A weekly look at current Australian business finance issues and events, as seen through the eyes of corporate and commercial “special situations”, “workout” and industry experts.
Nick Samios hosts a panel comprising Australia’s leading restructuring, capital raising and industry sector specialists for views and analysis from these practitioners who have “skin in the game” – either as hard currency or through their PI policies!
Fund Manager Nick Samios is the Managing Director of Hermes Capital, a wholesale fund specialising in event-driven funding.
This podcast was formerly Lunch Money, rebranded as Hermes Ledger.
Episodes
Friday Jul 17, 2020
Friday Jul 17, 2020
2020 has asked of us to fight one battle after another – how do we build the resilience necessary to maintain enthusiasm and to win out in the end? How do we garner “resilience” so we can lead ourselves and others in times of uncertainty and adversity? This week, the focus is on the spate of resilience in the current environment with host Nick Samios and special guests Arabella Macpherson (Director, Resonate Communications) and Ian Hyman (CEO, Hyman's Valuers & Auctioneers).
Friday Jul 10, 2020
Friday Jul 10, 2020
The role of private equity in the retail sector is again under the spotlight following another retail giant collapse last week. What are the lessons for investors, lenders and suppliers to the retail sector – and beyond? This week, the focus is on the spate of private equity backed retail collapses with host Nick Samios and guest field specialists - Sule Arnautovic (Partner, Jirsch Sutherland) and Gary Blom (Director, Main Street Capital)
Friday Jul 03, 2020
Friday Jul 03, 2020
How can a business see around corners when it sets about the task of forecasting? Challenging indeed as we launch into a new financial year of uncertainty. And how can a business successfully pivot - changing its business model and strategy in the face of dramatically shifting buyer behaviours and economic conditions? This week, the focus is on forecasting/seeing around corners and the business pivot with host Nick Samios and our guest field specialists Michael Ford (Founder & CEO, Castaway Forecasting) and Jamie Holroyd (Managing Director, Stratosfear).
Friday Jun 26, 2020
Friday Jun 26, 2020
Lunch Money is where work-outs, special situations and commercial finance specialists give us their take on the weeks’ news. The focus this week is on preparing for the next phase of the “Covid Recession”. In September, JobKeeper ends, and deferred loan repayments become due again. At the same time, business owners will no longer be quarantined from the threats of insolvent trading and business wind-up through statutory demands. There will be economic stimulus by governments at all levels – but business owners will need to keep the financial support of their bankers and trade suppliers if they are going to go beyond survival and make the most of the opportunities that arise. Our panel this week features "Safe Harbour" specialist Ginette Muller (Partner, Hall Chadwick), together with restructuring lawyer Hector West (Hall & Wilcox). We will ask Ginette and Hector what measures business owners can take to preserve their business fire power and gain the trust of their bankers and suppliers in order to survive the long hall and ensure a return to prosperity.
Friday Jun 19, 2020
Friday Jun 19, 2020
What is “Strategic Intelligence”? “Intelligence that is required for the formulation of strategy, policy, and military plans and ...” - Pentagon Official Definition; “The better the strategic intelligence, the better the strategy” - Central Intelligence Agency (CIA). Lunch Money is the weekly livestream and podcast where work-out, special situations and commercial finance experts give us insights into their professional lives, where the opportunities are in market for finance and investment, and their take on the weeks news. This week, the focus is on “strategic intel” with our guests and field specialists Travis Dix (QLD Sales Manager, NCI), Sharon Taylor (Senior Research Analyst, Performance Property) and Nicholas Martin (Partner, BDO)
Friday Jun 12, 2020
Friday Jun 12, 2020
Join us as work-out, special situations and commercial finance experts give us insights into their professional lives, where the opportunities are in market for finance and investment, and their take on the weeks news. This week, on Lunch Money, Nick Samios is joined by corporate restructuring expert Neil Cussen (Partner, Deloitte), insolvency and securities enforcement expert Alison Robertson (Partner, HWL Ebsworth), along with an experienced authority on business sales Mark Jason (Managing Director, LINK Business) - back so soon by popular demand!
Friday Jun 05, 2020
Friday Jun 05, 2020
“Follow the money” – a tried and tested tactic for on-track punters in days gone by and the theme for this week’s edition of Lunch Money. Nick Samios is joined by commercial insolvency and litigation expert Daren Anderson (Managing Director, ERA Legal), entrepreneurial accountant, mentor and strategic business advisor David Kenney (Partner, Hall Chadwick), along with award-winning mortgage finance specialist Justin Doobov (Managing Director, Intelligent Finance). Tune in to find out what has been keeping our guests busy and for their reading of the latest form as we review the weeks business and finance news headlines.
Friday May 29, 2020
Friday May 29, 2020
This week on Lunch Money, we examine the challenges of buying and selling businesses in the current business environment, as well as the impact of this weeks news on corporate restructuring and capital raising in special situations. Join Director & Fund Manager Nicholas Samios as he engages with South Australian corporate restructuring and business turnaround icon - Arnie Narayan (Principal, Travancore Legal & Advisory), along with experienced authority on business sales Mark Jason (Managing Director, LINK Business).
Friday May 22, 2020
Friday May 22, 2020
18 years combined serving in the Navy, 10 years in the restaurant game, and 12 years jumping in and out of tanks filled with hot sulphuric acid – that’s just a tiny bit about our guests this week. Join Nick Samios with guest industry “insiders” and experts Dave Osman (General Manager, Acid Plant Management Services), Mark Robinson (Partner, dVT Group) and Sarina Jackson (Partner, Douros Jackson). Taking points include a review of mining services, commercial finance, corporate restructuring and the latest news impacting “special situations” and businesses in Australia.
Friday May 15, 2020
Friday May 15, 2020
A physician, a company doctor and a fund manager walk into a wine bar – well, not quite. This week, Hermes Fund Manager Nick Samios is joined by special guests Carl Gunther (President, TMA Australia), Dr. John Cummins (Director, Executive Medicine) and Peter McAtamney (Principal, Wine Business Solutions). Join us as they discuss rebooting – both businesses and personal health – and to give their perspectives on this week’s developments.