“Meet the Manager” Boardroom lunch 2017

Seminar
Location: The Justice and Police Museum, Cnr Albert and Phillip Street, Sydney NSW 2000

Each year we invite select clients to a boardroom lunch to hear a fund manager of choice provide their insights into the current economic environment.

Each year we invite select clients to a boardroom lunch to hear a fund manager of choice provide their insights into the current economic environment.

Guest Speaker

Kerr Neilson BCom (UCT), Managing Director and Chief Executive Officer, Platinum Asset Management

This year, we presented a manager which has a long standing positions within many clients’ portfolios – Platinum Asset Management.  Platinum is a leading Australian based fund manager which specialises in international equities, applying a methodology which has the aim of achieving absolute returns for investors. Platinum now manages $23 billion for investors from around the world.

We had a rare opportunity to hear from the founder of Platinum, Kerr Neilson, in person.  Kerr  has over 40 years of experience in financial markets both in broking and funds management.  This has involved a stint in London, followed by managing the research department for a stockbroker in South Africa.  Upon migrating to Australia he joined Bankers Trust, where he made important contributions to the development of that company’s highly successful retail funds management division.

Kerr left Bankers Trust Australia as an Executive Vice President to form Platinum Asset Management in February 1994.  In addition to managing Platinum’s global mandates, Kerr held the position of Chief Investment Officer until May 2013.  Kerr remains Chief Executive Officer and as portfolio manager for the global mandates at Platinum, and is the principal shareholder.

Topic:

Perception vs Reality - Kerr Neilson
(Managing Director and Chief Executive Officer, Platinum Asset Management)

As a successful businessman himself, Mr Neilson shared his wisdom and lessons learnt from his vast experience in the investing world.

Mr Neilson also discussed his investment philosophy and approach to the Platinum International Fund which is currently part of many clients’ portfolios.

Topic:

Investing with Profile - Jerome Bodisco
(Head of Investments, Profile Financial Services)

Jerome reviewed Profile’s investment philosophy and also discussed how the portfolios are being positioned in light of the prevailing economic environment.  This  included how the Platinum International Fund fits with Profile’s current investment strategy.

Please contact us if you would like to find out more about the event or the topics discussed, or click here for a copy of the presentation.

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