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ek Public Voices

ek Public Voices

by ek Private Advisory

Business Technology

Season 1

Markets, Inflation & Investor Behaviour in Today’s Environment

In this episode of ek Public Voices, Karam Singh sits down with Anthony Doyle, Chief Investment Strategist at Pinnacle Investment Management Group, for a thoughtful discussion on today’s global market environment and the behavioural patterns shaping investor decision-making. From the Global Financial Crisis and COVID to the Euro debt crisis and today’s evolving macro backdrop, Anthony shares perspective on how current conditions compare to previous market cycles and what may set this environment apart. The conversation explores the rise of ETFs and passive investing over the past two decades, how investor behaviour has changed, and what those shifts could mean in periods of higher inflation, rising interest rates, and economic uncertainty. Karam and Anthony also discuss: The possibility of a GFC-like environment emerging Inflation and interest rate outlooks Behavioural economics and investor psychology Australia’s position as a global safe haven Asset allocation considerations for UHNW individuals and family offices How sophisticated investors think through uncertainty and long-term positioning Known for his clear, concise and no-fluff market commentary, Anthony brings practical insight into navigating today’s increasingly complex financial environment. About ek Public Voices: ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.

Property Strategy: Navigating Today’s Changing Market

In this episode of ek Public Voices, Karam Singh, Managing Partner of ek Private Advisory, sits down with Salvador Huetos, Partner at Lydian Private Office, for a thoughtful discussion on the evolving role of broking, property strategy, and client relationships in today’s changing environment. Drawing from his experience across major institutions including St George and through the development of Lydian Private Office, Salvador shares insights into how service models have shifted from large banking environments toward more personalised, integrated solutions designed for increasingly complex client needs. As interest rate movements, inflation pressures, and global uncertainty continue to shape market behaviour, this conversation explores how clients are responding, particularly within property markets, and how strategies are evolving across residential and commercial asset classes. The discussion also touches on: How clients are reacting to interest rate changes and economic uncertainty The differences between large banks and boutique service models Property strategy trends across residential and commercial markets The role of brokers in intergenerational wealth transfer Why Australia continues to attract global capital as a stable destination Structuring lending solutions for clients holding assets across jurisdictions The growing role of AI in broking and financial services How boutique firms differentiate themselves in a crowded financial landscape With increasing cross-border movement of capital and families navigating multi-jurisdictional financial lives, this episode highlights the importance of clarity, structure, and long-term thinking when making strategic decisions. About ek Public Voices ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.

Asset Allocation, Market Behaviour & Private Market Trends

In this episode of ek Public Voices, Karam Singh sits down with Brad Creighton, ex-Head of Asset Allocation, Mason Stevens, to explore how portfolios are being positioned in today’s increasingly complex and noisy market environment. With constant debate across social media and financial circles around active vs passive investing, this conversation explores how experienced allocators actually approach portfolio positioning including the key trigger points and signals that drive asset allocation changes over time. Key themes explored in this episode include: The evolving active vs passive investment debate and how portfolios are positioned today The trigger points and cues that influence strategic asset allocation shifts How geopolitical developments and political narratives can influence investor behaviour and sentiment The key differences between retail, UHNW and family office investors, and how their priorities have evolved since the GFC How advisers can work more effectively with asset allocators to improve efficiency and client outcomes The growing interest in private markets, including the increasing visibility of private investments across social and digital platforms A practical discussion on how capital might be allocated today including the question: “If you had $20M to deploy, where would you start?” As markets become more interconnected and influenced by behavioural and geopolitical factors, understanding how asset allocators think is becoming increasingly valuable for both advisers and investors. This episode offers a grounded perspective on portfolio construction, discipline, and the importance of aligning allocation decisions with long-term strategy rather than short-term noise. About ek Public Voices ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory Important Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.

Capital Flows, Cross-Border Families & the Future of Advisory in Global Wealth

In this episode of ek Public Voices, Karam Singh sits down with Chris Balalovski, Senior Partner, Business Services at BDO Australia, for a thoughtful conversation on the evolving landscape of global wealth, capital movement, and cross-border advisory. As individuals, families, and businesses become increasingly international, the way wealth is structured, managed, and relocated across jurisdictions is changing rapidly. Karam and Chris explore the broader forces influencing these shifts, including the movement of capital between regions, the realities facing internationally mobile families, and the growing complexity advisers must navigate when supporting clients with global interests. The discussion touches on themes such as: • Global capital flows and the movement of assets between jurisdictions • The increasing international mobility of families and business owners • Why wealth relocation decisions are often about more than tax considerations • The role of advisers in navigating complex cross-border strategies • Why countries like Australia continue to attract global assets despite regulatory complexity This episode offers insight into how the global advisory landscape is evolving and why a broader perspective is increasingly essential when working with internationally connected clients. About ek Public Voices ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.

Artificial Intelligence (AI) and the Future of Financial Advice

Artificial intelligence is becoming one of the most discussed topics in finance today, but what does it actually mean for ultra-high-net-worth (UHNW) and high-net-worth (HNW) investors and the financial advice industry? In this episode of ek Public Voices, Karam Singh, managing partner of ek Private, explores how AI is beginning to influence the world of global wealth advisory. Drawing on questions he regularly receives from both clients and industry peers, Karam discusses how AI can support: • modelling complex global financial scenarios • improving coordination between multiple advisers • screening investment opportunities based on client preferences • enhancing long-term decision-making in complex portfolios He also addresses the broader questions facing the profession today: How should advisers incorporate AI into holistic advice? And how will the financial advice industry evolve in an increasingly AI-driven world? For globally connected individuals and families, the conversation highlights how technology and human judgement can work together to navigate complexity. About ek Public Voices ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important: Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.

A Decade of Perspective and Looking Ahead to 2026

In this episode, Karam Singh, Managing Partner of ek Private Advisory, sits down with Shelley Marsh of Wealth Differently to reflect on their 10-year friendship and exchange insights shaped by years of shared experience across market cycles and client conversations. Rather than predictions or market noise, this conversation focuses on perspective: how experienced advisers interpret change, filter complexity, and help clients remain aligned with what truly matters over the long term. In this episode of ek Public Voices, they discuss: • A decade of friendship and collaboration • How market thinking has evolved through multiple cycles • Key considerations shaping investor conversations into 2026 • The importance of clarity, discipline, and human judgment in uncertain times Featuring: Karam Singh, Managing Partner, ek Private Advisory Shelley Marsh, Wealth Differently About ek Public Voices ek Public Voices is a conversation series hosted by ek Private Advisory exploring global markets, wealth, leadership, and long-term thinking through thoughtful discussions with leaders across finance, business, and advisory. Important: Karam Singh, Authorised Representative of Capella Advisory Pty Ltd ABN 54 669 300 163 AFSL no. 550125. He can be reached at ksingh@ekprivate.com.au or 1300 193 136 Shelley Marsh, Principal Adviser and Founder of Wealth Differently Pty Ltd ABN 98 666 406 220 AFSL no. 547820. She can be reached at shelley@wealthdifferently.com.au or 61 417 654 038 The information in this publication is factual information, and not financial advice. The information is objectively ascertainable information and is not tailored to your personal circumstances. You should consider obtaining financial advice before making a decision in relation to this information.