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Meet the Managers Roadshow

The next Meet the Managers Roadshow will be in August 2018

The Meet the Managers Roadshow is an open invitation to authorised financial advisers and has been designed as a collaborative event enabling investment managers to provide punchy exposures & various investment perspectives to authorised financial advisers. This forum provides delegates with updates on market outlooks, whilst exposing them to the investment capabilities of a variety of onshore and offshore managers.

Meet the Managers

Upcoming Roadshow Dates:

August 2018

Speakers & Presentations

My Fiduciary
Aaron Drew 
– Principal
Topic : The art & science of relevant portfolio construction
MyFiduciary Presentation

APN Capital Group
Mark Mazzerella
– Portfolio Manager
Topic : Property for Income
APN Presentation

Castle Point Funds Management
Stephen Bennie 
– Portfolio Manager
Topic :  Don’t let risk determine your return
Castle Point presentation

Daintree
Justin Tyler
– Director
Topic : What is the best approach to the core defensive allocation in your portfolio?
Daintree Presentation

Auscap Asset Management
Tim Carleton
– Co-Founder & Portfolio Manager
Topic : The Long & the Short of it
Auscap Presentation

Capital Group
Jorden Brown
– Head of Wholesale Sales
Topic : Investing in Global Growth without borders
Capital Presentation

Pengana
Jordan Cvetanovski– Portfolio Manager
Topic : Global Equities through all markets
Pengana presentation

Property Managers Group
Scott McKenzie
– Chief Executive Officer
Topic : Unlisted Commercial Property Funds
Property Managers Group Presentation

Fiducian Group
Indy Singh 
– Chief Executive Officer
Topic : Using Financial Planning Software to construct Portfolios
Fiducian Presentation

Morningstar
Chris Douglas
– Director, Manager Research Ratings Asia Pacific
Topic :  Lifting the hood on the new breed of multi-asset funds
Morningstar Presentation

 

  • To obtain CPD points you must attend all sessions and complete a feedback form distributed & returned at your event