Atrium Investment Masterclass 2023

The Great Asset Reset

Building the right client portfolio to suit the New Investment Landscape

Held over two virtual sessions: 26 July and 2 August, 10:30am-1:30pm AEST
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We look forward to you joining us for Masterclass 2023

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

As volatility in markets continues, the Masterclass series provides an opportunity to hear from key members of the team, helping you understand the evolving investment landscape. The content is designed to build your knowledge of market thematics, current portfolio positioning and to understand how we see geopolitical and macroeconomic factors play out, thereby supporting you to answer key questions from your clients.

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Reasons to attend

Latest investment insights

10+ 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.

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Agenda

Packed with highly relevant sessions, we will address a wide range of topics that are pertinent to today’s financial landscape. This year we will provide a deep dive on:

  • The impact of Artificial Intelligence on financial markets.
  • Unlocking the potential of the Energy Transition.
  • Exploring strategies for obtaining true diversification through uncorrelated assets.

Day 1 agenda – Wednesday 26 July

Time
Duration
Topic
Speaker/s
10:30am
25 mins
Navigating the Shifting Investment Landscape
Tony Edwards, Brendan Paul
10:55am
25 mins
Interview with Christopher Joye
Christopher Joye, Brendan Paul
11:20am
10 mins
Break
11:30am
25 mins
Unlock the Power of Asset Allocation: Why Correlations Matter
Glen Foster
11:55am
25 mins
Unveiling the Evolution of Passive Investing and ETFs: A Masterclass for Advisers
Brendan Paul
12:20pm
10 mins
Break
12:30pm
50 mins
Addressing Adviser Needs: Insights from Atrium
David Dix
1:20pm
10mins
End of Day 1
David Dix

Day 2 agenda – Wednesday 2 August

Time
Duration
Topic
Speaker/s
10:30am
25 mins
Unveiling the Future: Artificial Intelligence and its Impact on Financial Markets
Gregory Bond
10:55am
25 mins
Embracing the Energy Transition: Unlocking Opportunities
Chris Claridge, Tony Edwards
11:20am
15 mins
Q&A: Key Investment Themes
Moderated by David Dix
11:35am
10 mins
Break
11:45am
25 mins
Unlocking True Diversification: Alternative Strategies
Unlinked to Equity Beta
Andrew Harrex
12:20pm
10 mins
Break
12:20pm
50 mins
How Atrium captures value in Private Markets: Navigating Private Markets
Will Morgan
1:10pm
20 mins
Close & conclusion
David Dix

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.

Gregory Bond

President and Chief Executive Officer,
Man Numeric


Christopher Joye

Chief Investment Officer & Portfolio Manager,
Coolabah Capital


Andrew Harrex

Managing Director Aus / NZ,
P/E Investments LLC

Tony Edwards

Chief Investment Officer,
Atrium Investment
Management

Glen Foster

Senior Portfolio Manager and
Head of Risk, 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

Chris Claridge

Portfolio Manager,
Atrium Investment Management


Will Morgan

Portfolio Manager,
Atrium Investment Management

The Atrium Investment Masterclass is our
annual signature event for advisers. Now in its
fourth 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.

Register now
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.

© 2023 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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