In this conversation, Geoff Wilson uses a striking compounding example to explain why starting early and spending time in the market can matter far more than trying to perfectly time every investment.

In part two of this discussion, Geoff reflects on launching Wilson Asset Management with $1 million in 1998, developing his stock selection framework and navigating the opportunities and excesses of the dot-com boom. He explains why earnings growth, management quality and a clear catalyst sit at the centre of his investment approach and why he is comfortable selling early rather than allowing greed to take over.

Geoff also shares his concerns about Australia’s shrinking public markets, the policies discouraging active investment and the emotional mistake he believes many retail investors make.

Follow for more conversations with leaders across investing, business and Australia’s financial markets.

00:00 Introduction

00:43 Welcome back to Geoff Wilson

01:40 Starting WAM with $1 million

08:54 Navigating the dot-com boom

11:16 Geoff Wilson’s stock selection framework

15:00 One.Tel, catalysts and selling early

16:12 From fund management to philanthropy

20:59 The worthless share certificates lesson

23:25 The idea that sparked Future Generation

25:29 Building a pro bono investment model

29:19 Australia’s shrinking public markets

33:16 Why Geoff Wilson speaks out

35:28 The investing advice he wishes he followed

38:22 The biggest retail investor myth

39:29 Closing thoughts

How did Geoff Wilson go from failing Year 12 and knowing almost nothing about the stock market to founding one of Australia’s most recognised investment management companies?

In Part One of this Ticker Talk conversation, Wilson Asset Management founder and chairman Geoff Wilson reflects on his unconventional journey into finance. He shares how his upbringing in Melbourne shaped his appetite for risk, the early investment that first captured his attention and the unexpected career decisions that eventually led him from science into stockbroking.

Then came the opportunity that changed everything: an offer of $10 million to begin managing money independently.

CHAPTERS

00:00 - Intro

00:41 - Geoff Wilson’s childhood and family background

02:50 - From aspiring vet to studying science

04:09 - Failing Year 12 and starting again

06:18 - His family’s connection to the stock market

07:18 - Geoff’s earliest investing lessons

11:08 - Graduating into a difficult job market

14:02 - The unexpected move into finance

16:51 - London, New York and the 1987 crash

19:09 - Why stockbroking was “killing” him

21:57 - The $10 million opportunity

23:52 - What’s coming in Part Two

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In Part 2 of our conversation with Joe Longo, we explore his appointment as Chair of ASIC and the challenge of leading one of Australia’s most important regulators through a period of change.

Joe reflects on building a more modern, confident and ambitious ASIC, the importance of transparency and accountability, the future of private markets and superannuation, and the lesson that has guided him through decades in law, finance and regulation: be curious.

Chapters

00:00 - Coming up in Part 2 with Joe Longo

00:53 - Returning to Australia and the opportunity to chair ASIC

01:34 - Being approached for a high-profile regulatory role

02:11 - What Australia can learn from the US regulator to private sector pathway

03:52 - Taking over ASIC during a challenging period

05:30 - Why Joe was ready to step into the arena

06:36 - Building a modern, confident and ambitious ASIC

08:06 - Making ASIC more decisive, open and engaged

11:32 - Accountability, transparency and the role of media presence

14:12 - Private markets, superannuation and why capital flows matter

22:07 - Joe Longo’s ASIC legacy, life after ASIC and the power of curiosity

In this episode of Ticker Talk, we sit down with former ASIC Chair Joe Longo for a fascinating conversation on the people, experiences and crises that shaped his career.

From growing up around his family’s fruit and vegetable business in Perth, to studying law, representing Alan Bond during one of Australia’s most infamous corporate collapses, working across global financial markets with Deutsche Bank, navigating Brexit from London, and eventually leading Australia’s corporate regulator, Joe shares the lessons that shaped his view of markets, regulation, leadership and risk.

This is a rare look inside the career of one of Australia’s most experienced legal and regulatory minds.

Chapters:

00:00 - Introducing Joe Longo

01:00 - Growing up around Perth’s fruit markets

03:00 - The family lessons that shaped his work ethic

05:00 - Why education became a priority

07:00 - Falling into law and building a legal career

11:00 - Representing Alan Bond during the Bond Group collapse

15:00 - Moving from private practice to ASIC enforcement

17:30 - Joining Deutsche Bank and learning global banking

20:00 - The GFC, reputational risk and major banking crises

22:00 - Brexit, crisis management and becoming ASIC Chair

In Part 2 of Ticker Talk’s conversation with Peter Ivany, we explore what happened after Hoyts grew from a $70 million business into a global company worth more than $1 billion.

Peter reflects on stepping into the CEO role, navigating rapid expansion, selling Hoyts and learning how to lead through uncertainty. He also shares why the strongest businesses are built around the right people, partnerships and culture.

The conversation then moves beyond business, exploring Peter’s involvement in philanthropy, the Jewish community, the arts, medicine and the Sydney Swans.

From building resilience to backing yourself when the path forward is unclear, Peter explains why success has never simply been about money. The real reward is helping people grow, achieve and work together.

CHAPTERS

00:00 - Welcome back and what to expect in Part 2

01:08 - Mentorship, family and stepping into leadership

05:44 - The decision to sell Hoyts

08:26 - Taking Hoyts global

12:27 - The sale of the business and life after Hoyts

17:18 - Family, legacy and meeting Tony Curtis

19:17 - Philanthropy and the Jewish community

22:26 - Leadership and culture at the Sydney Swans

26:27 - Peter’s involvement in the arts

28:40 - Rapid-fire lessons on success, resilience and backing yourself

In this episode of Ticker Talk, Peter Ivany AO shares the story behind his rise from the son of Holocaust survivors to the former CEO of Hoyts.

Peter reflects on the resilience, sacrifice and work ethic shaped by his parents’ journey, before taking us through his early years, his time in Israel during the 1973 war, and the unexpected path that led him into the cinema business.

From finding his place at Hoyts to helping secure the family buyout, this is a conversation about instinct, risk, responsibility and building a life of purpose.

Chapters

00:00 - Introduction to Peter Ivany

01:18 - Growing up with resilience

04:24 - The drive to give back

06:23 - The early years before Hoyts

08:18 - The year in Israel that changed him

12:42 - Finding his way into Hoyts

15:47 - Falling in love with cinema

16:13 - The road to becoming CEO

17:37 - “A boy doing a man’s job”

What really happens when a company reaches breaking point?

In this episode of Ticker Talk, Lachlan Edwards, Founder of Faraday Associates as we unpack the world of corporate restructuring, from diagnosing businesses in distress to navigating cash pressure, major decisions and the human impact behind them.

Lachlan also shares his career journey, his passion for the arts and why Shakespeare still has plenty to teach us about leadership, ambition and human behaviour.

Timestamps:

0:00 - Intro

1:02 - Early Life & Career

5:45 - What is Restructuring?

10:30 - Career in London

15:00 - The Human Impact

16:45 - Extra Curricular Activities

24:50 - Elders, Equity Raises and Restructuring Examples

29:50 - Chairman of a Public Company

35:20 - TickerTalk Show and Tell

37:20 - Rapid Fire Questions

40:30 - Outro

In this episode of Ticker Talk, we sit down with veteran journalist and author Glenda Korporaal to unpack a career spent inside Australia’s biggest media dynasties, from Fairfax to Packer to Murdoch.

Glenda reflects on the changing role of journalism, what it means to hold power to account, and how business reporting has evolved in an age of endless commentary. She also shares stories from covering global markets, China, the Olympics, and interviewing Warren Buffett before he became one of the world’s most recognisable investors.

Timestamps:

00:00 Introduction to Glenda Korporaal

00:46 Starting out at Fairfax

03:06 Getting into journalism

04:40 Why journalism still matters

05:37 Journalism vs commentary

06:55 Inside Australia’s media dynasties

14:24 Covering business, the Olympics and global markets

17:25 Reporting from Hong Kong and watching China rise

30:23 Interviewing Warren Buffett

35:33 Advice for young journalists

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In this episode of Ticker Talk, we’re joined by Professor Carole Comerton-Forde, one of Australia’s leading experts in market structure, trading, and capital markets.

From the evolution of the ASX and the rise of indexing, to dark pools, high frequency trading, and the decline of public markets, Carol breaks down some of the biggest shifts shaping modern investing. She explains why fewer companies are choosing to list, how private capital is changing the landscape, and why public markets still matter for everyday investors.

This is a smart, accessible conversation on how markets really work and where they may be heading next.

Timestamps:

00:00 Intro
00:55 Meet Prof. Carole Comerton-Forde
04:14 How markets have evolved
09:24 The rise of indexing
12:17 Trading hours, liquidity and small caps
18:05 Dark pools and high-frequency trading
25:04 Is the public market in decline?
35:50 Quickfire questions
40:42 Outro

Inside the AI Startup Fighting Scammers With Their Own Tactics. In this episode of Ticker Talk, we sit down with Brad Joffe, co founder of an AI startup flipping the script on fraud.

From starting in law to working in venture capital and navigating the rise and fall of Greensill, Brad shares the reality of building startups, taking risks and why he chose to step into the arena himself.

We also dive into his latest venture, an AI powered platform that engages scammers, wastes their time and extracts critical intelligence to protect consumers, banks and governments.

This is a conversation about career pivots, startup lessons, and how AI can be used for good.

Timestamps:

00:00 - From law to startups

03:00 - Early career & moving firms

05:00 - Venture capital & private markets

10:00 - Why he left law to build

15:00 - Building (and losing) a startup

22:00 - Rebuilding after Greensill

24:00 - The AI startup fighting scammers

30:00 - Real AI scam call examples

36:00 - The future of AI & key lessons

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