Thankfully, Byron Bay’s voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product management for the Growth Equity. Strategies Team at Loomis, Sayles & Co. could take the Investment Leaders Forum audience on an entertaining journey through the world of behavioural biases in investing.
In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria Asset Management, delivered a compelling challenge to conventional portfolio thinking.
With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader to “immediately and unequivocally rule out any move to tax unrealised investment gains in any part of the tax system.”
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.
Nick Miller prefers swimming with the tide. He definitely realised this when swimming around Hong Kong Island as part of a six-person relay team that set a world record for that feat; but in practice, it guides his private equity (PE) investment philosophy.
The secondaries market for private credit and private equity is finding growing appeal from an advice industry constantly searching for yield plays in the alternatives space.
When Tyler Jayroe told a friend he was visiting Australia for The Inside Network’s Alternatives Symposium, the friend – a marine life enthusiast – told him how envious he was, as he has always wanted to experience Australia’s rich sea-creature endowment. The friend gave Jayroe the perfect private equity analogy to use for his Australian audience.
Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the demographic force of an ageing population around the world. Plus, there is the growing demand from lifestyle diseases – illnesses that arise from day-to-day life habits of an individual – and the expansion on the back of digital health and AI.
Phil Cummins from StepStone Group speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.
Haran Karunakaran from Capital Group speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.
Trent Masters from Alphinity Investment Management speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.
Tim Carleton from Auscap Asset Management speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Byron Bay.
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not overshadow the sector’s health.
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds forced to adopt more conservative investment strategies and hold more liquid assets.
The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the first significant stress-test for a generation of separately managed accounts (SMAs) run by Australian asset consultants.
GFC. COVID-19. 2023… and now 2025?
With recession fears once again dominating headlines and markets rattling investor confidence, financial advisers are being called on to do more than just manage portfolios — they are being asked to provide clarity, calm and connection.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
