• HOME
  • ABOUT
  • Event Details
  • Agenda
  • PARTNERS
  • Resources
  • Contact
InvestorDaily Asset Strategy Forum
31 October
1 November
Swissotel Sydney
Rydges Melbourne

ABOUT

The InvestorDaily Asset Strategy Forum is back!

In partnership with leading fund managers and analysts working across a range of asset classes, the InvestorDaily Asset Strategy Forum will showcase the latest investment strategies and help financial advisers strategically diversify portfolios and deliver exceptional client returns.

This year has seen market trends vary beyond expectations. The strategies showcased at this event last October have gone on to outperform and diversify clients’ wealth. Make sure you are offering your clients the variety they need and engage in a range of boutique investment opportunities that may not be on your list for 2018.

why attend

Hear from leading fund managers offering unique strategies

Get access to a wider variety of boutique investment specialists across five different investment classes

Arm your clients with the latest investment trends and information for 2018

Network over coffee or lunch with investment specialists and hundreds of like-minded advisers under one roof

Give back the time your clients deserve by concentrating your annual meetings into one day

why attend InvestorDaily Asset Strategy Forum why attend InvestorDaily Asset Strategy Forum

A fresh approach to delivering investment content.

Video

PARTNERS

Event Partners

APN Property Group Limited (APN) is a specialist real estate investment manager that actively manages real estate funds on behalf of institutional and retail investors.

Established in 1996, APN is listed on the ASX and manages $2.6 billion* (as at 30 June 2017) of real estate and real estate securities. APN trades on the ASX under the code “APD”.

APN’s approach to real estate investment is based on a “property for income” philosophy. This philosophy remains central to APN’s four businesses (Real Estate Securities, Industria REIT, Convenience Retail REIT and Direct Funds).

APN’s ongoing strategy is driven by a commitment to investment performance and outstanding service. APN’s competitive advantage is based on:

  • Expertise;
  • Track record;
  • Co-investment and alignment with investors; and
  • Strong governance.

APN has significant experience in managing real estate investments. Focusing exclusively on real estate over many years provides a depth of understanding which enables APN to deliver value to investors.

APN’s team of investment professionals possess real estate experience spanning several property cycles. Investment decisions are supported by extensive research and valuation processes that have been developed over more than a decade.

Through APN Funds Management Limited, a wholly owned subsidiary of APN Property Group Limited, APN actively manages 12 funds including: domestic and international property securities, direct property and listed funds.

apngroup.com.au/

Arnhem Investment Management is a boutique fund manager focused on delivering value through in-depth industry structure analysis and company research. With over 150 years of combined investment experience, the research team continues to deliver industry leading expertise. The founding members of the investment team have been managing equities together since 2000. Arnhem’s industry approach to investment is based on the understanding that sustainable earnings growth is the critical determinant of superior long-term equity outperformance. Industry structure and a company’s relative position within that structure, is a key driver of this outperformance.

Arnhem manages money on behalf of government bodies, institutions, industry funds and retail clients across global and Australian equity strategies. As well as running three Australian equity capabilities, Arnhem is an industry leader of global SMAs. The global equity capabilities are specifically constructed for Australian investors, solving the sector concentration risk inherent in traditional global portfolios.

www.arnhem.com.au/

Auscap Asset Management Limited is a value-based equities manager founded in 2012. Auscap is the Responsible Entity and Investment Manager for the Auscap Long Short Australian Equities Fund. The fund targets attractive absolute returns through disciplined, patient, long and short investing.

The fund’s portfolio is high conviction and typically invested in 25-45 positions. The fund is long biased, however may be net long, short or neutral depending on the opportunity set at the time. The fund may also hold cash to be in a position to take advantage of compelling investment opportunities as they arise.

Auscap aims to preserve capital and generate long-term, compounding returns. Auscap seeks to achieve this by adopting a value philosophy, having an unconstrained cash balance and utilising short positions. Auscap’s robust risk management framework is central to the investment process.

www.auscapam.com/

Cromwell Property Group (ASX: CMW) is a Global Real Estate  Investment Manager. As at 30 June 2017, Cromwell had a market capitalisation of $1.7 billion, a direct property investment portfolio in Australia valued at $2.4 billion, and total assets under management of $10.1 billion across Australia, New Zealand and Europe.

Cromwell Property Group is included in the S&P/ASX 200 and the FTSE EPRA/NAREIT Global Real Estate Index. Cromwell has a clear focus on owning, managing and investing in commercial property. Investors benefit from our breadth and depth of experience and a global platform offering a diverse product range across key property sectors.

Cromwell’s performance is underpinned by quality income producing Australian assets with strong tenant covenants, long weighted average lease expiries and fixed rental increments. The Group also has a long term target of delivering 20% of earnings from funds management.

cromwellpropertygroup.com/

Dalton Street Capital is a boutique absolute return investment manager who has partnered with Prodigy Investment Partners, a multi-boutique investment firm established in June 2014. The Dalton Street Capital investment strategy is based on mathematically established principles of behavioural finance and rigorous logic. This approach provides investors with strong absolute returns and low correlation to traditional asset classes. The founding partners, Alan Sheen and Nick Selvaratnam bring 45 years combined investment experience to the partnership.

daltonstreetcapital.com/

FIIG is Australia’s largest fixed income specialist with over 19 years’ experience dedicated to providing fixed income expertise and solutions to Australian investors. Our specialist Adviser Services team provides a streamlined and efficient service accessing the global bond market, which can be integrated to save advisers time and money. With timely and predictable income essential to your clients, FIIG Adviser Services provides administration, reporting and technology essential to the smooth running of your practice. Our dedicated adviser services team is on hand to provide support with product information, education and account service to ensure that both your practice and your clients are maximising the fixed income opportunity.

www.fiig.com.au/

Flinders Investment Partners is a boutique investment management partnership with Prodigy Investment Partners. The Flinders Emerging Companies Fund provides investors with an actively managed portfolio of listed small and emerging Australian companies. The three founding partners bring combined experienced of 60 years to the Flinders Emerging Companies Fund. Importantly, Flinders financial success is directly aligned to investors’ interests. The experience and successful track record of the Flinders investment team and the in-depth level of proprietary research and analysis, makes Flinders one of the top quality investment managers in Australian small and emerging companies.

flindersinvest.com.au/

Montgomery Investment Management is a boutique equities specialist known for its highly disciplined, bottom-up, value style of investing. Subsidiary Montgomery Global Investment Management offers two unconstrained, high conviction strategies that have no bias to geography, sector or market capitalisation.

What is common between both strategies is a focus on the characteristics that make a business extraordinary, being high quality businesses with bright prospects bought at the right price that offer resilience to a portfolio, which are accompanied by a focus on the preservation of capital through the ability to hold cash or to short-sell. The investment team has excellent international investment experience, having worked for highly regarded and well recognised fund managers in the United States.

For more information, please visit our dedicated adviser website: montinvest.com/advisers

Based in Sydney, Australia, and founded in 1999, Peters MacGregor Capital Management is a value-focused investment manager specialising in global equities.

We employ a value based investment style. We use a bottom-up stock picking approach with a strong focus on valuation based stock selection methodology. We seek to identify and capitalise on investment opportunities through stringent security level analysis in order to identify great companies, with great management, that are trading at great prices.

petersmacgregor.com/

Vertium Asset Management is a specialist Australian equity income investment manager focused on meeting the needs of investors in the lead-up to and during retirement. Led by seasoned investor and company founder, Jason Teh, the team combines the extensive Australian equities investment management experience of professional investors who share a quality and value investment philosophy.

 

Their flagship strategy, the Vertium Equity Income Fund, has been designed for investors looking for lower-risk equity market exposure or those drawing down on their savings, such as retirees. The portfolio comprises quality Australian companies with attractive valuations that pay consistent and sustainable distributions. Over the long term, it seeks to deliver investors relative to the S&P/ASX 300 Accumulation Index:

  • more income
  • less absolute risk, and
  • greater returns.

vertium.com.au/

Event Supporter

ASX operates at the heart of Australia’s financial markets.  It is among the world’s top 10 exchange groups and is the global leader in A$ and NZ$ financial markets.

We are a fully integrated exchange across multiple asset classes. This includes offering access to domestic and international equities, fixed income, infrastructure and property products through listed, traded and post-trade structures. This enables our retail, SMSF Trustee and financial planning clients a simple and cost-effective way to build diversified investment portfolios.

ASX advocates for regulations that support end-investors, promote the growth and integrity of the market, and strengthen Australia’s global competitiveness

For more information, please visit our dedicated adviser website: www.asx.com.au/

CONTACT US

General Inquiries
Roshae Jansen
02 8866 2411
Sponsorship Inquiries
Scott Embury
02 8045 2018