home

Smallco, March 2022 – Fund Manager Series

Smallco, March 2022 – Fund Manager Series

,

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 Hokin, Portfolio Manager
26 years investment experience

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 Miller, Portfolio Manager
15 years investment experience

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.

Introducing HWP invest, March 2022

,

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.

Thought Leader Series – October 2021 – Anthony “Harry” Moffitt

Thought Leader Series – October 2021 – Anthony “Harry” Moffitt

HWP in conjunction with Merricks Capital hosted Anthony “Harry” Moffitt.

The webinar was held Thursday the 21st of October.

Harry served for 20 years with the SAS as a Team Commander and specialist before retiring in 2019 from the Australian Defence Force after nearly 30 years’ service. During his career he designed, planned, and led hundreds of combat missions and dozens of sensitive military programs. He completed his time in the SAS as its Director of High-Performance.

Harry is now a practising psychologist and is the founder and CEO of the human performance consultancy Stotan Group, who are committed to assisting businesses and leaders develop their teams. He is also the Oceania Director for the U.S. Mission Critical Teams Institute and holds several advisory board positions.

Harry recently became an author after releasing his memoir Eleven Bats, about his time in the SAS and combat experiences. The book follows 11 deployments over 11 years where he collected 11 bats representing the nearly 1000 days he completed on active service deployments to Afghanistan, Iraq, and Timor Leste, including once being WIA.Harry commits a significant amount of his time to not-for-profit work as the ambassador for both the Wanderers Education Program – a world first program providing education pathways for ‘serving’ soldiers to prepare them and their families for life after service – and The LBW Trust – who provide education opportunities for adolescents in developing nations.

Harry has been married for 25 years to Danielle and has two adult children. He is the singer songwriter for the original rock-band, The Externals.

 

Thought Leader Series – September 2021 – Richard Murray

Thought Leader Series – September 2021 – Richard Murray

Will Hamilton hosted Richard Murray – Former Group CEO of JB Hi-Fi Limited.

Richard discussed the topic ‘The Changing Retail Landscape’.

The webinar was held on Thursday 2nd of September, to watch a recording of the webinar please contact your adviser.

With over 25 years’ experience in retail and finance. Richard joined JB Hi-Fi as CFO in 2003 and took the business through the IPO process. Richard was appointed to the Board of JB Hi-Fi in June 2012 and became CEO on 1 July 2014 at the age of 38. Prior to this Richard was an Associate Director, in the Corporate Finance Division of Deloitte. In April 2021 Richard accepted the role of Premier Retail CEO, commencing in October 2021.

Under Richard’s leadership, the JB Hi-Fi Group has become Australia’s No.1 Consumer Electronics, Technology and Home Appliance retailer with revenue of nearly $9 billion. During his tenure, JB Hi-Fi’s market capitalisation has grown from $1.5 billion in 2014 to circa $6 billion today, whilst paying over $1 billion in dividends to shareholders over that time. In September 2016, JB Hi-Fi acquired The Good Guys for $870 million, achieving transformational strategic and financial results for the JB Hi-Fi Group.

Richard was the founding Chairman of the ARA CEO Forum and he is currently Chairman of the Australian Charities Fund Employee Leadership Initiative, which aims to encourage Australian businesses to set up Workplace Giving Programs.

Thought Leader Series – August 2021 – Mark Freeman

Will Hamilton hosts Mark Freeman of the Australian Foundation Investment Company to discuss the topic of “The Long Term Investor – 18 months after the COVID pullback”.

The webinar was held on Tuesday the 31st of August to watch a recording please contact your adviser.

Mark Freeman
Managing Director
BE, MBA, Grad Dip App Fin (Sec Inst), AMP (INSEAD)

Managing Director. Managing Director of the Company’s subsidiary, Australian Investment Company Services Limited (AICS). Member of the Investment Committee.

Mr Freeman became Chief Executive Officer & Managing Director in January 2018 having been Chief Investment Officer since joining the Company in February 2007. Prior to this he was a Partner with Goldman Sachs JBWere where he spent 12 years advising the Investment Companies on their investment and dealing activities. He has a deep knowledge and experience of investments markets and the Company’s approaches, policies and processes. He is also Managing Director of Djerriwarrh Investments Limited, AMCIL Limited and Mirrabooka Investments Limited.

Epsilon, August 2021 – Fund Manager Series

Kane Baranow hosts Mick Wright-Smith and Paul Nagy from Epsilon Direct Lending to discuss their fund.

The webinar was held on Tuesday the 24th of August, to watch a recording please contact your adviser.

Mick Wright-Smith (Founding Partner)

Mick has 21 years capital markets experience in corporate lending in Australia, the UK and Europe. He was most recently Executive Director and National Head of Mid-market Leveraged Finance at CBA where he was responsible for the origination and execution of growth and event-driven middle market corporate financings across Australia including leveraged buyout and acquisition financings, growth capex funding, recapitalisations and refinancings.  Mick was formerly a founding member of CBA’s Corporate Finance team and is directly responsible for assisting the growth of that team from two FTE at inception in 2009 with zero balance sheet, through to: a team of 25 FTE, a balance sheet of c. A$2.5bn, and a national presence.

Prior to joining CBA Corporate Finance in January 2009, Mick was a Director in CIT’s Leveraged Finance business. Mick joined CIT in London as an Associate Director in October 2006 and was initially focused on the origination and execution of senior leveraged loans, both as a MLA to mid-market UK private equity sponsors and also as a participant in large cap LBO debt syndicates across Europe.  Mick was promoted to Director in January 2008 and relocated to Sydney where he established a new Australian Leveraged Finance business for CIT. Mick spent 2008 creating a local network of Australian market participants across private equity sponsors and financiers, and was responsible for selective trades in the secondary market in senior leveraged loans.

Prior to joining CIT, Mick was a Manager in the Barclays Leveraged Finance team in London. Mick spent 18 months in the mid-market team at Barclays, originating and executing on senior and subordinated leveraged loans as MLA to support UK private equity sponsors through LBO processes. During his time at Barclays (April 2005 – October 2006), Mick underwrote and successfully syndicated a number of mid-market leveraged senior and subordinated loans across Europe. During his time in London and prior to joining Barclays, Mick also spent 10 months (June 2004 – April 2005) in a contract role with Wachovia within its International Corporate Finance division as an Associate covering a portfolio of large cap investment grade loans.

Before completing his MBA at the University of Edinburgh (full time June 2003 – June 2004), Mick held a variety of roles (Analyst, Senior Associate, Originator) at Balmain NB over a four year period. Whilst at Balmain, Mick was focused on property lending and arranging senior and subordinated debt for passive property investments, and also large-scale construction projects. Before joining Balmain NB and during his time as a university student, Mick was the founder and principal of Green-a-Clean, providing office and factory cleaning services to the commercial sector and employing eight staff.

Mick has a Masters Business Administration from the University of Edinburgh, a Graduate Diploma in Applied Finance & Investment (FINSIA), and an Honours degree Bachelor of Arts from the University of Melbourne.

Paul Nagy (Founding Partner)

Paul has 21 years capital markets experience in financing, private equity investment and corporate advisory in Australia, the UK, Europe and the Middle East.  He was most recently a Director in CBA’s Corporate Finance team where he was responsible for the origination and execution of growth and event-driven middle market corporate financings across Australia including leveraged buyout and acquisition financings, growth capex funding, recapitalisations and refinancings.

Prior to joining CBA Corporate Finance in April 2014, Paul was an Investment Director in Wingate Group’s Private Equity business, providing expansion and buy-out capital to Australian middle-market companies.  At the time of his departure, Paul led the Private Equity business and was responsible for sourcing, executing, managing and realising private equity investments.  During this time, Paul held a board observer role with Learning Seat Pty Ltd (an eLearning business acquired by Wingate in a management buyout).

Prior to joining Wingate Group in March 2010, Paul spent twelve months as a consultant with McGrathNicol (February 2009 – February 2010) providing divestment advice and sell-side assistance to the Corporate Recovery team on various engagements.  Paul also spent nine months with the Gandel Group (February 2008 – October 2008) where he jointly managed the Group’s direct, private equity investments, and six months with Babcock & Brown in the Infrastructure Group (June 2007 – November 2007) where he was responsible for the evaluation and execution of a variety of global greenfield and brownfield infrastructure investment opportunities.

Paul commenced his career with EY, and spent six and a half years in various roles in the Corporate Finance and Infrastructure Finance divisions (January 2001 – June 2007), beginning in the Melbourne Corporate Finance team where he undertook a variety of advisory engagements covering M&A, valuations, financial modelling and financial due diligence. He was seconded to the International Infrastructure Finance team in London for two years where he advised clients on acquiring and/or financing infrastructure assets in the UK, Europe and the Middle East.

Paul has an Honours degree in the Bachelor of Business (Banking & Finance) and a Bachelor of Business (Banking & Finance) degree from Monash University.  He holds a Graduate Diploma in Applied Finance and Investment, and is a Fellow of the Financial Services Institute of Australasia.

SG Hiscock, July 2021 – Fund Manager Series

SG Hiscock, July 2021 – Fund Manager Series

Kane Baranow hosted Rory Hunter and Hamish Tadgell from SG Hiscock to discuss the Medical Technology Fund.

The webinar was held on Tuesday 27 July.

To view a recording of this webinar please contact your adviser.

Rory Hunter

PORTFOLIO MANAGER

Rory has been an investment analyst and portfolio manager for 5 years. He joined SG Hiscock as part of the merger with DMP Asset Management in 2019. Prior to joining DMP in October 2016, Rory spent three years at Arjent Investment Management, a London based Investment Manager. Rory is Portfolio Manager of the DMP Small Companies Trust, and has established a successful track record of outperformance. Rory has a Bachelor of Commerce from the University of Melbourne.

Hamish Tadgell

PORTFOLIO MANAGER

Hamish Tadgell joined us in 2015 from Goldman Sachs, where he was Chief Investment Officer – Australia for Global Investment Research. Hamish’s distinguished career in institutional equity research spans 18 years, during which he has held positions in both Australia and the UK at JB Were and Goldman Sachs. Previously, Hamish spent seven years in professional services at Arthur Andersen.

Olivia Wirth, May 2021, Breakfast

Olivia Wirth, May 2021, Breakfast

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

The breakfast was  held on Wednesday 12th May 2021 at Kooyong Lawn Tennis Club.

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.

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.

Load More