Adelaide Investor Hour - 17 August
The guest speakers will be Robert Swift, CFA, Head of Global Equity Strategies.
International Equities and TAMIM Asset Management
This month we welcome ASA sponsor TAMIM Asset Management. The company, in addition to property portfolios and private debt, offers a spectrum of unlisted managed funds across Australian and overseas equities. Nevertheless our focus this month will centre on investments with TAMIM’s Head of Global Equities. Robert’s talk will be focusing on the five Ds that will be driving markets for the foreseeable future; Debasement (Inflation), Debt, Demographics, Deglobalisation, and Decarbonisation.
Robert is the portfolio manager of the TAMIM Global High Conviction portfolio, managed on behalf of TAMIM by Delft Partners, where Robert is also CEO. Robert has worked as a fund manager in the investment industry for over 30 years. Before Delft he managed $20bn as head of multi strategies at BTIM in Sydney and prior to that was jointly responsible for over $200bn while a Chief Investment Officer at Putnam Investments in Boston, USA. He is also a member of the investment committee with Local Government Super, an $8bn industry superannuation fund.
Members: FREE ($2 gold coin donation)
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of ASA
This group meets on the third Wednesday of the month from February to November
Convenor: Des Moriarty