“Meet the Manager” Boardroom Lunch 2013

Seminar
Location: The Heritage Room, Intercontinental Hotel, 117 Macquarie Street, Sydney CBD

We invite select clients to our annual boardroom lunch to hear a fund manager of choice to provide their insights into the current economic environment.

We invite select clients to our annual boardroom lunch to hear a fund manager of choice to provide their insights into the current economic environment.

Guest speaker:

Chad Padowitz, Chief Investment Officer (Wingate Asset Management)

Wingate Asset Management is a specialist international investment manager with a very strong track record of outperformance. The Wingate Global Equity Income Fund is part of the core global equity allocation in both our Preservation and Accumulation portfolios.

Mr Padowitz has over 15 years experience in the financial services industry, in the UK, South Africa and Australia and is one of the founders of Wingate Asset Management. His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa. In 1998 he co-founded Aurica Financial Services in South Africa, a private client asset management company which became a top 300 unlisted company in South Africa. In 2001, this was sold to Anglorand and Mr Padowitz moved to Melbourne where he joined AXA Asia Pacific in 2003 in the role of investment specialist in equities and fixed income.

Mr Padowitz holds a Bachelor of Commerce and is a Chartered Financial Analyst and Fellow of the Financial Services Institute of Australasia.

Topic:

Wingate Asset Management– Chad Padowitz (Chief Investment Officer)

Chad provided a brief outlook on the global economy taking into account key events in the financial markets. Chad’s presentation also included a basic introduction of Wingate, discussing how they manage money, their process and philosophy. He also gave an update on some of their positions in international equities.

Topic:

Economic & investment markets outlook - Jai Parrab (Head of Investment Research, Portfolio Manager)

Jai provided a brief update on Profile’s outlook for financial markets and how portfolios are being positioned in light of the prevailing economic environment. Jai also discussed the current manager selection strategy being implemented in the portfolios, including the allocation to the Wingate Global Equity Income Fund

Client comment:

Jai presented concisely & with conviction & sincerely, good job! (JS)

Jai’s presentation was best yet. Great content & tempo, congratulations (JT)

Keep at it. Good format (WY)

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