About

Welcome to InvestmentMarkets’ first Virtual Investor Seminar in 2023.

In all we do, our purpose is to enable independently minded investors to succeed in their financial ambitions. Hopefully, the InvestmentMarkets Virtual Investor Seminar will assist you in your financial goals.

How do investors handle the constant challenge of navigating an evolving market which is perched delicately at this time? What will shape the investment landscape in 2023 when a multitude of factors are converging – monetary policy is rapidly changing, the geopolitical landscape is shifting, and the megatrends in tech and climate change continue to evolve?

How are some of Australian’s leading and emerging fund managers aiming to provide both strong return and capital stability? Is there any one niche investing that’s now getting mainstream attention? What are the new thinking and innovative investment opportunities in 2023 and beyond?

Why not hear from industry professionals and gain valuable insights into their investment strategy, portfolio positioning and where asset managers believe the greatest opportunities and risks are in various asset classes.

Also come and listen to one of Australia’s sought after economists, Michael Knox, Director of Strategy and Chief Economist of Morgans (Stockbrokers and Wealth Managers). Find out where he thinks our economy is positioned at this time.

Finally, we hope you find your next investment product superheroes from our seminar.

The InvestmentMarkets Team

Agenda

Australian Perspectives

11:13 PM
How going long and short in Australian Equities can generate returns for investors
Monash InvestorsSimon Shields
11:26 PM
Deep value contrarianism: High conviction ASX opportunities for the ‘sophisticated’ investor
Collins St Asset ManagementRob Hay
11:39 PM
Australian Private Credit Update
Altor CapitalBen Harrison
11:52 PM
A Retirement Income Solution using Protected Australian Equities
Pentalpha Investment ManagementDenis Donohue
* All times are displayed in your local timezone

Australian Perspectives

12:05 AM
What are you looking for in a manager? Getting clear on your investment philosophy
Auscap Asset ManagementWilliam Mumford
12:18 AM
The case for positive Impact Investing in Australian Small caps
NorthStar ImpactKerry Series

Property and Income Perspectives

12:31 AM
Revolutionising Residential Property Development
ResiFundWarren Boothman
12:44 AM
Ideas for successful investing in commercial real estate
RF CorValRob Rayner
12:57 AM
Benefits of Investing in a Pooled Mortgage Fund in 2023
Lambert Capital Investment ManagementMark Greenberg
01:10 AM
Morgans Financial LimitedMichael Knox
01:41 AM
Your Commercial Property Partners, Tailored High-Yielding Portfolios
Arcana CapitalColby Phillis
01:54 AM
Private Credit - an emerging asset class
Waratah Debt CapitalMark Anyon
02:07 AM
The Lowdown on LVRs
Rixon CapitalPatrick William
02:20 AM
Investing in Bonds - Why it should be in your top 3 choices
OTG CapitalRay Trevisan
02:33 AM
Proptech Trends 2023 and beyond
Little HingesJosh Callaghan

Global Equity Perspectives

02:46 AM
How Lumenary invests in the best founder-led companies globally
Lumenary Investment ManagementLawrence Lam
02:59 AM
Why quality matters in relation to global equities
MagellanElisa Di Marco
03:12 AM
Finding the world's best businesses
Claremont GlobalBob Desmond
03:25 AM
An introduction to the Forager International Shares Fund
Forager Funds ManagementGareth Brown
03:38 AM
An introduction to Quantitative investing
Frame FundsHue Frame
03:51 AM
Why avoiding factor bets matters (a lot)
Pella Funds ManagementSteven Glass
04:04 AM
Sage Capital – a long/short equity fund manager
Channel CapitalSam Mirls
04:17 AM
How the Australian Shareholders Association stands up for Aussie Investors
ASASteven Mabb

Alternative Investments/ESG Perspectives

04:30 AM
Wine & Whisky Alternative Investments
Oeno GroupMaxwell Nee
04:43 AM
Building wealth and making a positive impact: How to invest in Climate Solutions in 2023 and beyond
Bloom Impact InvestingCamille Socquet Clerc
04:56 AM
Energy Transition – Investing in industrial change
MaxAlphaGaudi Schneider
05:09 AM
Venture Capital - 2023 Outlook & Beyond
Sprint VenturesBen Armstrong
05:22 AM
Tax-free investing into U.S. funds
Molokai CapitalMichael Mills
05:35 AM
Conclusion
InvestmentMarketsAngelina Wu
* All times are displayed in your local timezone

Speakers

Simon Shields

Simon Shields

Principal, Monash Investors

Rob Hay

Rob Hay

Head of Distribution and Investor Relations, Collins St Asset Management

Ben Harrison

Ben Harrison

CIO, Altor Capital

Denis Donohue

Denis Donohue

Managing Director and Head of Investments, Pentalpha Investment Management

William Mumford

William Mumford

Investment Analyst, Auscap Asset Management

Kerry Series

Kerry Series

CIO, NorthStar Impact

Warren Boothman

Warren Boothman

Independant Consultant and Board Advisor, ResiFund

Rob Rayner

Rob Rayner

CEO, RF CorVal

Mark Greenberg

Mark Greenberg

Director, Lambert Capital Investment Management

Michael Knox

Michael Knox

Director of Strategy and Chief Economist, Morgans Financial Limited

Colby Phillis

Colby Phillis

Manager - Investor Relations, Arcana Capital

Mark Anyon

Mark Anyon

Managing Director, Waratah Debt Capital

Patrick William

Patrick William

Managing Director, Rixon Capital

Ray Trevisan

Ray Trevisan

Fund Manager/Director, OTG Capital

Josh Callaghan

Josh Callaghan

CEO, Little Hinges

Lawrence Lam

Lawrence Lam

Managing Director & Founder, Lumenary Investment Management

Elisa Di Marco

Elisa Di Marco

Portfolio Manager MFG Core International and Core ESG, Magellan

Bob Desmond

Bob Desmond

Head of Claremont Global & Portfolio Manager, Claremont Global

Gareth Brown

Gareth Brown

Portfolio Manager, Forager Funds Management

Hue Frame

Hue Frame

Managing Director, Frame Funds

Steven Glass

Steven Glass

Managing Director and Investment Analyst, Pella Funds Management

Sam Mirls

Sam Mirls

Director - Distribution (QLD), Channel Capital

Steven Mabb

Steven Mabb

Chair, ASA

Maxwell Nee

Maxwell Nee

Managing Partner, Oeno Group

Camille Socquet Clerc

Camille Socquet Clerc

CEO & Co-Founder, Bloom Impact Investing

Gaudi Schneider

Gaudi Schneider

Chief Scientist, MaxAlpha

Ben Armstrong

Ben Armstrong

Founder & Director, Sprint Ventures

Michael Mills

Michael Mills

Co-Founder, Molokai Capital

Angelina Wu

Angelina Wu

CEO & Co-Founder, InvestmentMarkets

Presenting Organisations

Magellan
Australian Shareholders Association
Morgans
Collins Street Asset Management
Monash Investors
Altor Capital
Pentalpha Investment Management
Auscap Asset Management
Northstar Impact Funds
Resifund
RF Corval
Lambert Capital
Arcana Capital
Waratah Debt Capital
Rixon Capital
OTG Capital
Lumenary Investment Management
Claremont Global
Forager Funds Management
Frame Funds
Pella Funds Management
Channel Capital
OENO Group
Little Hinges
Bloom Impact Investing
Max Alpha
Sprint Ventures
Molokai Capital