End of Year Investor Briefing 2018 – Video Series

Thursday, December 20th, 2018

Recorded in Sydney on the 23rd November 2018

Agenda

Rod Bristow

Welcome and Introduction

Presented by
Rod Bristow
Chief Executive Officer – Clime Investment Management Ltd

Rod introduces you to the event and talks a bit about Clime’s history, services and direction.

John Abernethy

A Macro View for 2019

Presented by
John Abernethy
Managing Director – Clime Investment Management Ltd

John delves into his macro view of the world including today’s macro landscape, key predictions for 2019 and asset class challenges.

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Pieter Fourie

Going global means growth

Presented by
Pieter Fourie
Head of Global Equities – Sanlam, UK.

Sanlam manages the sub-portfolio for the Clime International Fund and Pieter is the portfolio manager. During this presentation he outlines the need for going global when seeking capital growth.

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Anthony Golowenko

How we invest your money

Anthony Golowenko
Head of Investments – Clime Investment Management Limited

Anthony delivers insights into fit-for-purpose investment and a 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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Maria Greensill

Clime Private Wealth Launch

Presented by
Maria Greensill
Head of Clime Private Wealth

Maria introduces audiences to Clime Private Wealth, Clime’s wholesale financial advise offering. She discusses a number of techniques and strategies to help grow your wealth and protect capital alongside Clime’s investment framework.

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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 Adviser*

An SMSF health check*

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

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