PODCAST · business
Inside the Rope with David Clark
by David Clark
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
Episodes
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Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches
In this episode of Inside the Rope, host David Clark and Tom Oryl dive straight into the rapidly evolving private credit sector alongside Raghav Khanna, Co-CIO of Oaktree's Private Credit Wealth Products. As high-profile defaults like the Bathla collapse make local headlines, sophisticated...
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Ep 232: Dr Joanna Syroka - Too Big for Balance Sheets: AI Data Centers, Cyber Contagion, and the Future of ILS
Host David Clark chats with Dr. Joanna Syroka of Fermat Capital Management to unpack the structural capacity deficit hitting traditional insurance markets and how Insurance-Linked Securities (ILS) are stepping in to bridge the gap. As massive systemic shifts push loss potential beyond traditional...
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Ep 231: Gary Hui - Anticipating Anticipation: How Geometrica Outperforms Consensus
Host David Clark sits down with Gary Hui, Portfolio Manager at Geometrica, to unpack how equity investors can consistently generate asymmetric, double-digit returns without relying on leverage. Active managers often struggle with crowded consensus, cognitive bias, and unpredictable market…
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Ep 230: Rob Tucker - Australian Equities in an "Emotional Recession": Capital Flight and Macro Headwinds
In this episode of Inside the Rope, host David Clark welcomes back Rob Tucker, Founder and Portfolio Manager at Chester Asset Management. Capital allocators today are squeezed between speculative AI valuations, sticky inflation, and policy-driven domestic drag. Rob shares his unvarnished…
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Ep 229: John Knox – Pitch Rights, Private Credit, and the New Frontier of Sports Investing
David Clark sits down with John Knox, Head of Australia and New Zealand at Ares Management, to pull back the curtain on how elite alternative asset managers unlock value in today's private markets. From scaling a massive $640B+ platform to analysing the structural shifts driving the boom in…
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Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
David Clark sits down with Jeremy Samuel, Founder and Managing Director of Anacacia Capital, to break down the mechanics of disciplined investing across the private and public mid-market space. Investors frequently face the dilemma of choosing between crowded, mega-cap equities priced to…
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Ep 227: Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit
David Clark sits down with Dr. Christian Baylis, founder of Fortlake Asset Management, to dissect why the traditional defensive playbook is failing sophisticated investors. Dr. Baylis leverages his unique background - spanning elite international athletics, a PhD in inflation forecasting, and a...
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Ep 226: Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy
In this episode, we welcome back Michael Traill, the co-founding partner of For Purpose Investment Partners (FPIP). Michael joins host David Clark to address the inefficiencies dominating headlines with the National Disability Insurance Scheme (NDIS) currently facing a $56 billion sustainability...
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Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
In this episode of Inside the Rope, hosts David Clark and Tom Oryl set the stage for a deep dive into the highly specialized world of royalties and uncorrelated alternative streams. Following up on our recent discussion regarding water rights, we shift our focus to Partners Group and the…
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Ep 224: Kim Morison - The Ultimate Uncorrelated Asset - Water
How do you secure resilient, institutional-grade returns when traditional equity and bond markets are increasingly volatile? The answer might lie in the driest inhabited continent on Earth. In this episode, we sit down with Kim Morison, Managing Director of Argyle Water, a pioneer in channeling...
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Ep 223: Michael Tate - Why Global Capital Loves Self-Storage
Have you ever stopped to consider the psychology behind the clutter in your garage? Or how that consumer vulnerability has quietly morphed into one of the most resilient, high-yield asset classes of the last three decades? For many sophisticated investors, alternative real estate feels like a...
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Ep 222: Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing
Eighty percent of everything you consume travels on a ship. Your iron ore, your energy, your Amazon delivery - all of it. So why do so few sophisticated investors have any exposure to the asset class that makes it happen? This week David sits down with Anurag Agarwal, Head of Portfolio Management...
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Ep 221: Tim Ivers - Navigating the Liquidity Crunch in Private Markets
Private markets are more popular than ever, but for many investors, the "exit" sign is becoming harder to find. As public markets remain tight and private equity hold periods stretch from five years to seven or more, a pressing question emerges: How do you actually get your cash back? In this...
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Ep 220: David Jenkins - Dot-Com on Steroids Reality Check for the AI Era
Is the current AI-driven market rally a structural revolution or a speculative mirage? David Clark sits down with David Jenkins, Client Portfolio Manager at GQG Partners, to dissect the firm's recent contrarian stance on the technology sector. Investors are feeling the squeeze of a...
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Ep 219: Qiao Ma - Is SaaS Dead? The Structural Shift in Growth Investing
With AI reshaping industries at a speed few investors have experienced before, many portfolios are caught between fear of missing out and fear of overpaying. Which businesses will genuinely benefit, and which are simply riding the narrative? In this episode, David Clark sits down with Qiao Ma,...
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Ep 218: Chris Aylward - Property Cycles, Leverage, and Skyscrapers to Funds
In this episode of Inside the Rope, David Clark sits down with Chris Aylward, a veteran of Australian property markets whose career spans more than five decades. From leasing office towers in Melbourne in the 1970s to founding APN Property Group and navigating multiple financial crises, Chris has...
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Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts
If you’ve recently had a liquidity event, inherited complexity, or are quietly wondering whether your portfolio is truly built for the next 30 years — this episode is essential listening. In this conversation, Ian Macoun, founder of Pinnacle Investment Management, joins David Clark to unpack what...
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Ep 217 Trailer: Ian Macoun - Founder of Pinnacle Investment Management
Inside The Rope's episode with Ian Macoun will release next Tuesday, the 3rd of March 2026.
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Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse
In this episode of Inside the Rope, David Clark speaks with Morry Waked, Managing Director and Head of Investments at Vinva Investment Management, a firm that has quietly become one of the most successful systematic investment managers in global markets. Built primarily serving institutional...
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Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture
David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artificial intelligence, and the U.S. economy. Jamie reflects on building Montgomery & Co, backing category leaders like CrowdStrike, and what it takes to...
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Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power
David Clark is joined by Jim Rohrstaff of Legacy Partners for a wide-ranging conversation that sits at the intersection of elite sport, long-term capital stewardship, and global lifestyle investing. From his early years in the US Midwest to building a career that spans golf, business leadership,...
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Ep 213: Ben Forman - How Sophisticated Investors Are Thinking About Digital Assets in 2026
David Clark sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, one of the world’s leading institutional investors in blockchain and digital assets. Ben’s path into digital assets is anything but conventional. Trained in traditional private equity and credit at firms such…
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Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition
In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most critical and investable themes of our time: the global energy transition. As energy costs rise and the pathway to net zero becomes increasingly…
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Ep 211: Inside the Liquidity Event - Three Founders, One Defining Moment
In this special edition of Inside the Rope, host David Clark brings listeners into a raw, deeply personal roundtable with three exceptional founders who have stood at one of the most defining crossroads in wealth: the liquidity event. Moments where years, sometimes decades, of sacrifice, risk…
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Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding
David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and…
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Ep 209: Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos
David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities. Jessica’s journey from JP Morgan’s…
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Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital
David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to...
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Ep 207: Daniel Darling - Backing the Builders: Why Early-Stage AI Investing Is Creating Tomorrow’s Titans
David Clark sits down with Daniel Darling, Managing Partner at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape. From the early-stage venture opportunities emerging in Silicon Valley to the rise of “AI agents” transforming entire industries, Daniel…
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Ep 206: Doug Tynan: Real Estate, Rolexes, and Returns - How the Ultra-Wealthy Think Differently
In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age that he wanted to dedicate his life to investing. Doug shares how psychology and behavioural finance shape decision-making, and why discipline—through...
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Ep 205: Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios
In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading,...
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Ep 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets
David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 years shaping the secondary investment landscape, and in our conversation he explains how the secondaries market provides investors with liquidity,...
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Ep 203: David Gonski - Lessons on Leadership, Legacy & Long-Term Wealth
In this special episode of Inside the Rope, host David Clark sits down with one of Australia’s most influential business leaders, David Gonski AC. Widely regarded as the “Chairman’s Chairman,” Gonski has shaped Australia’s corporate, philanthropic, and educational landscape over a 50-year career,...
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Ep 202: Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance
David Clark is joined by Claudia Kwan, Managing Director at North Star Impact Funds and recipient of the Outstanding Individual Achievement Award at the Impact Investment Summit. A former Morgan Stanley trader and now one of Australia’s leading voices in sustainable capital, Claudia shares how...
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Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current Portfolio Manager of Magellan’s High Conviction Fund. After a period of significant change at Magellan, Nikki’s return to the firm marks a powerful...
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Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management
In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the evolution of wealth management since the podcast’s inception in 2016. From humble beginnings to over 200 candid conversations with some of the…
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Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport
In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks. Lasry unpacks the explosive growth of private equity in the global sports industry—where financial returns meet passionate...
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Ep 198: Tim Samway - Why GP Staking Is the Next Big Thing in Wealth
In this episode of Inside the Rope, host David Clark sits down with Tim Samway, founder of Scarcity Partners and former managing director of Hyperion Asset Management, to explore one of the most compelling trends in asset management—GP staking (General Partner staking). What if, instead of being…
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Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit
In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue...
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Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms
In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his...
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Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth
David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major force shaping the future of private credit. With private credit markets booming — and critics warning of bubbles and risks — David and Andrew explore why...
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Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing
After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional investment in Australia: David Neal, CEO of IFM Investors and founding CIO and former CEO of the Future Fund, Australia’s $300+ billion sovereign wealth...
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Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy
In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum OAM, founder of 10x10 Philanthropy and Community Capital, to explore how wealthy families can embed philanthropy into their legacy. Together, they discuss why more families are establishing Private Ancillary Funds...
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Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing
David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track record of delivering outstanding returns, Beryl Capital has been at the forefront of merger arbitrage and special situations, benefiting from…
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Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns
In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the...
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Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri
In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to...
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Ep 189: Mike Dorrell - From Boarding School to a $100B Empire
One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse. From his humble beginnings in Australia, to building one of the largest...
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Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy
Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow from Working Minds, a renowned psychologist specialising in the transition and succession of wealth for high-profile families in Australia…
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Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing
In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family...
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Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective
David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an...
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Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution
Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global...
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ABOUT THIS SHOW
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
HOSTED BY
David Clark
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Frequently Asked Questions
How many episodes does Inside the Rope with David Clark have?
Inside the Rope with David Clark currently has 222 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Inside the Rope with David Clark about?
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.David is also a successful...
How often does Inside the Rope with David Clark release new episodes?
Inside the Rope with David Clark publishes regularly with 222 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Inside the Rope with David Clark?
You can listen to Inside the Rope with David Clark on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Inside the Rope with David Clark?
Inside the Rope with David Clark is created and hosted by David Clark.
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