As a second wave of COVID-19 cases emerges in Australia and around parts of the world, investors are once again dealing with uncertainty on how they can continue to navigate the difficult investment environment and protect their wealth. This uncertainty is heightened for pre-retirees and retirees, where exposure to markets is at its highest, requiring a focus on risk and the sustainability of their portfolios and to sustain retirement savings.
Perpetual Private’s investment team will share their views on the current state of markets, what it means for assets such as fixed income and equities, and how they are actively managing client portfolios to rebalance asset allocations and manage continued market volatility.
Thursday, 13 August
1pm – 2:15pm
Format: Interactive webinar, including Q&A
Session 1: Supporting families, businesses and communities through turmoil
Caitriona Fay, Managing Partner, Community and Social Investment, Perpetual Private:
Session 2: Economic update and current state of markets
Andrew Garrett, Investment Research, Perpetual Private covers:
Session 3: Portfolio performance, risks and opportunities
Stella McMullen, Senior Research Analyst, Direct Equities covers:
Session 4: Live Q&A
Caitriona joined Perpetual’s Philanthropy team in January 2013 and is responsible for supporting Perpetual’s commitment to Philanthropy and the not-for-profit sector.
With over a decade of philanthropic and grantmaking experience in both Australia and Europe, Caitriona has an extensive understanding of national and international funding approaches and mechanisms.
Caitriona is a former Chair of Philanthropy Australia’s Education Affinity Group. As an inaugural team member of the Leading Learning in Education and Philanthropy (LLEAP) research project, Caitriona possess a high level of understanding relating to the trends and challenges in the philanthropic sector within Australia. Her sector knowledge and standing was affirmed in 2012 when she was named the Australian Institute of Grant Management’s inaugural Grantmaker of The Year.
Caitriona is currently completing a Masters of Business (Philanthropy and Nonprofit) at the Queensland University of Technology and is a Board Member of Schools Connect Australia.
Years of experience: 15
Provides investment research, portfolio construction and bespoke investment advice for Perpetual Private’s clients.
Andrew works closely with advisers by providing specialist investment knowledge on Perpetual’s investment process and strategy implementation, focusing on delivering optimal solutions to our stakeholders and partners. This is further augmented by his provision of transparent and accessible knowledge of financial markets and asset classes both globally and locally.
Having spent 15 years in London, Andrew returned to Melbourne with a wealth of international experience to benefit Perpetual’s clients and partners. Having started his career working on private equity transactions and stock market listings, he then spent time working on equity trading desks, before moving into investment management. In his role as a Portfolio Manager for Barclays Investment Solutions, Andrew managed money across multiple asset-classes on behalf of various client groups, before focusing on the charity and not-for-profit segment. With responsibility for as much as £3bn in assets, he developed a strong reputation for delivering robust investment performance linked to his comprehensive understanding of global investment markets.
Andrew is a holder of the Chartered Financial Analyst designation.
Years of experience: 13
Years at Perpetual: 12
Stella joined Perpetual in January 2007 supporting the investments team on direct equities and managed funds research. One year into the role, Stella was promoted into a Research Analyst position with greater focus on direct equities. Since then, Stella has covered Financials, REITs, Telecommunications, Consumer Staples and Discretionary. Her current focus is on Healthcare and Small Companies.
Stella has completed the CFA Program and holds a Bachelor of Commerce from University of Technology Sydney with Finance and Economics majors.