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In this episode of The Exchange, Tim Whybourne sits down with Andrew Mitchell, Co-Founder and Senior Portfolio Manager at Ophir Asset Management, one of Australia’s top-performing equities managers.

From 10x in 10 years to 20x in 12, Ophir’s track record has become the benchmark for active investing in Australian equities. Andrew shares how the firm’s disciplined process, founder-led culture, and relentless focus on quality businesses have delivered exceptional long-term results.

Drawing on his early experience at the Federal Treasury and more than two decades in markets, Andrew offers practical insights into building wealth through discipline, humility, and conviction even in volatile conditions.

Whether you’re a high-net-worth investor, entrepreneur, or professional seeking smarter ways to grow and protect your capital, this conversation reveals what it takes to identify tomorrow’s leaders and stay the course through every market cycle.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

Join host Tim Whybourne in conversation with Michael Prendiville, Founder and CEO of JellyC, as they explore the evolution of digital assets and blockchain in Australia. With more than 25 years’ experience across global financial markets, Michael shares his journey from hedge funds and traditional finance into the world of crypto, and how JellyC is bridging the gap between digital and institutional investing.

From the basics of Bitcoin and Ethereum to the firm’s strategic partnership with Franklin Templeton, this episode unpacks the structural shifts driving adoption, the latest regulatory developments, and why sophisticated investors are increasingly viewing digital assets as a core component of diversified portfolios.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

Join us for an exclusive conversation with Dan Tapiero, a renowned macro investor and one of the first institutional managers to embrace the world of crypto. As the founder of 50T—a top private equity fund focused on blockchain infrastructure—Dan shares his journey from partnering with industry legends like Julian Robertson and Steve Cohen, to making bold, early bets in digital assets. Discover why Dan believes the digital asset ecosystem is on track to hit $50 trillion, how 50T is investing in the “picks and shovels” powering Web3, and what this means for investors looking to tap into the future of global finance. Whether you’re a seasoned allocator or crypto-curious, this episode delivers rare insights from one of the sector’s true visionaries.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, Ryan Loehr sits down with Michael Rothner, Executive Director of AsheMorgan, to explore how one of Australia’s most respected private real estate investment firms has navigated market cycles, delivered sustained returns, and redefined value creation in property.

With more than four decades of experience and over $10 billion in transactions, AsheMorgan has built its reputation on identifying opportunity where others see complexity - from pioneering developments like Brisbane’s award-winning Midtown Centre to strategic investments across office, retail, industrial, and living sectors.

Michael shares how the firm’s hands-on, capital-disciplined approach delivers attractive risk-adjusted returns, why ESG integration is now central to long-term resilience, and how demographic and structural shifts are creating new opportunities for investors.

Whether you’re an experienced investor or simply curious about where Australia’s property market is heading, this conversation offers a rare inside look at what it takes to create enduring value - in assets, partnerships, and legacy.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

Thinking about buying your next home or investment property? Don’t miss our latest podcast episode featuring Jordan Navybox, Managing Director of Cohen Handler QLD, one of Australia’s top buyers agents. Jordan shares insider strategies on finding the right property, building investment wealth, and avoiding common pitfalls in today’s competitive market. Whether you’re a first-time buyer or a seasoned investor, you’ll learn what sets great buyers agents apart, how the industry is evolving, and the key steps to maximise your success when working with a professional advocate. Ready to take the guesswork out of your next property purchase? Tune in now for practical tips, expert insights, and a behind-the-scenes look at how Australia’s best buyers operate.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

Sharing a Coke with Rhonda and Ketut! In today’s episode, Managing Partner Craig Emanuel sits down with Andrew Baxter, current Chair of several iconic Australian industries, businesses and not-for-profits. Andrew was previously the CEO of two of Australia’s largest marketing agencies, Publicis and Ogilvy, creating the famous ‘share a Coke’ campaign. How do you create a successful global marketing campaign to last generations?

Andrew is one of Australia’s most trusted business, marketing and communications advisors. Before establishing his consulting firm, Andrew Baxter worked with many of Australia's largest companies, brands and government bodies, as the CEO of two of the country's biggest communications agencies, now a Senior Advisor at KPMG. Andrew is currently the Chair of Australian Pork, Deputy Chair at Foresters Financial, Deputy Chair at Sydney Symphony Orchestra, a Non-Executive Director at OzHarvest, Agr

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Folklore is known for its focused, high-conviction approach to backing visionary founders from the very beginning. In this episode, Alister shares his journey from startup founder to venture investor, why he believes smaller VC funds are better positioned to deliver alpha, and how Folklore is shaping the next generation of Australian tech success stories. They explore why he has decided to cap his fund raise at $100m and the unique advantages of investing in venture capital in Australia in a very tax-friendly environment.

They explore what differentiates Folklore from larger global funds, why Alister is committed to building in Australia, and how the local venture landscape is changing as more institutional capital enters the market. He also opens up about past fund performance, his current fundraise, and what he looks for in truly exceptional founders.

Folklore target returns of circa 25% p.a + in a traditional venture capital vehicle (10-year lock-up and capital call structure). A candid and insightful conversation for founders, LPs, and anyone with an interest in the future of Australian innovation and venture capital.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.