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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.

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.

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).

HWP hosted Viktor Shvets as part of our Thought Leader Series Webinar.

Viktor Shvets, Managing Director and Head of Asia Pacific and Global Strategy at Macquarie Group in Hong Kong and author of the recently released book The Great Rupture. Viktor discussed the policy, investment and market implications from his book The Great Rupture.

You can also purchase a copy of Viktor’s book on Amazon via this link.

The webinar was held on Tuesday 6th October.

VIKTOR SHVETS is a global strategist at Macquarie Bank. In his almost four-decades-long investment banking career, he worked in Sydney, Melbourne, Hong Kong, London, New York and Moscow at a number of global investment banks, such as Baring Securities, Deutsche Bank, DLJ, Lehman Brothers and Credit Suisse. Over the years, he has been a highly rated analyst across various disciplines, head of research and is now recognized as one of the more innovative global market strategists, working on the intersection between finance, technology, politics, and history. He is a prolific writer on key global trends and is a frequent commentator on CNBC, Bloomberg, and other media outlets. In June 2020, Viktor has published his first book – ‘The Great Rupture’ – distilling decades of investment and academic experience into a deep perspective of the future, and the role that people, technology and capital are likely to play, as societies continue to come under pressure from the self-reinforcing merger of the Information Age and Financialization. The book learns from the past and projects into the future. Will it be capitalism or communism, feudalism or despotism?

Viktor was born in Kiev, which at the time was the capital of the Soviet Ukraine. He attended Kiev University of Trade before immigrating to Australia, where he completed a Bachelor of Economics degree from the University of Sydney and a Master of Commerce degree from the University of New South Wales. He is married with two sons and currently resides in Hong Kong.

Hamilton Wealth Partners  hosted Nicole Connolly (CEO & Founder) and Jonathon van Rooyen (CIO) from IPIF Management for our August Fund Manager series Webinar.

To view the webinar please see the video above or to listen on Spotify please click below.

About IPIF 

Australia’s essential infrastructure assets – telecom, airports, toll roads, electrical grids and water plants – have a long history of delivering reliable returns. Yet many investors have had to forego the category thanks to lofty buy-ins and exclusive dealings. At IPIF, we didn’t think that was fair. So we put together unlisted infrastructure funds that Australian wholesale investors can actually get in to.

Founded in 2015, IPIF (Infrastructure Partners Investment Fund) currently manages nearly $200 million in investments. We have extensive experience in infrastructure, investment strategy, manager selection, and portfolio construction. We are independently owned and hold investments in the Funds ourselves. In a world filled with intangible concepts, IPIF’s funds are made up of real, concrete assets that play an essential role in our everyday lives.

Nicole Connolly, Founder & CEO

Summary:
More than 20-years of experience in the superannuation and funds management industry. Prior to establishing IPIF, Nicole was Director of Alternative Assets at Russell Investments, publishing a report on the history of unlisted infrastructure investment in Australia, and Head of Alternative Investments at Telstra Super, one of Australia’s largest corporate superannuation funds. Nicole has extensive experience in the design, implementation and management of the infrastructure asset class for institutional investors in Australia.

Portfolio Management:
 Portfolio Manager for IPIF Core
 Head of Alternative Investments for Telstra Super’s unlisted investment portfolio
 Member of the Model Portfolio Committee (MPC) at Russell Investments. The MPC determined Strategic Asset Allocation for Russell’s Consulting Clients

Investment & Asset Management:
 Investment management across a number of alternative investments including private equity, infrastructure and hedge funds
 Extensive manager due diligence, selection and ongoing review of UTA, GDIF, ADIT and TIF

Strategy & Market Development:
 Establishment of IPIF and IPIF Core
 Director of Alternative Assets at Russell advising on strategic asset allocation, manager and strategy research
 Development and implementation of Telstra’s listed and unlisted infrastructure investment program

Jonathan van Rooyen, CIO

Summary:
Over 20-years of experience in infrastructure investment sector. Prior to joining IPIF, Jonathan was former Portfolio Manager of a $2.5 billion unlisted infrastructure fund with assets in Australia and the UK. Prior to this, Jonathan was an Executive Director at Hastings Funds Management for approximately 10-years, performing a variety of roles including transactions, asset management and strategy development. Jonathan also spent 10-years at KPMG Corporate Finance during which time he played a key role in establishing KPMG’s Global Infrastructure Valuations division culminating in his appointment to the KPMG Partnership in 2007.

Portfolio Management:
 Portfolio Manager for $2.5 billion Infrastructure Fund
 Portfolio Manager for the Korean Government’s National Pension Service Corporate Partnership Fund (US$200 million)

Investment & Asset Management:
 Acquisition of stakes in Perth Airport, North Queensland Airports, NSW land registry business and Envirogen
 Director on Queensland Airports Limited
 Director on M5 and M4 Toll roads in Sydney
 Director on Envirogen Power Generation

Strategy & Market Development:
 Strategic Review of The Infrastructure Fund
 Development and implementation of Hastings’ Asia market-entry strategy
 Establishment of Hastings Korea office and deep relationships with Korean pension funds and LPs

Hamilton Wealth Parnters hosted Damon Kitney as part of our Thought Leader Series. Damon is an accomplished journalist for the Australian and Author and will be talking about his new book The Inner Sanctum.

The Webinar was held on Wednesday 19^th August.

To watch the Webinar see the Video above or listen please click below:

Damon Kitney has spent 25 years in financial journalism, including 16 years at The Australian Financial Review in a variety of writing and editing roles in Sydney, Melbourne, Canberra and Perth, and 5 years as a deputy editor of the newspaper. For the past decade he has been the Victorian Business Editor at The Australian newspaper, based in Melbourne. Damon’s biography of James Packer: The Price of Fortune: The Untold Story of Being James Packer, was published in 2018.

The Inner Sanctum is a sample of Damon Kitney’s finest catch over a decade of working for The Australian newspaper. It is a product of his firm belief that behind the share prices, EBITDA and endless santised investor briefings, it is still human beings that are our leaders. From Mike Cannon-Brookes nursing his children or Malcolm Broomhead, Ray Horburgh and Kathryn Fagg talking about their cancer battles, to Paul Anderson recalling his wife’s brush with death or Carol Schwartz or David Fox speaking affectionately about their beloved fathers, these are deeply personal stories that had never been told before.

Some of the subjects in this book may have more wealth than any of us can ever imagine, run the biggest companies or sit on the most powerful boards in the land, yet they still have their own failings, trials and triumphs. The Inner Sanctum offers a different perspective on some of the nation’s most celebrated leaders of the past decade. They are living proof that power and influence are one thing, but humanity conquers all.

Hamilton Wealth Partners hosted a Webinar as part of its Thought Leader Series with Craig Fuller, Director of Amazon Australia.

Craig, discussed the growth in online shopping through COVID-19. A trend to continue?

The Webinar was held on Thursday 6th August.

For further information on the Webinar please do not hesitate to contact us on information@hamiltonwealth.com.au

Craig Fuller is an entrepreneurial business leader with extensive experience in marketing, sales, supply chain, logistics, operations and general management both in Australia and overseas in Switzerland and Japan. Predominantly his career has been with blue chip corporations such as Unilever, Nestle and Amazon building brands and businesses.

In 1979, Craig was a Rotary International Exchange Student to Date, Hokkaido, Japan. Craig was in the 1983 Bachelor of Commerce graduating class at the University of Melbourne. He has undertaken further studies at Monash University and IMD Switzerland.

In the late 1990s, Craig led the Nestle chilled dairy products business in the Australian market place. Then he transferred to Switzerland where he was responsible for Nestlé’s global chilled dairy business. Following this 4 year assignment, he then relocated to Japan and was President of Nestle Purina Pet Food for a further 4 years.

On returning to Australia in 2007, Craig was the CEO of KADAC Pty Ltd, Australia’s largest wholesaler and manufacture of health and organic food and beverages.

Then in January 2015, Craig was appointed as a Director at Amazon Japan KK, responsible for new business operations such as Amazon Fresh, Pantry and Prime Now. In February 2018, Craig returned to Australia and leads their rapid operational expansion (everything from click to deliver), as a Director of Amazon Australia.

Craig has insights and experience into customer obsession, brand and business building, team creation and leadership, rapid innovation, supply chain optimization, operational excellence and sound pragmatic financial management.

Hamilton Wealth Partners presented a new Webinar series hosted by HWP Principal, Kane Baranow, featuring Fund Managers across the industry. Kicking off this series with Jamie Nicol from DNR Capital on Thursday the 23rd of July.

Jamie Nicol – Chief Investment Officer & Director

Jamie has over 27 years’ experience in the funds management industry and is one of the founding partners of DNR Capital. He is Chief Investment Officer and has responsibility for portfolio management and investment strategy, financials (ex property), building materials, energy, industrials sectors. Prior to establishing DNR Capital, Jamie held senior roles in company research and analysis for two major stockbroking firms, as well as for Westpac, Mergers and Acquisitions (Australia and South Pacific). He commenced his career at PricewaterhouseCoopers (formerly Coopers & Lybrand), in the areas of audit and tax.

Jamie has a Bachelor of Business – Accounting (Distinction), a Bachelor of Economics and is a fellow of the Australian Institute of Chartered Accountants.