Key Topics
- how to navigate markets over the coming months
- some of LGT Crestone's best investment ideas
- An update on bond markets
Hear from our Chief Investment Office on its perspective on how to navigate markets over the coming months, as well as some its best investment ideas.
The team will also provide an update on bond markets, outlining why slower growth and peaking inflation could provide a ceiling for yields at current levels.
Our Chief Investment Office is led by Chief Investment Officer Scott Haslem. The team is responsible for setting asset allocation, thematic investment ideas and instrument recommendations for client portfolios. With an average of 19 years’ industry experience, the team includes a range of experienced asset class and investment specialists.
The team also benefits from the expertise of market-leading external research providers from across the globe, as well as insights captured from our Investment Forum.
Guests speakers
Scott Haslem
Scott Haslem leads the Chief Investment Office at Crestone Wealth management, covering strategic and tactical asset allocation, portfolio construction and manager selection across equities, fixed income and alternative assets. Prior to joining the firm, Scott was most recently Managing Director and Chief Economist, Head of Macro Research for Australia and New Zealand at UBS.
Kevin Wan Lum
Before his role with the firm, Kevin Wan Lum worked at LGIAsuper, leading the investment team most recently as Deputy CIO. He was responsible for the oversight of the fund’s investment performance and strategy across the full range of risk profiles and its ESG integration and sustainability goals. Mr Wan Lum held several portfolio manager roles at Ibbotson Associates, Antipodean Capital Management and QIC, focusing on domestic and global equities, multimanager models and portfolio construction.
Stan Shamu
As part of the Investment, Product and Services team, Stan works closely with the firm’s investment advisers to understand individual client goals and to deliver suitable portfolios. With 12 years’ experience in financial markets and managed investments research across multiple asset classes, Stan has a wealth of experience in constructing portfolios and developing strategies for clients.
Martin Randall
Martin Randall is responsible for delivering and maintaining our investment offering across hedge funds, private equity and real assets. Engaging with local and global alternative asset firms, Martin’s focus is to source, perform due diligence and structure alternative investment solutions for our client base. He is also a member of the Investment Committee and further supports the firm’s investment offering across separately managed accounts, impact investments and structured products.
Todd Hoare
Todd joined the firm in June 2017. In his current role he is responsible for global equities investment and advice. This involves procuring our recommended lists and ensuring that clients’ domestic and global equity exposures are in accordance with their requirements. Todd began his career over 15 years ago as an analyst with National Australia Bank covering high yield equities, fixed income and more exotic instruments, such as collateralised debt obligations.
