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.
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
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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.
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.
Insights
The Million Dollar Trade I Missed and Why it is Not Too Late
Looking back, one of my biggest regrets is the million dollar trade I missed in not buying Bitcoin in 2012.
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
Why one of Australia’s Most Respected Investment Bankers is investing in Crypto with Mark Carnegie (MHC Digital)
Join us for a conversation with titan of the Australian investment banking landscape, Mark Carnegie.
Podcast
Michael Lukin: Another Groundhog Day…or Groundhog Year. When can private markets break out of this cycle?
In today’s episode, Managing Partner Craig Emanuel sits down with Michael Lukin, Founder and Group Managing Partner of Roc Partner
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
Global Investment Opportunities in 2022
We live in a really beautiful country and have a very lucky economy. I, for one, consider myself extremely fortunate to be able to
Podcast
Lessons from the GFC: Finding Value in Illiquid Markets with Eric Foran
Craig Emanuel sits down with Eric Foran, Partner at Coller Capital.
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
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
Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)
Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group.
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
Podcast
Marc Herman: Founding, scaling and exiting successful business to now building ‘medicine 3.0’ for Australian families
Ryan Loehr speaks with Marc Herman, serial entrepreneur and founder of Everlab.
Insights
When Private Credit Gets It Right: What Pimco’s $27 Billion Meta Deal Reveals About Quality in Alternative Lending
Daniel Ivascyn’s approach to the world’s largest private debt transaction offers contrast to Jamie Dimon’s “cockroaches” warning.
Insights
Preparing for a Successful Business Exit: A Strategic Guide for Australian Founders
The first step in preparing for a successful sale is to understand what buyers typically pay for businesses like yours.
Insights
Lessons of Legacy – how to flourish as a family.
For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and
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
Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne
Charles Troian, sits down with Matthew Browne, Founder and Managing Partner of Black Nova Venture Capital.
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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