Afleveringen

  • Livewire Markets Co-Founder James Marlay’s path into the world of investing is an unconventional one, as he shares with host Douglas Isles on the Investing for Life podcast.

    While many go from school to university into corporate life, James chose a path less travelled – working in a remote hotel in a small fishing village in Mexico. “I wasn’t a great student... I’ve never had a really strong vocational drive.” But what he did know was that he was a “doer” and big on “experiencing things”.

    James eventually found his spark, pursuing a business venture with his fellow Co-Founder, Tom McKay, interviewing listed companies. “We rolled the dice, and it worked out really well. And it was really motivating and rewarding.”

    It was from these humble origins that Livewire Markets was born. Their mission was simple: to help investors make more informed investment decisions.

    Despite the financial burden of starting a business and numerous knock backs, James stuck at it and took a long-term view. And his persistence in a crowded market paid off.

    James, Tom and their team have grown Livewire Markets into Australia's number one website for expert investment analysis. With the announcement that Livewire has acquired Market Index, the business is now the largest independent provider of financial market information in the country.

    In the episode, James reflects on his unlikely journey from a fresh-faced, young man in Mexico to the successful business leader he is today.

    “I have great days where I feel like I'm living close to my best self, and then I have bad habits that I fall back into. But I think the intent is there, moving in the right direction.

    “You can anticipate problems or challenges ahead of time – I think that's one of the things that comes with experience.”

    Tune into this discussion to hear more on James’ journey and Livewire Market’s success, including:

    James’ experience growing up; The Livewire Markets journey from start-up to success; The turning point for the business; Hosting key conversations, like Andrew Clifford with Hamish Douglass’ in 2019; and More details around the Market Index acquisition.


    You can also learn more about Livewire Markets via this link: https://www.livewiremarkets.com

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • “Talking about things, and being open and honest, is actually a sign of strength – not weakness.”

    This is how our guest in this episode of Investing for Life talks about strength; a different perspective to his invincible, world record-breaking persona in the pool.

    Host Douglas Isles has the privilege of speaking with CEO of Generation Life and former Olympic, Commonwealth and World Champion swimmer, Grant Hackett OAM.

    From the high of winning gold at a home Olympics and holding 16 world records throughout his career, to the discomfort of racing with a partially collapsed lung, Grant’s life journey truly oscillates from glory to pain in pursuit of success and meaning.

    However, it is Grant’s insights on his transition from Olympic champion to corporate leader, and the very public breakdown of his marriage, that sheds new light on his greatest setback to date.

    Through this experience, Grant learned the foundations of real leadership, the power of vulnerability, and why helping others to be their best is a far greater outcome than solo success. In his words, these were “the most eye-opening elements to my entire life.”

    “It actually gave me a licence to ask for help, to talk through all those things that I was experiencing, and then actually have some tools to deal with them. Even just talking about them was like removing 50% or 60% of the burden that I carried for quite some time.

    “Since that point in my life, I have practised vulnerability.”

    Tune into Grant’s discussion to hear:

    His journey towards Olympic glory, regrets and physical challenges along the way; The pain of his public divorce and separation from his children; How he reconciled with his athlete persona when starting his corporate career; His work and successes as CEO of Generation Life today.


    You can also learn more about Generation Life via this link: http://www.genlife.com.au/

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

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  • "Death affects 100% of the population, so it's an issue in which we are all invested."

    Today's Investing for Life episode covers one of our most taboo topics. But, despite the subject matter, the conversation balances the dark with the light. Host Douglas Isles is joined in the studio by comedian, interviewer, and unwavering campaigner – Andrew Denton (who is quick to point out that Doug "left out sex symbol" among his list of titles.)

    While it’s not without a few laughs, their conversation focuses on Andrew’s advocacy and lobbying work around voluntary assisted dying in his role as founding director of Go Gentle Australia.

    It’s a deeply emotional subject. Yet, while Andrew concedes championing such a sombre and complex cause has not been without its challenges, his journey has been anything but dark. In fact, it's full of hope, as Andrew shares why he continues to pursue this 'sacred duty' to help Australians ‘walk each other home better at the end of life’.

    "I've certainly found [campaigning for voluntary assisted dying] stressful and emotionally really draining. But…this has been the most rewarding and, in many ways, positive thing I've ever done.

    "Because I know for a fact that the work I've been engaged in has made a fundamental difference to what could have been a hugely traumatic [experience] - not just to the person, but their immediate family.

    “So, if you think of it as a third act, then - wow. What a third act. Way more important to me than the previous two acts, and way more beneficial."

    As you'll learn through this conversation, "there is no 'one size fits all' for death", but Andrew shares his own powerful story blending his personal experience and professional skills.

    Tune into this discussion to hear:

    His changing relationship with death after the painful experience of losing his father, and how that compared with losing his mum; What is was like hosting Enough Rope - his most challenging and successful interviews, including Michael Parkinson, Bill Clinton and Mark Latham; His work with Go Gentle, and the meaning he has found in working alongside families, speaking with politicians and influencing those connected to voluntary assisted dying; and Why he continues to fight to be a source of light and hope in the often dark conversation of death.

    You can also learn more about Go Gentle - and donate to their work - via this link: https://www.gogentleaustralia.org.au/

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • "What is the truth of performance?"

    It's a question as relevant in the world of sport as it is in the worlds of business and investing. And it’s a question that drives everything former Wallaby Ben Darwin does with his team at GAIN LINE Analytics. Ben is our guest on this week’s episode of the Investing for Life podcast.

    After suffering a career-ending neck injury in the 2003 Rugby World Cup semi-final, Ben went on a journey of self-discovery. Starting that fateful match, Ben finally felt like he was “where he wanted to be”. But, as he describes in this episode to host Douglas Isles, just one moment changed his life permanently.

    Over the coming years, Ben had to reflect and rebuild – physically and mentally – to work out where life would take him after the very real threat of quadriplegia.

    "When I had the injury, the doctor said to me: "This is gonna go one of three ways: you become a quad; you get killed; or you're gonna walk out of here." So, I got to walk out."‬‬‬‬‬‬‬‬‬‬

    It was during those years of reflection and rebuilding that he started to explore high-performing teams from a fresh perspective – as a coach and then analyst. The data drew him to the idea of ‘cohesion’, and its clear presence in high-performing teams: something he has now spent a decade sharing with clients across sport and business through his role as Co-founder and Director at GAIN LINE Analytics.

    "Talking to guys like Craig Bellamy, Arsene Wenger…they know they are not the reason for the success. They know there's certain things they can do, but massive things they can't control.‬

    "The level of understanding between the participants of the team is far more predictive of the outcome than the level of individual skill."‬‬‬

    Listen to this episode to hear more about:

    Ben's life-threatening injury in the 2003 World Cup semi-final against the All Blacks; His rehabilitation journey - physically and mentally - including his ADHD diagnosis; His transition from professional sport into a career in team cohesion, data and analytics; and His views on the importance of team cohesion for performance and engagement, and how organisations like the AFL have become the benchmark globally.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest who has had one of the more unique life journeys.

    It started on an 800-acre potato farm on the Victorian border, before continuing in Adelaide as a teacher, up to the skyscrapers of Hong Kong with McKinsey and – at one point – across four countries in 12 months with two children under three.

    Today, Davina Stanley is the co-author of The So What Strategy: a book she wrote based on over 25 years’ experience helping professionals clarify and communicate complex ideas.

    So, what is her ‘so what’? What has been the driving force shaping her path?

    "I just really enjoy helping people. It's really that simple."

    It’s a clear thread that runs through her life: helping others.

    As a fourth generation teacher, Davina was originally called to the classroom to help young kids. However, despite her family legacy, she quickly found out it just wasn't for her. She was far better suited to helping adults.

    It was a realisation that saw her reskill in communications, train teams and leaders with McKinsey in Hong Kong, and even having “great fun” litigating with lawyers to help them write legal advice others could read in a much shorter timeframe.

    “That was the thing that kept me going through the GFC. You become a bit of a human dartboard, and you really have to bat it back. But they love the banter, so it's actually great fun.”

    Listen to this episode to hear more about:

    Davina's experience growing up in the country and starting her career while helping her younger siblings; What inspired her career change from teaching to communications and consulting; The challenges she faced working, living and regularly relocating around the world with two young children; and Her passion for and approach to helping executives communicate with clarity, quality and velocity today.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest who has always taken a "nothing to lose, give it a go" attitude, and drawn on his own grit and determination to overcome a multitude of barriers.

    This amazing story starts in a tiny town in the middle of the Indian jungle where Ali Mohammed spent his early years. His career began as a technician in the Indian Air Force, where he became a qualified aeronautical engineer, moved up the ranks and, along with his wife and two young twins, ultimately emigrated to Australia in 2004.

    But life in Australia didn’t start smoothly. After landing, Ali realised his qualifications weren't recognised, and he was told he had to go back to university and start again. With limited English, limited funds, and a young family, Ali had to adapt his thinking and pursue a new path in this new country.

    After six years retraining while supporting his family through a range of sales and retail roles, he took a leap of faith and founded Melbourne-based financial advisory firm, Planet Wealth. Today, Ali is an award-winning financial planner with a successful track record, driven by his desire to ensure his family found its feet in Australia – a resilience that resonates with clients keen to reach their own goals in life.

    In Ali’s words: "When you don't have an option to fail, you will actually put in 100 per cent."

    Listen to this episode to learn about:

    Ali's childhood growing up in the Indian jungle in the 1970s; His experience joining the Indian Air Force before migrating to Australia; The challenge of re-establishing himself in another country, his determination to succeed, and the journey towards financial planning; and Ali’s successes with Planet Wealth and his approach with clients today.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest who opted not to follow the crowd, and made her mark as a female founder within a male-dominated industry. Today, she passionately advocates for and encourages the next generation of women to find their own path.

    Dominique Gill has 20 years’ experience in the construction industry. After beginning her career in architecture, in 2016 she became the founder and managing director of Urban Core: the first female-founded construction start-up of its kind, and one of the fastest-growing companies in the country, according to The Australian Financial Review.

    However, it hasn’t always been smooth sailing. As a female founder within an industry comprising an 88% male workforce, Dominique has had her share of “uphill battles” to overcome discrimination and demonstrate her experience and credibility. But her efforts have laid important foundations for others to follow.

    Urban Core has enjoyed strong performance, and Dominique maintains a workforce with 44% women, well above industry benchmarks. She continues to challenge the status quo of what the industry could look like in the future, and is a pioneer for diversity and inclusion, working with high school students to help them access new opportunities within the construction sector.

    “If we have more women sitting at the table, everybody wins. A team that has that is more diverse, will be more collaborative, more creative, more profitable.”

    Tune in to hear Dominique’s views on:

    the value of ‘debunking’ the many myths around the construction sector; moving from France to Australia, and from architecture to Urban Core, and how these transitions shaped her character; and why educating the next generation is crucial to overhaul diversity and inclusion in the sector.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest who put purpose and passion ahead of a traditional career path, unlocking an ongoing journey of positive community impact and social change.

    David Williams has more than two decades’ experience across the private and for purpose sectors, most recently at Social Ventures Australia, spanning diverse roles from global senior management to field operations and delivery. His experiences partnering with people in Australia and around the world to generate positive community outcomes has transformed his approach to ‘work’.

    After meeting his wife and raising their young family in her hometown in the Northeast of Brazil, David began to fully appreciate the breadth and depth of racism and unconscious bias in society. This sparked a journey of understanding of self, and the way people from different cultures and contexts interact.

    David has applied these learnings throughout his career working within 'for purpose' sector; leaving his early career at Bain & Company and spending more than a decade working in countries across Africa and Latin America, before returning to Australia to work and raise his family.

    For anyone seeking deeper purpose in their career, tune in to this inspiring conversation with someone who took a leap of faith and has never looked back. Listen to hear more about:

    David’s experience as an 'outsider' living with his family in the Northeast of Brazil; David’s transition into the 'for purpose' sector; How his sustainable tourism social venture (Meza Community) came to light, combining marine conservation and community development alongside recreation and hospitality services in Tanzania; His view on how to create positive social change including learnings along the way; and Whether David believes you can have a greater social impact at home or abroad.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • Today’s guest on the Investing for Life podcast believes winning her battle with breast cancer saved her life in more ways than one. Esteemed academic leader Professor Catherine Bennett (BHSc, MAppEpid, PhD and GAICD) shares her remarkable story with host Douglas Isles.

    Following a diverse and distinguished career in public health practice research, academic governance and teaching, Catherine now holds the role of Alfred Deakin Professor and Inaugural Chair in epidemiology at Deakin University. However, it hasn’t always been easy. Catherine lost both parents at a young age, suffered from poor health throughout university, and was ultimately diagnosed with breast cancer.

    Her intertwining personal and professional journeys now provide her with a rare combination of resilience, expertise and perspective that – at this time in history – has never been more important.

    "The pandemic is a terrible situation for the world. But one where everything I have worked on over time comes together, in a way. Epidemiology, transmission, communication, analytics - I'm grateful I can now draw on them.

    "It comes down to how you respond to the challenges. That is the mark of the epidemiologist."

    Tune in to this episode to hear more about Catherine’s:

    Approach to her career, with a renewed value placed upon work-life balance, and her commitment to modelling this for her team; Insightful reflections on her experience of the pandemic as a frontline epidemiologist – from preparation to the manifestation of a COVID reality; Expert analysis on Australia's COVID response; and Perspective on how personal setbacks have equipped her with a rare professional skillset needed in today’s world.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest with infectious enthusiasm, entrepreneurial drive and vision. Anthony (‘Ant’) Millet is Global Partner and co-lead of Global Capital at Antler, providing institutional grade access to Global Venture Capital from the earliest of stages, through heavily curated, diversified, unique and proprietary portfolios.

    But it wasn’t always smooth sailing. Ant made an incredibly difficult, emotional decision to leave an illustrious investment banking career in 2008 to join the family business, quickly running out of cash. The challenge of transforming ActivInstinct from one High Street store into a leading global online sports retailer and multi-channel operator unlocked his deep passion for problem solving and innovation. A passion he ultimately took to FinTech BrickX as CEO, scaling the business to over 12,000 investors, before joining Antler.

    "When I joined there was a website that was barely functional, completing three to five orders a day. We ultimately grew it over five years into a business doing about a million orders a year, launched into nine countries."

    One of Ant’s greatest personal discoveries during those five years was how to operate in a mode where failure was “not an option”. This conversation explores his leap of faith and a key pivot in his career, how he overcame early setbacks, and how he applied those hard lessons learned to shape his future career pathway.

    Tune in to hear more about:

    His family business turnaround story, the decisions made, and challenges faced along the way; Ant’s views on whether one is born with – or learns – entrepreneurial grit, based on his own childhood experiences; His less-than-linear career path from investment banking to family sports shop to global e-commerce success story to scaling BrickX to his role with Antler today; His reflections on the "golden age of innovation" from his time working in the US; and How Ant perceives and approaches risk, and how he deals with ‘failure’.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest whose less than conventional career pathway has led her to oversee transformation of some of Sydney’s most treasured places.

    Anita Mitchell was 17 years old when she began her environmental science university degree. Initially “horrified” at this pathway, her mother believed she was destined to tie herself to trees for a living (something Anita is yet to try, for the record). Despite being told she would waste her education and lack future financial security, Anita followed her passion.

    Today, Anita has over 25 years’ experience in executive management, sustainability, social impact and corporate assurance spanning energy, water, waste, property and construction in both the public and private sectors. Having joined the NSW Department of Planning, Industry and Environment as its inaugural Chief Executive of Placemaking NSW last year, Anita is now responsible for overseeing the management of Sydney’s most treasured places, including The Rocks, Darling Harbour and Sydney Olympic Park, among others.

    Anita previously managed sustainability and environmental programs for one of Australia’s largest energy distributors, as well as the country’s largest water authority and waste management operator. She holds a Bachelor of Environmental Science, a Master of Environmental Management and an MBA – completed under full scholarship as ‘Australia’s top emerging leader and MBA scholar’, as selected by The University of Sydney and AFR BOSS magazine.

    "Having an understanding of what you actually want to do, what the world needs and what you're good at is this sort of nexus of trying to find a career. I've got one of the best jobs in the world."

    Listen to this conversation to:

    - Hear how Anita navigated her parents' initial resistance to her pursuing her passions;

    - Discover the ins and outs of her role as Chief Executive of Placemaking NSW, and what’s to come;

    - Hear Anita's reflections on how she has remained intellectually curious, adaptable and how she pushed herself to overcome career setbacks, including on her return to Australia;

    - Explore Anita's heartfelt account of losing her mum at a young age, and the lessons she’s learned as a result.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest with inspiring tenacity, who has turned major life setbacks into action, ideas and, as a result, had a real impact on the lives of many.

    Dr. Annie McAuley was only 18 years when she suffered a traumatic brain injury while skiing, resulting in a loss of speech, memory and her ability to walk. Not only did Annie beat the odds herself, she went on to complete her biomedical PhD and, when confronted by her own daughter’s speech difficulties, used her personal and professional experiences to launch TalkiPlay - a world-first learning experience to accelerate language development through interactive play.

    Annie’s is a remarkable story of innovation and determination, to not only overcome her own injuries but to use that experience to ensure her daughter – and many more children globally – will always have a voice.

    "I wanted to give her a voice. I want her to have friends, I wanted her to be included. I wanted to be part of her life and not locked out."

    "I want every child to have the opportunity that my children do. I want to give every child a voice, every child the potential to do well in school, and to be who they want to be and to have their voice heard."

    Listen to this inspiring conversation to:

    Hear Annie share openly about her brain injury and her journey to recovery; Learn how Annie applied this experience to better understand her daughter's speech difficulties as a one-year old and her determination to help her overcome and be heard; Hear Annie's journey of innovation to business success: from problem solving her daughter Grace's speech difficulties, to creating a first prototype, seeking investment, starting a business and now inspiring other female entrepreneurs to do the same; Be inspired by Annie's goal to continue innovating for purpose and driving the change that she wants to see in the world for her own children, and children everywhere.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • "The most terrifying things at sea are when the thing you predicted might happen, actually happens."

    This episode of the Investing for Life podcast explores the remarkable career, service and life journey of Rear Admiral Lee Goddard CSC. As someone who has spent his life facing into uncertainty, setbacks and challenges, Lee shares several stories with our host, Douglas Isles, about what happens when you have no other option but to face up to your worst fears.

    After 34 years in the Royal Australian Navy responding to life-threatening situations like people smuggling and refugees lost at sea, Lee has learned a lot about leadership, decision making and resilience, and has now transferred those skills beyond defence. He explores what inspired this change, and shares what life is like today, through his work with AUKUS, the Minderoo Foundation, and as Chair of the Sydney to Hobart Yacht Race.

    This is a fascinating discussion that tackles disconnection from family, keeping an open mind, and how the way you respond to major challenges defines your character and leadership qualities. In Lee’s words: “I think what I would be most proud as a leader, is if people remember how I achieved things, rather than what I achieved – even with my family.”

    Listen to this conversation to:

    - Learn about Lee’s origins as ‘a boy from the suburbs’ who joined the Navy as a teenager to escape banality;

    - Discover the many setbacks and challenges he has faced at sea, including the most challenging moments like dealing with people smuggling and refugees lost at sea;

    - Learn his first-hand experience of spending long periods away from family and friends, and how he built resilience;

    - Hear how his experience recruiting helped him realise first impressions are not always correct (and how that applies in the investing world); and

    Discover why, after a 30+ year career in the Navy at age 50, Lee made the significant decision to explore a new path.

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In her early thirties, Felicity Menzies was working offshore in banking when she went through a disturbing workplace incident; a pivotal moment that would take her career in a completely different direction. Felicity was bullied by a senior employee and – given power structures at the time – ultimately asked to leave.

     

    Motivated by this experience, Felicity turned a setback into a path-altering catalyst for positive change. She went back to university and studied psychology with a renewed passion for human behaviour and building more respectful workplaces. Today, Felicity is Principal Consultant and CEO of Culture Plus Consulting – a Sydney-based Global Diversity and Inclusion Consultancy. 

     

    Over the past decade, Felicity and her team have worked tirelessly with organisations to champion a zero tolerance approach towards workplace misconduct and equality, believing: "No matter what your rank is, or how much money and power you have in an organisation, everyone must be held to the same standard of performance". 

     

    Beyond Culture Plus Consulting, Felicity hopes to see even further progress around power imbalances, citing key opportunities like the Jenkins Report and how the recommendations provided provide hope and could be a game-changer for corporate Australia. "For many years, progress has been slow in the corporate world. However, we're now seeing individuals are more likely to understand it, to buy into it and to see it as fair. We want Australia to be a fair country."

     

    Listen to this inspiring conversation to:

     

    Hear how Felicity turned her experience as a victim of workplace misconduct into purpose, passion and a profession that works to prevent this happening to others; Learn the key diversity and inclusion issues Felicity is committed to addressing, such as the concept of "hiring for cultural fit vs cultural add"; Hear her perspective on recruitment "tokenism" and "hiring to meet a target"; Discover what she believes is key to "mindful inclusion" in the workplace.


    Felicity is the author of the book, A World of Difference: Leading in Global Markets with Cultural Intelligence. 

     

     

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In this episode of the Investing for Life podcast, host Douglas Isles interviews a guest with one of the more remarkable stories of human courage and conviction.

    Tristan Knowles, OAM was just nine years old when he was diagnosed with bone cancer and given a 10% chance of survival. What transpired was Tristan having his leg amputated above the knee, followed by a cancer relapse in his lung at age 11, and then – as a young boy – having to reconcile a future that seemed so different to his dreams of playing AFL for Hawthorn, let alone overcoming the very real prospect of death. 

    Despite all these setbacks, Tristan – now Advice Manager at AIA Financial Wellbeing – looks back at life with no regrets. A decorated sportsperson and role model, Tristan went on to win multiple Paralympic and World Championship medals – including three gold – as part of Australia’s successful wheelchair basketball team. 

    He is now committed to inspiring others to maintain perspective on life’s many privileges, including helping people secure their own financial and overall wellbeing. In his words: “Life is incredibly valuable. And it can change at the blink of an eye. I had never really forgotten about all the kids that I got to meet at the hospital that weren't as lucky as I was. I want to make sure that I don't waste any opportunity, and live life to the fullest.”

     

    Listen to this powerful conversation to:

    - hear Tristan’s experiences with bone and lung cancer as a child and how, against the odds, he survived through the unwavering support and positivity of his parents; 

    - learn how he harnessed this life-altering experience to pursue new dreams, as a now-accomplished Paralympic and World Championship gold-medal winning athlete;

    - drill down into his experiences playing one of the difficult and physically demanding sports in the world – wheelchair basketball – professionally in Australia and Europe;

    challenge your perspective and inspire you to look at challenges through a different lens: an opportunity to defy the odds, find deep happiness, and leave no regrets.

     

     

     

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In our second episode of this season, Douglas Isles interviews a very special guest who, as co-founder, was there at the origin of Platinum Asset Management almost three decades ago, and whose investment philosophy is the inspiration behind the Investing for Life podcast – Kerr Neilson.


    Kerr shares a rare insight into his life growing up, how his father’s business challenges shaped his views on entitlement and hard work, learning the difference between luck and competitive advantage in investing, and how insecurities and the drive to win led to the creation of Platinum. 

     

    Full of honesty, wisdom and ‘learning opportunities’, this discussion is as insightful for investors as it is for anyone looking to build a successful business. As Kerr explains, success comes from continuous improvement and not being wedded to old ideas, especially your own. In his words: “If you are open to criticism and if you are open to new ideas, you progressively get better.”

     

    Listen to this conversation to:

    - Learn where Kerr’s ability to find ‘unexpected’ value in the market came from, and why he believes awareness of any fashion is crucial to inform your own investment position;

    - Hear how lessons learned from analysing others’ businesses helped shape his own approach to improving Platinum;

    - Hear what Kerr believes are the two most important qualities candidates can have in an unpredictable market; 

    - Gain an insight on his views on the current market and what lies ahead for the unprepared investor; and

    Discover what Kerr feels is the single most important driver for any business to succeed.

     

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • Host Douglas Isles launches the second season of the Investing for Life podcast with Nicolette Rubinsztein, non-executive director, actuary and author.


    An advocate for mothers and work/life balance, Nicolette was named one of Australia’s top 10 most powerful part timers. She successfully balances motherhood with several board positions, and her passion for giving back by volunteering at home and abroad. In her former career, Nicolette was the General Manager at CBA and Colonial First State.

    She was president of the Actuaries Institute in 2019, holds an executive MBA, is a fellow of the AICD, an ASFA Lifetime member for her work in superannuation policy, and author of the book Not Guilty – a guide for career mums.

    Throughout this insightful and honest interview, Douglas and Nicolette unpack her successes using a framework modelled on Platinum’s time-tested investment principles.

    Listen to this conversation to:

    - Hear Nicolette describe the devastating setback of five miscarriages, how she navigated this enormous challenge and, importantly, how it’s strengthened her today;

    - Learn about the long-term view she has held to ensure she remains on the right path, including advocating for part-time roles, investing in herself and leaning into what energises her – giving back through her charitable pursuits; and

    - Hear how she embraces qualities that help her stand out from the crowd: her feminine strength and kindness.
     

    Follow Nicolette on LinkedIn: https://www.linkedin.com/in/nicoletterubinsztein/ or find more information on her book, Not Guilty, here: http://nicoletterubinsztein.com/not-guilty/

     

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In the final episode of this season of Investing for Life, host Douglas Isles interviews Stirling Mortlock AM, Founding Partner of XV Capital Advisory and former Australian professional rugby union player who captained the Wallabies, ACT Brumbies and Melbourne Rebels. After a celebrated sporting career, Stirling has transitioned his success into the corporate world, but it hasn’t always been smooth sailing. Today he is the founding partner XV Capital – a sports advisory firm that works with partners to leverage and capitalise on large sports markets in Asia Pacific, Europe & the Americas – but his journey to get there is one of reinvention.

    Listen to this conversation to:
    - learn more about Stirling’s childhood growing up on Sydney’s North Shore enjoying
    “perpetual non-stop motion”, healthy sibling rivalry as one of five children, and an early passion for sport including playing rugby from the age of four.
    - hear Stirling’s reflections on early career setbacks including not being selected in junior representative teams;
    - be inspired by his drive to overcome further challenges including a series of serious
    injuries throughout his professional rugby career – 15 operations in total – and what he learned as a result; and
    - hear about his evolution from professional sportsperson to corporate leader, and how he navigated this transition to ensure the ‘second half’ of his career built on his first.

    Stirling’s Investing for Life story offers a deep dive into the journey of one of Australia’s sporting greats who navigated fear, uncertainty and insecurity to pursue a life beyond rugby. This conversation promises to inspire us all to give life “everything you’ve got” and view challenge and change not as a negative, but an opportunity to learn, grow and come back even stronger in the long run.

    Follow Stirling on LinkedIn: https://www.linkedin.com/in/stirling-mortlock-am-14428b60/.

    See omnystudio.com/listener for privacy information.

  • In the latest Investing for Life episode, host Douglas Isles interviews Elayne Grace, CEO of the Actuaries Institute Australia.

    With 25 years’ international experience with leading consulting firms and major insurers, Elayne has provided strategic, economic and financial advice across a range of issues. She understands the importance of – and is passionate about – building a strong, outward-looking profession that is in high demand now and in the future.


    Elayne’s views are respected and sought after, having contributed to a range of industry climate change papers, Geneva Papers, Intergovernmental Panel on Climate Change report, UNEP Finance CEO briefing papers and actuarial conference papers. She was a member of the Expert Advisory Panel to the Indigenous Land Corporation and participated in the Commonwealth Study Conference and Chief Executive Women’s Leadership Program. In 2019, Elayne was named in the Australian Financial Review’s 100 Women of Influence in the public policy category.


    Listen to this conversation to:

    - hear Elayne’s origin story and reflections on growing up in Ireland;
    - learn more about the challenges she has faced throughout her career and how she navigated each setback;
    - be inspired by her journey re-entering the workforce between and after children, and her advice for both men and women looking to walk that path;
    - hear how she led her people through the pandemic and her thoughts around the future of work.

    Delivered with joyful enthusiasm, Elaine’s Investing for Life story is both entertaining and thought-provoking. Her experience is a poignant reminder that standing out from the crowd can – and should be – a deliberate choice that reaps returns in the long run.

    Follow Elayne on LinkedIn: https://www.linkedin.com/in/elayne-grace-56455548/.

     

    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.

  • In the latest Investing for Life episode, host Douglas Isles interviews Robbie Robertson, Lead Partner at Deloitte Digital Sydney, Deloitte Australia.

    With 23 years’ experience in London, New York, Singapore and throughout Southeast Asia, Robbie currently heads up a team of specialists helping clients connect with their customers through digitally-enabled experiences. He is also an Adjunct Professor of Design at Swinburne University and holds a deep passion for diversity and inclusion (D&I), leading the Deloitte Globe (LGBT+) network and sitting on the National D&I Council.

    Listen to this conversation to:

    - Hear Robbie’s honest reflection on his struggles growing up in a traditional boarding school in Scotland - wrestling with his homosexuality and the setback of glandular fever which derailed his passion for sport and sense of self;
    - Learn from his conviction to be his authentic self and the workplace discrimination setbacks he has faced on this journey;
    - Be inspired by how he has nurtured his entrepreneurial spirit and successfully built several businesses throughout his career.

    Robbie’ Investing for Life story is one that will encourage you to reflect on your own journey – how setbacks can become your strengths, and why embodying your authentic self can in fact help you stand out from the crowd and access opportunities only you can.

    Follow Robbie at: https://www.linkedin.com/in/robertsonrobbie/
    Investing for Life is hosted by Douglas Isles, Platinum Asset Management.

    Disclaimer: Issued by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

    See omnystudio.com/listener for privacy information.