Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients’ Portfolio?

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Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients’ Portfolio?

August 31, 2022 @ 4:00 pm - 5:00 pm

RECORDING IS NOW AVAILABLE.

Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these risks and provide support for client portfolios.

Join us for our next Lonsec webinar where we outline different strategies than can help your client portfolios in times of rising inflation, including the strategies and asset classes that can provide some insulation to both rising inflation and market uncertainty.

Additionally, listen to our Portfolio Manager – Deanne Baker – and understand how we navigate through these challenging times in our own Lonsec portfolios.
This webinar will be hosted by Veronica Klaus, Head of Investment Consulting, Lonsec Investment Solutions.

Veronica will be joined by:
Nabeel Abdoula, Deputy CIO, Fulcrum Asset Management (London)
David McGregor, Partner, Atlas Infrastructure
James Kirk, Manager Alternatives. Lonsec Research
Deanne Baker, Portfolio Manager, Lonsec Investment Solutions
John Burton, Head of Sales, Lonsec


Nabeel Abdoula

Deputy CIO, Fulcrum Asset Management
Nabeel is Deputy CIO and a member of the Fulcrum Investment Team. Prior to joining Fulcrum in 2011 Nabeel worked at Goldman Sachs for four years in the Investment Strategy Group. Nabeel graduated from Warwick University in 2007 with a BSc in Mathematics, Operational Research, Statistics and Economics. He has been a CFA charterholder since 2011.

 

David McGregor
Partner, Atlas Infrastructure

David has 11 years’ experience in the listed infrastructure securities sector. Before joining ATLAS, David worked for RARE Infrastructure where he was responsible for analysis of a range of infrastructure and utilities securities in ATLAS’s investment universe. David previously worked for Macquarie Capital Securities as a Research Analyst in their Australian Infrastructure & Utilities team, which was ranked #1 by the Peter Lee survey for the years between 2012 and 2014, inclusive.

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.

Deanne Baker
Portfolio Manager, Multi-Asset, Lonsec

Deanne joined Lonsec Investment Solutions Pty Ltd (LIS) as Portfolio Manager in early 2020 and is responsible for the management of Lonsec’s multi-asset & retirement portfolios. Deanne has been with the Lonsec Group since July 2007 and holds over 20 years’ experience in managed funds research and portfolio management. Prior to joining LIS, Deanne was Co-Head of Manager Research at Lonsec, responsible for the quality and suitability of Lonsec’s managed funds research and overseeing an award-winning team of analysts. Deanne is a member of the Lonsec Asset Allocation and Manager Selection Committees. Prior to joining Lonsec, Deanne spent seven years with Invesco (and its predecessor, County Investment Management) where she worked as an Investment Analyst and later, Assistant Investment Manager for multi-asset class and structured portfolios. Deanne has also previously held roles at Barclays Stockbrokers and Legal & General Investment Management in the UK.

James Kirk
Manager Alternatives, Lonsec

James joined Lonsec’s managed funds research team in 2013 and is the Manager of the Alternatives sector having previously also led the Global Equities sector within the managed funds research team through 2020-2021. James has been involved in the review of financial products across several sectors throughout his time at Lonsec, primarily within Alternatives, Global and Australia equity sectors. James completed his Honours in Finance degree alongside a double major in Finance and Financial Planning. Before joining Lonsec, James gained experience as an Investment Analyst with Dixon Advisory.

John Burton
Head of Sales, Lonsec
John commenced his career as a financial adviser before moving into various practice mgmt. and leadership roles. He has also owned and operated financial planning, recruiting, and consulting businesses. John understands what it takes to sit in front of clients and deliver life changing advice. He is one of the industry’s leading authorities on client experience, engagement, and the value of advice.

 

 

Details

Date:
August 31, 2022
Time:
4:00 pm - 5:00 pm
Event Categories:
, ,

Venue

Virtual – GOTOWEBINAR

Organiser

Lonsec
Website:
www.lonsec.com.au

Details

Date:
August 31, 2022
Time:
4:00 pm - 5:00 pm
Event Categories:
, ,

Venue

Virtual – GOTOWEBINAR

Organiser

Lonsec
Website:
www.lonsec.com.au

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