End of Year Investor Briefing 2017 – Video Series

Thursday, December 7th, 2017

Recorded in Sydney on the 24th November 2017

Agenda

John Abernethy

The MACRO Introduction

Presented by
John Abernethy
CManaging Director – Clime Asset Management

John delves into his macro view of the world including today’s macro landscape, key predictions for 2018 and asset class challenges.

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David Schwartz

Direct Property

Presented by
David Schwartz
Founding Director & Professional Property Director – Primewest, Perth

Unlisted property trusts can be a great source of income for investors. While providing exposure to a portfolio of commercial property assets, Primewest delivers strong risk-adjusted returns to income investors. David discusses his thoughts on the current property market and the pockets where Primewest seek to find value.

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Robert Camilleri

Fixed Income

Presented by
Robert Camilleri
Founder and Investment Manager – Realm Investment House

Realm Investment House adopts an outward-looking investment approach that is underpinned by a market intelligence gathering process, akin to good old fashioned detective work. While bond markets offer little yield to investors at present, Realm’s contrarian investment style identifies and exploits market inefficiencies to deliver strong risk-adjusted income returns.

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Anthony Golowenko

Australian Listed Securities

Presented by
Anthony Golowenko
Head of Investments – Clime Asset Management

Anthony introduces audiences to a fit-for-purpose investment and 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

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John Abernethy

Asset allocation thoughts and International

Presented by
John Abernethy
Managing Director – Clime Asset Management

John wraps up the briefing with a look at international markets, immigration, Australia’s burgeoning superannuation system and optimal asset allocation to deliver on individual goals through different stages of retirement.

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Thank you for watching!

Register your interest in:

A complimentary portfolio review

Funds management

A webinar on ‘Australian Banks and how we value them’

Meeting with a Clime Private Wealth Strategist*

An SMSF health check*

A 10-day trial to StocksInValue

*Offer available to wholesale and sophisticated investors only. Wholesale and sophisticated investors are as defined by the Corporations Act 2001.

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