SB Talks

In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• What to expect from the RBA this week
• 'Geneva Prevention' averts US-China trade embargo
• Large retailers pressured to 'eat' higher tariffs
• Are markets assuming Trump Always Chickens Out ('TACO')?

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In this episode of Meet the Investor, host Joey Mouracadeh speaks with Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients.

Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across global small- and mid-cap markets for over 20 years, and how the firm was built to invest without borders - going whevever value and growth intersect.

He explains how one of their strategies constructs low net exposure portfolios through high-conviction long and short ideas, and how deep research and a global network power their process.

Joey and Dan also discuss the mechanics of short selling, how APIS identifies niche winners - like a Japanese supplier tied to GLP-1 drug production - and how they manage risk in today's volatile macro and geopolitical environment.

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• Aftermath of ALP's big election win
• US earnings season amid rising uncertainty
• Recent 'hard' and 'soft' economic data
• Market moves since Liberation Day

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder.

They discuss:

• US President attacks Fed Chair
• What 'hard' versus 'soft' economic data is telling us
• Will countries have to pick sides in an escalating US-China trade war?
• Upcoming US earnings season

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

They discuss:

• Whether countries negotiate or reciprocate
• Rising recession risks
• Chances of tax and rate cuts
• Navigating markets through uncertainty
• The value of diversification

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In this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk.

We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny.

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

They discuss:

• US economic and immigration data
• European growth outlook
• Reciprocal tariffs expected on 'US Liberation Day' (April 2nd)
• Australian Federal budget and April RBA meeting expectations
• What to look out for in private credit investing

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

They discuss:

• Recent volatility in equity markets
• Evolving US trade policies
• Looking beyond weak sentiment, at the fundamental health of the US & global economy
• Benefits of a diversified portfolio

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In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill is again speaking with Chief Investment Officer Nick Ryder.

They discuss:

• The key trends shaping the European political landscape and economy
• What the RBA rate cut means for the future
• The economic impact of geopolitical uncertainty
• Are we seeing a rotation away from US tech stocks?

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Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making.

Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative signals to navigate market complexities and investor behaviour. He explains how systematic investing differs from traditional fundamental analysis and why understanding human psychology — such as herd mentality and loss aversion — can provide an edge.

We also discuss how AI and machine learning are driving the next evolution in quantitative strategies, the importance of risk management, and how investors can think about blending systematic approaches with other investment styles.

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