Alvia CIO, Josh Derrington, and CEO, Nathan Robertson, sat down with Will Chapman and Charlie Selth from The Business Of podcast. Charlie and Will have had an impressive array of guests on their podcast including The Hon. John Howard, Sir Peter Cosgrove, Anna Bligh and Kiren Perkins to name a few. Josh and Nathan were grateful for the opportunity to delve into Alvia’s approach to investment management.
‘Patient capital invested across public and private markets, building long-term intergenerational wealth.’ This is the line that our next guests live by. This week’s guests are Nathan Robertson and Josh Derrington from Brisbane-based family office advisory firm, Alvia Asset Partners.
From humble beginnings and valuable lessons learned in their early careers to the inception and growth of Alvia Asset Partners, they offer insights into the challenges and triumphs of building a successful investment firm. They delve into the strategic decisions behind assembling a respected advisory board, including notable figures like former QIC and Telstra Super CIO Jim Christensen, and how these moves have shaped the firm’s growth trajectory.
We explore the firm’s offerings, with a particular focus on their appeal to family offices and the factors that set Alvia apart in a competitive market. Nathan discusses his transition from larger institutional players to Alvia, sharing what drew him to the firm and his vision for its future. The conversation also touches on the evolving landscape of public versus private markets, with Josh and Nathan offering their perspectives on company exits, the ASX’s opportunities, and the role of private equity.
As we dive deeper, Josh and Nathan explain the philosophical underpinnings of Alvia’s investment strategy, including their approach to managing a diverse portfolio across public and private markets. They provide a behind-the-scenes look at their process for evaluating and executing investment opportunities and discuss how they keep their team motivated and engaged.
Finally, we hear about the strategic vision for Alvia and their ambitions as leaders in the industry.