Events

Dundas Global Investors, April 2021 – Fund Manager Series

Dundas Global Investors, April 2021 – Fund Manager Series

Hamilton Wealth is pleased to host Alan McFarlane from Dundas Global Investors again for our latest Fund Manager Series webinar.

The webinar will be on the 28th of April at 4pm, to register please click here.

Alan McFarlane

Following a two year spell working in local government, Alan’s investment career began in 1980 in the Edinburgh office of ICFC, a UK private equity group. In 1982 he joined Ivory & Sime plc, an Edinburgh based firm, initially to manage global technology stock funds before moving to its UK equity team. In 1993 he moved to London to run GAM’s institutional business. In 2001 he returned to Edinburgh to become CEO of Walter Scott & Partners Ltd, leading the firm before and after its acquisition by BNY Mellon in 2006. He left at the end of 2009. He is the former Chair of the endowment fund of the University of Edinburgh and holds a degree in Politics and Modern History from the same institution.

Olivia Wirth, May 2021, Breakfast

Olivia Wirth, May 2021, Breakfast

Hamilton Wealth Partners is thrilled to be back at Kooyong hosting a breakfast with Olivia Wirth discussing the topic “The future of travel”.

The Breakfast will be held on Wednesday 12th May 2021 at Kooyong Lawn Tennis Club at 7:15am.

To RSVP to the event please click here. (RSVP by Wednesday 5th May)

As Chief Executive Officer, Qantas Loyalty, Olivia is responsible for leading the airline’s Frequent Flyer and Business Rewards programs and the diversification of Qantas Loyalty into digital ventures across financial services, retail, health and wellbeing, and data and marketing. She is a member of the Qantas Group Management Committee, and has been since 2012.

Olivia joined Qantas in 2009 and has held several positions, including the role of Chief Customer Officer, Group Executive Brand Marketing & Corporate Affairs and Group Executive for Government Relations and Corporate Affairs. She has over 20 years of experience in public affairs, marketing and government relations. Prior to Qantas, Olivia held senior executive roles for a number of organisations including lobby group, the Tourism & Transport Forum, the Australian Tourist Commission and the Princes’ Trust in the UK. Olivia is a member of the Board of UNICEF Australia and a Director of the Great Barrier Reef Foundation.

April 2021, Webinar – Thought Leader Series

Will Hamilton hosted Kaajal Prasad, Clive Bird and Briana Kotzapavlidis in our latest Thought Leader Series webinar.

The trio discussed the topic of “Succession of ownership and the next generation (structuring and governance)”.

The Webinar was held on Wednesday 7th of April.

Kaajal Prasad – Director (Accredited Family Business Adviser) – KPMG 

Kaajal has specialised in providing consulting services to multi-generational family-owned groups for over 12 years, with a particular focus on succession planning, governance, strategic planning, transition of leadership and intergenerational wealth transfer.

A core part of Kaajal’s focus when working with family groups is to establish the appropriate forums and structures to enable succession, transition and education, often adding discipline to the family group’s core set of passion, purpose, legacy and wealth.

Kaajal fills the role of independent adviser on many family boards, and also advises and chairs other family forums, such as family councils.

Kaajal also works with both active and passive family wealth and works with clients across a number of industries in Australia and overseas.

In addition to the work she does with her clients, Kaajal is also a member of KPMG’s Global Private Clients and Family Office leadership group and contributes to the development of KPMG’s frameworks and consultancy practices for family businesses and family offices.

Clive Bird – Tax Partner – KPMG

Clive is a Tax Partner in KPMG Enterprise with over 25 years’ experience in providing tax consulting and tax compliance services to midmarket and corporate clients. His experience is in income tax, capital gains tax, international tax, tax structuring and managing ATO audits across a broad range of industries.

Clive has extensive experience in working with Private Equity groups in relation to acquisitions, in providing tax services to acquired entities post transaction and in managing the tax affairs of private equity groups themselves.

Briana Kotzapavlidis – Partner – Hargreaves Family Lawyers

Briana Kotzapavlidis prides herself on being a diligent, intuitive and commercially minded family lawyer. She maintains a firm focus on achieving an early and agreed settlement for her clients, whenever possible. Briana seeks to empower her clients with the tools and information they need, to make informed decisions for their future and works with her clients to plan their best next steps. Whilst separation can come at a devastating personal cost, it also provides a unique opportunity for each of Briana’s clients to reassess and re-set their personal and financial goals.

Briana is sensitive to the need to balance her warm and empathetic approach, with providing clear, firm and direct advice to guide her clients in navigating a range of highly personal and individual challenges. She is well attuned to the needs of her clients and confidently supports each client in maintaining an objective, productive and child focussed approach in seeking to achieve an outcome that meets the best interests of their children.

Briana has practised family law exclusively for the past 15 years and she continues to call upon her breadth of legal experience from her early years in general practice, including commercial, litigation, property and estates.  She has a special interest in child support and in 2007, received an Australia Day Medallion in recognition of her outstanding professional contribution and work in the child support field. Briana has represented the Attorney-General’s Department and the Deputy Commissioner of Taxation in complex family law cases. In her current practise, Briana acts in all aspects of family law matters, including complex property and financial cases and parenting matters, including those concerning international child abduction.

In 2018, Briana was named a finalist for the Special Counsel category at the Women in Law Awards and this year, Briana has been recognised as a Recommended Family Lawyer by the Doyles Guide.  

Contact Briana Kotzapavlidis by email on briana@hargreavesfl.com.au or call 03 9957 4200

Tekne Capital, March 2021 – Fund Manager Series

Tekne Capital, March 2021 – Fund Manager Series

Hamilton Wealth Partners hosted Beeneet Kothari, the CEO of Tekne Capital all the way from New York.

The webinar was held on Wednesday the 17th of March, to view a recording of the webinar please contact your adviser.

Beeneet Kothari

Prior to founding Tekne, Beeneet Kothari was a Managing Director and Portfolio Manager at PointState Capital, a multi-billion dollar global macro investment firm. Before joining PointState at launch in January 2011, Mr. Kothari was a Managing Director and Portfolio Manager at Duquesne Capital Management, a thirty-year old investment firm founded by Stanley F. Druckenmiller. At Duquesne, Mr. Kothari managed a global technology, media and telecom portfolio and helped manage the fund’s overall technology exposure. He joined Duquesne as an analyst in September 2005 and became Managing Director four years later in 2009. Prior to joining Duquesne, Mr. Kothari worked at Morgan Stanley as an investment banking analyst after graduating from the University of Pennsylvania in 2004. He graduated from the University of Pennsylvania’s joint-degree program in Management and Technology with dual degrees from Wharton and Engineering, and also earned a Master’s in Biotechnology, in four years. He graduated with honors including the prestigious Dean’s Award for excellence from Wharton, awarded to the top student in each graduating class. Mr. Kothari lives in New York City with his wife and two children.

Kilter Rural, February 2020 – Fund Manager Series

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For our first 2021 Webinar of the Fund Manager series Kane Baranow hosted Cullen Gunn and Angus Ingram from Kilter Rural, to discuss the Kilter Rural Farmland Investments Fund.

The webinar was held on Thursday 25th of February.

CULLEN GUNN
CEO and Executive Director
Since the late 1980s Cullen has dedicated his working life to advancing sustainable farmland, water and ecosystem management in Australia. Long-term exposure to the investment needs of Australian landscapes prompted a desire to attract institutional-scaled investment in sustainably managed landscapes.
He is a director of Accounting for Nature, a not-for-profit company with a vision to be a recognised global leader for measuring changes in the health of the environment. Cullen is a founding director of Kilter Rural and has been overseeing the existing investment portfolios since 2006.

ANGUS INGRAM
Manager Agricultural Investments
Angus has 20 years’ experience across production agriculture and agribusiness within various livestock and cropping sectors, including several years with ANZ Bank as an Agribusiness Manager. Prior to joining Kilter Rural in May 2018, Angus spent three years developing and overseeing four irrigated dairy properties in Tasmania on behalf of private investors. Angus is the portfolio manager for Kilter’s Australian Farmlands Fund.

Professor Mark Crosby, February 2021, Webinar – Thought Leader Series

HWP hosted Professor Mark Crosby from Monash Business School as our first guest in our Thought Leader Series for 2021.

Mark discussed ‘The economics of China from an Australian perspective.’

The Webinar was held on Thursday the 11th February.

To watch the presentation please see the video above and to see a copy of the presentation please click here.

Professor Mark Crosby, Monash Business School.

Mark Crosby is a Professor in the Economics Department at Monash University. Mark has had previous academic experience at Melbourne Business School in the University of Melbourne, the SP Jain School of Global Management in Singapore, UNSW and the University of Toronto. Mark’s academic interests are in international macroeconomics, with particular interest in policy issues in the Australian and Asian regions. His published research has covered topics such as the role of exchange rates in affecting macroeconomic fluctuations, the impact of macroeconomic factors on election outcomes, and the properties of business cycles.

In his capacity as a researcher, academic administrator and as a teacher Mark has built up considerable expertise in the economic and business environment in Asia. Mark has led more than 30 executive study programs to China, India, and South East Asia in the past fifteen years, and worked with a wide range of companies to understand the business environment in the region. Mark has acted as a consultant to the Hong Kong Monetary Authority and to the Monetary Authority of Singapore on a number of projects since 1998, and he held a Research Fellowship position at the HKMA from 2000 until 2005. He also consults widely to business and government both in Australia and overseas, with clients including BHPBilliton, the World Bank, CBA, and Tenaga Nasional Berhad. His most recent consultancies have examined policies for diversifying Brunei’s economy, policy issues related to South Africa’s increasing current account deficit, and issues relating to exchange rate regimes in Asia. Mark is also a regular contributor to the Australian Financial Review and The Age newspapers, and he is a sought after public speaker on matters relating to the Australian and international macroeconomic situation.

Cooper Investors, December 2020 – Fund Manager Series

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

The webinar was held on Tuesday the 8th of December to view a recording of the webinar please see the video above.

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.

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.

Northcape Capital, October 2020 – Fund Manager Series

Principal, Kane Baranow hosted Patrick Russel from Northcape Capital as part of our Fund Manager Series.
The webinar was held on Thursday 29th of October.
To watch a recording of the webinar please see the video above.

Patrick Russel
Director, Portfolio Manager / Analyst
Patrick has over 30 years investment experience and is portfolio manager and analyst for the Emerging Markets equity strategy. Patrick is a Director of Northcape joining in 2008 and is in our Melbourne office.

Before joining Northcape, Patrick worked at Merrill Lynch for 18 years from 1989 to 2007. At Merrill Lynch, Patrick was a Managing Director, within the Global Emerging Markets research team, and was head of the Asia Pacific Telecom and Media research team, based in Melbourne. This involved extensive travel and researching of emerging market companies across North and South Asia, Australasia and the sub-continent. Prior to joining Merrill Lynch, Patrick worked for Kleinwort Benson (London) and as an equity analyst and prior to that for the New Zealand Government (Wellington), Department of Trade and Industry, as an Econometrician.

Patrick holds a Bachelor of Commerce degree (majoring in Economics) from the University of Canterbury (Lincoln College, NZ), and has completed post graduate studies in Developing Country Economics (University of Victoria, NZ) and Investment Analysis (University of Otago, NZ).

Catherine Asquith, November 2020, Webinar – Thought Leader Series

For our last edition to the 2020 Thought Leader Series, HWP hosted Catherine Asquith as our final guest for the year.

Catherine is an Art Advisor and discussed the topic “The state of the Australian Art Market”.

This webinar was held on Tuesday the 24th of November.

Catherine Asquith

Former Melbourne based gallerist now art advisor, Catherine Asquith is tertiary educated, has an academic background in Art History, extensive international travel and residency and, in excess of 20 years working within the Australian art market, and latterly, the Asian and International art market, across both the primary and secondary sectors
Catherine’s art expertise comprises Australian painting, sculpture, works on paper & multiples from Impressionist to Modernist through to Contemporary; Australian Indigenous Contemporary paintings & works on paper in particular works from Papuya Tula; Asian Contemporary painting, sculpture & works on paper (S E Asia, Japan, South Korea); and International Modern, Post war and Contemporary painting, sculpture, works on paper & multiples (British, American & Central European).
Catherine has placed significant works of art by leading Australian and International artists within high profile national and international private, corporate, and institutional collections, and currently manages several corporate collections.
Actively participating in a variety of board positions, Catherine is frequently engaged in advisory and consulting roles on curatorial projects across various sectors including commercial and residential property developments nationally, in addition to museum and cultural infrastructure projects, internationally.
Catherine Asquith is a member of the Art Consulting Association of Australia, an AVAA Certified Practising Valuer (Auctioneers and Valuers Association of Australia) and a member of the City of Melbourne’s external assessment panel (visual arts).

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