Event Recap: Investment Seminars in Sydney

We recently hosted our first in-person Investment Seminars at our Sydney offices, and we are pleased to share that the events were a resounding success. The feedback from our clients has been overwhelmingly positive, with many highlighting the value they gained from the presentations and discussions.

Event highlights

Market Update with Danny Wong, Manager Research

Danny kicked off the sessions with a comprehensive update on the Australian and global markets. He described the current economic landscape, discussing key trends and potential opportunities. Clients appreciated Danny’s in-depth analysis and his ability to relate these market dynamics directly to how Alteris positions our clients’ portfolios.

Partnership Announcement by Naomi Holmes, Head of Client Engagement

Naomi followed with an exciting update on our newly committed partnership with JANA Investment Advisers. She detailed the strategic reasoning behind this collaboration and outlined the benefits it will bring to our clients. The partnership aims to enhance our investment capabilities, providing our clients with even greater access to investment opportunities.

Insights from guest speaker Michael Karagianis, JANA Investment Advisers

With a wealth of experience in navigating complex markets, Michael shared his views on investing in today’s global environment. He provided real-world examples, offering our clients valuable insights into JANA’s strategic outlook.

Interactive Q&A session

The events concluded with an engaging Q&A session, where our guests had the opportunity to pose their questions directly to the panel and the wider team. This interactive segment was highly valued by our clients, as it allowed for a deeper understanding of the topics discussed and personalised insights into their specific investment concerns.

What’s next?

The feedback from these sessions has given us great insight into the topics our clients are eager to explore further. Together with investment strategies, the top areas of interest were:

• How to best help your kids financially
• Cybersecurity and protecting your assets from Cybercrime
• Housing and accommodation through retirement
• Estate Planning and legacy building

Thank you to everyone who attended and contributed to making this event a success. We are committed to delivering more sessions that cater to your interests and help to give you more confidence in your financial security.