Recorded in Sydney on the 27th April 2017

Agenda

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.

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David Schwartz

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.

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Pieter Fourie

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.

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Anthony Golowenko

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.

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John Abernethy

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.

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