- Welcome and Introduction – Rod Bristow
- A Macro View for 2019 – John Abernethy
- Going global means growth – Pieter Fourie
- How we invest your money – Anthony Golowenko
- Clime Private Wealth Launch – Maria Greensill
Welcome and Introduction
Chief Executive Officer – Clime Investment Management Ltd
Rod introduces you to the event and talks a bit about Clime’s history, services and direction.
A Macro View for 2019
Managing Director – Clime Investment Management Ltd
John delves into his macro view of the world including today’s macro landscape, key predictions for 2019 and asset class challenges.
Going global means growth
Head of Global Equities – Sanlam, UK.
Sanlam manages the sub-portfolio for the Clime International Fund and Pieter is the portfolio manager. During this presentation he outlines the need for going global when seeking capital growth.
How we invest your money
Head of Investments – Clime Investment Management Limited
Anthony delivers insights into fit-for-purpose investment and a capital management framework, and specifically, how this assists in aligning portfolio objectives with investor objectives. Clime’s approach of Grow, Guard, Generate aims to deliver strong risk-adjusted returns by implementing this framework across all of our investment strategies. In contrast, traditional investment approaches have become ‘lost in translation’ – focussing on traditional market indices as opposed to those objectives investors need to be secure in their retirement journey.
Clime Private Wealth Launch
Head of Clime Private Wealth
Maria introduces audiences to Clime Private Wealth, Clime’s wholesale financial advise offering. She discusses a number of techniques and strategies to help grow your wealth and protect capital alongside Clime’s investment framework.
Thank you for watching!
Register your interest in:
A complimentary portfolio review
A webinar on ‘Australian Banks and how we value them’
Meeting with a Clime Private Wealth Adviser*
An SMSF health check*
*Offer available to wholesale and sophisticated investors only. Wholesale and sophisticated investors are as defined by the Corporations Act 2001.