OPERATIONS MANAGER
Michelle Edds
Branch Manager, Dip Human Resources
Michelle’s experience has seen her supporting C-Suite executives for nearly 15 years. She brings a wealth of operational experience from the management consultancy industry coupled with most recent roles in tech start-ups.
Michelle holds a deep understanding of business acumen and process improvement through a background of business operations and financial services roles. Her flexible and detail orientated approach holds her in good stead when dealing with all aspects of business operations and client services. Michelle is a dynamic and empathetic member of our team who supports our Managing Partners, client services team and clients alike.

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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
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

Podcast
Australian Venture Capital, Why Size Can Eat Alpha and Why Early-Stage Venture Capital Could Belong in Your Portfolio
Tim Whybourne sits down for a conversation with Folklore founder, Alister Coleman.

Podcast
Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)
Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision

Podcast
Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell
Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management

Podcast
Is this the investment opportunity of our lifetime? with Richard Galvin (Digital Asset Capital Management)
In this episode, managing partner Tim Whybourne sits down with Richard Galvin, Co-Founder & CEO of DACM.

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
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
Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso

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

News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.

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
Conviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes Next
Toby Lewis, Partner and Founding Director of Marquette Properties, joins Ryan Loehr to discuss office real estate.

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
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.

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.

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
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole

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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