2022 Brilliant Investment Thinking. Shared - The Inside Network
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2022
Thought leadership
Industry insights
Disruption
Success
Collaboration
Brilliant Investment Thinking. Shared.
Contents
General Marketing Events On Demand Publication IN Team
Who we are 4 How we connect 10 Events Summary 18 InnerCircles 34 The Inside Adviser 38 IN Team 42
Australian Landscape Event Program
of Capital 6 Thought Leadership 2022 20
Innovative Formats 21
Advisory Committee 14 Alternatives
Symposium 22
Equities & Growth
Assets Symposium 23
Income & Defensive
Assets Symposium 24
Portfolio Construction
and Asset Allocation
Symposium 25
ESG Retreat 26
IN Masterclass 28
IN Friday Lunch 30
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Expand your Network.
Increase your Knowledge.
Build your Business.
The Network for SHARING INTELLECTUAL CAPITAL
Australia’s Leading The investment landscape is becoming
more competitive and inter-connected,
Advisers yet is being disrupted by constant change.
In this environment, there is a tendency
for participants to create silos and operate
The IN is a community of financial advisers independently of one another. Yet it is in
seeking to create better outcomes for investors these extremely high-pressure conditions
and facilitate business and professional where the sharing of intellectual capital and
growth. Members of the IN are thought leaders collaboration actually becomes most valuable.
and decision makers in the financial advice
sector who control the allocation of retail EVENTS, KNOWLEDGE AND TRAINING
capital. They include independent financial The Inside Network is a dynamic member-
advisers, dealer-aligned advisers, family office based community of investment professionals,
executives, analysts and investment committee academics, researchers and thought leaders,
members. They share a commitment to developed to facilitate information-sharing,
continuous improvement and a willingness to and drive better outcomes for all investors.
both engage with and learn from like-minded The Inside Network delivers innovative
professionals. thinking, through events (symposiums,
presentations, training) and peer-to-peer
networking that drives deep learning through
collaboration.
MEMBERSHIP
Benefits Pricing (ex GST)*
Includes attendance to Financial Adviser $2,850 pa
Programs and one IN Masterclass Event.
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* Upon registration
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Investment industry’s trends within trends Greg Bright
Greg has worked in financial
Landscape of capital in Australia services-related media for
more than 30 years.
Sometimes change is so Increasingly, due primarily to competitive
forces, there is a continuum between the
TECHNOLOGY ESG DEMOGRAPHICS GEOPOLITICS
“Climate risk” and the transition to a low-
slow it is imperceptible. three main pools of Australian capital. They The march of digitisation and the application
of distributed ledger technology (DLT) will
emission environment is driving strong fund
The Australian Government’s ‘Retirement
Income Covenant’ is a concrete example of
Increasing regulatory oversight is an
international phenomenon, especially among
are, at the one end, ‘institutional’ investors,
Such is the evolutionary consisting of industry, government and be the main drivers of technological progress
flows into ESG-focused investing. At the
institutional level, this is most pronounced in
coming to grips with an ageing population. We developed economies. In Australia, this has
for the investment industry over the next few need more and better product. On a higher prompted consolidation at the institutional
process. Other times, it is corporate superannuation as well as insurance
and other fiduciary funds; and, at the other years, coupled with the reasonable assumption
the integration of ESG factors with traditional
level, most western economies and some big level among big super funds. However, at
investment strategies under a common
so sudden it hurts. Such is end, ‘individual’ investors, predominantly about continued increases in computer power.
heading of “stewardship”. At the same time,
eastern ones, such as China and Japan, need to
lift productivity rates to pay for the growing
the wholesale and retail levels, due largely to
the Royal Commission into ‘misconduct in
represented by retirees, SMSF trustees
the revolutionary process. and smaller pools from high-net-worth
Digital assets, not just currencies, are here to
stay at least in some form. If you think bitcoin
both investors and regulators are on guard for
possible “greenwashing” by companies and
proportion of non-working people. To date, the banking’ etc. world, it has prompted the
investors. In the middle is the less well-defined there has been more talk than action about disaggregation of the advice sector in general,
is difficult to understand, try digital artwork managers.
‘wholesale’ market of financial services retirement incomes in the investment world. with better outcomes for the clients, and the
The history of the investment industry as an investment. In the shorter term, DLT This will change. wealth management component in particular.
company multi-manager products, family At the wholesale and retail (direct) levels, the
and its indicators for the future represent will show us immediate benefits when the
offices and ultra-high net worths, financial focus tends to be on the products themselves,
the combination of both; evolution along a ASX moves over from the old CHESS system. But bigger geopolitical issues have become
adviser dealer groups and other licensees. which represent the fastest-growing thematic
readily explicable path peppered with ad hoc Transaction and notification times will be evident globally, exacerbated by the impact
funds in the Morningstar universe. The
revolutions explicable only in hindsight. At Competitive forces pushed big super funds reduced significantly. Quantitative investors of the pandemic, such as the more obvious
number of funds, and the flows into them, are
the moment, it seems, we are going through a to offer an increasing array of member are already making hay while the sun shines and widening divide between rich and poor. A
mushrooming.
revolutionary spasm. investment choices from the late 1990s; on artificial intelligence and machine learning. recent trend within the ESG trend in Europe,
pushed wholesale investors to offer separately At the pointy end of ESG investing – in the for instance, is a movement among fund
A good part of that revolution we brought managed accounts alongside traditional unit pure “impact investing” market sector - more managers to ensure that investee companies
upon ourselves; with misconduct in some trusts; and pushed free-spirited investors to than 50 per cent of fund flows for the past transitioning to zero-carbon emissions do
quarters resulting in regulatory changes establish SMSFs. Those trends have run their two years, to December 2020, have been not place a disproportionate burden on poor
impacting the many. Another part has been course. to climate-related funds and technologies, countries and poor people in rich countries.
brought about by new technologies, including according to specialist US researcher Tideline.
investment technology. A third part arrives More recently, institutional and retail And what about Covid-19? While we hesitate
In daily lives, artificial meats will become
through the ebbs and flows of geopolitical managers are revelling in their ability to offer to call it this, and perhaps reflecting too much
ubiquitous. Farmed insects, an efficient source
forces, which have flowed in torrents over the their traditional products on the ASX and optimism, the pandemic is a fad. Covid-19 is
of protein still in commercial trials, may be
past few years. And then – in a category of its using new technologies to “go direct.” well on the way to becoming endemic. There
tougher to sell to a broader population.
own – there’s been Covid-19. have been many pandemics before and no
The thing the main players have in common doubt will be many in the future, each to be
is that they are merely agents, for better and stopped by scientific advances.
sometimes worse. The real investor is the
same: the member, unit holder or taxpayer, That is not to say that Covid-19 will not have
whose money it is. a long-term impact on work and society but,
in this regard, it has acted to hurry along the
The revolutionary spasm in which we find evolutionary process, such as with the rise of
ourselves at the moment consists of several online purchasing and flexible work patterns.
strong trends and, perhaps more, shorter-term
fads. A consensus view of fund managers and Perhaps the most important impact on the
other professionals across the spectrum would investment world is a philosophical one. The
attest to there being at least four long-term pandemic and painful recovery phase has
trends affecting all investors. Each with trends given the world pause to reflect on various
and fads within, they are: aspects of our lives. As the old saying goes:
don’t waste a good crisis.
6 7
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How we connect
Social
The Inside Network is focused on
building a community of advisers.
Virtual
PHYSICAL EVENTS
• Symposiums Breaking news
• Retreat
• Masterclasses
• Bespoke Events
DIGITAL
• InnerCircles virtual roundtables
• IN Friday Lunches
• Video Interviews (INDepth / IN60 / INSights / INBrief )
• Podcasts
PUBLICATIONS Content
• The Inside Adviser Podcasts
• Investor Strategy News
Up to date
• The Inside Investor
information
• Rask
Live Events
Publications
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Advisory Committee
2022*
The Inside Network advisory
committee comprises an elite group of
leading industry members.
Includes advisers, asset consultants and investment committee
members, the committee provides advice on content strategies, themes
and ideas, and guidance on industry challenges and opportunities.
It puts us at the forefront of the markets needs and makes us relevant to
the ever-changing landscape. TROY ARMSTRONG ANGELA ASHTON SCOTT CARMICHAEL DAMIAN CILMI LUKASZ DE POURBAIX WILL HAMILTON
Adviser & Partner Director & Founder Investment Advisor & Head of Investment Executive Director & Managing Partner
Koda Capital Evergreen Consultants Founding Partner Managers & Governance Chief Investment Officer Hamilton Wealth Partners
Escala Partners Praemium Lonsec
MATHEW JEREMY JAKE JODLOWSKI LUKE LARETIVE JEREMY MCPHAIL AONGUS O’GORMAN DARIEN REIMANN
Managing Director Principal CEO & Investment Advisor Business Operations Manager Head of Investments Financial Planner
Caravel Consulting Services Atchison Consultants Seneca Financial Solutions FMD Financial Willis Towers Watson Accord Financial Strategies
CHRISTIAN RYAN MATTHEW SCHOLTEN VESSELA TASKER DRAGANA TIMOTIJEVIC CHARLIE VIOLA JAMES WEIR
Managing Director Executive Chairman Founding Director Head of ESG Models Partner Director
Beulah Capital Scholten Collins McKissock Greenwood & Co AMP Pitcher Partners Steward Wealth
14 *All details correct at time of going to press 15
December 2021
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Event Summary
2022
How many times
have you attended an
investment presentation
this year?
Did it take you back – and not in a good
way – to a classroom at school or university?
Sitting there, facing the speaker, and passively
receiving what they had to say? Research has
shown that the average attention span is just
seven minutes, yet the industry continues
to force attendees to sit through hour-long
presentations. The IN’s events will be a breath
of fresh air.
“Pitch pit was
fantastic”
- Dominic Alafaci, Collins House Private Wealth
“Loved the
interactive
sessions and
involving the
audience”
- Elva Steyn, Investment Access
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XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123Provisional Program Innovative Formats
2022*
FINANCIAL ADVISER SYMPOSIUMS LOCATION DATES The Australian
Alternatives Symposium Melbourne, VIC 23 February investment conference
Equities and Growth Assets
Symposium
Melbourne, VIC 29-30 March format barely changed
Sydney, NSW 5-6 April
over the past decade, yet
Brisbane, QLD 12 May
the investment world has THE MELDA THE HYDE PARK CORNER
Adelaide, SA 17 May
evolved. Designed by Melda Donnelly, this format Two speakers debate a contentious idea:
Perth, WA 19 May involves two or three speakers presenting which side will you take?
on a specific issue, for 15 minutes each,
Income and Defensive Assets Sydney, NSW 17-18 August Discussion and interaction are key to followed by interactive table discussions
Symposium achieving desired outcomes. New formats and a Q&A panel session.
Melbourne, VIC 23-24 August
deliver what advisers want and peer-to-peer
Brisbane, QLD 8 September networking opportunities.
Adelaide, SA 13 September
Perth, WA 15 September
Portfolio Construction and Asset Allocation Symposium Noosa, QLD 7-9 November
ESG RETREAT
Yesterday. Today. Tomorrow. Tasmania 6-10 March
IN MASTERCLASS LOCATION DATES
THE CONFLICT DEBATE PITCH PIT
Credit Melbourne, VIC 16 March A combination of the Melda and a Delegates will be presented with a
Sydney, NSW 23 March traditional debate, with audience input. series of rapid three-minute, best-idea
presentations. Each speaker will be asked
Financial Planning 4.0 Melbourne, VIC 1 June to ‘pitch’ their highest-conviction stock
Sydney, NSW 15 June ideas.
Filling the Funnel Melbourne, VIC 2 June
Sydney, NSW 16 June
Emerging Markets Melbourne, VIC 23 November
Sydney, NSW 30 November
IN FRIDAY LUNCHES
Summer Series | Autumn Series | Winter Series | Spring Series Virtual Held Seasonally
PECHA KUCHA INDUSTRY BREAKOUT
Content is capped at 12 slides, which Over breakfast or lunch, with a square or
automatically change after 20 seconds, rectangular table setting, and no sponsors.
ensuring a fast-paced but thought-
provoking presentation.
20 *All dates and locations correct at time of going to press 21
December 2021Alternatives Symposium INS INV ADV Equities & Growth INS INV ADV
Disrupting conventional Institutional Investor Adviser Assets Symposium Institutional Investor Adviser
thinking The cusp of change
The Alternatives Symposium focuses on identifying The Equities and Growth Assets Symposium
investment opportunities spanning all possibilities, explores all facets of investment options that offer
well outside those usually envisaged. capital growth.
Equity market valuations alongside a low-interest-rate environment are demanding that The symposium will include assessment of the macro-economic outlook, particularly the
advisers seek diversification from alternative sources, but not all such opportunities are changing roles of monetary, fiscal and social policy. The purpose is to identify emerging
created equal. The sessions aim to both educate on, and facilitate engagement with, non- investment opportunities and secular trends in domestic and global equity markets.
traditional investments, with the overriding purpose being how they can support the Alternative options including unlisted equity, infrastructure, property and other unique
achievement of CPI-plus objective returns in the decade ahead. strategies will be a key focus area. The sessions aim to deliver implementable ideas that guide
portfolio construction, risk management and asset allocation decisions. The symposium
The kind of issues we envisage talking about: will specifically focus on bringing differentiated and high-conviction investment ideas to
• How can investors get comfortable with investments that are in niche or unique segments? delegates, challenging consensus views and testing investment theses.
These may be the true diversifiers.
• Assessing the net asset value of such investments is a judgment, as it is challenging to We envisage a robust discussion on:
determine the independence of the external party. What lessons are there for advisers? • The K economic recovery. The divergence between countries and industries has become
• Solar installations, agriculture, carbon trading may become the new sectors. Do they have even more obvious post pandemic. How will inflation, labour markets and interest rates
viable returns? affect growth assets over the next two-to-three years?
• Capital or income? What is paid and what comes from realization of investments? • The intersection of equity markets and economic momentum is no longer a given. There is
a clear differentiation between companies that rely on economic activity and those where
TICKET PRICING (EX GST)* the focus is on a changing society.
LOCATIONS & DATES^ LOCATIONS & DATES^
• Transformation is the name of the game. Online consumption is normalized, cloud
Members Cost covered in membership fees Melbourne: 23 February computing is big business, decarbonization is well underway. What are the auxiliary Melbourne: 29-30 March
investments to these trends that are less obvious? Sydney: 5-6 April
AUDIENCE Brisbane: 12 May
General Admission $1,200 • Listed long-only equity dominates portfolios. What other options are there that offer
Advisers, asset consultants and Adelaide: 17 May
growth, and how can the risk and correlations-to-equity in unlisted assets be properly
researchers, family offices. Perth: 19 May
assessed?
Early Bird† $600
ATTENDANCE AUDIENCE
Approximately 65-70. TICKET PRICING (EX GST)* Advisers, asset consultants and
researchers, family offices.
CPD POINTS‡ Members Cost covered in membership fees
8 ATTENDANCE
Melbourne/Sydney:
MELBOURNE/SYDNEY
Approximately 70-75 per event.
General Admission $2,000 Brisbane/Adelaide/Perth:
Approximately 40-45 per event.
Early Bird† $1,000
CPD POINTS‡
BRISBANE/ADELAIDE/PERTH 8-13
General Admission $1,200
Early Bird† $600
22 *All pricing correct at time of going to press ^All dates correct at time of going to press *All pricing correct at time of going to press ^All dates correct at time of going to press 23
†Available up until six weeks prior to event ‡Estimate only. One CPD Point per educational hour †Available up until six weeks prior to event ‡Estimate only. One CPD Point per educational hour
December 2021 December 2021Income & Defensive INS INV ADV Portfolio Construction & INS INV ADV
Assets Symposium Institutional Investor Adviser Asset Allocation Symposium Institutional Investor Adviser
Bird in the hand or in Creating accountable
the bush? credible portfolios
The Income & Defensive Assets Symposium The Portfolio Construction and Asset Allocation
addresses the most pressing question from clients; Symposium will focus on the most important and
how to generate consistent and reliable income. pressing issues facing advisers when it comes to
portfolio construction decisions.
Faced with lower-for-longer interest rates and variable dividends, the symposium explores
the investment landscape with a particular focus on the role of interest rates, inflation and
alternative income sources. The sessions are constructed to deliver actionable investment It will span all asset classes and focus on how these and the many sub-asset classes can be
ideas, spanning asset classes ranging from traditional fixed-income, to private and high-yield combined to deliver the required outcome for clients. The diversity of presenters from all
credit, real assets, equity-income and other associated strategies. walks of the investment world offers a rare opportunity to actively engage with specialists
in a logical sequence towards a coherent framework that advisers can adapt to provide
To challenge participants, we envisage talking about: supportable portfolios for their clients. Delegates will be challenged to discuss everything
• What really determines interest rates? We assume central banks are the kings, but there from intra- and cross-asset correlations, style biases, equity portfolio construction, risk
are other participants that can influence the outcome. We will dig deep into various rates, management and attribution, along with considering the key influences of portfolio returns in
be they BBSW, various maturities and other less well-known metrics participants use to the decade ahead.
judge “what is the interest rate?”
We envisage covering:
• The indices are a function of issuance and duration. How should we judge index-linked
strategies? • Projections of expected asset class returns are common yet can vary considerably. How can
• A newer world of private credit has been revealed. Returns have been an anchor to income advisers decide on a rational approach that can be a reliable guide to their clients?
generation over the past two years. What could go right – and wrong? • Endowments, sovereign funds and family offices have shifted well away from traditional
• Dividend income inevitably varies with corporate income. Is there a better way? assets and 60/40 portfolio construction. Is this the new path for private investors?
LOCATIONS & DATES^ • Risk, volatility, correlation and liquidity can play second fiddle in the pursuit of returns. LOCATIONS & DATES^
• Real assets can have a reliable stream of income. It is critically important to know which do
and don’t. Sydney: 17-18 August Can these concepts be a key differentiator for advisers that learn to put them front-of- Noosa: 6-9 November
Melbourne: 23-24 August stage?
AUDIENCE
Brisbane: 8 September • The secret world of attribution is to be unveiled. What are the metrics that tell the story?
TICKET PRICING (EX GST)* Advisers, asset consultants and
Adelaide: 13 September
Perth: 15 September TICKET PRICING (EX GST)* researchers, family offices.
Members Cost covered in membership fees
AUDIENCE ATTENDANCE
Members Cost covered in membership fees
MELBOURNE/SYDNEY Advisers, asset consultants and Approximately 40-45.
researchers, family offices.
General Admission $2,200 CPD POINTS‡
General Admission $2,000 ATTENDANCE 13
Melbourne / Sydney: Early Bird† $1,100
Early Bird† $1,000
Approximately 70-75 per event.
BRISBANE/ADELAIDE/PERTH Brisbane / Adelaide / Perth:
Approximately 40-45 per event.
General Admission $1,200
CPD POINTS‡
Early Bird† $600 8-13
24 *All pricing correct at time of going to press ^All dates correct at time of going to press *All pricing correct at time of going to press ^All dates correct at time of going to press 25
†Available up until six weeks prior to event ‡ Estimate only. One CPD Point per educational hour †Available up until six weeks prior to event ‡Estimate only. One CPD Point per educational hour
December 2021 December 2021ESG Retreat INS INV ADV
Yesterday. Today. Institutional Investor Adviser
Tomorrow.
Held at the iconic Spring Bay Mill, Tasmania,
the Inside Network's ESG Symposium looks to the
past and present to address the most pressing issues
facing investors, as we move towards a Net Zero
emissions future.
The Inside Network ESG Symposium focuses on the transformative change occurring in
investment markets. Faced with pressing societal, environmental and sustainability issues
offer unique challenges lie ahead driving the need for a new vision. Superannuation pools,
large family offices and wealth management clients are increasingly insisting on transparency
and actions on causes that matter to them.
This Symposium draws on the theme of Yesterday, Today and Tomorrow to create a pathway
for finance industry leaders to confidently frame their approach amid a transition towards
more sustainable practices and investing. The Symposium should be seen as an opportunity
to share and debate experiences candidly, ultimately offering powerful real world feedback in
this continued evolution.
Yesterday: Tasmania was the epicentre of the awakening of environmental activism. Now DATES^
that ESG is widely accepted, we will collectively draw on past learnings where societies have Hobart Welcome Dinner: 6 March
transformed investment attitudes. Spring Bay Mill Symposium: 7 - 10 March
Today: Focusing on the moment can be messy and unstructured. With the guidance of AUDIENCE
professional investors, the participants will be provided with a mind-map of how they can Approximately 80.
coalesce their thinking and create solutions for their clients.
ATTENDEES
Tomorrow - This is an exciting opportunity for partners to encourage thinking outside the
Leading industry advisers & asset
box. Risk aversion is rife, yet those that truly believe in change are seeking confidence that
consultants, CIOs, chairs of investment
real ESG transformation underpins a robust portfolio.
committees, high-net-worth individuals,
Benefits: family offices and head of ESG.
• Networking and sharing experiences with key influential decision makers and leading CPD POINTS‡
investment thinkers
15
• Branding across the event, socials, advertising, publications
• Event film, including company branding
• Event merchandise, including company branding
• Speaking position
TICKET PRICING (EX GST)*
General Admission $2,800
Early Bird† $1,400
26 *All pricing correct at time of going to press. ^All dates correct at time of going to press
Price includes accomodation at Spring Bay Mill ‡Estimate only. One CPD Point per educational hour
†Available up until six weeks prior to event December 2021IN Masterclass INS INV ADV
Institutional Investor Adviser
“Probably the best
event going around.”
- Mark Dacombe,
Aequitas Investment Partners
Smaller deep-dive sessions that support
professional development through specialised subjects.
CREDIT
Not all credit strategies are created equal nor do they aim to address the same segments. Credit
requires a unique understanding to assess its appropriateness for any investor. This masterclass will
cover the most important aspects to understanding the opportunity in the fast growing credit sector.
FINANCIAL PLANNING 4.0
Nearly every sector has embraced technology to their benefit, but the same can’t be said about the
financial planning industry. This masterclass is all about building the financial planning practice of
tomorrow; What can advisers do differently? And which systems support which client cohorts?
FILLING THE FUNNEL
Identifying and attracting the right clients is as competitive as ever. Communication is among the
most powerful tool, yet few advisory firms have the resources or ability to deliver consistent messages
and distinguish marketing from advertising. This masterclass will arm delegates with tools to build
their ideal profile, hone their messaging, and ultimately deliver consistent strategies.
EMERGING MARKETS
Emerging markets are one of the few remaining bastions of diversification. Recent events have shown
that investing into this highly diverse field is not simple, requiring nuance and extensive knowledge.
This masterclass covers all aspects of emerging markets, including the defining features of equity and
bond markets, their role within diversified portfolios, and the outlook for returns.
TICKET PRICING (EX GST)*
Members One IN Masterclass covered in membership fees
General Admission $900
Early Bird† $450
MELBOURNE DATE† AUDIENCE
Credit: 16 March Advisers, asset consultants & researchers,
Financial Planning 4.0: 1 June family offices, institutional investors,
Filling the Funnel: 2 June pension funds, sovereign funds,
Emerging Markets: 23 November superannuation funds.
SYDNEY DATE† ATTENDANCE
Credit: 23 March Approximately 25-30 per event.
Financial Planning 4.0: 15 June
Filling the Funnelt: 16 June CPD^
Emerging Markets: 30 November 5 per masterclass
28 *All pricing correct at time of going to press ^Estimate only. One CPD Point per educational hour 29
†All dates correct at time of going to press December 2021IN Friday Lunch INS INV ADV
6 Fund Managers, Institutional Investor Adviser
6 Courses,
$6,000 for Charity
The team at The Inside Network are bringing back
the Friday lunch!
The Advisers Friday Lunch, hosted over zoom by our very own James Dunn, brings together
6 funds managers, 6 speakers, and 60 leading investors, over 6 courses, with $6,000 donated
to charity.
Each sponsor is assigned a dish to speak to over the lunch. The speaker discusses a topic,
theme, stock, or idea loosely linked that back to that particular dish.
We have teamed up with world class restaurants to curate the finest mouth-watering feasts,
paired with premium Aussie wines.
FEATURING DISHES FROM:
• Chin Chin
• Kisume
• Mr Wong
• More to come!
OUR SPRING SERIES PROUDLY SUPPORTED PROP
DATES*
People Reaching Out to People (PROP®) is a mental health education program focused on
Held seasonally:
addressing the underlying stigma often associated with depression and anxiety.
Summer Series
Autumn Series
Winter Series
TICKET PRICING Spring Series
Invitation only AUDIENCE
60 Advisers, asset consultants &
researchers, family offices, institutional
investors, pension funds, sovereign funds,
superannuation funds.
CPD
1 per lunch
30 *All dates correct at time of going to press 31
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XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123InnerCircles INS INV ADV InnerCircles
Bespoke Virtual Institutional Investor Adviser Format
Roundtables
InnerCircles is a tool to gather insights, BENEFITS
find solutions to drive your business Advisers and asset consultants are inundated with approaches for meetings
with fund managers and sales people on a daily basis. InnerCircles cut
and deliver better client outcomes. through the noise and maximizes efficiency, by offering a set of thoughtful
Moderator Moderator
questions targeted directly at decision makers, and the voice of your co- James Dunn Giselle Roux
participants.
InnerCircles are independently moderated, thought-leading
conversations about current and pressing opportunities on the InnerCircles are invite only events that have been developed to allow Business Development
investment horizon. participants to gain insights, provide input, interact with industry Manager
professionals, and ultimately help screen investment opportunities for your
Held under Chatham house rule, InnerCircles will discuss outlooks, portfolio.
risks, and solutions that will result in actionable insights.
DISCOVER
Conducted virtually, each roundtable gives investment professionals Gain insights into funds and strategies that may be under the radar or
the opportunity to connect with an exclusive group of other influential new and upcoming opportunities.
advisers and asset consultants, without the need to leave your office or Financial Adviser Financial Planner
home. InnerCircles breaks from the presentation style format, so that you can
hear directly from the key decision makers, the ones entrusted with
“The roundtables are an intimate your capital.
discussion that allows you to interact DRIVE
Lead the conversation, talk about what you think is important.
directly with the PM, and other Contribute by asking your questions directly to both the speaker and
attendees, and drive the outcome of the group.
MEET
the conversation through your own Collaborate, share personal experiences, and learn how other like-
questions. minded investment professionals are dealing with similar issues. Thought
ACCELERATE Leader
It is great hearing directly from Accelerate understanding, due diligence and adoption of new and
emerging investment strategies, approaches and opportunities.
the horses mouth, to hear the fund
managers view of the world, and get
a good line of sight as to how they are
picking assets, and where they see
value.”
Investment Consulant
- Charlie Viola, Pitcher Partners
Adviser
Investment
Committee Member
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XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123ADV
Scan
me
Adviser
‘Insights for advisers, by advisers’
There is no shortage of content and daily news available for the financial Authors
advisory and investment industry. Inboxes are inundated with press
Drew Meredith
releases, investment ideas and commentary, yet cut-through into this
Giselle Roux
important sector remains difficult at best.
Greg Bright
In an environment of immense regulatory and industry change, The Ishan Dan
Inside Adviser is the trusted resource that financial advisers turn to in James Dunn
search of actionable ideas and unique opportunities, and to keep up-to- Lachlan Maddock Trusted
date with their growing compliance obligations. Owen Raszkiewicz Resource
Tim Boreham
The Inside Adviser seeks to reverse the disruption occurring in
traditional journalism, which is increasingly driven towards press Themes
releases and “click bait,” replacing this with high-value opinion, as • Pressing issues facing advisers and the economy
well as investigative and analytical reporting. Most importantly, it is • Macroeconomic themes
published and contributed to by those with extensive first-hand market • Portfolio construction and asset allocation
experience, ensuring a deeper understanding of pressing topics and • Regulation and licencing
industry issues. • Superannuation and retirement
• IFA – Business, Platforms
• Stock selection and managed funds
• Fund manager commentary
Twice Weekly
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XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123Our Team
"Great things in business are never
done by one person; they're done by a
team of people."
– Steve Jobs
TEAM MEMBERS
• Jamie Nemtsas
• Drew Meredith
• Abbey Minogue
• Adrian Juergens
• Alec Law
• Caris Graham
• Cassie Fisher
• Chris Tucker
• Doug Buckle
• Giselle Roux
• Ishan Dan
• James Dunn
• Jason Darmody
• Lachlan Maddock
• Rebecca Crothers
• Ruby Blake
• Sally Humphris
• Tori Tonzing
• Travis Crothers
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XYZ QED 123 XYZ QED 123 XYZ QED 123 XYZ QED 123For furthur information contact :
Jamie Nemtsas
Director
jamie@theinside.network
Drew Meredith
Director
drew@theinside.network
Level 4
125 Flinders Lane,
Melbourne, VIC 3000
Level 2
75 Elizabeth Street,
Sydney NSW 2000
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XYZ QED 123
theinside.network | insideadvisor.com.au
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