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Home > Inside the Rope with David Clark > Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts
Podcast: Inside the Rope with David Clark
Episode:

Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts
Category: Business
Duration: 00:48:04
Publish Date: 2026-03-02 21:33:13
Description:

If you’ve recently had a liquidity event, inherited complexity, or are quietly wondering whether your portfolio is truly built for the next 30 years — this episode is essential listening.

In this conversation, Ian Macoun, founder of Pinnacle Investment Management, joins David Clark to unpack what actually drives sustained investment excellence — and what quietly destroys it.

With over $200 billion under management across 19 affiliates, Pinnacle has become one of Australia’s most successful multi-affiliate investment firms. But this episode is not about scale. It’s about structure, incentives, character, and long-term alignment.

For sophisticated investors managing significant capital, this discussion goes directly to the hard questions:

  • Why do some fund managers endure for decades while others fade?

  • How do you distinguish confidence from dangerous ego?

  • Is private credit a structural allocation, or the next bubble?

  • How should wealthy operators think differently about portfolio construction?

  • What does AI mean for growth investing?

  • Where are private markets heading next?

Ian’s philosophy is simple but demanding: excellence is the only standard.

And that applies to both managers and investors.
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