The AI Platform Shift and the Case for Late-Stage Private Access. Featuring Jonathan Belz (BFA Global Investors).
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The AI Platform Shift and the Case for Late-Stage Private Access. Featuring Jonathan Belz (BFA Global Investors).
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In this episode of The Exchange, Tim Whybourne is joined by BFA Global Investors Co-Founder and Global CEO Jonathan Belz to discuss why the AI opportunity could be far bigger, and earlier, than many investors appreciate.
They unpack the race for compute and energy, the shift from building AI to deploying it across the real economy, opportunities in healthcare, defence and physical AI, and why some of the most compelling companies are remaining private for longer. They also explore BFA’s new Frontier Fund and its approach to accessing high-growth, late-stage private companies.
If AI represents a genuine platform shift rather than simply another technology cycle, this conversation explores what that could mean for investors
Jonathan has more than twenty years of experience across Goldman Sachs, Credit Suisse and the Victor Smorgon Group. He was named Executive of the Year at the 2025 Australian Money Management Awards.
Intended for wholesale and sophisticated investors only.
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.