Australia, every mention
45 scenes (2026) · ← back to Australia
tap a year for its mentions
every year 2026 anyone Ted Seides 65Brendan O'Connor 55Raphael Arndt 32Frank Danieli 23Kristian Fok 17James Clark 17Ross Israel 16Sonya Sawtell-Rickson 15Sam Sicilia 14Ashby Monk 11
Verbatim, from the transcripts: the passages where Australia comes up
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 1:58 Ted Seides Our conversation discusses what global investors can learn from the model of private credit in Australia. 3 times in the scene
- ▶ 4:33 Frank Danieli Global firm listed on the New York Stock Exchange, and the local Australian staff, which is today MA Financial Group listed on the ASX. 2 times in the scene
- ▶ 5:42 Frank Danieli The Australian market historically was a very concentrated banking market. 3 times in the scene
- ▶ 7:34 Frank Danieli In Australia, there is a pension system called superannuation. 3 times in the scene
- ▶ 10:37 Frank Danieli That financial infrastructure business, not only a source of access, but a huge source of data, intelligence, lifetime access of what's happening in the markets, touches 350,000 customers in the Australian economy.
- ▶ 13:29 Frank Danieli It was in regional parts of Australia.
- ▶ 23:18 Frank Danieli One of the early acquisitions we made in that space was a small non-bank mortgage lender in Australia. 4 times in the scene
- ▶ 25:26 Frank Danieli We're all for Australia, Asia. 3 times in the scene
- ▶ 40:02 Ted Seides If you turn from thinking about risks to the opportunity set, how do you look at the opportunity set in Australia, in the rest of Asia, and the rest of the world? 3 times in the scene
- ▶ 43:00 Frank Danieli That phenomenon for us operates in Australia. 2 times in the scene
- ▶ 45:42 Frank Danieli There's noise in the US and in other parts of the market, including Australia.
- ▶ 47:57 Frank Danieli Guy in Australia was a place called Cole's Music House, and he had this interesting model where he'd teach people from kids to seniors based on pop songs, songs that were out there right now to make it fun, and he used intuitive methods. 3 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 56:32 Rajiv Jain From Australia to Europe to other places, because the whole notion that we have great track record and people will come, that doesn't work that way.
- ▶ 59:11 Rajiv Jain Why Australia? 4 times in the scene
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 28:16 Rodney Comegys I have a team that reports to me in Australia that cares as much about 2 times in the scene
- ▶ 30:10 Rodney Comegys We're running Australian and UK.
- ▶ 50:29 Rodney Comegys My family and I had a chance to move to Australia for three years where I ran the investment team.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 2:07 Ted Seides Our conversation dives into the theory and implementation of the total portfolio approach, drawing on Stephen's experience at Australia and New Zealand and his plans for CalPERS.
- ▶ 8:34 Stephen Gilmore I was an emerging market strategist, then went across to AIGFP, was there for a while, then off to Future Fund in Australia, New Zealand Super, and now Kelpers.
- ▶ 11:45 Ted Seides What led you to make the move from Wall Street to Australia's future? 2 times in the scene
- ▶ 28:23 Ted Seides As you're getting ready to figure out how you're going to make these comparisons, love to hear in your time at New Zealand or in your time in Australia, what was an example of comparing that common illiquidity premium that you would want… 3 times in the scene
- ▶ 42:01 Ted Seides The governance boards, guardians, New Zealand, Australia, are thought of as very sophisticated investment pools of capital. 2 times in the scene
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 0:00 Brendan O'Connor Australia uniquely provides a very idiosyncratic return series that is diversifying to what you'd find elsewhere. 7 times in the scene
- ▶ 2:27 Ted Seides My guest on today's show is Brendan O'Connor, the CEO of Regal Partners, a premier alternatives manager in Australia with twenty-one billion Aussie dollars of funds under management across hedge funds, credit and royalties, real and… 3 times in the scene
- ▶ 4:39 Brendan O'Connor I was born in regional Australia in a little town called Lithgow, the other side of the Blue Mountains, the youngest of seven children. 2 times in the scene
- ▶ 9:00 Brendan O'Connor I looked at Australia, and Australia had made some very significant micro and macroeconomic reforms through the 19 eighties that ultimately spurned a great evolution of the finance industry. 3 times in the scene
- ▶ 10:00 Brendan O'Connor I became increasingly curious about them, and I applied for a job at Westpac, one of the big four banks, Australia's oldest bank. 5 times in the scene
- ▶ 12:09 Brendan O'Connor On one side, it had assets that it invested in across real estate, equities, fixed income, infrastructure, private equity, and on the liability side were fixed rate, fixed term annuities to Australian retirees.
- ▶ 15:17 Ted Seides The history is very heavily focused on the Australian market and would love to hear the basic case for why invest in Australia. 2 times in the scene
- ▶ 15:29 Brendan O'Connor Australia uniquely provides a very idiosyncratic return series that is diversifying to what you'd find elsewhere. 10 times in the scene
- ▶ 20:13 Brendan O'Connor Australia has been blessed with an abundance of resources and minerals, including critical minerals. 4 times in the scene
- ▶ 22:48 Brendan O'Connor The fourth category, which is we're the largest pre IPO investor for companies in Australia.
- ▶ 28:07 Brendan O'Connor Australia has developed an explosive financial services sector over the last 3040 years, basically the bulk of my career. 6 times in the scene
- ▶ 35:02 Brendan O'Connor The Australian market has a voracious appetite for the providing of debt to property. 3 times in the scene
- ▶ 39:09 Brendan O'Connor The other area, which is uniquely Australia, is what I'd call natural assets in Australia. 6 times in the scene
- ▶ 41:04 Ted Seides As you've developed this range of strategies and capabilities across alternative assets, all focused in Australia, as an investor comes to you and they're interested in getting exposure to the benefits of the Australian economy, the wave… 3 times in the scene
- ▶ 42:43 Brendan O'Connor Not just in Australia, but around the world. 4 times in the scene
- ▶ 46:36 Ted Seides As you've grown the firm thus far, why have you selected the particular strategies you did to implement on that opportunity in Australia? 2 times in the scene
- ▶ 51:20 Brendan O'Connor By being a large asset management business in Australia, we'd always had a profile, but that profile, particularly through the press, seems to have amplified now that we're also a public company.
- ▶ 56:13 Brendan O'Connor A far more highly recognized brand of best in class, active management capability located in Australia. 2 times in the scene
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 50:12 Jonathan Lewinsohn There's a great study that Australia, their Medicare system, which is universal healthcare, they did an experiment where they said, if people just have to pay one or two dollars for prescriptions, what does it do to utilization?
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:01:11 Nick Rohatyn Two-thirds US plus Australia and New Zealand.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 7:29 Ashby Monk They are integrated into so much policymaking from Saudi Arabia to United States to Australia.
- ▶ 37:42 Ashby Monk There's now the big eight Australian super funds.
- ▶ 49:59 Ashby Monk That's not quite true in a place like Canada or even Australia, where those funds play an outsized role in the capital markets.