Mark Nelson, the co-founder and chair of $12 billion hedge fund Caledonia, is the only Australian who is part of an informal group of finance minds dubbed “the breakfast club” that chat once a week to share their thoughts on the world.
The breakfast club includes legendary investor Charlie Munger, the trusted sidekick of Warren Buffett. Mr Munger has served on the board of Berkshire Hathaway since 1978, during which time the company has grown its assets from $US220 million to $US460 billion.
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Jonathan Shapiro writes about banking and finance, specialising in hedge funds, corporate debt, private equity and investment banking. He is based in Sydney. Connect with Jonathan on Twitter. Email Jonathan at jonathan.shapiro@afr.com
James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
