Diversifying Internationally: is it time to look for growth offshore? Conference material
We hosted our second LICS conference in Melbourne, on 4 April 2017. We had some of the leading industry experts to delve into the topic of diversifying internationally:
- Is it time to look for growth offshore? This conference examines trends and themes likely to drive global and regional markets over the next few months
- A Portfolio Masterclass
- Other portfolio building products to aid you in setting up the best portfolio for you
Download the presentation slides PLUS audio files below.
Paul Wilson:
Co-founder and Managing Partner, Bailador Investment Management Pty Ltd
Paul has had extensive private equity investment experience as a previous director of CHAMP Private Equity in Sydney and New York and with MetLife in London. Paul was also previously Executive Director at media focused investment group, Illyria Pty Ltd. Paul is a co-founder and Managing Partner of Bailador Investment Management Pty Ltd and is the Chairman of SiteMinder and iPRO, and Director of Viocorp, Straker Translations and Stackla. Paul is also a director of the ASX-listed companies, Bailador Technology Investments, and the Vita Group along with Yellow Pages (New Zealand) and the Rajasthan Royals IPL cricket franchise.
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Audio file 
Damien Klassen:
Head of Portfolio Management, Mainstreet Financial Group
Damien joined Mainstreet in 2016 after 3 years at Schroders in the Global Quantitative Equity Product team helping to manage over $AUD60bn of international quality and value funds. At Schroders, Damien had primary responsibility for the mining & energy sectors, financial statement analysis and big data initiatives. Prior to Schroders, Damien's roles included 8 years as a founding shareholder of Aegis in various roles including head of research, 6 years at Wilson HTM as a quantitative analyst and asset allocation strategist, and roles at BZW and BBY over a twenty one year career as an equities analyst.
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Gary Hui:
Lead analyst and portfolio manager - Value Opportunities Fund, Arowana Australasian
Gary is the lead analyst and portfolio manager of the Arowana Australasian Value Opportunities Fund, a position he has held since 2015. Prior to Arowana, Gary was a senior analyst & MD at a San Francisco based hedge fund. Gary has lived and worked extensively through Asia and the US and seeks to bring an international perspective to the investment process.
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Mugunthan Siva:
Managing Director, India Avenue Investment Management
Mugunthan spent three years in India as CIO of a boutique asset management business. In this period Mugunthan set up a foreign access vehicle to allow global investors to access India’s equity markets. Mugunthan previously worked as Head of Portfolio Management for ANZ Wealth in Australia and has over 20 years of experience in portfolio construction, manager selection as well as credit and equity research at companies such as MacquarieBank and Westpac. Mugunthan has also managed multi- asset, alternatives and global/emerging market share portfolios.
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James Brown:
Portfolio Manager; Asian Masters Fund & Emerging Markets Masters Fund, Walsh & Company Asset Management
James has significant experience in research and analysis across all asset classes, having earned him the honour of being one of the top three analysts in the United Kingdom investment companies sector in 2012.
As Portfolio Manager, James is primarily responsible for managing the investment process for the portfolios of the Asian Masters Fund and Emerging Markets Masters Fund. James works closely with the other members of the funds management team in researching and selecting appropriate funds for investment.
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