Chris Cuffe, funds manager-turned philanthropist, will address industry breakfasts in Melbourne tomorrow morning and Sydney on Thursday on ‘Difficult Times – Tough Questions – Brave Answers’.
The breakfasts, organised by Portfolio Construction Forum, will be moderated by Alan Kohler, ABC finance editor and publisher of the Eureka Report. Part of the $22-a-head proceeds will go to Cuffe’s charity, Social Ventures Australia, The breakfasts will involve a panel including Cuffe, Hamish Douglass, the chair and global portfolio manager of Magellan Financial Group, and Tim Farrelly, former funds manager and consultant at Farrelly’s Investment Strategy. The Melbourne venue is: Observation deck at Rialto, Lvl 55, 525 Collins Street; and Sydney is: American Club, Lvl 15, 131 Macquarie Street. Both events start at 7.15am. Information: www.portfolioconstructionforum.com.au or phone Frank Casarotti on 0418 643 258.
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Investments
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.


















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