2fold: Investing for impact

Take Stock with Raphael Lamm | L1 Capital

In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.

L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers.

Take Stock with William Low | Yarra Capital Management

In this episode Caroline Gurney, CEO of Future Generation, speaks with William Low, Portfolio Manager, Yarra Global Share Fund and Head of Global Equities at Nikko Asset Management. William discusses his view on Artificial Intelligence (AI) and why he believes we are still underestimating it's impact. He also shares why Netflix is his long-term stock pick.

Take Stock with Zehrid Osmani | Martin Currie

This episode of Take Stock features Zehrid Osmani, head of the Global Long-Term Unconstrained team at Martin Currie, who was visiting from Edinburgh. A pro bono fund manager for Future Generation Global, Zehrid explains why we’re still only at the foothills of AI’s potential; predicts that his top stock Nvidia could grow earnings by 30pc annualised over the next five years; and why a Trump victory in November could be good for stock markets.

Advocating for end-of-life choice, with Andrew Denton

Regarded as one of Australia's best interviewers, Andrew Denton has spent more than two decades captivating audiences with hard-hitting questions and thought-provoking commentary. In the hot seat this time around, Andrew delves into his commitment to social causes through Go Gentle, his not-for-profit which works to promote choice at the end of life for terminally ill Australians. While it’s not without a few laughs, the conversation also covers Andrew's own mental health challenges and his relationship with the families behind the fight for voluntary assisted dying laws.

 

Please note that the views, information, or opinions expressed during the 2fold: Investing for Impact series are solely those of the speakers and do not necessarily represent the views or positions of any entities they represent.

Take Stock with Matthew Haupt | Wilson Asset Management

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Matt Haupt, Portfolio Manager of Wilson Asset Management's Leader's Fund. With more than +15 year's investment experience, Matt has a top-down investment approach to managing a portfolio of Australian-listed stocks across the S&P ASX 200. Listen to this episode as Matt discusses the ASX reporting season, his market outlook for 2024 and the future of Listed Investment Companies. 

Wilson Asset Management is the lead supporter of the Future Generation companies and is one of Future Generation Australia's (ASX: FGX) pro bono fund managers. 

Mike Baird’s Innings: Cricket, care, and country

Former NSW Premier, Mike Baird AO is a household name and recognised business leader, driven to serving his country and local community. From investment banking to state politics, chairing Cricket Australia and aged care groups, Mike has a real determination to drive change for good in both the private and public sector. In this episode, Mike offers his unique perspective on leadership and discusses post-premiership life, the current state of Australian politics, and why backyard cricket is here to stay. We also discuss his relationship with faith and the intersection of his faith with public service.

Mike currently chairs Future Generation Australia (ASX: FGX).

Take Stock - Nikki Thomas

In this episode, Caroline Gurney, CEO of Future Generation, speaks to Nikki Thomas, Portfolio Manager of Magellan Financial Group’s Global Fund. With more than 20 years’ experience in markets, Nikki is recognised for her work in bringing global equities to Australia and prides herself on investing in the world’s best global stocks. In this episode, Nikki shares insights on the recent US reporting season, her market outlook, and optimism about the US market.

Magellan Financial Group is one of Future Generation Global’s (ASX: FGG) pro bono fund managers.

Getting kids back on track with Bernie Shakeshaft

After seeing the plight of disadvantaged youth in his community, Bernie Shakeshaft decided to take action. Starting in 2006 with a shed and an idea, Bernie founded the BackTrack Youth Works Program, in an effort to turn around the lives of kids struggling to stay in school, stay out of trouble and falling through the cracks. Using the skills he developed growing up and as a jackaroo in the Northern Territory learning from the Aboriginal trackers, Bernie has developed an award-winning program that involves animal-assisted learning, agricultural skills and a residential facility.

In this episode, Bernie shares the unique story behind BackTrack, the organisation’s plans to expand across the country and how we can keep at-risk kids alive, out of jail and chasing their hopes and dreams.
 
Backtrack is a social impact partner of Future Generation Global (ASX: FGG) and has supported more than 1,000+ kids through the BackTrack program.  

From crisis to care with Jane Rowe

Jane Rowe OAM dedicates her life to helping the children left behind in the wake of substance abuse. Following a privileged British upbringing and personal addiction challenges, Jane worked as a drug and alcohol counsellor in Australia where she witnessed firsthand the devastating effects that substance abuse has on families. Inspired to make a positive change and to stop the cycle of addiction, she founded the Mirabel Foundation. 25 years on, Mirabel has become a beacon of support for Victorian and New South Wales communities, providing vital assistance and supporting thousands of vulnerable children and their carers. In this episode, Jane candidly shares her story, Mirabel’s mission and how we can unite to bring about positive change. 

Take Stock - Nick Markiewicz

In the second episode of Take Stock, Caroline Gurney, CEO of Future Generation, speaks to Nick Markiewicz, Portfolio Manager at Lanyon. Nick discusses his investment process and how it has evolved over his career, how Lanyon selects companies to invest in and the investment case for Universal Music Group.