Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (TOT). 

James has over 15 years experience in real estate funds management with significant experience investing across debt, equity and corporate transactions.
James was previously the fund manager of 360 Capital Office Fund (TOF) and the Industrial Fund (TIX).

James has a bachelor of Business (Property Economics) from University of Western Sydney.
He is also a non-executive director of Velocity Property Group (VP7).

Not an area we usually look at so a great chance to delve a little deeper into the world of REITs.

It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what's ahead for those companies and the market in 2021.

Julia Lee is a familiar face to most who watch business TV - she is a well known expert in her field. Julia is not only a great communicator and a very popular presenter but also now has her own fund, Burman Invest. The fund is index unaware and aims to:

• Deliver strong performance in a rising price and earnings growth environment
• Focus on capital protection in a falling price and declining earnings environment

Julia Lee is on the board of directors for the Australian Stockbrokers Foundation. She has a Master of Business in Finance (MBus) degree, is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant.

In this week's On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how  the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we try to get Kanish to spill the beans.

Kanish Chugh is responsible for distribution covering sales and marketing strategy for institutional, intermediary and retail clients. He joined ETF Securities in 2015 and has previous experience with Fidelity International, BlackRock and Australian Financial Review. Kanish holds a Bachelor of Commerce majoring in Finance and International Business.

Great communicator and a really interesting chat.

On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL).

Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars is for quitters".

Dr Phil Hodgson joined Calix as CEO in 2013, was appointed a Director in 2014, and is a member of Calix’s Technology Committee.

Phil has a technical and commercial background from a successful career with Shell, where for over 14 years he developed significant depth of experience across all key sectors of the downstream oil industry including refining and supply, marketing and sales, pricing strategy, risk management, corporate strategy and mergers and acquisitions.

Phil holds a Bachelor of Chemical Engineering with Honours (University of Sydney) and a PhD in Chemical Engineering (University of NSW)

Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.

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On the Couch this week features Michael Bacina, a partner at  lawyers Piper Alderman talking all things Bitcoin and Blockchain.

Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation.  He is an expert on digital currencies and digital assets, blockchain projects, smart contract issues as well as FinTech and RegTech projects.

Michael regularly publishes on technology and Blockchain and is a sought after speaker on regulatory issues facing smart contract, Blockchain and technology adoption, appearing both internationally (New York, San Francisco and Singapore) and in Australia (Sydney, Melbourne, Adelaide and Brisbane) and recently appearing before the Australian Senate Inquiry into FinTech and RegTech. He serves on the Board of Blockchain Australia and the Board of the Canadian Australian Chamber of Commerce.

Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.

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On the Couch this week features Andrew Wielandt from DP Wealth in Toowoomba. Andrew is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investment to improve his clients returns in his practice in Queensland.

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In this very special podcast, I was lucky enough to interview Dr Francis Wedin, the founder and CEO of one of the hottest stocks on the ASX currently. Vulcan Energy (ASX: VUL) has had a meteoric rise in 2020 and has kicked off the new year with a bang as John Hancock has invested and the company has recently announced its PFS for its Zero Carbon Lithium Brine project in Germany. In this interview, hear from the CEO on the progress of the project, the demand from Europe that is set to explode, and the timeline to bring this exciting project into production. A fascinating podcast and one not to miss. Dr Wedin has a PhD in Exploration Geology and more importantly an MBA in Renewable Energy. Great insights and MT is delighted to bring you this exclusive podcast.

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Danielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market.
In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks she is currently looking at. A fascinating podcast for anyone contemplating diversifying into US markets

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

This week, we finish the year off with a sit down with an old favourite, Adam Dawes from Shaw and Partners. Adam and Henry chat about 2020, some of the lessons learned, his top three picks for 2021 and what the ‘Black Swan’ event could be to upset the Australian economy and the market in 2021. 

Adam is a familiar face to many of you appearing regularly on Ausbiz, SBS, the ABC and CNBC where the Bank of Japan is his specialised subject. Adam has been very generous with his time since we launched the podcast earlier this year, and this is his fourth episode of ‘On the Couch’ this year and hopefully we can get him back in 2021.

This week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS.  The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways to maximise income On the Couch this week should be compulsory listening as Chris lets us in on some interesting ideas on where to find income and equity growth.

Chris spent over ten years as Senior Investment Officer at Argo Investments Limited, managing the Australian equities team and its A$5 billion in assets. Before Argo, he was Managing Director and Senior Portfolio Manager at Blackrock Asset Management in Hong Kong, as well as being a member of the Management Committee overseeing the Asian Fundamental Equities Team with $35bn in assets.

This VIDEO might interest some of you as Chris talks about rewriting the rules on income.