Simon Shields
Principal
Monash Investors
On demand
InvestmentMarkets 2023 Virtual Investor Seminar
This event ended on 28 March 2023. Watch all 14 sessions below.
How going long and short in Australian Equities can generate returns for investors
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
All times shown in your local timezone
Australian Perspectives
11:39PM
Australian Private Credit Update
11:52PM
A Retirement Income Solution using Protected Australian Equities
Australian Perspectives
12:18AM
The case for positive Impact Investing in Australian Small caps
Property and Income Perspectives
12:31AM
Revolutionising Residential Property Development
1:10AM
2:07AM
Global Equity Perspectives
2:46AM
How Lumenary invests in the best founder-led companies globally
2:59AM
Why quality matters in relation to global equities
3:12AM
Finding the world's best businesses
3:25AM
An introduction to the Forager International Shares Fund
3:51AM
Why avoiding factor bets matters (a lot)
Alternative Investments/ESG Perspectives
4:43AM
Building wealth and making a positive impact: How to invest in Climate Solutions in 2023 and beyond
4:56AM
Energy Transition – Investing in industrial change
5:09AM
Venture Capital - 2023 Outlook & Beyond
5:22AM
Tax-free investing into U.S. funds
5:35AM
Conclusion
Speakers
Speakers
Rob Hay
Head of Distribution and Investor Relations
Collins St Asset Management
Ben Harrison
CIO
Altor Capital
Denis Donohue
Managing Director and Head of Investments
Pentalpha Investment Management
William Mumford
Investment Analyst
Auscap Asset Management
Kerry Series
CIO
NorthStar Impact
Warren Boothman
Independant Consultant and Board Advisor
ResiFund
Rob Rayner
CEO
RF CorVal
Mark Greenberg
Director
Lambert Capital Investment Management
Michael Knox
Director of Strategy and Chief Economist
Morgans Financial Limited
Colby Phillis
Manager - Investor Relations
Arcana Capital
Mark Anyon
Managing Director
Waratah Debt Capital
Patrick William
Managing Director
Rixon Capital
Ray Trevisan
Fund Manager/Director
OTG Capital
Josh Callaghan
CEO
Little Hinges
Lawrence Lam
Managing Director & Founder
Lumenary Investment Management
Elisa Di Marco
Portfolio Manager MFG Core International and Core ESG
Magellan
Bob Desmond
Head of Claremont Global & Portfolio Manager
Claremont Global
Gareth Brown
Portfolio Manager
Forager Funds Management
Hue Frame
Managing Director
Frame Funds
Steven Glass
Managing Director and Investment Analyst
Pella Funds Management
Sam Mirls
Director - Distribution (QLD)
Channel Capital
Steven Mabb
Chair
ASA
Maxwell Nee
Managing Partner
Oeno Group
Camille Socquet Clerc
CEO & Co-Founder
Bloom Impact Investing
Gaudi Schneider
Chief Scientist
MaxAlpha
Ben Armstrong
Founder & Director
Sprint Ventures
Michael Mills
Co-Founder
Molokai Capital
Angelina Wu
CEO & Co-Founder
InvestmentMarkets
Organisations
Presenting Organisations
