Tuesday 21st April 2026
Chris Wallis from Vaughan Nelson Investment Management speaks to James Dunn at The Inside Network's Investment Leaders Forum in Noosa, Australia.
Chris asserts the era of cheap money is over, shifting focus to fundamental value, favouring under‑invested sectors like energy and infrastructure while avoiding overvalued software incumbents, urging strict discipline on return on capital.
Adam Reisler from StepStone Group speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC. Adam highlights opportunities...
Owen Libby from Blue Owl speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC. Owen highlights alternative credit as...
Sam O’Connor from Fortitude Investment Partners speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC. Sam...
Victor Mayer from Pantheon speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia, on private credit...
In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...
