“Meet the Manager” Boardroom Lunch 2011

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:

Paul Skamvougeras
(B.Econ, CA ) (Portfolio Manager - Perpetual)

Paul Skamvougeras joined the Perpetual Australian Equities team in February 2010 as the portfolio manager of the Share Plus Long-Short strategy (which is included in Profile’s model portfolios). Paul previously worked for Perpetual Investments for seven years up to 2001, both as a dealer and analyst. In the interim he spent seven years working at CPH/Ellerston Capital, managing a long/short global equity portfolio and managing two analysts. He has international experience, having spent 18 months working in London, and has a depth of experience in investing and trading across various asset classes ranging from equities, commodities, currencies and fixed interest.

Topic:

Paul Skamvougeras - The long and the short of it – why volatility can be your friend

Financial markets have been difficult to ignore during preceding four years, and with one very good reason – volatility! Paul Skamvougeras of Perpetual Investments shared with us why volatility can be your friend, and showed us the techniques he uses to benefit from both rising and falling markets.

Jai Parrab – 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 Perpetual Share Plus Fund.

Client comment:

Having been to a number of presentations I thought that this was one of the best. From my point of view it was Jai’s best presentation that I have been present at. Sarah’s reverse chart was very very informative. (JS)

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