Inside the Rope with David Clark

Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.

Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private Equity investors with more than US$80bn under management and over 1,000 employees spread across 19 countries. We discuss Partners Group’s Global Value Fund and the team’s process for evaluating investments, as well as the Private Equity market in general.

With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.

I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.

Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.

Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.

Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.

Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Christopher is the founder of Coolabah Capital and is also a Contributing Editor to the Australian Financial Review.

Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.

We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.