About

Why attend this event?

At our March investor webinar, happening on the 19th - 21st of March from 4:30pm - 6:00pm NSW/VIC time and 3:30pm - 5:00pm QLD time, you’ll have the exclusive opportunity to learn from industry experts on a number of investment opportunities plus hear a quarterly economic update and Q+A from Peter Munckton the Chief Economist and Head of Market Strategy at Bank of Queensland. 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: Chief Economist and Head of Market Strategy at Bank of Queensland, Peter Munckton. Peter will provide us with an economic update to explain what is going on in the market.

View our previous investor webinar presentations here.

Agenda

Global Perspectives

05:30 AM
How to make the most of the coming small cap rally
Forager Funds ManagementSteve Johnson
05:45 AM
Exploring sustainable returns through quality growth Investments
Magellan Asset ManagementElisa Di Marco
06:00 AM
The Conscious Investor Fund - mirroring Teaminvest principles and success
TeaminvestMark Moreland

Alternative/ESG Perspectives

06:15 AM
A mid-market opportunity in Australian Private Credit - Asset Backed Finance Fund
Global Credit InvestmentsSteven Sher
06:30 AM
Exploring Opportunities in Childcare
FinexiaPatrick Bell
06:45 AM
Investing in Commercial Real Estate Debt: An Uncorrelated Alternative to Traditional Investments
ZaggaAlan Greenstein
07:00 AM
How a boutique private credit fund strategy can outperform larger funds
Rixon CapitalPatrick William
07:15 AM
Event Concludes
* All times are displayed in your local timezone

Property & Income Perspectives

05:30 AM
Myth busting private credit
Montgomery Investment Management and Aura Credit HoldingsRoger Montgomery & Brett Craig
05:45 AM
Why a property debt fund can deliver outsized returns relative to risk
Capstone FundsAlexander MacDonald
06:00 AM
Hotels as an alternate investment class: How hotel performance compares to other core real estate
Serene CapitalGlen Boultwood
06:15 AM
Fixed Income with 2025 Vision
Mutual LimitedScott Rundell
06:30 AM
Income investing the Market Matters way
Market MattersJames Gerrish
06:45 AM
Event Concludes
* All times are displayed in your local timezone

Australian Perspectives

05:30 AM
Australian equities: identifying opportunities and winners/losers from the reporting season
Montgomery and Australian EagleAlan Kwan
05:45 AM
Looking across the asset classes
Allan GrayChris Hestelow
06:00 AM
Shareholder Activism – good governance and shareholder value
Sandon CapitalGabriel Radzyminski

Guest Speaker

06:15 AM
An economic update - looking into 2024 locally and globally
Bank of QueenslandPeter Munckton
07:00 AM
Event Concludes
* All times are displayed in your local timezone

Speakers

Steve Johnson

Steve Johnson

Chief Investment Officer, Forager Funds Management

Elisa Di Marco

Elisa Di Marco

Portfolio Manager – Magellan Core Global and Core ESG, Magellan Asset Management

Mark Moreland

Mark Moreland

Co-Founder, Teaminvest

Alan Kwan

Alan Kwan

Senior Portfolio Manager, Montgomery and Australian Eagle

Chris Hestelow

Chris Hestelow

Investment Specialist, Allan Gray

Gabriel Radzyminski

Gabriel Radzyminski

CIO/MD, Sandon Capital

Alexander MacDonald

Alexander MacDonald

Founding Director, Capstone Funds

Glen Boultwood

Glen Boultwood

CEO and Co-Founder, Serene Capital

Scott Rundell

Scott Rundell

Chief Investment Officer, Mutual Limited

James Gerrish

James Gerrish

Author and Lead Portfolio Manager, Market Matters

Steven Sher

Steven Sher

Co-Founder & Managing Director, Global Credit Investments

Patrick Bell

Patrick Bell

Fund Manager, Finexia

Alan Greenstein

Alan Greenstein

CEO & Co-Founder, Zagga

Patrick William

Patrick William

Managing Director, Rixon Capital

Peter Munckton

Peter Munckton

Chief Economist, Bank of Queensland

Roger Montgomery

Roger Montgomery

Founder and Chairman, Montgomery Investment Management

Brett Craig

Brett Craig

Director, Aura Credit Holdings

Angelina Wu

Angelina Wu

CEO & Co-founder, InvestmentMarkets

Presenting Organisations

Forager Funds Management
Magellan Asset Managment
Australian Eagle
Allan Gray
Sandon Capital
Montgomery Investment Management
Aura Credit Holdings
Serene Capital
Capstone Funds
Global Credit Investments
Teaminvest
Mutual Limited
Finexia
Zagga
Market Matters
Rixon Capital
Bank of Queensland