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About

Why register for this event?

At our March investor webinar, happening on the 25th - 27th of March from 4:30pm - 6:00pm AEDT, 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 Brian Parker, Chief Economist at Australian Retirement Trust. 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.
  • Guest Speaker: Economic update on the state of the market both locally and globally

Agenda

Property & Income

05:30 AM
The rise, risks and realities of investing in private credit
CapstoneFrances MacDonald
05:45 AM
Generating a reliable income stream via the debt & private markets
Thinktank Property FinanceLauren Ryan
06:00 AM
Generating attractive and reliable monthly returns from the world of global private credit
TermPlusDean Weinbren
06:15 AM
Securing long term income through Government leased Property
CastlerockAdam Bronts

Insights

06:30 AM
How investors can profit from Robotic Process Automation and Artificial Intelligence: the real value of AI.
ActiumAIDavid Millhouse
06:45 AM
Event Concludes
* All times are displayed in your local timezone

Equities & Markets

05:30 AM
Don't forget your toothbrush
Magellan Asset ManagementElisa Di Marco
05:45 AM
The Case for Investing Globally: Unlocking Greater Opportunities Beyond Australia
Bristlemoon CapitalGeorge Hadjia
06:00 AM
Conscious Investor Fund: Proven Performance, Consistent Outperformance
Conscious Investor FundMark Moreland
06:15 AM
Global Market Shifts: RBA Rate Cuts, China's Equity Surge & US Correction amid Tariffs
MoomooJessica Amir

Insights

06:30 AM
Corporate Australia Is Talking
FNArenaRudi Filapek-Vandyck
06:45 AM
Event Concludes
* All times are displayed in your local timezone

Private Credit

05:30 AM
Private Credit – a smart choice for retirees
Montgomery Investment ManagementRoger Montgomery

All asset classes

05:45 AM
Now is the time to be a contrarian
Affluence Funds ManagementDaryl Wilson

Insights

06:00 AM
The Investor’s Edge: How Smart Matchmaking Unlocks High-Value Deals
#CapTech2025Sarah Morgan

Economic update

06:15 AM
The economic outlook: global, national and local
Australian Retirement TrustBrian Parker
07:00 AM
Event Concludes
* All times are displayed in your local timezone

Speakers

Roger Montgomery

Roger Montgomery

Founder and Chairman, Montgomery Investment Management

Brian Parker

Brian Parker

Chief Economist, Australian Retirement Trust

Frances MacDonald

Frances MacDonald

Co-Founder and Director, Capstone

Lauren Ryan

Lauren Ryan

National Manager - Investments, Thinktank Property Finance

Dean Weinbren

Dean Weinbren

Managing Executive, TermPlus

Adam Bronts

Adam Bronts

Director, Castlerock

David Millhouse

David Millhouse

Founder & Chair, ActiumAI

Elisa Di Marco

Elisa Di Marco

Investment Director, Magellan Asset Management

George Hadjia

George Hadjia

Chief Investment Officer, Bristlemoon Capital

Mark Moreland

Mark Moreland

Director, Conscious Investor Fund

Jessica Amir

Jessica Amir

Market Strategist, Moomoo

Rudi Filapek-Vandyck

Rudi Filapek-Vandyck

Editor, FNArena

Daryl Wilson

Daryl Wilson

Director/CEO/Portfolio Manager, Affluence Funds Management

Sarah Morgan

Sarah Morgan

CEO, #CapTech2025

Angelina Wu

Angelina Wu

CEO & Co-founder, InvestmentMarkets

Presenting Organisations

Montgomery Investment Management
Australian Retirement Trust
Capstone
Thinktank Property Finance
TermPlus
Castlerock
ActiumAI
Magellan Asset Management
Bristlemoon Capital
The Conscious Investor Fund
Moomoo
FNArena
Affluence Funds Management
#CapTech2025