October 6, 2026

In this latest episode, our host Steve Roberston is the one answering the questions. After two seasons and 10 conversations with founders, CEOs, advisors and deal makers, Steve Robertson steps into the hot seat with Capital Conversations executive producer Simrita Virk. Steve explains why he started the podcast and shares the six key lessons from our guests for anyone whose role involves raising capital. He also gives his take on cold calling, and on what makes a mentor relationship work.

Key points

•     Why Capital Conversations exists: 30 years of capitalraising experience, and a gap in practical resources for people who sell fundsand wealth solutions.

•     The six takeaways: mentorship and networking, putting yourself out there, resilience and grit, listening and building rapport, not letting yourself be pigeon-holed, and staying relevant in every interaction.

•     Innate talent still needs coaching. Even Roger Federerhad a coach.

•     Resilience in action: it took Sheridan Lee six years to land a research rating for one of her clients.

•     Making your own luck: a conference at Luna Park led Anthony to a joint venture with a neighbour who lived six doors down.

•     There's no straight career path. Dale Holmes went from financial advisor to fund manager to inaugural CEO of the GWS Giants, then back to funds management.

•     On cold calling: if you can't cold call, this isn't the job for you. But it's about engaging people you don't know yet, not just picking up the phone.

•     Mentorship: informal mentors often beat formal programs. A good mentor sees things in you that you can't.

•     Make mentoring work by agreeing expectations, time commitment and boundaries up front.