Episode description

Rikki Bannan is the Executive Director, Small Caps at IFM Investors.

Throughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.

In today's conversation with Rikki, we're unpacking:

• The investing opportunities Rikki is exploring today
• 3 key lessons from her career that have stuck with Rikki
• How Rikki found biotech winners like Telix (up 150% in 2024) and Clarity (up 180% in 2024)
• How these biotech names can fit in a diversified portfolio
• What Rikki wishes she could teach every young investor

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Thank you to Viola Private Wealth for sponsoring this Summer Series and helping us keep all of our content free.

With $2.5 billion under management, Viola Private Wealth provides tailored solutions for high-net-worth investors. Their boutique firm specialises in helping individuals and families navigate the complexities of wealth management with clarity and confidence.

To speak to the team at Viola Private Wealth, complete the contact form on their website.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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