• Inside the Rope with David Clark

  • By: David Clark
  • Podcast
Inside the Rope with David Clark cover art

Inside the Rope with David Clark

By: David Clark
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  • Summary

  • In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
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Episodes
  • Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit

    Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit
    Apr 29 2024
    In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasising risk control, and its focus on credit investment. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The conversation also highlights the differences between performing and non-performing credit, with the former involving financially stable borrowers and the latter involving distressed entities that may offer enhanced returns. Despite current economic stability, Armen highlights a significant need for tailored capital solutions, especially in sectors like real estate and healthcare. He concludes by discussing potential economic shifts and the importance of prudent investment strategies to navigate uncertain financial landscapes.
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    43 mins
  • Ep 168: Tim Carleton - Investing for long-term growth

    Ep 168: Tim Carleton - Investing for long-term growth
    Apr 15 2024
    In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episode, Tim shares his perspectives on various investment topics, including challenges and opportunities in the current market, his cautious approach toward sectors like China and iron ore, and his strategies for managing assets like the Charter Hall retail REIT. Tim also discusses the impact of AI on the market and his views on cryptocurrencies, maintaining a cautious stance on Bitcoin. He highlights the potential of sectors like healthcare, specifically addressing how emerging drugs like GLP-1s could affect companies like ResMed. Additionally, he touches upon the importance of not over-leveraging in investments and the role of cash as a strategic asset. The episode concludes with Tim promoting the Mirabelle Foundation, a charity supporting children affected by parental drug abuse. Tim founded Auscap Asset Management in 2012. He has 20 years’ experience in the financial services industry. From 2007 to 2011 he was an Executive Director at Goldman Sachs where he was responsible for managing an Australian equities long/short portfolio using Proprietary funds. Prior to 2007 he worked at Macquarie Bank within the Investment Banking Group.
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    51 mins
  • Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres

    Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres
    Apr 1 2024
    In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world. Amy highlights the trends in industrial and retail properties, why data centres are becoming hot spots for investors, and why it's important to consider environmental, social, and governance (ESG) factors when making investment choices. Amy shares her own story, from her early days using math as a strength as a Vietnamese refugee to becoming an expert in econometrics, adding a personal touch to her professional insights. They also talk about the different kinds of assets you can invest in, how changes in interest rates impact property investments, and the difference between investing in listed properties (like shares) and unlisted equivalents. Amy has over 25 years of property funds management experience. Prior to joining Pengana she worked at Charter Hall/Folkestone for 6 years, managing a high conviction AREIT strategy. This team won several industry awards including Financial Standards Property Fund Manager of the Year 2019, Money Management/Lonsec Australian Property Securities Fund Manager of the Year 2018, and Financial Standards Property Fund Manager of the Year 2017. Amy has held several senior positions including head of property securities at IAG and portfolio manager at Deutsche Asset Management and Perpetual Funds Management. She began her career as a quantitative analyst at Legal & General in 1994. Amy holds a Bachelor and Honours degree in Economics from the University of New England and University of California Davis.
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    34 mins
Economics
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