About

Why attend this event?

In this 3-day event, you'll have the exclusive opportunity to learn from over 30 influential speakers, including the Chief Economist from BetaShares, David Bassanese. Our speakers will be sharing their expertise, uncovering emerging trends, and talking about innovative investment strategies. Don't miss this unparalleled seminar to gain valuable insights, expand your network, and propel your financial success to new heights.

  • Gain valuable insights from 30 industry experts.
  • Explore a wide range of innovative investment opportunities across various sectors.
  • Unlock actionable strategies that deliver consistent returns.
  • Learn how to navigate market volatility and economic uncertainties.
  • Discover the latest trends and innovations shaping our industry.
  • Guest Speaker: Chief Economist of Betashares, Mr. David Bassanese. 10 lucky attendees will receive a copy of his latest book: 'The Australian ETF Guide: How to Invest More Cheaply Simply and Effectively Using Exchange Traded Funds (ETFs)'

Agenda

Australian Perspectives

07:00 AM
Micro-cap companies: Invest in the mid-cap companies of the future
OC Funds ManagementDaniel Stein
07:12 AM
An Introduction to the Katana Australian Equity Fund: Australia’s most consistent fund over 1, 3, 5, 7 and 10 Years?
Katana Asset ManagementRomano Sala Tenna
07:24 AM
What is contrarian investing?
Allan GrayChris Hestalow
07:36 AM
Return on capital, drives return on share price
Hayborough Investment PartnersBen Rundle
07:48 AM
Australian Share Market Outlook
Tribeca Investment PartnersJun Bei Liu
08:00 AM
How investors can achieve an after-tax dividend yield double that of the broader Australian share market while being exposed to a similar level of risk and at a lower cost.
Hamilton12Dr. Jason Hall
08:12 AM
Exploiting short-term price dislocations - the case for Australian sophisticated investors
Spatium CapitalJesse Moors & Nicholas Quinn
08:24 AM
Why you should be looking at Quality Australian Small Caps?
ElstonGary Merkel
08:36 AM
Quality and Growth: The narrative and the numbers
ECP Asset ManagementAndrew Dale
08:48 AM
When what Lasts matters more than what’s Fast
PrimeValue Asset ManagementS.T Wong
09:00 AM
Why now is the best time to invest in small caps.
MontgomeryRoger Montgomery
* All times are displayed in your local timezone

Alternative/ESG Perspectives

01:00 AM
Climate Finance Strategies and Global Decarbonisation
Emit Capital Asset ManagementMatt Dever
01:12 AM
Insight into Australia’s energy transition and opportunities as well as the benefits to private equity in a recessionary environment.
Federation Asset ManagementNeil Brown
01:24 AM
Empowering the Future: Tax-Paid Investing for Generational Wealth
Futurity Investment GroupDamien Otto
01:36 AM
Investing In Specialist Disability Accommodation (SDA)
Social Impact Funds ManagementJames Brooker
01:48 AM
Pre-IPO Investing – the difficulties and opportunities in the current market environment
Bombora Investment ManagementDavid Willington
02:00 AM
Economic Update + Q&A
BetaSharesDavid Bassanese (Guest Speaker)

Global Perspectives

03:00 AM
Shorting the losers and backing the winners: Plato’s all-weather investment strategy
Plato Investment ManagementDr Dave Allen
03:12 AM
The Swell Global Portfolio
Swell Asset ManagementLachlan Hughes
03:24 AM
A review of how exposure to Asian investments can provide a low correlated addition to your portfolio
Premium Asia Funds ManagementJonathan Wu
03:36 AM
The Global Megatrends that impact you and your investments every day
Insync Funds ManagementGrant Pearson
* All times are displayed in your local timezone

Property/Income Perspectives

07:00 AM
What to do with the Banks
Atlas Funds ManagementHugh Dive
07:12 AM
What is Commercial Real Estate Private Debt and how do investors leverage the opportunity
Payton CapitalCraig Schloeffel
07:24 AM
Agriculture Investment Fundamentals – Why invest in Controlled Environment Agriculture (CAE)?
Centuria CapitalKelvin McKeown
07:36 AM
Not all private credit funds are the same
Woodbridge CapitalAndrew Torrington
07:48 AM
Private debt opportunities in property
EGRodney Walt
08:00 AM
New investment opportunity
Quanta Investment FundsChris Carrigan

ETF Perspectives

08:12 AM
The Next Big Theme: How major global thematics will shape our future and drive opportunities for ETF investors.
Global XKanish Chugh

Commodities Perspectives

08:24 AM
Why consider investing into commodity markets
Sequoia Specialist InvestmentsBlair Kirkhope
* All times are displayed in your local timezone

Speakers

David Bassanese

Guest Speaker
David Bassanese

Chief Economist, BetaShares

Jun Bei Liu

Jun Bei Liu

Portfolio Manager, Tribeca Investment Partners

Matt Dever

Matt Dever

Managing Director, Emit Capital Asset Management

Daniel Stein

Daniel Stein

Senior Investment Analyst, OC Funds Management

Hugh Dive

Hugh Dive

Chief Investment Officer, Atlas Funds Management

Neil Brown

Neil Brown

Partner, Federation Asset Management

David Willington

David Willington

Portfolio Manager, Bombora Investment Management

Romano Sala Tenna

Romano Sala Tenna

Portfolio Manager, Katana Asset Management

Craig Schloeffel

Craig Schloeffel

Head of Investment, Payton Capital

James Brooker

James Brooker

CEO, Social Impact Funds Management

Chris Hestalow

Chris Hestalow

Business Development Manager, Allan Gray

Dr Dave Allen

Dr Dave Allen

Head of Long/Short Strategies, Plato Investment Management

Andrew Dale

Andrew Dale

Partner & Portfolio Manager, ECP Asset Management

Damien Otto

Damien Otto

Group Executive – Sales Distribution, Futurity Investment Group

Ben Rundle

Ben Rundle

Partner & Portfolio Manager , Hayborough Investment Partners

Kelvin McKeown

Kelvin McKeown

Fund Manager – Agriculture, Centuria Capital

Lachlan Hughes

Lachlan Hughes

Founder and CIO, Swell Asset Management

Andrew Torrington

Andrew Torrington

Founder and Managing Director, Woodbridge Capital

Dr. Jason Hall

Dr. Jason Hall

Chief Investment Officer, Hamilton12

Rodney Walt

Rodney Walt

Divisional Director and Head of EG Private Wealth, EG

Jonathan Wu

Jonathan Wu

Executive Director | Head of Distribution and Operations | Chief Investment Specialist, Premium Asia Funds Management

S.T Wong

S.T Wong

Chief Investment Officer & Portfolio Manager, PrimeValue Asset Management

Jesse Moors & Nicholas Quinn

Jesse Moors & Nicholas Quinn

Co-Portfolio Managers, Spatium Capital

Grant Pearson

Grant Pearson

Head of Strategy & Distribution, Insync Funds Management

Gary Merkel

Gary Merkel

Associate Portfolio Manager, Elston

Chris Carrigan

Chris Carrigan

Head of Property Investments, Quanta Investment Funds

Blair Kirkhope

Blair Kirkhope

Head of Sequoia Specialist Investments Pty Ltd, Sequoia Specialist Investments

Kanish Chugh

Kanish Chugh

Head of Distribution, Global X

Roger Montgomery

Roger Montgomery

Founder and Chairman, Montgomery

Angelina Wu

Angelina Wu

CEO & Co-founder, InvestmentMarkets

Presenting Organisations

BetaShares
Emit Capital Asset Management
Atlas Funds Management
OC Funds Management
Federation Asset Management
Bombora Investment Management
Katana Asset Management
Payton Capital
Allan Gray
Plato Investment Management
Centuria Capital
Futurity Investment Group
Hayborough Investment Partners
Social Impact Funds Management
Tribeca Investment Partners
Swell Asset Management
Woodbridge Capital
Hamilton12
EG
Premium Asia Funds Management
Spatium Capital
Elston
ECP Asset Management
Quanta Investment Funds
Insync Funds Management
Montgomery
Global X
Sequoia Specialist Investments
PrimeValue