RESEARCH ANALYST
Catherine Waller
Catherine is an Analyst with a strong background in finance and operations, having worked with firms like Deloitte, Austrade, and McKinsey.
With expertise in financial analysis, market research, and project implementation, Catherine has overseen multimillion dollar project budgets developed new analytical and reporting tools and created investment screening models to drive strategic decision-making. Currently a CFA Level 1 candidate, Catherine’s primary role within EW&L will be to support the firm from an investment and operational perspective, working closely with our Client Service team playing a key role in supporting the firm’s growth and success.
News
Exploring the Growing Appeal of Alternative Investments in Australia
Managing Partner Tim Whybourne shares his insights on the rising popularity of alternative investments on ausbiz.
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Podcast
How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview
Tim is joined by Dan Tapiero, renowned macro investor and one of the first institutional managers to embrace the world of crypto.
Podcast
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.
Podcast
Is Higher Return and Less Risk Possible? Is Higher Return and Less Risk Possible? with Martin Robinson (HEAL Partners)
Tim Whybourne is joined by Martin Robinson, Managing Partner and Co-Founder of HEAL Partners.
Podcast
Should Bitcoin Be in Your Portfolio? A Conversation with Michael Prendiville from JellyC
Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC
Insights
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
Podcast
From Coke Bottles to Boardrooms: A Conversation with Andrew Baxter
Managing Partner Craig Emanuel sits down with Andrew Baxter, previous CEO of Publicis and Ogilvy.
Insights
Investing in the share market vs. the property market
There will always be varying opinions and some level of self-interest involved when it comes to the debate of shares vs. property
Insights
Is there any accuracy in history?
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
Podcast
Adrian Mackenzie: It’s not the horse that wins the race. It’s the jockey on the horse.
In today’s episode, Managing Partner Craig Emanuel sits down with Adrian MacKenzie, Founder and Partner of Five V Capital.
Insights
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
Insights
The Next-Generation Family Office
Why younger wealth creators are rethinking traditional models
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Podcast
Agreus Group: Key considerations for emerging Family Offices
In this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of AgreusIn this epis
Insights
Are we going back to the 70’s? Parallels between then and now.
There are numerous parallels that could be drawn between the 70’s and now, however some fundamental factors are different.
Insights
Private, But Not Protected: The New Cyber and Privacy Risks Facing Successful Families
It started with 15 seconds of concert footage
Podcast
Armen Panossian: Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market Shifts
In this episode, Partner and Private Wealth Advisor Ryan Loehr speaks with Armen Panossian, the co-CEO of Oaktree Capital.
Insights
Has the Private Credit ship sailed?
As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline
Insights
Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors
True risk isn’t just numbers. Explore how investors can better assess and manage it.
Podcast
Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst
Associate Adviser Charles Troian is joined by Jake Elmhirst, a Managing Director at Coller Capital.
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
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Insights
Finding Focus in Volatility
In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
Insights
Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI
Big Tech’s strength could be its undoing. In the AI era, rigid structures—not rivals—pose the greatest threat to dominance.
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