York Wealth Management Pty Ltd

05/01/2025

We hope you all had a fantastic break and are feeling recharged for the year ahead – let’s make 2025 a year to remember as we chase big goals and even bigger dreams – bring on 2025!

15/11/2024

Out now on The Rate of Change: Steven Maarbani CEO of VentureCrowd: How Crowdfunding is Reshaping VC & Real-Estate. We discuss the evolution of crowdfunding, the VentureCrowd platform & how digitising access for Venture Capital, Private Equity & Real Estate may be the future of investing!

In this ROCast Murdoch Gatti speaks with Steven Maarbani the CEO and Co-founder of VentureCrowd. Steven shares the story of VentureCrowd’s evolution, beginning in 2013 as a venture capital-focused tool and expanding into a multi-asset investment platform. This transformation, supported by the 2017 legalization of crowdfunding in Australia, has opened access to traditionally restrictive deals—an approach that, according to Forbes, aligns with the changing investment preferences of younger generations.

Steven brings extensive experience as a corporate lawyer and former partner at PwC, where he guided founders, high-net-worth individuals, angel syndicates, and venture firms through the complex deal-making process.

Throughout the ROCast, Steven provides insights into how VentureCrowd is democratizing investment opportunities and reshaping private markets. We discuss the evolution of crowdfunding, the digitization of private capital, and how platforms like VentureCrowd are influencing the future of investing. Steven also highlights the importance of syndication, the growing role of secondary markets, and his vision for a more accessible and efficient investment landscape—making private markets more attainable and appealing to younger generations.

So, before we get into the conversation, please remember this ROCast is made for entertainment purposes only. I encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.

You can reach me at [email protected]

With that being said, hope you enjoy this conversation as much as I did, so sit back relax and enjoy.

15/11/2024

Investing wisely starts with understanding: "Know what you own, and know why you own it". This principle is at the heart of our approach, focusing not just on asset allocation but on the quality and purpose of the investments within.

At York Wealth Management, our advisors embrace this philosophy to help you build a resilient, informed portfolio tailored to your goals."

www.yorkwealth.com.au

08/10/2024

In today’s , we are sitting down with Adrian Redlich, the CEO and founder of Merricks Capital. Adrian and I cover a wide range of fascinating topics, from Merricks Capital’s recent acquisition by Regal Funds Management to their strategic approach to lending against hard assets.

We dive deep into sectors like commercial real estate, agriculture, and power, and to discuss how Merricks Capital’s flexible lending model has helped them capture high returns, with their Agricultural Credit Fund delivering up to 11% and the Partners Fund generating 9.5%.

Adrian also shares his views on the importance of counter-cyclical lending, the impact of interest rate changes, and the synergies between different asset classes, from farmland to infrastructure projects. We also touch on their approach to ESG and how Merricks navigates challenges in the renewable energy and power sectors.

Hope you enjoy!

02/10/2024

Japan’s Hidden Opportunities: Workation to the Land of the Rising Sun. Why Japan? Timing and Circumstance

The allure of Japan as an investment destination has always been there, but certain factors have made it even more compelling recently. Post-COVID, with the rise of the work-from-anywhere culture, my timing couldn’t have been better. Japan’s currency, the Yen (JPY), has crashed to levels not seen in decades, and the country has become more affordable for foreign travellers and investors alike.

This trip wasn't just a spur-of-the-moment decision. The stars aligned: the crashing Yen, a one-hour time difference from Australia, and an opportunity to explore Japan's business climate firsthand. But the story runs deeper than just currency and convenience. There’s something happening in Japan—a mix of cultural shifts, economic dynamics, and global market changes—that is creating unique opportunities for investors.

Japan’s Hidden Opportunities: My Workation to the Land of the Rising Sun. Investment & research trip. Post-COVID, work-from-anywhere culture, currency, AUDJPY has crashed to affordable levels for foreign travellers and investors alike. business opportunities, cultural shifts, economics. RFK, va

27/08/2024

https://open.spotify.com/episode/0bJSRkFyUTFWY7oWS7Lql3

The Rate Of Change · Episode

27/08/2024

In this episode of The Rate of Change, Murdoch Gatti speaks with Labassa Capital Managing Director Melissa Hosgood, MBA about the intricacies of the LC Private Credit Fund and Labassa's direct investments in industrial assets.

Melissa shares in-depth knowledge about investing & lending in commercial property, land subdivision and light-industrial. Tune in to learn more about Labassa Capital, insights on live transactions and Melissa's thinking on investments.

https://open.spotify.com/episode/0bJSRkFyUTFWY7oWS7Lql3

25/07/2024

https://www.livewiremarkets.com/wires/unpacking-titanium-healthcare-japan-resources-james-mcdonald

Murdoch sat down with James McDonald, PM at Pengana. We discuss key sectors, including healthcare, titanium, Japan, resources and more.

22/07/2024

https://www.yorkwealth.com.au/insights/rise-of-the-bank-of-mum-and-dad

In today's economic climate, the term "Bank of Mum & Dad" has become a crucial component of financial planning for many families. Let's delve into the factors driving this trend, its implications, and whether it's a necessity or a choice in the modern world.