OTG Capital - Blog #investingOTG Capital - Blog #investinghttps://www.otgcapital.com.au/blogs/tag/investingTue, 14 Apr 2026 17:41:17 +1000http://zoho.com/sites/<![CDATA[Portfolio Construction - Dollars & Making Sense 8 April 2025]]>https://www.otgcapital.com.au/blogs/post/portfolio-construction-dollars-making-sense-8-april-2025Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!]]>
choosing an adviser
We welcome a new presenter to the show, Kerry Said from Wealth Creation Advisors.  Kerry is a 30 year industry veteran who specialises in SMSFs and working with clients to achieve their financial goals.  Constructing a long term investment portfolio can be relatively simply if you follow some basic steps.  Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom.  If you fail to plan, you plan to fail!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 08 Apr 2025 09:00:00 +1000<![CDATA[Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025]]>https://www.otgcapital.com.au/blogs/post/summer-7-looking-for-alpha-dollars-making-sense-28-jan-2025The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about "looking for alpha", and what exactly means.  The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 Jan 2025 10:26:00 +1100<![CDATA[Summer #5 - Super Advisers & Education - Dollars & Making Sense 14 Jan 2025]]>https://www.otgcapital.com.au/blogs/post/summer-5-super-advisers-education-dollars-making-sense-14-jan-2025SAPRA super funds are out trying to educate their clients on what's in super including insurances, returns and contribution rules.]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
The new financial year is upon us, and we're chatting with Natasha Panagis of the Institute of Financial Professionals Australia, resident subject matter expert on all matters Superannuation.  APRA super funds are out trying to educate their clients on what's in super including insurances, returns and contribution rules.  Are we really getting "qualified advisors", or more of the same unprofessional approach to industry qualifications.  All that and more, on Dollars & Making Sense, a weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 14 Jan 2025 10:23:00 +1100<![CDATA[Summer #4 - Crypto & the Advice Industry - Dollars & Making Sense - 7 Jan 2025]]>https://www.otgcapital.com.au/blogs/post/summer-4-crypto-the-advice-industry-dollars-making-sense-7-jan-2025What do crypto investors look like, and do they invest differently to the rest of the market? What challenges does the Advice Industry face in trying to service this asset class?]]>
choosing an adviser
Happy new year!  Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
What do crypto investors look like, and do they invest differently to the rest of the market?  What challenges does the Advice Industry face in trying to service this asset class?  This week we welcome Anna Vennonen, Research Consultant from Coredata to discuss some research conducted in the area of Cryptocurrency and how the Australian Advice Industry is or is not keeping pace with this fast evolving space.  The results are fascinating, if not at times, somewhat disturbing.  It's not all about the coin and the underpinning blockchain that dominates discussions and as always, its caveat emptor, buyer beware.
Anna has also asked us to append a few links that will be of interest to viewers/listeners, so here you go!

CoreData research report: Australia's Crypto Investors: A Growing Market For Advice: 
Anna's Thesis - More than Money : An Ethnography of Dreams, Value and Community in the Cryptoscene:
Book chapter - Affective Processes In Cryptocurrency Markets: An Exploration of Crowd Theory in Crypto Crowds Edited by Matan Shapiro: https://www.degruyter.com/document/doi/10.1515/9781805392941-005/html
@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 07 Jan 2025 10:22:00 +1100<![CDATA[Summer #2 - Venture Capital part 1 - Dollars & Making Sense - 24 Dec 2024]]>https://www.otgcapital.com.au/blogs/post/summer-2-venture-capital-part-1-dollars-making-sense-24-dec-2024part 1 of a 3 part series on the ABCs of venture capital featuring Glenn Butcher CEO of FundWA]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
This week we venture (pardon the pun) into VC - venture capital and talk with Glenn Butcher, CEO of FundWA about the basics of VC investing, how it operates and a general introduction into a much misunderstood sector of the investment landscape.  Its not as risky as you might think when you have experienced managers and founders who know what they're doing.  This is a great introduction into a fascinating investment sector.  This is part 1 of a 3 part series. Dollars and Making Sense a weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 24 Dec 2024 10:19:00 +1100<![CDATA[Summer #1 - The Capital Stack - Dollars & Making Sense 17 Dec 2024]]>https://www.otgcapital.com.au/blogs/post/summer-1-the-capital-stack-dollars-making-sense-17-dec-2024We explores the "Capital Stack" and what it means when you have "equity parading as debt". All real estate investors, please take note!]]>
choosing an adviser
Welcome to our Summer Series of archive blogs from the past year.  We'll be featuring our favourite shows from 2024 until we return in Feb'2025.  Thanks for watching/listening.
When investing in commercial projects, it is important to understand where your money sits in relation to payday.  Depending on where you are in the "Capital Stack" varies greatly in relation to risk, returns and when you get paid if something possibly goes wrong.  This week, Joe Christie, Exec Director of Capital Property Funds explores the "Capital Stack" and what it means when you have "equity parading as debt".  All real estate investors, please take note!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 17 Dec 2024 10:18:00 +1100<![CDATA[Super Advisers & Education - Dollars & Making Sense 3 Sep 2024]]>https://www.otgcapital.com.au/blogs/post/super-advisers-education-dollars-making-sense-6-aug-2024SAPRA super funds are out trying to educate their clients on what's in super including insurances, returns and contribution rules.]]>
choosing an adviser
The new financial year is upon us, and we're chatting with Natasha Panagis of the Institute of Financial Professionals Australia, resident subject matter expert on all matters Superannuation.  APRA super funds are out trying to educate their clients on what's in super including insurances, returns and contribution rules.  Are we really getting "qualified advisors", or more of the same unprofessional approach to industry qualifications.  All that and more, on Dollars & Making Sense, a weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 03 Sep 2024 11:00:00 +1000<![CDATA[Looking for Alpha - Dollars & Making Sense 13 Aug 2024]]>https://www.otgcapital.com.au/blogs/post/looking-for-alpha-dollars-making-sense-13-aug-2024The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.]]>
choosing an adviser
Andrew Inwood, CEO of Coredata is no stranger to data and statistics and today, we're teasing out some devil in the detail regarding a recent presentation about "looking for alpha", and what exactly means.  The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 13 Aug 2024 09:00:00 +1000<![CDATA[Are You Super Aware? - Dollars & Making Sense 6 Aug 2024]]>https://www.otgcapital.com.au/blogs/post/are-you-super-aware-dollars-making-sense-6-aug-2024Katrina McPhee, Chief of Staff of Aware Super, Australia's 3rd largest super fund on the show to chat to us about super and performance. The key is not focusing on the short game, that's the trick, your super is a long term play]]>
choosing an adviser
Apologies for this week's Dad joke, but we have Katrina McPhee, Chief of Staff of Aware Super, Australia's 3rd largest super fund on the show to chat to us about super and performance.  The key is not focusing on the short game, that's the trick, your super is a long term play, whether you are 25, 45, 65 or 85 for that matter.  Kat is with us today to help educate all of us about the great things super can do, and the even greater things that can happen if you manage and care for it!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 06 Aug 2024 09:00:00 +1000<![CDATA[Financial Wellness - Dollars & Making Sense 30 Jul 2024]]>https://www.otgcapital.com.au/blogs/post/financial-wellness-dollars-making-sense-30-jul-2024Maria Nati, a recently trained new presenter on Radio Northern Beaches joins us this week on Dollars and Making Sense to discuss "Wellness & Finance". Finding balance, and how the pursuit of wellness, as well as finance, should be done with passion and vigour.]]>
choosing an adviser
Maria Nati, a recently trained new presenter on Radio Northern Beaches joins us this week on Dollars and Making Sense to discuss "Wellness & Finance".  Finding balance, and how the pursuit of wellness, as well as finance, should be done with passion and vigour.  We also discuss Maria's new radio show that is all about something, and nothing at the same time!  Jerry eat your heart out...  A weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 30 Jul 2024 09:00:00 +1000