Dec 10, 2025
In this episode, Paul O’Connor sits down with Matthew Webb, co-founder of Scarcity Partners, to unpack private equity’s next frontier: GP staking. Discover how shifting from funds to backing managers is rewriting the growth game.
Tune in to learn:
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Why backing businesses and leaders, not just individual funds,...
Oct 31, 2025
In this episode of the Portfolio Construction Podcast, Paul O’Connor is joined by Max Swango, Managing Director and Global Head of Client Portfolio Management at Invesco Real Estate. Together, they unpack the forces reshaping global property portfolios - from retail’s resurgence and shifting office dynamics to the...
Oct 8, 2025
In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Helen Mason, Portfolio Manager at Schroders Investment Management Australia. Helen explores the real story behind Australia’s credit markets and where change sparks new opportunities for advisers and investors.
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Sep 5, 2025
In this episode of the Netwealth Portfolio Construction Podcast, Paul O’Connor is joined by Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors. Jay shares his perspective on how shifting geopolitical and macroeconomic forces are reshaping investment strategies.
The conversation explores:
Jul 24, 2025
In this episode of the Netwealth Portfolio Construction podcast, Paul O’Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live.
Eric shares his thoughts on:
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How to spot value and avoid traps in a universe of 19,000...