ASX Meet the Manager

Take advantage of investment opportunities to drive portfolio returns

ASX together with some of Australia's leading investment managers invite you to our upcoming investment education session.


Who should attend?
If you are interested in exploring the latest trends and opportunities for your portfolio, this is the event for you.


Join us to:

  • Learn how you can take advantage of opportunities in sectors including fixed income, emerging markets, Australian and Asian property.
  • Explore the latest trends in the technology sector and socially responsible investing.
  • Hear from Investment managers APN, Australian Ethical, ETF Securities, Fidelity, Metrics Credit Partners and Van Eck will on where they are identifying investment opportunities to drive portfolio returns.

 


Live streaming - Sydney Thursday 31 May
Can't attend in person? Join us via live streaming at our Meet the Manager session in Sydney by clicking on the register button below.

Melbourne - Wednesday, 30 May 2018

Companies Presenters Presenter Bio

Australian Ethical

Michael Murray
CFA

Presenter Bio

Michael Murray is an analyst with Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $2.2bn in funds under management.

Michael has 20 years of total investment experience, with much of this relating to investing with an ethical or environmental, social and governance perspective.

Prior to working at Australian Ethical, Michael held senior portfolio management roles with Integrity Investment Management and AMP Capital Sustainable equities strategies. At Australian Ethical he is focused on the healthcare sector which makes up a significant part of the portfolio, with investments spanning from early stage biotechs to mature ASX100 companies.

Australian Ethical was launched in 1986 and is a publicly listed company that invests and operates its business according to its Ethical Charter. 10% of its profits fund its Community Grants program, one of the highest levels of corporate giving in Australia. Its superannuation fund was the fastest growing superannuation fund in 2016 for both assets under management and growth in member numbers. It was the first superannuation fund and investment manager, and the first ASX listed company, to become a certified B Corp in Australia — last year Australian Ethical was awarded one of the ‘Best for the World’ B Corps, ranking it in the top 10% of 1,300 B Corps globally.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

ETF Securities

Kris Walesby
Chief Executive Officer

Presenter Bio

Kris Walesby is the Sydney-based CEO of ETFS Management (AUS) Limited and Metals Securities Australia Limited, the Australian subsidiaries of ETF Securities, a fully independent ETF specialist with $23b USD of FUM across Europe, the US and Australia.

Kris has over a decade's experience in the ETF industry and was previously based in London, where he worked in the ETF industry for nine years, giving him a broad perspective on the development of ETF products in European markets.

Kris joined ETF Securities from Invesco Powershares, where he was Head of Capital Markets for Europe, the Middle East and Africa with responsibilities for distribution. Before that he worked at a number of ETF and asset management firms including ETF Securities, Deutsche Bank and BlackRock.

Kris can discuss trends in the global and Australian ETF markets, how ETFs can be used in SMSF portfolios, the growth of smart beta ETFs and any other topical issues affecting the development of ETFs.

APN

Corrine Ng
Portfolio Manager, Asian Real Estate Securities

Presenter Bio

Corrine joined APN Property Group as a Portfolio Manager for the Asian REIT Fund in February 2015. Corrine has over 15 years of experience in property and REIT investment in Australia, Asia and the North American markets.

Prior to joining APN Corrine worked for Goldman Sachs Asset Management and Aviva Investors in New York as a key member of the respective Global Real Estate Securities teams.

In the earlier part of her career in Australia, Corrine worked at Challenger Group and HSBC Asset Management as an Investment Analyst. She was also a part of Urbis’s Property Economics Division where she advised on retail real estate projects throughout Asia.

Fidelity

Andrew Dowling
National Sales - Intermediaries

Presenter Bio

Andrew joined Fidelity International in September 2010 and is responsible for communicating and distributing Fidelity’s investment strategies across a range of financial planning dealer groups and self-licenced advisory firms.
Andrew has 22 years of experience in financial services and has previous held senior distribution roles with BT Funds Management and BT Financial Group.

Andrew holds a Bachelor of Business from Monash University, a Graduate Diploma of Applied Finance from the Securities Institute of Australia, a Diploma of Financial Planning through the Financial Planning Association, an Applied Behavioural Finance Certificate and is a Certified Investment Management Analyst (CIMA) through the Investments & Wealth Institute.

Van Eck

John Caulfield
Vice President, Institutional Business Development

Presenter Bio

John is responsible for the institutional client business in New South Wales and Queensland for VanEck's active capabilities and VanEck.
Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia).
John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

Metrics Credit Partners

Andrew Lockhart
Managing Partner

Presenter Bio

Andrew has over 30 years' experience in funds management, banking and finance. His areas of expertise include corporate debt origination, portfolio and risk management and corporate restructuring. Andrew previously specialised in leverage and acquisition finance as well as corporate and institutional lending.

Sydney - Thursday, 31 May 2018

Live Streaming Registration

Companies Presenters Presenter Bio

Australian Ethical

Michael Murray
CFA

Presenter Bio

Michael Murray is an analyst with Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $2.2bn in funds under management.

Michael has 20 years of total investment experience, with much of this relating to investing with an ethical or environmental, social and governance perspective.

Prior to working at Australian Ethical, Michael held senior portfolio management roles with Integrity Investment Management and AMP Capital Sustainable equities strategies. At Australian Ethical he is focused on the healthcare sector which makes up a significant part of the portfolio, with investments spanning from early stage biotechs to mature ASX100 companies.

Australian Ethical was launched in 1986 and is a publicly listed company that invests and operates its business according to its Ethical Charter. 10% of its profits fund its Community Grants program, one of the highest levels of corporate giving in Australia. Its superannuation fund was the fastest growing superannuation fund in 2016 for both assets under management and growth in member numbers. It was the first superannuation fund and investment manager, and the first ASX listed company, to become a certified B Corp in Australia — last year Australian Ethical was awarded one of the ‘Best for the World’ B Corps, ranking it in the top 10% of 1,300 B Corps globally.

Bell Direct

Arnie Selvarajah
Chief Executive Officer

Presenter Bio

Arnie Selvarajah has more than 25 years’ experience in both the financial services and fast-moving consumer goods sectors, during which time he has held senior positions in finance, sales, strategy and general management.

Arnie joined Bell Direct as Chief Executive Officer in May 2008 and since then has led the company to its position today as Australia’s fastest-growing online stock broker.

Prior to joining Bell Direct, Arnie was with the Commonwealth Bank heading local business banking in NSW and the ACT for two years. Before that he was Executive Manager at CommSec and Bankers Trust where in 1998 he was involved with the development and launch of the BT Wrap platform.

ETF Securities

Kris Walesby
Chief Executive Officer

Presenter Bio

Kris Walesby is the Sydney-based CEO of ETFS Management (AUS) Limited and Metals Securities Australia Limited, the Australian subsidiaries of ETF Securities, a fully independent ETF specialist with $23b USD of FUM across Europe, the US and Australia.

Kris has over a decade's experience in the ETF industry and was previously based in London, where he worked in the ETF industry for nine years, giving him a broad perspective on the development of ETF products in European markets.

Kris joined ETF Securities from Invesco Powershares, where he was Head of Capital Markets for Europe, the Middle East and Africa with responsibilities for distribution. Before that he worked at a number of ETF and asset management firms including ETF Securities, Deutsche Bank and BlackRock.

Kris can discuss trends in the global and Australian ETF markets, how ETFs can be used in SMSF portfolios, the growth of smart beta ETFs and any other topical issues affecting the development of ETFs.

APN

Corrine Ng
Portfolio Manager, Asian Real Estate Securities

Presenter Bio

Corrine joined APN Property Group as a Portfolio Manager for the Asian REIT Fund in February 2015. Corrine has over 15 years of experience in property and REIT investment in Australia, Asia and the North American markets.

Prior to joining APN Corrine worked for Goldman Sachs Asset Management and Aviva Investors in New York as a key member of the respective Global Real Estate Securities teams.

In the earlier part of her career in Australia, Corrine worked at Challenger Group and HSBC Asset Management as an Investment Analyst. She was also a part of Urbis’s Property Economics Division where she advised on retail real estate projects throughout Asia.

Fidelity

Andrew Dowling
National Sales - Intermediaries

Presenter Bio

Andrew joined Fidelity International in September 2010 and is responsible for communicating and distributing Fidelity’s investment strategies across a range of financial planning dealer groups and self-licenced advisory firms. Andrew has 22 years of experience in financial services and has previous held senior distribution roles with BT Funds Management and BT Financial Group.

Andrew holds a Bachelor of Business from Monash University, a Graduate Diploma of Applied Finance from the Securities Institute of Australia, a Diploma of Financial Planning through the Financial Planning Association, an Applied Behavioural Finance Certificate and is a Certified Investment Management Analyst (CIMA) through the Investments & Wealth Institute.

Van Eck

John Caulfield
Vice President, Institutional Business Development

Presenter Bio

John is responsible for the institutional client business in New South Wales and Queensland for VanEck's active capabilities and VanEck.
Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia).
John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

Metrics Credit Partners

Andrew Lockhart
Managing Partner

Presenter Bio

Andrew has over 30 years' experience in funds management, banking and finance. His areas of expertise include corporate debt origination, portfolio and risk management and corporate restructuring. Andrew previously specialised in leverage and acquisition finance as well as corporate and institutional lending.

Agenda

Melbourne

Time

Agenda

Session Type

08:30 - 08:50 Registration and Morning tea Registration
08:50 - 09:00 Welcome and overview Open
09:00 - 09:20 Tech and AI – ETF Securities
Presentation
09:20 - 09:40 Ethical Investing – Australian Ethical
Presentation
09:40 - 10:00 Debt/Fixed Income – Metrics Credit Partners
Presentation
10:00 - 10:20 Asian Property – APN
Presentation
10:20 - 10:40 Global Equities / Emerging – Fidelity
Presentation
10:40 - 11:00 Australian Equities / Factor – Van Eck
Presentation
11:00 Session concludes
Conclusion

Sydney

Time

Agenda

Session Type

08:30 - 08:50 Registration and Morning tea Registration
08:50 - 09:00 Welcome and overview Open
09:00 - 09:20 Australian Equities / Factor – Van Eck
Presentation
09:20 - 09:40 Global Equities / Emerging – Fidelity
Presentation
09:40 - 10:00 Asian Property – APN
Presentation
10:00 - 10:20 Debt/Fixed Income – Metrics Credit Partners
Presentation
10:20 - 10:40 Ethical Investing – Australian Ethical
Presentation
10:40 - 11:00 Tech and AI – ETF Securities
Presentation
11:00 Session concludes
Conclusion

Venues

Melbourne
Meeting room 211
Melbourne Convention and Exhibition Centre
1 Convention Centre Place, South Wharf, Melbourne VIC 3000

Sydney
Auditorium
ASX Exchange Square
18 Bridge Street, Sydney NSW 2000

Melbourne

Sydney