Praemium Podcasts
By Praemium
With the latest thought leadership on managed accounts and advice practice strategies to the latest thinking on investment trends and strategy, market outlooks and more. Keep up to date on the latest from the investment world and financial platform technology industry.
Praemium PodcastsDec 18, 2019
00:00
22:02
More than bricks and mortar: commercial real estate in a post-COVID world
The demand for experience and quality is shaping the commercial real estate offering in our post-COVID world in ways we would not have anticipated only a few years ago. Miriam Patterson, Head of Office Partnerships at Charter Hall, joins Damian Cilmi this month to talk about how new tenant expectations are rebuilding the office environment in everything from amenities to ESG compliance as employers enhance their offerings to employees who are now very comfortable working from home. Listen now to learn more about the shifting investment landscape within commercial real estate and the factors driving the change.
Nov 21, 202222:51
Is market volatility the new normal?
Praemium's Damian Cilmi is joined by Mark Landau, Joint Managing Director & Co-CIO of L1 Capital, to discuss what investors should expect from shifting market conditions, the role of shorting in dealing with increasing volatility, and why things won't be returning to "normal" any time soon.
Conversation highlights include why central banks are hamstrung by high inflation, investment opportunities that the market is missing, and how to implement an adaptable investment strategy that can allow for adjustments to market exposure.
Oct 24, 202220:38
Energy security, decarbonisation & going nuclear
Resources are the foundation of economies, being the natural capital out of which other forms of capital are made. Damian Cilmi sits down with Co-Portfolio Manager of the Ausbil Global Resources Fund, James Stewart, to discuss what investors might expect to see in the months and years ahead in resource investment. James lays out current trends in supply and demand considering increasing activity in China, global action on decarbonisation, and increasing geopolitical tensions.
Aug 03, 202233:42
Shifting to a managed accounts business mindset
Praemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and Robina Financial Solutions about the journey to becoming a Managed Accounts focused advice firm. Martin and Paul talk about building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.
Jun 09, 202239:04
Key Market Drivers for 2022
The latest market insights for your upcoming end of year client meetings. Damian Cilmi hosted this live webinar panel with Nikki Thomas, CFA of Magellan Financial Group, Paul Parsons of Northcape Capital and Charles Jamieson of Jamieson Coote Bonds to discuss the key market drivers for bonds, domestic and global equities over the remainder of this year and into 2023. Looking at inflation, interest rates and how to position a portfolio in these market conditions.
Please note that this podcast was originally hosted in live webinar format, and makes reference to slides and charts. If you'd like to watch the video from the webinar, including the slide deck, you can stream it here on vimeo: vimeo.com/718187330
Please note that this podcast was originally hosted in live webinar format, and makes reference to slides and charts. If you'd like to watch the video from the webinar, including the slide deck, you can stream it here on vimeo: vimeo.com/718187330
Jun 08, 202259:38
Natural Capital: agriculture as a resilient asset class
Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio.
Jun 01, 202225:60
Inflation, interest rates & why fixed income still matters
Damian Cilmi, Head of Investment Managers & Governance at Praemium and Anthony Kirkham, Head of Investment Management at Western Asset Management Australia discuss the implications of current inflation rates and their impact on the labour market, where interest rates might be headed, and why fixed income still matters in this shifting environment. Anthony shares how he is positioning his portfolios to deal with the outlook for the year ahead.
May 19, 202227:14
Providing value with successful client engagement
Initially delivered as a webinar designed for the next generation of advisers, this presentation by Praemium's Martin Morris discusses how advisers can determine what clients truly value, taking into account some lessons from the past. Topics include looking at your value proposition, how to build a framework around advice costs and pricing methodologies and finally at emerging themes for advisers to consider. During this presentation we also address in part the key considerations when selecting technology partners to help you deliver your client engagement promise.
Apr 05, 202242:44
The emerging HNW investor and their key advice requirements
This year the emerging HNW investor segment - those with investable assets of $1m-$2m+ excluding super, home net of debt - has grown rapidly. Over 100,000 Australians became newly minted millionaires in 2021. We take a look at who they are, how they invest and their views on advice. Praemium's Chief Distribution Officer Martin Morris discusses the latest insights from the Investment Trends 2021 HNW research report and the opportunity for advisers to cater to this unique investor segment's unmet advice needs, including intergenerational wealth transfer, ESG and total wealth reporting.
Dec 15, 202155:05
ESG - Mythconceptions, Methods and Client Engagement
This panel discussion is designed to help advisers understand how ESG is much more nuanced than can be first thought.
Nov 25, 202101:01:05
Governance and the role it plays in professional model management
Damian Cilmi, Head of Investment Managers & Governance at Praemium and CEO of Elston Asset Management, Nick Revis had a discussion on how the advancement of governance methodologies are enhancing the professionalism and quality of SMA models available to advisers in Australia. They also explored how governance principles at a platform and model manager level have developed, and are used, to ensure the best possible outcomes are achieved by investors.
Nov 11, 202145:06
Harnessing technology for improved practice performance
Praemium's Chief Distribution Officer Martin Morris talks through the key findings of several industry research papers to present practical strategies for leveraging technology to improve business efficiency, client engagement, client referrals and practice profitability.
Sep 29, 202145:24
Managed Accounts - what our clients have learnt
Praemium's Martin Morris and Managing Director of Centaur Financial Services, Hugh Robertson discuss the key learnings Hugh and his team have gained through their implementation of Managed Accounts.
As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.
As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.
Aug 26, 202147:33
Business Health: Practice Management - Key Factors for Success
Praemium's Martin Morris talks to Terry Bell of advice consultancy firm Business Health about their latest research Practice Management by the Numbers and some of the key findings of how advice practices across Australia are performing against 7 key metrics and some valuable insights for future success.
Jul 26, 202125:59
Key Market Drivers for 2021- the outlook for bonds, global and domestic equities with Fidelity, Pendal & Alphinity
Praemium's Damian Cilmi hosts a session with leading investment specialists from Alphinity, Pendal and Fidelity discussing the key market drivers for the remainder of 2021, the outlook for inflation and interest rates and which asset classes are likely to perform well under current market conditions.
Jun 24, 202101:01:26
Navigate your way to a strong business valuation - Steve Prendeville, Forte Asset Solutions
Praemium's Martin Morris is joined by Steve Prendeville of Forte Asset Solutions. Steve has extensive experience in helping advice practices prepare their businesses for sale. In this session they discuss some of the key considerations for building an advice practice with a strong business valuation.
Jun 23, 202148:00
Structural changes for the post COVID Australian economy: Antares
Antare's John Guadagnuolo discusses the changes that the Australian economy has gone through and the expected changes in a post-COVID world with Praemium's Damian Cilmi.
May 14, 202139:10
The property market in a post-COVID world _ SG Hiscock
Praemium's Damian Cilmi and SG Hiscock's Grant Berry discuss the property sector in a post-COVID world and what impact it had on retail, commercial and residential areas.
May 11, 202130:04
Identifying loss leaders and profit neutral activities
Are you spending more time in your business rather than on your business? In this podcast Praemium's Martin Morris discusses ways to identify and evaluate those activities that are not delivering value for your clients or your business. The presentation will cover how to calculate your manufacturing costs, how to identify strategic versus tactical activities and ways to redeploy time spent on tactical activities to more valuable strategic activities.
Dec 02, 202048:45
Building an effective investment philosophy
Praemium's Damian Cilmi and Martin Morris talk to Robert Talevski, Founder of Activus Investment Advisors about practical strategies for evaluating and implementing an effective investment philosophy to help support advisers in risk management, business efficiency and client engagement.
Nov 19, 202056:14
How advisers are managing client assets - Bridging the platform gap
Praemium's CCO Mat Walker talks through the findings of the latest research on how advisers are managing client assets on and off-platform, why they are using an increasing number of platforms and how to achieve their goal of a single platform solution for all client segments.
Oct 29, 202043:48
Managing change for a successful managed account transition
Praemium's Martin Morris discusses managing change and outlines 6 considerations for a successful change management plan including identifying key stakeholders. The podcast outlines practical strategies in the context of a managed account transition for financial advice firms, yet the strategies can be valuable to any change process within a business.
Oct 14, 202041:26
Ethical investing with Australian Ethical
Praemium's Damian Cilmi talks to Australian Ethical's Head of Research Dr Stuart Palmer about the ethical investing landscape, what varying ethical investment terminology means and the screening processes involved as well as the potential impact on performance. The podcast also covers the rising focus on responsible business practices, the emphasis on governance and managing climate risk.
Mar 02, 202037:49
Ethical research and screening criteria with Sustainalytics Research
Praemium's Damian Cilmi talks to Marco Sepulveda of leading ESG research house Sustainalytics about their research process, trends in ethical research and a new screening criteria Praemium is implementing on their platform.
Mar 02, 202025:34
Key themes in global investing - Munro Partners
Praemium's Damian Cilmi talks to Nick Griffin of Munro Partners about identifying the corporate winners on a global scale and some of the key themes in global investing; digital payments, food revolution, high performance computing and digital enterprise. It's a fascinating listen with some great insights on the direction of global industries and opportunities for investors.
Dec 18, 201922:02
Bond Market Insights - Jamieson Coote Bonds
Damian Cilmi talks to Charles Jamieson, CIO of Jamieson Coote Bonds about the bond markets and whether negative yields can be a positive for investors in episode 3 of the Investment Leaders series.
Nov 28, 201930:35
Investing and trading in an SMA - Ralton Asset Management
Damian Cilmi talks to Will Riggall of Ralton Asset Management about the benefits of SMAs for advisers and clients and the advantages of swift trading. Will and Damian also discuss growth vs value investment styles and whether the growth cycle is nearing an end.
Oct 14, 201923:03
Evolution of SMAs and learnings from the US - State Street
Damian Cilmi talks to Mike Martel, Head of Portfolio Management and Raf Choudry on the evolution of SMAs in the US and how global trends may translate in the Australian market. The interview also covers innovation in ETFs and incorporating thematic investing in ETFs.
Aug 29, 201936:10