Episodes
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In this powerful episode, marking Mental Health Month, we speak with former senior trader Nick Gorman about the hidden cost of high performance. After two decades in high-stakes finance, Nick hit breaking point. Now, he helps others avoid the same fate. We explore the importance of early intervention, sustainable success, and building mental resilience before burnout takes hold.
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Doug Tynan, co-founder and Chief Investment Officer of GCQ Funds Management, and one of our leading Future Generation Global (ASX: FGG) pro bono fund managers, unpacks the power of active management. Doug shares his investment approach - covering his essential checklist, the psychology behind investing, and why he goes to unusual lengths, even driving for Uber, to understand the companies he invests in. From luxury brands to WD-40, Doug explains how he identifies the businesses most likely to deliver strong returns.
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Missing episodes?
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Tune in to hear Jennifer Westacott, Chair of Future Generation Global (ASX: FGG), share insights on the key challenges she has encountered throughout her remarkable career.
Jennifer discusses the role of social justice as a driving force in her life, what encouraged her to become Chair of Future Generation Global, and the importance of creating vehicles, like the Future Generation model, for everyday individuals to be involved in philanthropy.
Commenting on the rising anti-Semitism in Australia, Jennifer discusses how we should respond to this challenge, and find the balance between protecting free speech and curbing hate speech. Finally, Jennifer delves into the importance of financial independence for women, and how best to promote this culture of wealth accumulation and savings for our future generations.
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John Coombe, Executive Director at JANA Investment Advisers and Investment Committee member of both Future Generation companies, discusses the recent changes to the Future Generation Global portfolio. John shares insights on Future Generation’s fund-of-funds strategy, the fund manager selection process and how the Investment Committee handles global market volatility. He also addresses concerns about the recent market concentration in mega-cap US technology stocks and the performance of the Future Generation Global investment portfolio amid shifting market dynamics
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In this Take Stock episode, Caroline Gurney, CEO of Future Generation, hosts Ryan Quinn, a pro bono global fund manager from WCM Investment Management, who manages the WCM Quality Global Growth Fund. Joining us from the USA, Ryan shares his expertise on the fund's notable performance and the current market outlook.
The conversation explores how investment ideas are integrated into the portfolio, the role of cultural analysis in decision-making, and the strategies that drive sustained growth. This episode is a must-listen for finance professionals and investors seeking to understand the dynamics of global investing and the factors influencing successful fund management. Join us for a compelling discussion that emphasizes the importance of strategic thinking in shaping the future of investment.
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In this episode of "Take Stock," Caroline Gurney, CEO of Future Generation speaks with Tom Richardson, Portfolio Manager at Paradice Investment Management to discuss his insights into the current market landscape, with a particular focus on China, mining stocks and the performance of small-cap companies. Tom shares why managing Future Generation funds is not only a professional responsibility but also a personal mission.
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In this episode of Take Stock, Future Generation CEO, Caroline Gurney, talks with Mark Holowesko, the Founding Partner and CEO of Holowesko Partners, one of Future Generation Global's (ASX: FGG) pro bono fund managers. Mark discusses his investment philosophy, and provides his perspectives on US debt and potential threats to equity markets. He also shares his views on the upcoming US election and how he is positioning his investment portfolios accordingly.
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Join Caroline Gurney, CEO of Future Generation, in a deep dive into the current market dynamics with Nikki Thomas, Portfolio Manager at Magellan.
In this episode of Take Stock, Nikki shares her market outlook, expectations for the August reporting season and the potential impacts of the US election on investment landscapes.
Nikkis discusses the opportunities and challenges in China's evolving market and shares her investment process. Tune in for expert analysis and strategic advice to enhance your investment strategy.
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Dr Ian Langford is one of the Australian Defence Force’s most respected and decorated leaders. Over three decades in the Army, Ian served in Afghanistan, Iraq, Israel and Syria, among other places. In this episode, Ian discusses his career in the Defence Force, key lessons he has learned being in conflict zones, military ethics and the future of warfare.
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In this episode of Future Generation's podcast, 2fold: Take Stock, Matthew Kidman, Principal and Portfolio Manager at Centennial Asset Management discusses how the global conflicts are impacting markets and his views on Artificial Intelligence (AI) and investment opportunities in China.
Centennial Asset Management is one of Future Generation Australia’s (ASX: FGX) pro bono fund managers.
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In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.
L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers. -
In this episode Caroline Gurney, CEO of Future Generation, speaks with William Low, Portfolio Manager, Yarra Global Share Fund and Head of Global Equities at Nikko Asset Management. William discusses his view on Artificial Intelligence (AI) and why he believes we are still underestimating it's impact. He also shares why Netflix is his long-term stock pick.
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This episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.
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Regarded as one of Australia's best interviewers, Andrew Denton has spent more than two decades captivating audiences with hard-hitting questions and thought-provoking commentary. In the hot seat this time around, Andrew delves into his commitment to social causes through Go Gentle, his not-for-profit which works to promote choice at the end of life for terminally ill Australians. While it’s not without a few laughs, the conversation also covers Andrew's own mental health challenges and his relationship with the families behind the fight for voluntary assisted dying laws.
Please note that the views, information, or opinions expressed during the 2fold: Investing for Impact series are solely those of the speakers and do not necessarily represent the views or positions of any entities they represent. -
In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200. Listen to this episode as Matt discusses the ASX reporting season, his market outlook for 2024 and the future of Listed Investment Companies.
Wilson Asset Management is the lead supporter of the Future Generation companies and is one of Future Generation Australia's (ASX: FGX) pro bono fund managers. -
Former NSW Premier, Mike Baird AO is a household name and recognised business leader, driven to serving his country and local community. From investment banking to state politics, chairing Cricket Australia and aged care groups, Mike has a real determination to drive change for good in both the private and public sector. In this episode, Mike offers his unique perspective on leadership and discusses post-premiership life, the current state of Australian politics, and why backyard cricket is here to stay. We also discuss his relationship with faith and the intersection of his faith with public service.
Mike currently chairs Future Generation Australia (ASX: FGX). -
In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode, Nikki shares insights on the recent US reporting season, her market outlook, and optimism about the US market.
Magellan Financial Group is one of Future Generation Global’s (ASX: FGG) pro bono fund managers. -
After seeing the plight of disadvantaged youth in his community, Bernie Shakeshaft decided to take action. Starting in 2006 with a shed and an idea, Bernie founded the BackTrack Youth Works Program, in an effort to turn around the lives of kids struggling to stay in school, stay out of trouble and falling through the cracks. Using the skills he developed growing up and as a jackaroo in the Northern Territory learning from the Aboriginal trackers, Bernie has developed an award-winning program that involves animal-assisted learning, agricultural skills and a residential facility.
In this episode, Bernie shares the unique story behind BackTrack, the organisation’s plans to expand across the country and how we can keep at-risk kids alive, out of jail and chasing their hopes and dreams.
Backtrack is a social impact partner of Future Generation Global (ASX: FGG) and has supported more than 1,000+ kids through the BackTrack program. -
Jane Rowe OAM dedicates her life to helping the children left behind in the wake of substance abuse. Following a privileged British upbringing and personal addiction challenges, Jane worked as a drug and alcohol counsellor in Australia where she witnessed firsthand the devastating effects that substance abuse has on families. Inspired to make a positive change and to stop the cycle of addiction, she founded the Mirabel Foundation. 25 years on, Mirabel has become a beacon of support for Victorian and New South Wales communities, providing vital assistance and supporting thousands of vulnerable children and their carers. In this episode, Jane candidly shares her story, Mirabel’s mission and how we can unite to bring about positive change.
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In the second episode of Take Stock, Caroline Gurney, CEO of Future Generation, speaks to Nick Markiewicz, Portfolio Manager at Lanyon. Nick discusses his investment process and how it has evolved over his career, how Lanyon selects companies to invest in and the investment case for Universal Music Group.
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