealth Advisory Podcast:

How many episodes does GFM Wealth Advisory Podcast have?

The podcast currently has 13 episodes available.