“Meet the Manager” Boardroom Lunch 2014

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:

Adrian Redlich, Chief Investment Officer, Merricks Capital

Merricks Capital was established in 2007 and is an Australian-based funds manager, focusing on the developed markets of Asia. Profile has recently added a position in the Merricks Soft Commodities Fund to the Accumulation Portfolio.

Adrian Redlich is the Co-Founder and Chief Investment Officer at Merricks Capital Pty Limited. From 2005 to 2007, he worked at Citadel Investment Group in Chicago as the Head of Quantitative Alpha Generation, Global Equities, with responsibilities which included running the investment process behind the world’s largest fundamental long and short market neutral portfolio. Prior to this, Adrian was a Director at Merrill Lynch, with roles in New York, Hong Kong and Melbourne spanning commodities and mining analyst to Head of the Global Valuation and Analytics Group.

Adrian has completed the Quantum Financial Services (Australia) Diploma of Financial Services (in 2007) and the National Association of Securities Dealers (USA) Series 7 Examination (in 2000). Adrian also holds a Bachelor of Economics from Monash University, Melbourne.

Topic:

Merricks Capital– Adrian Redlich (Chief Investment Officer, Merricks Capital)

Adrian provided an overview of Merrick’s outlook for the global economy, taking into account key recent events in financial markets. Adrian also included an introduction to Merricks, discussing how they manage money, their process and philosophy. He also updated us on some of the positions in the Soft Commodities Fund.

Topic:

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

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 Merricks Capital Soft Commodities Fund.

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