Purpose of Wealth Podcast — Episode 15

Episode 15

The Quest for Impact: Thinking Like an Investor

Purpose of Wealth Podcast

About the episode

How generous are you feeling?
Philanthropy is a growing feature of family wealth portfolios, and frankly, in a world where there seems no shortage of problems to be solved, it’s a force that needs unleashing.

In this episode Narelle sits down with Peter Yates and Ralf Haase to explore why thinking like an investor is a useful tool in the quest for impact, and how philanthropy can be helpful as a learning exercise for every family member.

Want to know more about the ground breaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au or email us at purposeofwealth@mutualtrust.com.au

Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive producer is Lauren McWhirter

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Featuring

Narelle Hooper - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Peter Yates AM - Guest
Non-Executive Director

Peter is Chairman of AIA Australia Limited, a Director of Linfox Australia Pty Ltd and is Chairman of the Royal Institution of Australia, the Australian Science Media Centre, the Faculty of Business and Economics at Melbourne University, the Shared Value Project, the ARC Centre of Excellence for Quantum Computation and Communication Technology at UNSW, the Australia Japan Business Cooperation Committee and the Australian Strategic Capabilities Accelerator.

Peter has been a Director of Mutual Trust since 2019 and is the Chair of the Investment Committee.

Ralf Haase - Guest
Partner, Head of New South Wales

Ralf leads Mutual Trust’s multi-disciplinary Sydney team, leveraging the Firm’s established reputation to grow the Sydney business and provide families based in New South Wales with the benefits of integrated Family Office services.

What matters most to Ralf at Mutual Trust is facilitating this growth, as well as creating opportunities for young and established professionals to be part of the journey.
Ralf has over 28 years of global experience working with ultra-high net worth and private wealth. Prior to joining Mutual Trust in 2020, Ralf was General Manager, Head of Commonwealth Private Office at CBA. Over 10 years he created the Ultra and High-Net-Worth Family Office business within CBA. Prior to CBA, Ralf worked with Goldman Sachs in London and Frankfurt for before moving to Australia and joining Macquarie Private, where he spent four years.