Basis Points

If you've ever wondered how the pros really pick fund managers, this episode is for you.This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.Plus, we discuss the red flags advisers should look out for when backing funds.In this episode:00:00 SMA Boom Explained03:23 Assessing Fund Managers09:02 Local vs Offshore Debate11:58 Culture Drives Performance13:56 Portfolio Construction Strategies18:42 Navigating Market Volatility22:38 Alignment and Growth Challenges23:03 Building a 3-Asset Portfolio25:13 Why Managed Accounts Matter📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)This episode was recorded on the 8th of April———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

$3.5 to $5 trillion is set to change hands in Australia by 2034.For advisers, this is a once-in-a-generation client acquisition opportunity.In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain timesIn this episode:00:00:00 The $5 Trillion Wealth Shift00:02:57 Scaling A $600 Million Book00:05:25 Closing The Gender Wealth Gap00:07:58 Capturing The Next Generation00:12:01 AI Versus Human Advice Edge00:15:40 Investing Through Market Chaos00:20:12 What Clients Need Most NowThis episode was recorded 23rd March 2026———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).Complete the quiz here to claim your points.0.5 Total HoursKnowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.In this episode:00:00 Introduction & Career Journey02:11 NRF Purpose Explained 04:39 Investment Process Breakdown07:42 Strategy & Deal Flexibility10:21 Priority Sectors RED TRAM14:01 Defense & Growth Themes16:49 VC Strategy & Collaboration19:29 Listed Market Opportunities23:59 Long-Term Vision & Accountability📈 Stocks and ETFs Mentioned:Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)This episode was recorded on the 17th March 2026.———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).Complete the quiz here to claim your points.0.5 Total HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.In this episode:00:00 Introduction01:05 Paul’s Career Journey03:38 Growing to $3B AUM06:40 Trust and Succession Model08:23 Deep Client Relationships09:38 Scaling Without Sacrificing Quality12:23 Engaging Next Generation Clients15:09 Real Client Challenges Today17:20 Sudden Wealth Case Study18:41 AI’s Impact on Advice23:18 Oil Prices and Markets📈 Stocks and ETFs Mentioned: Goldman Sachs Group, Inc. (NYSE: GS)National Australia Bank Limited (ASX: NAB)Investec Group (JSE: INP)———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).0.50 Total HoursKnowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)Complete the quiz here to claim your points.———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.

For years, cryptocurrencies had been cast aside as the speculative Wild West of the investment world.But something has quietly shifted in the last two years.That’s according to Global X ETFs Investment Strategist Justin Lin, who argues that the asset class has moved away from its retail-driven origins to become an increasingly institutionalised asset class.While our host, Ally Selby, has long been a sceptic, somehow, Lin convinced her that cryptocurrencies should no longer be seen as the playground for scammers and fraudsters, but a regulated ecosystem with assets worthy of a place in strategic portfolios. Learn why in this episode.Chapters:00:00 Introduction 01:16 Crypto Goes Institutional 03:02 ETFs and Adoption Drivers 05:06 Market Maturity and Volatility 07:06 Halving Cycle and Volatility 10:06 Bitcoin Value Debate 13:20 Australia vs Global Trends 15:44 Regulation and Market Impact 17:14 Bitcoin vs Ethereum Roles 19:46 What Drives Crypto Prices 23:06 Catalysts and Future Outlook 27:35 Allocation and Final Takeaways📈 Stocks and ETFs Mentioned:Apple Inc. [NASDAQ: AAPL]Global X 21Shares Bitcoin ETF [CBOE: EBTC]Global X 21Shares Ethereum ETF [CBOE: EETH]Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global X 21 Shares Bitcoin ETF (CBOE: EBTC) , head here or the Global X 21 Shares Ethereum ETF (CBOE: EETH), head here. This episode was recorded on the 3rd of March 2026.———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).Complete the quiz here to claim your points.0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.50 hour) Legislated CPD Area: General (0.50 hour)———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Kerr Neilson, the legendary contrarian investor behind Platinum, lays out a bold case for why the next decade may belong not to AI darlings.He argues markets are entering a period of profound disruption, pointing to geopolitical fragmentation, war in the Middle East, and fragile global oil supply as long-term threats- warning these forces are reshaping markets.Beyond the macro themes, he offers practical insights for advisers: the dangers of crowded trades, the inefficiencies created by passive investing, and the importance of contrarian thinking in an ETF-dominated world.His message is clear. The biggest opportunities often lie where capital has been scarce.In this episode:00:00 Why Contrarian Investing Still Works03:00 Where ETF Crowding Creates Opportunity06:00 How Oil Shocks Could Reshape Portfolios08:42 Balancing Gold, Cash And Real Assets11:20 What Samsung And Platinum Signal16:10 Where Advisers May Find Mispriced Value📈 Stocks and ETFs Mentioned: Samsung (KRX: 005930)Impala (JSE: IMP)Petrobras (NYSE: PBR)Sky Metals (ASX: SKY)Valterra Platinum (JSE: VTR)🎟️ Join us at the Basis Points Boat Party, get your tickets here.———CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). 0.50 Total HoursKnowledge Requirements: Managed Investments (0.50 hour) | Legislated CPD Area: Technical Competence (0.50 hour)Complete the quiz here to claim your points———Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube———-Basis Points is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697.