Insights from some of Australia's leading investment experts.

Insights from some of Australia's leading investment experts.

The Pinnacle Investment Management 2020 Masterclass Series brings together some of Australia's leading investment experts to decipher the opportunities, threats, themes and trends investors should consider in 2020 and beyond.

Antipodes & Hyperion

Global Equities
2020 & Beyond

A world of opportunity for growth and value investors.

EVENT TOOK PLACE FEBRUARY 11 - 26

Jacob Mitchell of Antipodes and Tim Samway of Hyperion are two of Australia’s leading global equities fund managers.

In February, they provided an unparalleled insight into their views and perspectives for 2020 and beyond.

Watch Jacob Mitchell’s presentation:

Watch Tim Samway’s presentation:

To view and download the full presentation PDF please click here.

To view the event booklet please click here.

For attendees, your feedback would be greaty appreciated. To complete an anonymous survey click here.

Jacob Mitchell

Jacob Mitchell

  • Do low interest rates necessarily imply low growth and low returns?
  • Can defensive and secular growth stocks sustain extreme valuations?
  • Uncovering structural growth stories within ‘cyclical’ businesses.
Tim Samway

Tim Samway

  • Generating returns in an extraordinary era of low growth.
  • Uncovering businesses with long-term dependable earnings growth.
  • What are the themes and investment opportunities to look out for in the next decade.

Antipodes & Hyperion

Global Equities
2020 & Beyond

A world of opportunity for growth and value investors.

EVENT TOOK PLACE FEBRUARY 11 - 26

Jacob Mitchell of Antipodes and Tim Samway of Hyperion are two of Australia’s leading global equities fund managers.

In February, they provided an unparalleled insight into their views and perspectives for 2020 and beyond.

Watch Jacob Mitchell’s presentation:

Watch Tim Samway’s presentation:

To view and download the full presentation PDF please click here.

To view the event booklet please click here.

For attendees, your feedback would be greaty appreciated. To complete an anonymous survey click here.

Jacob Mitchell

Jacob Mitchell

  • Do low interest rates necessarily imply low growth and low returns?
  • Can defensive and secular growth stocks sustain extreme valuations?
  • Uncovering structural growth stories within ‘cyclical’ businesses.
Tim Samway

Tim Samway

  • Generating returns in an extraordinary era of low growth.
  • Uncovering businesses with long-term dependable earnings growth.
  • What are the themes and investment opportunities to look out for in the next decade.

Metrics & Plato

Lower For Longer

Re-evaluating the norm.

Rethinking income.

EVENTS TOOK PLACE MARCH 3 - 11

Dr Don Hamson of Plato Investment Management and Andrew Lockhart of Metrics Credit Partners are two of Australia’s most trusted income investing experts.

In early March, they gave a first-hand insight into their views and perspectives on the future of income investing at the second edition of the Pinnacle Investment Management 2020 Masterclass Series.

Watch Dr Don Hamson’s presentation:

Watch Andrew Lockhart’s presentation:

 

To view and download the full presentation PDF click here.

To view the event booklet please click here.

For attendees, your feedback would be greaty appreciated. To complete an anonymous survey click here.

Dr Don Hamson

Dr Don Hamson

  • Negative real interest rates – is this the new norm?
  • The underutilised techniques which can help maximise income.
  • Why investors must consider the ‘longevity factor’.
  • The outlook for dividends amongst Australian and global equities.
Andrew Lockhart

Andrew Lockhart

  • Rethinking income and looking beyond traditional asset classes.
  • Preserving capital while generating superior income.
  • Why invest in domestic credit vs offshore credit.
  • The outlook for investors in direct private corporate loans.

Metrics & Plato

Lower For Longer

Re-evaluating the norm.

Rethinking income.

EVENTS TOOK PLACE MARCH 3 - 11

Dr Don Hamson of Plato Investment Management and Andrew Lockhart of Metrics Credit Partners are two of Australia’s most trusted income investing experts.

In early March, they gave a first-hand insight into their views and perspectives on the future of income investing at the second edition of the Pinnacle Investment Management 2020 Masterclass Series.

Watch Dr Don Hamson’s presentation:

Watch Andrew Lockhart’s presentation:

 

To view and download the full presentation PDF click here.

To view the event booklet please click here.

For attendees, your feedback would be greaty appreciated. To complete an anonymous survey click here.

Dr Don Hamson

Dr Don Hamson

  • Negative real interest rates – is this the new norm?
  • The underutilised techniques which can help maximise income.
  • Why investors must consider the ‘longevity factor’.
  • The outlook for dividends amongst Australian and global equities.
Andrew Lockhart

Andrew Lockhart

  • Rethinking income and looking beyond traditional asset classes.
  • Preserving capital while generating superior income.
  • Why invest in domestic credit vs offshore credit.
  • The outlook for investors in direct private corporate loans.

Firetrail & Spheria

Australian Equities

Delving deeper to uncover superior investments.

Due to Coronavirus developments, further information on event dates and format will be provided as soon as possible.

In a period of uncertainty investors must delve a little deeper to uncover exceptional opportunities in Australian Equities.

Join Patrick Hodgens from Firetrail Investments, and Matthew Booker (Brisbane/Sydney) and Marcus Burns (Melbourne/Perth/Adelaide) from Spheria Asset Management at this exclusive luncheon event. Gain invaluable insights into the stocks, sectors and themes that could shape your Australian equities portfolio in 2020 and beyond.

Patrick Hodgens

Patrick Hodgens

  • The key risks in Aussie equities in 2020 and how to navigate them.
  • Why uncomfortable opportunities are the best opportunities.
  • A deep dive into Firetrail’s top ideas for the long-term investor.
Matthew Booker & Marcus Burns

Matthew Booker & Marcus Burns

  • Taking advantage of the dislocation between small and microcap stocks.
  • How to use a bottom-up approach to uncover exceptional Australian companies.
  • The unloved sectors poised to make a comeback.

Firetrail & Spheria

Australian Equities

Delving deeper to uncover superior investments.

Due to Coronavirus developments, further information on event dates and format will be provided as soon as possible.

In a period of uncertainty investors must delve a little deeper to uncover exceptional opportunities in Australian Equities.

Join Patrick Hodgens from Firetrail Investments, and Matthew Booker (Brisbane/Sydney) and Marcus Burns (Melbourne/Perth/Adelaide) from Spheria Asset Management at this exclusive luncheon event. Gain invaluable insights into the stocks, sectors and themes that could shape your Australian equities portfolio in 2020 and beyond.

Patrick Hodgens

Patrick Hodgens

  • The key risks in Aussie equities in 2020 and how to navigate them.
  • Why uncomfortable opportunities are the best opportunities.
  • A deep dive into Firetrail’s top ideas for the long-term investor.
Matthew Booker & Marcus Burns

Matthew Booker & Marcus Burns

  • Taking advantage of the dislocation between small and microcap stocks.
  • How to use a bottom-up approach to uncover exceptional Australian companies.
  • The unloved sectors poised to make a comeback.

Real Assets Series

More information coming soon.

Sydney - May 7
Brisbane - May 8
Melbourne - May 20

The outlook for listed and unlisted infrastructure and property investments in Australia and across the world.

 

Real Assets Series

More information coming soon.

Sydney - May 7
Brisbane - May 8
Melbourne - May 20

The outlook for listed and unlisted infrastructure and property investments in Australia and across the world.

To register your interest for any of these events

To register your interest for any of these events: