Basis Points The woman deploying $15bn into Australia’s future: Quantum computing, space & defence
What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.
Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.
In this episode:
00:00 Introduction & Career Journey
02:11 NRF Purpose Explained 04:39 Investment Process Breakdown
07:42 Strategy & Deal Flexibility
10:21 Priority Sectors RED TRAM
14:01 Defense & Growth Themes
16:49 VC Strategy & Collaboration
19:29 Listed Market Opportunities
23:59 Long-Term Vision & Accountability
📈 Stocks and ETFs Mentioned:
Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)
This episode was recorded on the 17th March 2026.
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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