Interest rates are now at their highest level in more than a decade, but central banks are yet to declare victory over inflation. Jobs markets remain tight and consumer spending resilient, although there are tentative signs we are on the cusp of greater economic weakness. As Australian households and businesses prepare for an extended period of higher borrowing costs, many are asking if it will be possible to get inflation under control without a recession.
We are delighted to invite you to join us for the 2023 LGT Crestone Symposium, featuring keynote speaker Glenn Stevens AC, Australia’s longest-serving Governor of The Reserve Bank of Australia. Among other things, Mr Stevens will offer his perspective on inflation and the outlook for interest rates. Following the keynote address, Scott Haslem, Chief Investment Officer at LGT Crestone, will provide an update on the Australian and global macro-economic environment and how LGT Crestone is positioning portfolios for the period ahead.
Mr Haslem will be joined by a selection of alternatives panellists including Michael Lukin, Managing Partner, Roc Partners; Marigold Look, Executive Director, Infrastructure, IFM and Bob Sahota, Managing Director and Chief Investment Officer, Revolution Asset Management. Our panellists will provide their views on investing in private equity, infrastructure and private credit - outlining where they see the greatest investment opportunities and risks over the coming period.
We hope you can join us for what should be an interesting and interactive event
| Date | Thursday, 14 September 2023 |
| Time | 12:00 - 2:00pm |
| Venue | The Ritz-Carlton Perth |
Mr Glenn Stevens AC worked at the highest levels of the Reserve Bank of Australia
for 20 years, most recently as Governor between 2006 and 2016.
Mr Stevens has also made key contributions to a number of Australian and
international boards and committees, including as a Board Member of the Lowy
Institute for International Policy, Chair of the Australian Council of Financial Regulators
between 2006 and 2016, as a member of the Financial Stability Board, and on a
range of G20 committees.
He has a Bachelor of Economics (First Class Honours) from the University of Sydney and a Master’s in Economics from Western University in Ontario.
Scott Haslem heads up the Investment, Product and Services division at LGT Crestone Wealth Management, and leads the Chief Investment Office. The Chief Investment Office covers strategic and tactical asset allocation, portfolio construction and manager selection across equities, fixed income and alternative assets.
Prior to joining LGT Crestone, Scott was most recently Managing Director and Chief Economist, Head of Macro Research for Australia and New Zealand at UBS. While at UBS he led a consistently top-rated economics team for more than 10 years, while being individually rated the number one broking economist for 10 of the past 11 years. Scott has more than 25 years’ experience in global financial markets and investment banking, providing extensive economics research and investment strategy across the equities and fixed income markets, engaging with fund managers, superannuation funds and wealth management clients. Prior to joining UBS in 1998, he spent seven years working for the Reserve Bank of Australia, primarily in economic forecasting. Scott holds a degree with Honours in Economics from the University of Queensland and a Master of Economics degree from the Australian National University.
Marigold is responsible for managing IFM Investors’ Net Zero Infrastructure Fund. At IFM, Marigold has been involved with various investments for the Australian Infrastructure Fund and Global Infrastructure Fund, including Colonial Pipeline (US), Pacific Hydro, Port of Brisbane, NSW Ports, NT Airports, Brisbane Airport and Adelaide Airport.
Marigold has extensive experience in investment evaluation, asset management, corporate finance and valuations. Marigold has been a board member of NT Airports, Axiom Education and Eastern Distributor (M1 toll road). Prior to joining IFM Investors, Marigold held roles with WilsonHTM as an equities research analyst, and with PwC specializing in corporate valuations and strategy consulting.
Mike is the Group Managing Partner of Roc Partners where he is responsible for leading client relationships and investment activities in several markets. Mike was one of the founding partners of Roc Partners following the management buy-out of Macquarie Group’s private markets business unit (“MIMPM”) by its senior executives in June 2014.
He currently serves a director of Roc Partners investee companies StoneAxe, Australia’s Oyster Coast, Hirepool, National Dental Care, Infrastructure Advisory Group and Pacific Metals Group. Mike holds a Bachelor of Science Honours, Applied Mathematics, is a Chartered Financial Analyst (CFA) and Associate of the Institute of Actuaries of Australia.
Bob is co-founder and managing director of Revolution Asset Management. He is responsible for leading the strategy for the Australian and New Zealand private debt portfolio.
Prior to establishing Revolution Asset Management, Bob held senior roles as Head of Direct Lending at Kapstream Capital and Head of Fixed Income at Challenger Limited. As Head of Fixed Income at Challenger Limited, from 2005 to 2016, Bob led an investment team of 14 staff managing leveraged finance/private debt, real estate debt, Asset Backed Securities, investment grade corporate credit and alternatives portfolios on behalf of both Challenger Life Company and a number of Australian superannuation funds.
Bob holds a Bachelor of Commerce in Accounting and Finance from the University of NSW, a Graduate Diploma in Applied Finance from FINSIA and a Master of Applied Finance from Macquarie University.
