The Exchange by EW&L Private Wealth copertina

The Exchange by EW&L Private Wealth

The Exchange by EW&L Private Wealth

Di: Craig Emanuel Tim Whybourne Ryan Loehr.
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A proposito di questo titolo

As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially.

© 2026 The Exchange (by EWL Private Wealth)
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  • The World's Second Largest PE Firm on Why Europe and Asia Offer the Better Entry Point. Featuring Sueann Yeo (EQT)
    Apr 27 2026

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

    In this episode of The Exchange, Charles Troian sits down with Sueanne Yeo, Managing Director and Head of Asia-Pacific Private Wealth Client Relations and Capital Raising at EQT, one of the world’s leading private markets investment firms.

    Sueanne shares insights into EQT’s investment philosophy and how the firm’s Nordic heritage of active ownership shapes its approach to building better businesses through operational improvement and long-term value creation. She also discusses the growing role of private wealth in private markets and how platforms such as EQT Nexus are expanding access to institutional-quality private equity strategies for individual investors.

    The conversation explores the structural opportunities EQT sees across Europe and Asia, why complexity and fragmentation can create attractive investment opportunities, and how investors should think about incorporating private markets into long-term portfolio construction.

    For investors seeking global diversification and exposure to private markets, this episode offers a thoughtful perspective on where opportunities may lie in the next phase of the asset class’s evolution.


    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.

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    34 min
  • The Washington Translator: PIMCO's Libby Cantrill on Iran, US Debt, and What Markets Keep Getting Wrong
    Apr 15 2026

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

    EW&L's Tim Whybourne sat down with Libby Cantrill, Managing Director and Head of Public Policy at PIMCO, one of the most sought-after voices at the intersection of Washington and Wall Street.

    With $2 trillion under management and 20 years translating political complexity into investment insight, Libby doesn't deal in noise. She deals in signal.

    In this conversation, Tim and Libby covered:

    → Why markets consistently misread Washington's power structure

    → The Iran conflict and what elevated oil prices mean for the US consumer

    → America's $36 trillion debt problem and the 2033 inflection point nobody is talking about

    → The 2026 midterms and the single variable that matters most to markets

    → Why China's technological ambition is the underpriced geopolitical risk of our time

    One of the most substantive macro conversations we've had on the show. Essential listening for anyone serious about understanding how policy shapes 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.

    Mostra di più Mostra meno
    43 min
  • What Makes Founder-led Companies Exceptional Investments? Featuring Lawrence Lam (Lumenary IM)
    Mar 30 2026

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

    Can 'skin in the game' make a real difference for investors? Does Mark Zuckerburg regret not selling Facebook for $1Billion to Yahoo when he was only 22?

    In today’s episode of The Exchange, Managing Partner Craig Emanuel sits down with Lawrence Lam, Founder of Lumenary Investment Management and Author of the book The Founder Effect: Three Pillars of Success in Founder-Led Companies. The book explores a simple but powerful question: Why do some companies led by their founders massively outperform markets, while others flame out spectacularly? Lawrence argues that founder-led businesses often possess unique advantages but only when certain traits are present.


    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.

    Mostra di più Mostra meno
    46 min
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