Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

November 9, 2022 @ 11:00 am - 12:00 pm

RECORDING IS AVAILABLE

After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios in drawdown is well known, but how can you insulate your clients’ portfolios and help navigate them through this volatility?

Our next Retire webinar will showcase the different strategies you can employ to manage downside equity market risk in your client’s portfolios and highlight the need for diversification in your investment strategy. Hear directly from fund managers on their different approaches to managing downside risk in equities as well as from LIS portfolio managers on how Lonsec uses a combination of different strategies to manage the Lonsec Portfolios. This webinar will be hosted by Veronica Klaus, Head of Investment Consulting, Lonsec Investment Solutions.

Veronica will be joined by:

Rob Tucker, Managing Director and Portfolio Manager, Chester Asset Management
Roy Maslen, Chief Investment Officer-Australian Equities, AllianceBernstein
Brook Sweeney, Senior Investment Consultant, Lonsec Investment Solutions

 


Rob Tucker
Managing Director and Portfolio Manager,
Chester Asset Management

Rob founded Chester Asset Management in 2017. Prior to Chester, Rob spent 7 years at SG Hiscock and was most recently the portfolio manager of the SGH Australia Plus product, a 25-40 stock Australian Equity portfolio with a mid cap bias, that was run in the same manner as the Chester High Conviction Fund. Rob was also the Co-Portfolio Manager for the SGH20 unit trust and key mandates from 2010 until November 2014 when he became the primary portfolio manager from November 2014 until his departure. Prior to joining SG Hiscock in 2010, Rob was Investment Director for Halbis Capital Management (formerly HSBC Asset Management), where he worked for nine years. Rob also previously spent time as an Analyst at Merrill Lynch.

Roy Maslen
Chief Investment Officer – Australian Equities, AllianceBernstein

Roy Maslen was appointed Chief Investment Officer of Australian Equities in 2012, and has been managing Australian equity portfolios at AB since 2005. Previously, he served as co-CIO and director of Research. Prior to joining the firm in June 2003, Maslen was an associate principal with McKinsey & Company. During his seven years at McKinsey, he worked in Australia, Europe and North America. Before that, Maslen spent four years with Rolls-Royce Aerospace as a manufacturing strategy researcher. He holds an MEng from the University of Cambridge, where he was sponsored by Shell UK as an engineer, as well as a PhD in manufacturing strategy from the University of Cambridge.

Veronica Klaus
Head of Investment Consulting, Lonsec (Moderator)

Veronica joined Lonsec in October 2011 as a Senior Investment Consultant. Veronica as head of the consulting team provides advice and input into the model portfolio construction process, including fund research, selection and portfolio construction advice, as well as and asset allocation decisions. She is also responsible for maintaining relationships with key dealer group clients and providing them with tailored solutions. Prior to joining Lonsec, Veronica was a Director of Investment Consulting at 358 Australia Pty Ltd and prior to that, she spent a number of years at CPG Research & Advisory as a Senior Consultant; Standard & Poor’s Investment Consulting Division; Manager Investments at State Super Financial Services and as a research analyst at Bridges Financial Services.

Brook Sweeney
Senior Investment Consultant, Lonsec

Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds.
Brooke’s areas of expertise are portfolio construction and APL management, fund manager research and selection, member of the Asset Allocation, Manager Selection and Direct Equities Investment Committees and independent adviser at external investment and APL governance committees

 

 

Details

Date:
November 9, 2022
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Venue

Virtual – GOTOWEBINAR

Organiser

Lonsec
Website:
www.lonsec.com.au

Details

Date:
November 9, 2022
Time:
11:00 am - 12:00 pm
Event Categories:
, ,

Venue

Virtual – GOTOWEBINAR

Organiser

Lonsec
Website:
www.lonsec.com.au

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