Peter Morgan is one of the most accomplished investors in Australia. While he might not be a 'household name' these days, ask anyone who's been around the industry more than 10 or 15 years and they'll likely tell you how he helped build Perpetual from an obscure company managing $70 million worth of perpetual trusts (hence the name) to a $10 billion giant of the Australian funds management industry. He worked alongside investors like Anton Tagliaferro, John Murray, John Sevior, and Matt Williams as they all made names for themselves in the industry.
After leaving Perpetual in the early 2000s, he founded 452 Capital, which went on to become one of Australia's most successful boutiques. Then in 2009, he abruptly left the industry after being diagnosed with a rare and deadly form of brain cancer - a diagnosis that was later shown to be incorrect, but not before a round of chemo.
This experience left him with an entirely new perspective on life, one that valued experiences and memories over gathering an ever-larger pool of assets. Throughout all this, he says the best thing he's ever bought is his dog, Blaze - $300 well spent indeed!
In this episode of The Rules of Investing podcast, we delve into his incredible story, hear how he manages assets differently now as a private investor, and hear some of his views on markets and stocks today.
Lazard’s Philipp Hofflin reveals how the stock market really works
Trailer: Lazard’s Philipp Hofflin reveals how the stock market really works
Steve Johnson’s hunt for tomorrow’s market movers
Trailer: Steve Johnson’s hunt for tomorrow’s market movers
Success and More Interesting Stuff is back
This Hall of Famer has uncovered a stock worthy of Warren Buffett’s portfolio
Trailer: This Hall of Famer has uncovered a stock worthy of Warren Buffett’s portfolio
Move over Big Tech, these are the new flag bearers of growth investing
Trailer: Move over Big Tech; these are the new flag bearers of growth investing
Luke Smith: This commodity will grow 10x in 10 years
The commodity set to grow 10x in 10 years | Trailer
Bob Desmond: We’re finding value everywhere
Chris Watling’s portfolio preparation guide for a 2023 global recession
Mark Landau: Why it’s time to put down the last decade’s playbook
How this Hall of Fame bear is buying the dip
Why the stock market’s bubble hasn’t really burst yet
We’re in ’Tech Wreck 2.0”, and some big names won’t make it
A stealthy small cap quietly building a market monopoly
Is a golden era for income investors coming?
How Perpetual’s Vince Pezzullo invests when multiples retreat
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast