Low rates and a Covid hangover will dominate the investment landscape for the next few years. So what does that mean for your investment portfolio, the income it generates and the lifestyle it supports?
In this exclusive, client-only webinar, Perpetual Private looks at the economics of a vaccine-led recovery, the cash-crunch facing income investors and how an active approach to share investing worked for our clients in 2020 – and could work for you in 2021.
Date: Wednesday 24 March 2021
Time: 12:30pm – 1:50pm
Format: Interactive webinar, including Q&A
Session 1: Navigating a post-Covid economy
Perpetual Private Investment Specialist, Amanda MacDonald, provides an underpinning economic update to help you chart your course for 2021. Amanda looks at how the big economic trends are shifting as the year unfolds and what this means for investors.
Session 2: Changing course: shares, active investing and beating the Covid-crash
Stephen Kench is Perpetual Private’s Head of Direct Equities. In this extended case study Stephen explains how an active approach minimised the Covid impact on clients’ share portfolios – and set up a stellar performance to end 2020. Stephen will also cover the outlook for 2021 and how shares can provide a growing income stream in retirement.
Session 3: Live Q&A
In this session, Roxanne Gorman and Evan Hill, Senior Financial Advisers at Perpetual Private, will lead an interactive Q&A, giving you the chance to ask the panel questions.
Years of experience: 26
Stephen is responsible for Perpetual Private’s direct equity investment and research capability, including stock selection and ongoing management of direct equity investment portfolios for clients (as managed accounts, or on an advisory basis). He provides detailed input on direct equities – company analysis & research, recommendations and portfolio structuring, and leads a team of five investment analysts across most key equity sectors.
Stephen has spent more than twenty years as an equity market specialist. Prior to joining Perpetual, he spent four years as a Senior Investment Analyst at Queensland Investment Corporation (QIC) in the domestic equity funds management team. He was primarily responsible for covering sectors such as Financials, Healthcare, Food & Beverage and Building Materials. Stephen also spent considerable time as a Senior Research Analyst at Macquarie Group, where he specialised in Banks and Diversified Financials.
Stephen’s academic qualifications underpin his extensive experience. He holds a Bachelor of Economics (Macquarie University), is an Associate of FINSIA and a Chartered Financial Analyst (CFA Institute).
Years at Perpetual: 8
Amanda MacDonald is an Investment Specialist with Perpetual Private in Sydney with over 12 years’ experience in financial services.
Prior to joining Perpetual, Amanda was a Senior Investment Analyst for MLC Advice and before that in Institutional Sales with BT Investment Management.
Amanda is passionate about Responsible Investments and investing for a sustainable future, specialising in this area in her managed fund research. Amanda also has a strong client focus having worked in client relations in institutional distribution teams.
Amanda holds a Bachelor of Commerce from University of Technology Sydney, majoring in Finance and Economics. She is also on track to complete her Masters of Applied Finance at Macquarie University in 2021.
Evan Hill is a Senior Financial Adviser based in Sydney.
He enjoys a consultative and collaborative approach when working with clients, and considers strong trusted relationships vital to a building deeper understanding of the clients’ needs and goals.
With over 12 years’ experience in financial services and prior to Joining Perpetual, he worked at Macquarie Bank and previously operated his own financial advisory firm.
Evan specialises in financial strategies using wealth vehicles such as Superannuation, SMSFs, retirement income planning, estate planning and family trusts.
He holds a Bachelor of Business & Commerce and a Master of Applied Finance. He’s a Certified Financial Planner (CFP®) and a SMSF Specialist Adviser (SSATM).
As a Senior Financial Adviser with 20 years of experience working with high net worth clients, Roxanne is passionate about building strong client relationships that focus on the clients’ complex financial needs.
Based in Sydney, Roxanne specialises in strategic and investment advice, particularly for SMSFs and family trusts. Roxanne ensures her advice is contemporary and stays up to date with the latest legislative changes and investment market dynamics.
Roxanne is experienced with both retail and wholesale clients, and held roles providing financial advice as well as leadership positions.
Roxanne has completed a Bachelor of Arts (Economics) as well as a Master of Financial Planning, and an MBA.
Roxanne is also a Certified Financial Planner (CFP®) and Financial Adviser Standards and Ethics Authority (FASEA) qualified.