Maxima Private in conjunction with Hamilton Wealth Partners hosted a drinks with Mark Burgess, Chairman of the Advisory Committee, Jamieson Coote Bonds and former CEO of the Future Fund, Australia’s Sovereign Wealth Fund.
The drinks was held at the Maxima Private office in Sydney.
Kane Baranow hosted Adam Murchie from Forza Capital for our Fund Manager Series.
The webinar was held on the 12th of May 2022.
Adam Murchie – DIRECTOR
Adam is a specialist in funds management and investment and has worked in the property industry since 2001. Adam’s core skills encompass capital sourcing, investment structuring and investment management and he has developed strong relationships with family offices, UHNW advisory groups and individual HNW investors. Adam has a strong interest in governance, sustainability and philanthropy – he was the former Vice President of the Property Funds Association of Australia (PFA), founded its Sustainability Committee and is currently involved as a Committee Member of Gruppetto, a philanthropic sub-fund of the Australian Communities Foundation.
Hamilton Wealth Partners is pleased to be hosting a dinner with John Wylie AC – Founder and Chair, Tanarra.
The dinner will be held on April 20 at Kooyong Tennis Club, if this is of interest to you – please contact the team at HWP.
John Wylie AC
John Wylie is Principal of alternative asset investment firm Tanarra, which manages A$2.5b of funds investing in global venture capital, private equity, private credit and PE-style strategies in listed companies. He has 30 years’ experience in the finance industry in Australia, the US and the UK. In the 1990s he was CEO of investment bank Credit Suisse in Australia. In 2000 he co-founded advisory and investment firm Carnegie Wylie & Company which was acquired by the global financial services firm Lazard in 2007, following which he served as CEO of Lazard Australia until launching Tanarra in 2015.
John is former Chair of the Australian Sports Commission and the Melbourne Cricket Ground Trust, and chaired the $465m redevelopment of the MCG in the lead-up to the 2006 Melbourne Commonwealth Games. He is former President of the State Library Victoria and chaired its recent Vision 2020 modernisation program. He is a Trustee Emeritus of the Rhodes Trust scholarships based at Oxford University, having previously served as a Trustee.
John and his wife Myriam are active in the philanthropic space through the John and Myriam Wylie Foundation, which invests in a wide range of community organisations especially in education, indigenous programs, social inclusion, sport and well-being, and specific community interests.
Tanarra also runs a pro bono strategic and financial advisory service for charities called Tanarra Philanthropic Advisors.
He is a Companion of the Order of Australia.
Hamilton Wealth Partners hosted an evening with Ken Johnson.
The event was be held on Thursday the 7th of April in Cape Schanck.
Ken Johnson
Ken Johnson has been a professional artist for 55 years, selling his first painting at age 15. His international career has spanned 48 years, having had solo and non-solo exhibitions in Australia, Switzerland, New York, New Mexico, Massachusetts, Hong Kong, Luxembourg, Italy, London, Edinburgh, Norway, Syria, India, Portugal, Japan, Shanghai and Seoul.
Well known for his “Inset“ technique derived from Euclidean geometry and implemented in the mid 1970’s, his passion to create has taken him all over the world, often setting up and studying people and places with concerns for fragilities in cultures and ecology.
He has been collected by the National Museum of Damascus Syria, the Presidential Palace of Israel and numerous important international art collectors.
In Australia he has been twice selected as a finalist in the prestigious Archibald Portrait Prize, Wynne Prize for Landscape, Olive Cotton Photographic Award, Kedumba Prize for Drawing and The Gallipoli Prize.
He cites esteemed Australian artists Sir Russel Drysdale, Lloyd Rees and sculptor Bert Flugelman as mentors and personal teachers during his career.
Significant experiences include an Australian Geographic expedition to Antarctica to witness the new millennium, building a Free Medical Clinic and Learning Centre in the Himalayan region of India and his latest collaboration with international musicians in Portugal to record a music album.
In conversation he stresses the importance of keeping the equilibrium in nature and humanity and insists that his best creations have been his three children. He dedicates this monograph Anecdotes & Allegories to them, whilst covering his art practice from 2000-2020.
Kane Baranow hosted Andrew Hokin and Craig Miller, Portfolio Managers for the Smallco Broadcap Fund.
The webinar was held on Thursday the 24 March.
Andrew joined Smallco in July 2007 from Macquarie Bank where he was a Division Director and led the Banking sector research team for Macquarie Securities.
During more than eight years with Macquarie, Andrew was responsible for coverage of a range of sectors including small companies, diversified financials, and developers prior to moving into the Banking sector. During this time Andrew built a professional relationship with Rob Hopkins and Bill Ryan, including working with Rob in Macquarie’s smaller companies team in 1999.
Prior to Macquarie, Andrew spent five years at Adelaide stockbroker Day Cutten where he gained research experience across a range of businesses, in particular utilities and property trusts. Andrew’s career started in 1992 at William M Mercer where he worked as an Actuarial Analyst for two and a half years.
Craig divides his time at Smallco between researching securities and business management. As the “face” of Smallco he is available during business hours to discuss any relevant issues or to provide ongoing SIF and SBF updates.
Prior to joining Smallco in June 2005 Craig was the head of the Tax Compliance division for GE Commercial for three years.
Craig is a chartered accountant and spent seven years with Ernst & Young in the Taxation, Audit, and Business Services divisions prior to GE.
Leading a relatively active life Craig also played water polo for Australia for a period of 13 years which included the Sydney and Athens Olympic Games.
Kane Baranow, Michael Turner and Tom Hamilton hosted a webinar introducing our new general advice investment solution, HWP invest.
HWP invest delivers a high-quality investment portfolio service that can be accessed directly through an online platform by retail investors.
Through HWP invest we offer four different portfolio options for prospective clients to choose from, with a minimum investment of $10,000. This is an ideal entry level for an investor who is wanting to establish or build their wealth portfolio.
The HWP invest team is on hand to provide guidance through regular updates posted on the platform. These will cover the investing journey and keep investors connected with HWP invest, led by Kane Baranow, Tom Hamilton and Michael Turner.
The portfolios are all ESG (Environmental, Social and Governance) compliant, are constructed with high quality liquid investments and diversified amongst and within asset classes. We do emphasise that all portfolios are identical for every investor.
Kane Baranow hosted Tony Holt Co-founder & Partner of Square Peg Capital to discuss the Square Peg Venture Capital Fund.
The webinar was held on Wednesday the 16th of February.
Tony Holt
Tony Holt (Co-founder & Partner) has deep experience in investment banking, corporate finance, M&A and capital raising gained in industry-leading global organisations. He has also worked in Melbourne, New York, Sydney and Asia and has breadth and depth of knowledge and experience doing business in and across different geographies. Previously, Tony held senior roles with Merrill Lynch (‘91-’06), Citigroup (‘06-’08) and Macquarie Capital (‘08-’12).
Hamilton Wealth Partners were pleased to welcome back David Smorgon OAM for a dinner discussing “The link between Family, Communication and Wealth”.
The dinner was held at Kooyong Tennis Club on Wednesday the 23rd of February.
David Smorgon OAM
David was a senior executive and Director of Smorgon Consolidated Industries which was one of Australia’s largest family companies.After the sale of Smorgon Consolidated Industries in 1996 David and his three sons established Generation Investments focusing on business opportunities, equity and property investments.
Testament to his wealth of experience in family business, David was named the inaugural chairman of Family Business Australia in 1997, a position he held for six years.
In 2014 David was appointed Executive Chairman of the PwC Family Advisory division which assisted families in business to improve the health of their family.
From January 2019, David has continued his Family Advisory work under his own company Pointmade.
A well-known and respected businessman, David Smorgon epitomises corporate success as well as exceptional community leadership, embodying the values of family and work ethic.
Hamilton Wealth Partners were pleased to welcome Ashok Jacob, Chairman of Ellerston Capital to a dinner at Kooyong.
The dinner was be held on Wednesday the 17th November.
Mr Jacob is the Chairman of Ellerston Capital. He is also the Chairman of the Australia-India Council and Mable Technologies Pty Ltd. He is a Director of Thorney Opportunities Ltd and MRF Ltd (Chennai, India).
Prior to this, he was the CEO of Consolidated Press Holdings (from 1998 – 2011). From 1991-1998, he was the Managing Director of Thorney Holdings.
Previous Directorships include Crown Resorts, Publishing and Broadcasting Ltd, Challenger Financial Group, CPH Investment Group, Ecorp Ltd, Folkestone Ltd, Snack Foods Ltd and Consolidated Media. He was the Chairman of Hoyts from 1999 to 2004.
Mr Jacob holds an MBA from the Wharton School, University of Pennsylvania and a Bachelor of Science from St Joseph’s College, Bangalore, India.
Kane Baranow hosted Jay Sivapalan and Liz Harrison from Janus Henderson to discuss the Australian Fixed Interest Fund.
The webinar was held on the 9th of November.
Jay Sivapalan
Head of Australian Fixed Interest | Portfolio Manager
Jay Sivapalan is Head of Australian Fixed Interest at Janus Henderson Investors. He is also a Portfolio Manager and manages the Australian fixed interest portfolios. His responsibilities include formulating interest rate and sector strategies employed within the portfolios and working closely with key fixed interest clients. Jay joined Henderson in 2015 as part of the acquisition of Perennial Fixed Interest, where most recently he was partner and senior portfolio manager. He came to Perennial in 2001, initially heading the quantitative area within the Perennial group before transitioning to the Australian fixed interest team in 2004. Prior to this, he was employed at Mercer, where he performed actuarial consulting work for superannuation clients. Before that, he worked at AXA in an actuarial role.
Jay earned a BCom degree in actuarial and finance from the University of Melbourne. He holds the Chartered Financial Analyst designation and has 23 years of financial industry experience.
Liz Harrison
Fixed Interest Analyst – ESG
Liz Harrison is a Fixed Interest Analyst – ESG on the Australian Fixed Interest Team at Janus Henderson Investors, a position she has held since 2020. Prior to joining the firm, Liz was a fixed income product specialist at Escala Partners in Melbourne from 2014. Before that, she worked in business development for a start-up company. She was also a senior salesperson and relationship manager at Lehman Brothers in London. Earlier in her career, she was a money market dealer at Australian Wheat Board, a corporate dealer at Orica Australia (both in Melbourne), a back-office support person at Nomura International Plc and a fund evaluator at National Provident Institution (both in London).
Liz has a bachelor’s degree in economics (finance) from Latrobe University, Bundoora and earned a postgraduate diploma in applied finance and investments from Securities Institute of Australia. She has 18 years of financial industry experience.