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FORTHCOMING EVENT – Cooper Investors, December 2020 – Fund Manager Series

FORTHCOMING EVENT – Cooper Investors, December 2020 – Fund Manager Series

For our final Fund Manager Series webinar of 2020 Hamilton Wealth Partners are pleased to be hosting Peter Cooper, Allan Goldstein and Marcus Guzzardi from Cooper Investors to discuss the Family & Founders Fund.

The webinar will be held on Tuesday the 8th of December at 11am to register please click here.

PETER COOPER
Chairman/Chief Investment Officer Portfolio Manager – Brunswick Fund
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, AICD, CA
Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and implemented the firm’s VoF investment philosophy which is applied across the international, domestic and Asian equities strategies. He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.
Peter has over 30 years of investment management experience. In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.

ALLAN GOLDSTEIN
Portfolio Manager – Global Equities Funds B.Comm
Allan joined Cooper Investors in 2007 and has over 12 years of experience investing in international equities markets.
Having been a foundation member of the Cooper Investors global equities team, Allan has been instrumental in refining and implementing the VOF investment philosophy and the CI Way in global equities markets. This has enabled the team to deliver consistent performance and to build the global equities platform to over $2bn in assets under management.
Allan was appointed Portfolio Manager in 2011 and today specialises in North American markets.

MARCUS GUZZARDI
Co-head of Americas – Global Equities B.Comm, M.Comm (Hons), CFA
Marcus joined CI in November 2012. As a member of the Global Equities team, he focuses primarily on North American companies.
Prior to joining CI he began his career in 2009 as an equities analyst at Diogenes Research, an independent equities research house. At Diogenes, Marcus was responsible for financial quality analysis of companies and industries in both Australian and International markets.

ifa Excellence Awards 2020 Winners Revealed – ifa 30/10/20

ifa Excellence Awards 2020 Winners Revealed – ifa 30/10/20

It was a great honour to have won for the second time in three years the Client Servicing Company of the Year award at the ifa Excellence Awards last evening.

In addition our Managing Partner, Will Hamilton for the second time in four years won the Industry Thought Leader of the Year award, and the prestigious ifa Excellence Award – Individual.

We are very fortunate to have a fantastic team that have made all of this possible and more importantly we are only what we do, not what we say we are.

Wingate, November 2020 – Fund Manager Series

Hamilton Wealth Partners hosted Ryan Levin and Dani Peer from Wingate as part of our Fund Manager Series.

The Webinar was held on Friday the 13th of November.

To watch a recording of the webinar see the video above.

Ryan Levin
Managing Director, Property
Ryan is an actuary, specialising in risk management and financial structuring. He has spent two decades in the financial services industry holding roles ranging across product development, financing and property. Ryan has business-building and investment experience across three continents and brings substantial marketing, innovation, analytical and entrepreneurial skills to Wingate, as well as specific experience in the finance, insurance and loyalty industries. Prior to joining Wingate, Ryan founded Destiny Health, a Chicago-based health insurance company, spearheading what is now commonly referred to as the “Consumer Driven Healthcare” sector in the USA.

Dani Peer
Managing Director, Investor Services
Dani has over 20 years of experience in the investment industry and financial markets, primarily focussed on optimising the structure and operational flow of professional advisory practices. His career has included senior roles at Zurich Financial Services, Australian Financial Services and at National Australia Bank. He is regarded as a thought leader in the investment advisory business, specialising in business growth strategies and client engagement solutions.

Investing in illiquid assets can be laced with risk, so know the rules – The Australian 27/10/20

In his latest article in The Australian, Will Hamilton discusses how we are in a “lower for longer” outlook and given interest rates in many parts of the world are at zero — with Australia heading that way — there is inevitably debate as to whether the traditional asset allocation of 60/40 equities and bonds is still relevant in this ­market.

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