About

Why attend this event?

At our July investor webinar, happening on the 23rd - 25th of July from 4:30pm - 6:00pm AEST, you’ll have the exclusive opportunity to learn from industry experts on a number of investment opportunities plus hear a quarterly economic update from our guest speaker. Our speakers will be sharing their expertise, uncovering emerging trends and talking about innovative investment strategies. Don’t miss this unparalleled webinar to gain valuable insights, expand your network and propel your financial success to new heights.

  • Gain valuable insights from various 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: Economic update on the state of the market both locally and globally

View our previous investor webinar presentations here

Agenda

Property & Income

06:30 AM
The importance of understanding monetary policy and its relevance for the Fixed Income asset class
Arculus Funds ManagementRenny Ellis
06:45 AM
Understanding the debt capital stack and where private investors can generate risk adjusted returns.
Thinktank Property FinanceLauren Ryan
07:00 AM
4 key considerations all investors in private credit should be thinking about
Trilogy FundsHenry Elgood

Global Perspectives

07:15 AM
Medtech: a growth engine to diversify your portfolio
Cordis Asset ManagementJacob Celermajer
07:30 AM
The Conscious Investor Fund - mirroring Teaminvest principles and success
TeaminvestMark Moreland

Guest Speaker

07:45 AM
Knowledge is power - hear about my own research into All-Weather Stocks
FNArenaRudi Filapek-Vandyck
08:00 AM
Event Concludes
* All times are displayed in your local timezone

Property & Income

06:30 AM
Is 14.00% p.a. a good risk-adjusted return?
Capital Property FundsJoe Christie
06:45 AM
The Goldilocks Zone: How Modern Market Disruptions Curated Ideal Investor Opportunity
GPS Investment FundBen O'Hara
07:00 AM
Term Investments: what options are available for building wealth?
RemaraAndrew McVeigh
07:15 AM
Income Investing - The Australian Private Corporate Debt Opportunity
ArrowpointMichael Kurland

Guest Speaker

07:30 AM
Insights on investment markets and where the opportunities are for investors
Montgomery Investment ManagementRoger Montgomery
08:00 AM
Event Concludes
* All times are displayed in your local timezone

Australian Perspectives

06:30 AM
Australian Equities and its opportunities
Tribeca Investment PartnersJun Bei Liu
06:45 AM
Harvesting discounts from LICs and other stocks
Affluence Funds ManagementDaryl Wilson

Guest Speaker

07:00 AM
Market screeners and data-driven decision making
GrafaHeidi Cuthbert

Keynote Speaker

07:15 AM
The economic outlook: global, national and local
Bendigo and Adelaide BankDavid Robertson
08:00 AM
Event Concludes
* All times are displayed in your local timezone

Speakers

Renny Ellis

Renny Ellis

Head of Portfolio Management, Arculus Funds Management

Lauren Ryan

Lauren Ryan

BDM - Investments, Thinktank Property Finance

Henry Elgood

Henry Elgood

Executive Director - Institutional Capital and Chief Risk Officer, Trilogy Funds

Jacob Celermajer

Jacob Celermajer

Portfolio Manager, Cordis Asset Management

Mark Moreland

Mark Moreland

Co-Founder, Teaminvest

Rudi Filapek-Vandyck

Rudi Filapek-Vandyck

Editor, FNArena

Joe Christie

Joe Christie

Executive Director, Capital Property Funds

Ben O'Hara

Ben O'Hara

Executive Director, GPS Investment Fund

Andrew McVeigh

Andrew McVeigh

Co-Founder & Managing Director, Remara

Michael Kurland

Michael Kurland

Managing Director, Arrowpoint

Roger Montgomery

Roger Montgomery

Founder and Chairman, Montgomery Investment Management

Jun Bei Liu

Jun Bei Liu

Portfolio Manager, Tribeca Investment Partners

Daryl Wilson

Daryl Wilson

CEO / Portfolio Manager, Affluence Funds Management

Heidi Cuthbert

Heidi Cuthbert

CEO, Grafa

David Robertson

David Robertson

Chief Economist, Bendigo and Adelaide Bank

Angelina Wu

Angelina Wu

CEO & Co-founder, InvestmentMarkets

Presenting Organisations

Arculus Funds Management
Thinktank Property Finance
Trilogy Funds
Cordis Asset Management
Teaminvest
FNArena
Capital Property Funds
Arrowpoint Capital
GPS Investment Fund
Remara
Grafa
Montgomery
Tribeca Investment Partners
Affluence Funds Management
Bendigo Bank