Capital Allocators – Inside the Institutional Investment Industry Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
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Feb 5, 2026 
Brendan O'Connor, CEO of Regal Partners — a leader who grew a long‑short shop into a A$21B multi‑strategy alternatives manager. He discusses why Australia matters for resources and AI demand. Conversation covers Regal's shift to diversified strategies, cross‑asset origination as an alpha source, and their four‑step investment and risk process.
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Centralize Platform, Preserve Investment DNA
- Build a common platform: unified distribution, compliance, risk, finance, and tech.
- Preserve each team's investment DNA while centralizing support to scale efficiently.
Elevate Risk And HR To Improve Returns
- Hire a dedicated Chief Risk Officer to improve risk-adjusted returns, not just policing limits.
- Pair risk leadership with HR to sustain culture and communication during growth.
Contrarian Edge Through Origination
- Regal seeks contrarian edges and complex opportunities where others don't compete.
- Origination and technical structuring create durable advantages in niche debt, royalties, and resources.