David Breach | Behind the ‘ecosystem effect’, coinvesting case study and diversity in tech

In episode 118, Matthew Smith speaks with David Breach, president Vista Equity Partners.

In one of the first interviews with David Breach since he became President of Vista Equity Partners, the global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, Investment Magazine managing editor Matthew Smith talks through the ecosystem approach Visa takes to extracting and nurturing value in its portfolio companies. During the interview Breach also uses a local Australian case study to highlight the advantages that can be derived from co-investing with asset owners and he raises the importance of a committed approach to diversity, equality and inclusion for him and Vista’s Founder, Chairman & CEO, Robert F. Smith, in the all-pervasive technology sector.

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Anna Shelley on the investment opportunities of a fragmented world 

AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners.   Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of

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