Join us for TAMIM Asset Management’s upcoming Webinar Series, where our expert portfolio managers will provide exclusive insights into their strategies across various asset classes. Don’t miss this opportunity to gain valuable knowledge and analysis from our experienced team as they cover key investment opportunities for the months ahead.

Webinar recordings will be distributed to registrants so make sure you sign up even if you can’t tune in on the day!

Join Darren Katz, TAMIM’s Managing Director and Credit Portfolio Manager, for an in-depth discussion on the benefits of private debt funds and how they can help diversify your portfolio. Darren will explore how private debt provides consistent returns that are not tied to equity market fluctuations, offering investors a unique opportunity to generate stable income. He’ll also share TAMIM’s credit investment philosophy and highlight key strategies for navigating today’s market environment.

Key Topics:

• Understanding private debt and its role in portfolio diversification
• TAMIM’s credit investment philosophy
• Alternative income streams through private debt investments
• Live Q&A session

Join Robert Swift as he provides key insights into the global equity landscape and emerging opportunities in international markets. This session will focus on China’s recent fiscal stimulus, the potential for shareholder rewards, and sectors like resources and energy infrastructure that could benefit. Robert will also share TAMIM’s global investment philosophy and highlight stocks that stand out in the current environment.

Key Topics:

• Insights into global stocks and opportunities in China
• TAMIM’s global high conviction investment approach
• Sectors to watch: resources, energy, and key players like Schlumberger, and all companies building, repairing and maintaining the new energy grid
• Live Q&A session

Join Ryan Mahon, TAMIM’s Global Tech & Innovation Portfolio Manager, for a deep dive into the transformative trends shaping the future of Technology, Energy, and Money. Learn how AI and Technology giants like Nvidia and Tesla are driving innovation, and explore how the global geopolitical power struggle is accelerating investment and rapid change across these mission-critical spheres. We will also discuss key emerging themes — ranging from the battle for technical dominance in Space and the Arctic, to the potential for a US Sovereign Wealth Fund, and the nuclear renaissance underway in the US energy sector.

Key Topics:

• TAMIM’s investment philosophy for tech and innovation
• Key themes across the Pillars of Power – Technology, Energy, and Money
• Emerging companies and sectors to watch
• Live Q&A session

Join Ron Shamgar, one of Australia’s top-performing Australian Equities Portfolio Managers, as he shares his insights on the current Australian market and his top ASX stock picks. In this session, Ron will provide an overview of his investment philosophy, discuss potential takeover opportunities within the Australian equities landscape, and highlight sectors and companies poised for strong performance. With a focus on identifying undervalued stocks and key market trends, this webinar offers valuable knowledge for investors looking to capitalise on opportunities in the Australian market.

Key Topics:

• Exclusive insights into top ASX stocks
• TAMIM’s investment approach in the Australian market
• Potential takeover candidates in the ASX
• Live Q&A session

For inquiries regarding TAMIM investment solutions, feel free to reach out to us using the contact information provided below.

darren@tamim.com.au
​+61 405 147 230

ben@tamim.com.au
​+61 403 360 850