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This episode is a recording of an in-person webinar presentation held on Tuesday 15th September, featuring Cathie Wood, Founder, CEO and CIO of ARK Invest.

Cathie discusses ARK's technology-platform approach to research, covering artificial intelligence, robotics, energy storage, blockchain, and multi-omic sequencing, and the convergence between these platforms. She sets out ARK's macroeconomic view, including an expectation of accelerating global real GDP growth and declining inflation as technology costs fall, and outlines the structure and positioning of the newly launched ARK Venture Fund (Australian Feeder), including its private-to-public allocation target and quarterly liquidity mechanism. The conversation also covers embodied AI in autonomous transportation, AI's application in drug discovery and early disease diagnosis, and ARK's long-held position in Bitcoin and digital assets.

This content is produced for wholesale and sophisticated investors only and does not constitute personal financial product advice.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, Tim Whybourne sits down with Qiao Ma, Equity Partner and Portfolio Manager at Munro Partners, where she leads the Global Growth Small and Mid Cap strategy. Qiao built her career in New York across Lehman Brothers, Coatue Management and Jericho Capital, before relocating to Melbourne, where she spent five years at Cooper Investors as sector head for internet and technology and later as portfolio manager. She joined Munro in 2023 to launch its small and mid cap strategy, which returned 62.2% in its first year, led by an early high-conviction position in AppLovin that grew roughly tenfold.

Qiao explains Munro's S-curve framework for identifying structural change before the market prices it in, and why the fund is built around finding "small boats with big sails" - companies with a genuine edge in enormous markets, rather than dominant players confined to small ones. She walks through the discipline behind Munro's sell process, including a full team review triggered whenever a stock falls 20%, and why no single "area of interest" is allowed to exceed 20% of the portfolio. The conversation also covers Munro's current positioning across the AI supply chain, travel and aerospace parts and services as a structural theme, and how the firm's profit-sharing model aligns its investment team with client outcomes.

For investors interested in small and mid cap growth and disciplined stock-picking, this episode offers a close look inside one of Munro's flagship strategies.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

He's coached an Olympic gold medallist, worked pitch-side in the AFL, and spent fifteen years studying human consciousness — now he's on a mission to change the way men think about their own wellbeing. In today's episode, Managing Partner Craig Emanuel sits down with John Toomey, Global Chair of the Global Wellness Institute's Men's Wellbeing Initiative. Why is men's health suddenly a global policy priority, and what's still standing in the way? John is one of the world's leading voices on men's wellbeing. CEO of The Wellbeing Thought Leaders and Global Chair of the Global Wellness Institute's Men's Wellbeing Initiative, he has delivered over 3,800 corporate presentations worldwide and is the author of "In it for the Long Haul," a guide for FIFO workers and their families now heading into its third edition. Earlier in his career John worked as a conditioning coach and nutritionist in the AFL and coached an Olympic gold medallist, before turning his focus to the whole person. In January 2026, GoWell Magazine named him among the top 25 male voices in wellness globally.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.