With no immediate end in sight to travel restrictions the due diligence activities of investors are being severely impeded. Castle Hall’s Alex Wise discusses what this means for due diligence programs in 2020.
Drummond Capital’s Alex Cathcart says there are three reasons that justify the recent equities rally. And he also argues that investors must prepare their portfolios for a ‘trinary’ world in the wake of Covid-19.
In Episode 30, Alex Proimos speaks with Kyle Lidbury, head of investment research at Perpetual Private.
[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Damien%20Mu%22%2C%22job_role%22%3A%22Chief%20executive%2C%20AIA%20Australia%22%2C%22content%22%3A%22Damien%20Mu%E2%80%99s%20career%20at%20AIA%20Australia%20began%20in%20April%202007.%20He%20has%20held%20various%20roles%20including%20head%20of%20group%20insurance%2C%20chief%20distribution%20and%20marketing%20officer%20and%20general%20manager%20of%20life%20insurance%2C%20and%20was%20appointed%20CEO%20and%20director%20in%20August%202014.%5CnDamien%20has%20more%20than%2020%20years%E2%80%99%20experience%20in%20the%20Australian%20financial%20services%20industry%2C%20with%20management%20experience%20spanning%20life%20and%20health%20insurance%2C%20superannuation%20and%20investments.%5CnAIA%20New%20Zealand%20was%20added%20to%20Damien%E2%80%99s%20responsibilities%20in%20July%202016%2C%20and%20in%20July%202017%20AIA%20and%20its%20partners%20launched%20myOwn%20health%2C%20a%20new%20health%20insurance%20business%20in%20Australia.%5CnIn%20September%202017%2C%20AIA%20announced%20the%20acquisition%20from%20CBA%20of%20the%20Colonial%20Mutual%20Life%20Assurance%20Society%20Limited%20and%20completed%20its%20acquisition%20of%20Sovereign%20Assurance%20Company%20Limited%20in%20July%202018.%5CnIn%202018%2C%20Damien%20was%20awarded%20the%20Shared%20Value%20Champion%20and%20the%20AB%2BF%20Australian%20Insurance%20Executive%20of%20the%20Year.%5CnHe%20holds%20a%20number%20of%20directorships%20including%20the%20Financial%20Services%20Council%20(FSC)%2C%20co-Chair%20of%20the%20FSC%20Life%20Board%20Committee%20and%20an%20Advisory%20Board%20member%20of%20the%20Shared%20Value%20Project.%20Damien%20is%20married%20to%20Simone%20with%20two%20children%20Bailey%20and%20Kai.%20%5Cn%22%2C%22image%22%3A%2260064%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fdamien-mu-4a681424%2F%3ForiginalSubdomain%3Dau%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Colin%20Tate%20AM%22%2C%22job_role%22%3A%22Chief%20executive%2C%20Conexus%20Financial%22%2C%22content%22%3A%22Tate%20has%20been%20an%20investment%20industry%20media%20publisher%20and%20conference%20producer%20since%201996.%20In%20his%20media%20career%2C%20Tate%20has%20launched%20and%20overseen%20dozens%20of%20print%20and%20electronic%20publications.%20He%20is%20the%20chief%20executive%20and%20major%20shareholder%20of%20Conexus%20Financial%2C%20which%20was%20established%20in%202005%2C%20and%20is%20headquartered%20in%20Sydney%2C%20Australia.%20%5Cn%5CnThe%20company%20hosts%20more%20than%2020%20conferences%20and%20events%20globally%20each%20year%20and%20publishes%20three%20digital%20publications%2C%20including%20the%20global%20website%20and%20strategy%20newsletter%20for%20global%20institutional%20investors%E2%80%AFTop1000Funds.com%2C%20Professional%20Planner%20for%20financial%20planners%2C%20accountants%20and%20private%20bankers%20in%20Australia%20and%20Investment%20Magazine%20for%20Australian%20superfunds%20and%20institutional%20investors.%20One%20of%20the%20company%E2%80%99s%20signature%20events%20is%20the%20bi-annual%20Fiduciary%20Investors%20Symposium%20attended%20by%20global%20asset%20owners%20and%20hosted%20in%20the%20Americas%20and%20Europe.%20%5Cn%5CnConexus%20Financial%E2%80%99s%20events%20aim%20to%20place%20the%20responsibilities%20of%20investors%20in%20wider%20societal%20and%20political%20contexts%2C%20as%20well%20as%20promote%20the%20long-term%20stability%20of%20markets%20and%20sustainable%20retirement%20incomes.%20%5Cn%5CnTate%20served%20for%20seven%20years%20on%20the%20board%20of%20Australia%E2%80%99s%20most%20high%20profile%20homeless%20charity%2C%20The%20Wayside%20Chapel%3B%20and%20he%20has%20underwritten%20the%20welfare%20of%2060%2C000%20people%20in%2028%20villages%20throughout%20Uganda%20via%20The%20Hunger%20Project.%20In%202021%20was%20appointed%20as%20a%20Member%20(AM)%20of%20the%20Order%20of%20Australia%20(General%20Division)%20for%20significant%20service%20to%20the%20community%20through%20charitable%20initiatives.%20%22%2C%22image%22%3A%2260053%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcolin-tate-839a5a181%2F%22%7D%5D” title=”Moderator” el_class=””]
In Episode 29, Alex Proimos speaks with Craig Roodt, director, investment & wealth advisory at Deloitte Consulting.
There are many consequences of early access to super that go beyond the individual, says David Knox.
As an industry, super should remain a key player in the economic recovery now and into the future, says CIO of First State Super Damian Graham.
Quantitative finance expert and Curious Quant host Michael Kollo argues the benefits artificial intelligence offers to the asset management world can get ignored in favour of dystopian fears and controversy around “black boxes”.
The University of Queensland is using big data from 350 hospitals in 49 countries to understand unique characteristics of the virus.
In Episode 28, Alex Proimos speaks with Andrew Boal, chief executive at Rice Warner.
In Episode 27, Alex Proimos speaks with David Knox, senior partner at Mercer.
In Episode 26, Alex Proimos speaks with Rob Prugue, principal consultant at Callidum Investment Research.
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
