In this episode, EWL Partner and Wealth Advisor Ryan Loehr, speaks with Gregg Taylor from Salter Brothers.

Gregg leads the equities investment team at Salter Brothers, a reputable Australian alternatives investment manager responsible for overseeing $3.5bn of assets for HNW investors and institutions.

We have known Gregg across various iterations of his career, which has seen him work across broking, investment banking and portfolio manager roles with leading institutions. Then building and successfully exiting a large media-tech business as well as a funds management business (Bombora) before joining Salter Brothers. In this episode, we dive into some of the key considerations for founders seeking the right investment partner; unpack some of the common challenges these high-growth businesses face; and discuss why the market for these companies has become attractively priced.

As active investors, finding value often requires a contrarian approach; and both small and pre-IPO businesses have recently lagged larger indices by a large margin. This episode is well suited to founders thinking about taking on a capital partner and key considerations; or investors wanting to understand some of the underappreciated opportunities in high-growth, emerging Australian companies.

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.

In today’s episode managing partner Tim Whybourne catches up with the entrepreneur, founder, and CEO of Audeara. In the episode, they cover everything from how James came from a career path as a doctor to the CEO of a listed business that creates and sells headphones for the hearing impaired. We talk about the highs and lows of being a founder and what it is like to run an ASX-listed business.

Dr James Fielding is the Founder and CEO of Audeara, the Founder and Director of Robotics Engineering Research Laboratories, Founder and Director of Yumm! Confectionary and Founder and former Director of Field Orthopaedics. He worked in a range of fields before pursuing medicine, including at New York-based hedge fund Bay Harbour Capital and a prominent Hollywood production company. Dr Fielding was based at the Royal Brisbane and Women's Hospital before leaving full-time clinical medicine to focus on the founding and development of his start-up, Audeara. Audeara headphones have the capability to test and re-test the hearing of the wearer over the span of a lifetime. They tailor the sound to the needs of the individual to ensure all people, regardless of their hearing health can enjoy a world-class sound experience. Through his lead, Audera has also taken an active role in promoting awareness of hearing loss and related issues in the community.

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.

In today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove who specialises in assisting family enterprises in tackling the difficult issues of succession, next-generation education and integration, governance, and communication. Liquid Gold Consultants create unique solutions, using customised strategies and suitable structures to create better family cohesion, communication, governance, and focus.

Susanne is best known for providing strategic guidance to family businesses in the areas of ownership/family alignment, business governance improvements and smoother communication flow across organisations. Growing up in Germany as part of a third-generation family business has provided her with a sound foundation for understanding the range of issues that arise when needing to balance the performance of the family business with the differing needs of multiple generations.

In the episode, they cover how they deal with introducing children to wealth without removing their ambition, how to successfully transition a family business leadership from one generation to the next and how families can deal with intergenerational wealth transfer in a considered manner and the discussions we should be having now with our families not waiting for them to hear it for the first time in a will.

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.