Geoff Wilson AO is the Chairman and Chief Investment Officer of Wilson Asset Management.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Geoff, we're unpacking:

• Geoff's journey in finance and founding Wilson Asset Management
• The investment framework Wilson uses to pick a great investment
• How Wilson Asset Management grew to 10 listed investment companies
• How WAM values a company
• A live valuation case study using Equity Mates Media as the example
• The lessons Geoff would teach all young investors

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Viola Private Wealth manages over $2.5 billion for high-net-worth investors ($750k+). Their expert team provides tailored strategies to make your financial decisions clear, empowering, and aligned with your long-term goals.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok
• Sign up to our daily news email

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Rikki Bannan is the Executive Director, Small Caps at IFM Investors.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Rikki, we're unpacking:

• The investing opportunities Rikki is exploring today
• 3 key lessons from her career that have stuck with Rikki
• How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)
• How these biotech names can fit in a diversified portfolio
• What Rikki wishes she could teach every young investor

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Ben Griffiths is the cofounder, executive chairman and senior portfolio manager at Eley Griffiths.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Ben, we're unpacking:

• Ben's start in the funds management industry
• Why Ben thinks investors should pay attention to the smaller end of the market
• How Ben is teaching his kids to invest
• Key characteristics of his successful investments over the years
• How Ben would set up a retail investors portfolio for the next 30 years

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

Trusted by the Equity Mates community, Viola Private Wealth helps investors grow and protect their wealth. With over $2.5 billion under management, they provide sophisticated investment strategies backed by decades of experience.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

—------

Looking to start 2025 on the right foot?

• Pick up a copy of our books Don't Stress Just Invest or Get Started Investing.
• Want to speak to one of our hand-picked financial advisers? Fill out the form on our website and we'll put you in touch.

Want more Equity Mates?

• Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
• Watch Equity Mates on YouTube
• Follow us on social media: Instagram, TikTok, & LinkedIn
• Sign up to our daily news email

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.