THE BIG PICTURE: MARKETS AND MACRO OUTLOOKS

Bulls or bears? A recession or recovery?

Stay Liquid and Avoid Default Risks

Christopher Joye | Coolabah Capital

Triumph of the Optimists

Anthony Doyle | Firetrail Investments

The Big Picture in Global Equities: Markets and Macro Outlook

Jacob Mitchell | Antipodes Partners

Global listed real estate: Buy straw hats in winter

Andrew Parsons | Resolution Capital

BIG IDEAS IN GLOBAL EQUITIES

Value, Growth or Both?

Global Equities… At the Right Price

Vihari Ross | Antipodes

The Opportunity in Quality Structural Growth

Jolon Knight | Hyperion

The best of value & growth for all-weather alpha

George Platt | Plato

BIG IDEAS IN AUSTRALIAN EQUITIES

What to watch on the ASX in FY25

Big Ideas that endure

Michael Bell | Solaris

What makes a good Equities Manager?

Patrick Hodgens | Firetrail

The Abundance of Growth in Domestic Markets

Jolon Knight | Hyperion

The #1 Reason to Allocate to Aussie Shares

Dr Don Hamson & Dr Peter Gardner | Plato

OPTIMISING PORTFOLIOS WITH PRIVATE ASSETS

Private debt, equity, and infrastructure opportunities

Why Infrastructure, Why Now?

Vicki Rigg | Palisade Investment Partners

Capturing the incredible private equity opportunity

Justin England | Five V Capital

Accessing Private Debt with a leading Australian Private Markets Manager

Andrew Lockhart | Metrics Credit Partners

PANEL SESSIONS

Markets and macro outlooks panel discussion moderated by Ally Selby, Livewire Markets

Andrew Parsons | Resolution Capital 
Anthony Doyle | Firetrail 
Christopher Joye | Coolabah Capital 
Jacob Mitchell | Antipodes 

Beyond mega caps: big ideas in EM and global smaller companies panel session moderated by David Wright, Zenith Investment Partners

Ashish Swarup | Aikya Investment Management
Greg Dean | Langdon Equity Partners
John Stavliotis | Antipodes Partners
Marcus Burns | Spheria Asset Management

The Most Lucrative Part of the Market? Australian Small Caps Panel Session hosted by Jonathan Tolub, InvestSense

David Wanis | Longwave Capital Partners
Eleanor Swanson | Firetrail Investments
Jolon Knight | Hyperion Asset Management
Matthew Booker | Spheria Asset Management

Private assets panel session hosted by Nathan Lim, Lonsec

Andrew Lockhart | Metrics Credit Partners
Justin England | Five V Capital
Vicki Rigg | Palisade Investment Partners

Contact Us

Please contact a member of the Pinnacle Distribution Team for further information:

Email: distribution@pinnacleinvestment.com

Phone: 1300 010 311