Atrium Investment Masterclass 2024

The rise of Alternative investments and Private Markets

The highly anticipated Atrium Investment Masterclass returns in 2024 on the following dates:

  • BRISBANE – Tuesday 6 August
  • SYDNEY – Thursday 8 August
  • PERTH – Tuesday 13 August

We look forward to you joining us for Masterclass 2024

The Atrium team is looking forward to once again sharing with you key market and portfolio insights at the Masterclass event.

With global equity markets reaching all-time highs driven by a concentrated set of market performers, investors are continuing to look at ways to achieve genuine diversification. Alternative investments continue to gain attention from investors. However, not all alternatives are set up to play this role. What’s the right exposure? What risks should clients be aware of? What are the opportunities? How can clients take advantage of these?

In addition, the rise of SMAs has placed portfolio construction into the hands of a small group of practitioners. How well are these SMAs portfolios set-up to cater for this asset class? Are clients invested in genuine Diversifiers?

Designed specifically for advisers, our Masterclass session will be led by the Atrium investment team along with external investment professionals from around the world. CPD points will be available for your full attendance. 

Reasons to attend

Latest investment insights

8 sessions from local and global investment managers

CPD points

2 to 3 hours of Continuing Professional Development points

Highly rated

95% of last year’s 100+ Masterclass attendees were satisfied or highly satisfied with the presentation quality.

Agenda

Packed with highly relevant sessions, we will address a wide range of topics that are pertinent to today’s financial landscape.

Agenda

Click here to view the full agenda.
Time
Duration
Topic
Speaker/s
9:00am
10 mins
Intro & Purpose
Tony Edwards, David Dix
9:10am
45 mins
Macro landscape
Henry Neville and Brendan Paul
9:55am
45 mins
Alternatives and Private Markets in Multi Asset
Brendan Paul
10:40am
15 mins
Break
10:55am
45 mins
The reward and risk of Private Markets
William Morgan
11:40am
45mins
Private Credit – European focus, Northwall – European Private Credit
Alex Garnier
12:25am
45 mins
Lunch
1:10pm
45 mins
An interview with Roger Hilty – LGT Capital Partners
Roger Hilty and Brendan Paul
1:55pm
30 mins
Practical application of alternatives and private markets in your clients’ portfolios
David Dix
2:25pm
15 mins
Break
2:40pm
50 mins
The future of Risk Targeted Investing - what to expect?
Tony Edwards and Brendan Paul
3:30pm
-
Close, refreshments and catch up with the Atrium team

Speakers

Hear directly from people making investment decisions in these turbulent times, including senior
members of the Atrium Investment team and special guest speakers from our global partners.

Roger Hilty

Partner,
LGT Capital Partners

Henry Neville

Multi-asset portfolio manager- Solutions,
Man Group

Alex Garnier

Founding Partner & Portfolio Manager,
NorthWall Capital

Tony Edwards

Chief Investment Officer,
Atrium Investment
Management

Brendan Paul

Senior Portfolio Manager and
Head of Alternatives, Atrium
Investment Management

David Dix

Head of Client Investment
Solutions, Atrium Investment
Management

Will Morgan

Portfolio Manager,
Atrium Investment Management

The Atrium Investment Masterclass is our
annual signature event for advisers. Now in its
fifth year, it is designed to help advisers
deliver the right portfolio outcomes for their
clients by providing investment information
and insights focused on the concept that risk
matters.

Find out more about the Atrium Investment Masterclass or our Risk Targeted investment approach
Email
adviser.support@atriuminvest.com.au

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website www.atriuminvest.com.au, or can be obtained from your financial adviser or our Client Investment Services team at investors@atriuminvest.com.au. Past performance is not an indication of future performance.

Following recent amendments to the Corporations Act 2001 (Cth), where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

© 2024 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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