Clearway Capital Solutions Podcasts
Clearway Capital Solutions podcasts feature insightful conversations with key investment management industry participants.
Clearway Capital Solutions Podcasts
Line of Sight talks with Peter Worn, Joint Managing Director from Finura Group
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Listen to a discussion between Peter Worn and Clearway Capital Solutions on how WealthTech, platforms, managed accounts and AI are reshaping fund distribution in Australia — highlighting why fund managers increasingly need to think beyond investment performance and consider platform access, data quality, operational integration and adviser workflows when competing for capital.
Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.
Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand.
In this episode we are joined by Peter Worn, Joint Managing Director of Finura Group. Finura Group is a specialist wealth-management technology consultancy that helps advice and financial-services businesses select, implement and make better use of technology. Its services include technology strategy, outsourced CTO support and implementation assistance, with a focus on simplifying systems and improving adviser workflows. Peter is joined joined by Dennis Mothoneos, Managing Director from Clearway Capital Solutions.
The podcast is approximately 30 minutes in length and covers the following:
- Platforms as Distributors [00:00 - 3:27]
- The New Economics of Distribution [3:12 - 6:37]
- Performance vs Implementation [6:37 - 9:43]
- Why Data Quality Matters [9:43 - 11:22]
- The Rise of Platforms and Managed Accounts [11:22 - 14:40]
- Private Markets and WealthTech [14:40 - 16:56]
- AI and Compliance Risk [19:24 - 22:39]
- The Future of Wholesale Distribution [24:10 - 27:30]
- Who pays for the technology shift [27:30 - 30:00]
About Clearway Capital Solutions
Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand.
For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au