Recorded in Sydney on the 27th April 2017
Agenda
- The MACRO picture – John Abernethy
- Direct Property – David Schwartz
- International Equities – Pieter Fourie
- Australian Equities – Anthony Golowenko
- Projected Returns – John Abernethy
The MACRO Picture
Presented by
John Abernethy
Chief Investment Officer & Managing Director – Clime Asset Management
John delves into his macro view of the world including key forecasts for 2017, asset class challenges and where to find yield and growth.
Direct Property
Presented by
David Schwartz
Founding Director & Professional Property Director – Primewest, Perth
Clime offers investors access to Unlisted Property Trusts via Primewest, a well respected Australian manager and partner of Clime. Primewest’s Founding Director David Schwartz gives us an overview of who they are and they’re methodology of finding good quality commercial property investments in a slow economy.
International Equities
Presented by
Pieter Fourie
Head of Global Equities – Sanlam Private Wealth, UK
Clime’s International Fund is managed in partnership with Sanlam Private Wealth, UK. Pieter is Head of Global Equities at Sanlam and discusses international equities, what’s driving returns and strong performing global stocks, investment style and global disruptors including Trump and Brexit.
Australian Equities
Presented by
Anthony Golowenko
Head of Investments – Clime Asset Management
Anthony provides insight into Clime’s sustainable investment and capital management framework of Grow, Guard and Generate, and how this assists in building purposeful portfolios. He also gives some examples of strong ASX performers and introduces the new Clime Smaller Companies Fund.
Projected Returns
Presented by
John Abernethy
Chief Investment Office & Managing Director – Clime Asset Management
John wraps up the forum with a look at optimal asset allocation based on a purposeful framework to deliver on individualised goals through different stages of retirement, without getting caught in the greed and fear buy/sell cycle.
