Meet the Investor Series: Kelli Marti, Churchill Asset Management, Nuveen
Release Date: 03/31/2025
SB Talks: Trade Deals & Earnings Insights: What's Next for Markets?
SB Talks
In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder unpack the latest US-EU trade deal and what it could mean for international markets. They break down the highlights from US earnings season, who is outperforming and where the cracks are showing. Over in Australia, fresh employment data could shake up the Reserve Bank’s next decision. Plus, we’re gearing up for a big week of economic releases: US GDP, a closely watched Fed meeting, and Australia’s inflation readout. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music...
info_outline
SB Talks Special Edition: Rethinking Ethical Investing with Elise McKay, Pendal Group
SB Talks
In this special edition of SB Talks, Stanford Brown Private Wealth Adviser, Anita Vallelonga, sits down with Elise McKay, Portfolio Manager at Pendal Group's Horizon Fund, to break down the evolving world of ethical investing. Together they explore what ethical investing really means, how it differs from ESG and impact investing, and why more Australians are aligning their money with their values. Elise shares her practical framework for responsible investing, explains how Horizon Fund balances performance with purpose, and addresses common misconceptions about greenwashing and...
info_outline
SB Talks: RBA Surprise, Shifting Tariff Deadlines & US$4 trillion Megacorp
SB Talks
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA Rate Moves - Direction or Timing? July 9th US Deadline Passes, Now What? NVIDIA Breaks Records, Again Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outline
SB Talks: 12-Day War, NATO Spendathon, Shadow Fed Chair and FY25 Returns
SB Talks
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Where to After the Israel-Iran Ceasefire? NATO Ramps Up Defence Spending Trump's 'One Big, Beautiful Bill' Scraps the Revenge Tax Will Trump Nominate Jerome Powell's Successor Early to Pressure the Fed? Market Wrap-up: Financial Year in Review Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outline
Meet the Investor Series: Regina Liu, J.P. Morgan Asset Management
SB Talks
In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world’s largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a deep research platform and a long track record in active investing. Regina outlines the firm’s Global Research Enhanced Index (REI) strategy — a benchmark-aware, fundamentally driven approach to equity investing that blends passive index...
info_outline
SB Talks: Middle East Conflict, US Revenge Tax and Australia's Per Capita Recession
SB Talks
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: Escalating Middle East Conflict and the impact on oil prices G7 Summit in the Canadian Rockies Section 899 of Trump's 'One Big, Beautiful Bill' Australia's Q1 GDP report Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outline
SB Talks: RBA Pivot, Consumer Weakness and One Big, Beautiful Bill
SB Talks
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: RBA's dovish shift and weaker growth outlook Trump's 'One Big Beautiful Bill' (OB3) US Trade Court decision May's strong equity returns Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outline
SB Talks Special Edition: A Conversation With Former RBA Governor Ian Macfarlane
SB Talks
In this special episode, Stanford Brown CEO Vincent O’Neill sits down with former Reserve Bank of Australia Governor Ian Macfarlane AC, an important member of the Stanford Brown Investment Committee. Together, they discuss: The shockwaves of Trump's April 2 "Liberation Day" tariff announcement Why the bond market has become the key check on US presidential power The inflation vs recession debate - or are we staring at stagflation? Risks to the US dollar's global standing What it all means for investors - and for Australia Join us for a compelling discussion packed with insights into...
info_outline
SB Talks: The Taco Trade, Eating Tariffs, and RBA Deliberations
SB Talks
In this episode of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder. They discuss: What to expect from the RBA this week 'Geneva Prevention' averts US-China trade embargo Large retailers pressured to 'eat' higher tariffs Are markets assuming Trump Always Chickens Out ('TACO')? Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
info_outline
Meet the Investor Series: Dan Barker, APIS Capital Advisors
SB Talks
In this episode of Meet the Investor, host Joey Mouracadeh speaks with Dan Barker, Founder of APIS Capital Advisors, a global long/short equity firm managing over A$1 billion for institutional and private clients. Dan details their process around how APIS has been taking a benchmark-agnostic, bottom-up approach to uncovering opportunities across global small- and mid-cap markets for over 20 years, and how the firm was built to invest without borders - going whevever value and growth intersect. He explains how one of their strategies constructs low net exposure portfolios through...
info_outlineIn this episode of Meet the Investor, we sit down with Kelli Marti, Senior Managing Director and Portfolio Manager at Churchill Asset Management, a leading US private credit firm with over $50 billion in committed capital. Kelli shares her insights in the traditional US middle market - businesses with $50 million EBITDA on average - and why this segment can offer attractive yields, conservative capital structures, and tight covenants. We unpack how Churchill leverages its deep relationships with top-tier private equity sponsors, the benefits of being a lead agent, and how they manage risk.
We also explore the differences between private and public lending markets, the growing interest in private credit from investors, and discuss potential market saturation and the impact of increased regulatory scrutiny.
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/