Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape.
Our aim is to provide you with a well-rounded understanding of how fixed-income assets, annuities, and term deposits can seamlessly integrate within a portfolio and help you steer clear of a myopic focus on a single strategy.
Ron Mehmet, Portfolio Manager, Lonsec Investment Solutions (Host)
Shan Kwee, Portfolio Manager, Australian Fixed Income, Janus Henderson Investors
Andrew Lowe, Head of Technical Services, Challenger
CPD Points are available.
(Recording will be available soon)
Portfolio Manager, Lonsec Investment Solutions (Host)
Ron joined Lonsec in April 2020. Ron brings extensive experience in financial markets, fund manager research, funds management, multi-sector and single-sector portfolio construction, investment committees, and trustee investment boards from previous senior management roles at both BTFG/Advance (7 years) and INGIM/OptiMix (13 years) as part of their multi-manager fund’s management teams. While Ron has been involved in the management of investment teams and multi-manager funds across the full range of asset classes including diversified funds, he brings particular expertise in fixed income, having also held a Senior Manager, Money Market role in Institutional Banking at CBA (12 years +). Prior to joining Lonsec, Ron worked at Perpetual Investments as an Investment Specialist alongside the Fixed Income team.
Portfolio Manager, Australian Fixed Income Team, Janus Henderson Investors
Shan Kwee is a Portfolio Manager on the Australian Fixed Interest Team at Janus Henderson Investors, a position he has held since 2019 Shan is primarily responsible for credit strategy and portfolio management of non government assets including ESG and impact investments Prior to joining the firm in 2018 he was with Omega Global Investors, most recently as head of portfolio management, where he had responsibility for research and implementation of portfolios spanning global fixed interest including specialist ESG strategies, listed equities, and derivative overlays Before that, he was with Vanguard Investments Australia from 2003 to 2010 and managed a range of wholesale and institutional solutions across Australian cash and fixed interest, global sovereign, credit, and inflation linked markets as an assistant portfolio manager from 2007 Shan earned a combined BCom/BInfoSys degree, majoring in finance and systems analysis, from the University of Melbourne He holds the Chartered Financial Analyst designation and has 20 years of financial industry experience..
Head of Technical Services, Challenger
Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools, and advice for advisers. Andrew’s areas of interest include pre and post-retirement planning, superannuation (including SMSFs), Social Security, aged care, and the regulatory environment for the provision of financial advice. Andrew has more than 20 years of technical experience including technical roles with AMP, ING, and ANZ. Andrew has qualifications in Commerce, Law and Financial Planning.