Our investment team share their views on the pandemic and what it means for you.
As the coronavirus (COVID-19) pandemic continues to cause widespread disruption, we want to keep potential investors and our partners informed on the current state of markets, economic measures – and importantly, what it means for Perpetual’s investment portfolios.
Hear our investment team share their views on the crisis and how they can support you amid these unprecedented times.
Session 1: Stability and health of financial services
Andrew Baker, Managing Partner – Perpetual Private / Fordham covers:
Session 2: Economic update and current state of markets
Kyle Lidbury, Head of Investment Research – Perpetual Private covers:
Session 3: Risks and opportunities across asset classes
Theo Sofios, Head of Multi-Manager – Investment Research covers:
Session 4: COVID-19 and the impact on Australian equities
Stephen Kench, Head of Direct Equities - Investment Research covers:
Session 5: Question time
Leads Perpetual’s Advice team nationally.
Andrew leads Perpetual’s high net worth advisory business within Perpetual Private and Fordham, providing tailored, holistic financial advice and solutions for successful individuals, families, business owners and community-based organisations
Before this role, Andrew was General Manager, Community and Social Investments, where he led a national team of fiduciary, investment and advice professionals who partner with clients to help them achieve outcomes within their communities, encompassing not-for-profit and Native Title as well as philanthropic relationships.
Andrew has also led the advice team in Queensland and was Perpetual Private’s NSW & ACT State Manager for six years, where he helped individuals, families and Not-for-Profit organisations to manage their unique and complex financial requirements
Andrew joined Perpetual as a Senior Financial Consultant where he was responsible for introducing new high net worth clients into the business.
Andrew started his career working with an independent financial planning group before relocating to London and then Hong Kong to work in funds management. On his return to Australia, Andrew held roles both as a financial adviser and Head of Premier Services NSW at a large Australian retail bank.
Andrew holds a Bachelor Business from Queensland University of Technology, and a Diploma in Financial Planning from Deakin University (VIC).
Years of experience: 19
Years at Perpetual: 8
Kyle joined Perpetual Private in July 2014 and is responsible for the investment research capability, leading a team of highly experienced researchers across the Perpetual Private Direct Equities Team and Perpetual Private Investment Research team. Prior to this role, he was General Manager - Research & Operations for Perpetual Investments, where he managed key ratings house relationships and maximised rating outcomes across all funds and asset classes.
Prior to joining Perpetual, Kyle managed research house relationships for NAB Wealth, covering all MLC and nabInvest boutique fund managers. Prior to that, Kyle was Research Manager with ThreeSixty, MLC's adviser services division, covering direct equities, alternatives and structured products, with responsibilities for Approved Product Lists, model portfolios of both direct equities and managed funds as well as management of the direct equities research team.
Kyle earned his Bachelor of Accounting with Distinction from the University of Technology, Sydney (1997). He also holds the Chartered Financial Analyst designation, Chartered Alternatives Investment Analyst designation and is a Certified Practising Accountant.
Years of experience: 20
Years at Perpetual: 16
Theo joined Perpetual in June 2003 and is responsible for the external manager investment process, including manager research and selection, portfolio construction and sourcing new opportunities across various asset classes.
Prior to joining Perpetual, Theo was a Portfolio Manager for Optimix Investment Management, ING’s multi-manager group. At Optimix he was responsible for Australian Equity manager research and selection, portfolio construction and tactical asset allocation.
Theo holds a Bachelor of Business from the University of Technology Sydney and a Masters in Applied Finance from Macquarie University.
Years of experience: 24
Years at Perpetual: 9
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).