Upstream with River X - Inside Asset Management | EP010

🎙 Ken Monares and Daniel Phan: Growth, Wins, and Vision at River X
In this episode, we dive deep into the phenomenal journey of Ken Monares and Daniel Phan since joining River X:
🪙 FUM Growth:
Achieved 542% growth in just a year.
Ambitious plans to double their FUM in 2025.
👥 Team Expansion:
From a two-person team to a growing desk with new hires, Adler (Junior Analyst) and Andrew (Investment Analyst), ensuring top-tier due diligence and client support.
🏆 2024 Highlights:
Big wins in renewable energy, private equity in healthcare and tech, and defensive investments like infrastructure and private credit.
Exclusive client opportunities in quantum computing and commercial real estate.
📊 Lessons from Challenges:
Market volatility offered valuable insights, shaping their approach to risk management and long-term growth strategies.
🚀 2025 Goals:
Launching MDA capabilities
Growing the team with business development specialists
Unlocking new investment opportunities
💡 Featured Investments for 2025: Continuing success with standout picks like Psi Quantum, Ghost VC tech ventures, and private credit opportunities.
Don’t miss their expert insights, client success stories, and exciting plans for the future.
🎧 Listen now and subscribe for more!
#WealthManagement #Investing #RiverX #Growth #ClientSuccess
W: www.riverx.com.au
I: @riverinvest
Disclaimer:
The information provided in this podcast is general in nature and does not take into account your personal objectives, financial situation, or needs. It is not intended to be a substitute for professional advice and should not be relied upon as such. You should consider seeking independent legal, financial, taxation, or other advice to check how this podcast's information relates to your unique circumstances.
The views and opinions expressed in this podcast are those of the individuals involved and do not necessarily reflect the official policy or position of any affiliated organizations or entities. Past performance is not an indicator of future performance.
While every effort is made to provide accurate and up-to-date information, no guarantees are made regarding its accuracy, and the hosts and guests disclaim liability for any loss or damage incurred as a result of reliance on the information discussed.
This podcast is for informational and educational purposes only.
River Investment Management Pty Ltd (ABN 44 601 472 753), trading as River Wholesale Securities, is a corporate authorised representative (CAR) of Wholesale Securities Pty Ltd (ABN 89 601 790 470, AFSL 466877).
River X Financial Services Pty Ltd (ABN 26 674 273 011) is a holder of an Australian Financial Services Licence (556458).