TAMIM Investment Webinar Series
June 2024
Curious about which asset class to invest in or looking to diversify your portfolio?
Curious about which asset class to invest in or looking to diversify your portfolio?
Join us for our end-of-financial-year webinar series, where our leading fund managers will provide an exclusive look into their strategies and insights for the upcoming financial year across various asset classes.
Each session will cover a different asset class or market segment, giving attendees a comprehensive view of various investment opportunities. From Australian and global equities to fixed income securities, our expert speakers will provide valuable analysis of companies and industries currently on their watchlist.
Can’t Attend Live? No problem!
Register anyway, and we’ll send you a link to watch the recording at your convenience.
GLOBAL EQUITIES with ROBERT SWIFT
Robert Swift, TAMIM’s Global High Conviction Portfolio Manager, will discuss the current economic landscape worldwide, navigating the financial markets and explore the investment opportunities emerging in global equity markets.
Key Discussion Points:
- Global Stock Insights
- Our Investment Philosophy
- Potential Global Market Opportunities
- Q&A Session
Event Details
Date: 20 June 2024
Time: 2:30 pm
Duration: 1 hour
Australian Equites with Ron Shamgar
Join Ron Shamgar, one of Australia’s top performing fund managers, and TAMIM’s Australian Equities Portfolio Manager of both the All Cap and Small Cap Income strategies, for an insightful discussion on where he sees value in Australian Equities, his current portfolio and investment philosophy.
Key Discussion Points:
- Exclusive ASX Stock Insights
- Our Investment Philosophy
- Potential ASX Takeover Targets
- Q&A Session
Event Details
Date: 25 June 2024
Time: 2:30 pm
Duration: 1 hour
Property with Jeff Taitz
Jeff Taitz, TAMIM’s Managing Director and Head of Property, drawing on his decades of property expertise, he will lead an insightful discussion on investing in both listed and unlisted properties.
Key Discussion Points:
- Commercial Property Market Overview
- Our Investment Philosophy
- What type of Properties?
- Q&A Session
Event Details
Date: 27 June 2024
Time: 2:30 pm
Duration: 1 hour
Webinar recordings will be distributed to registrants so make sure you sign up even if you can’t tune in on the day!
Credit with Darren Katz
Darren Katz, TAMIM’s Managing Director and Credit Fund Portfolio Manager, will discuss the benefits of private debt funds as a means to diversify your investment portfolio, offering the potential for consistent returns which are not correlated to equity markets.
Key Discussion Points:
- What is Private Debt?
- Our Investment Philosophy
- Alternative Income Stream
- Q&A Session
Event Completed
Global Mobility with Ryan Mahon
Ryan Mahon, TAMIM’s Global Mobility Fund Portfolio Manager, will talk about electric and autonomous vehicles, and the impact of Chat GPT, Nvidia, and Artificial Intelligence on transportation.
Key Discussion Points:
- Disbursement of the US Stimulus (CHIPS Act)
- Our Investment Philosophy
- Global Equities on our Radar
- Q&A Session
Event Completed
Contact Our Distribution Team
For inquiries regarding TAMIM investment solutions, feel free to reach out to us using the contact information provided below.
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