Sydney Investor Forum - 18 August
Robert Swift, Head of Global Equity Strategies at TAMIM Asset Management, and Garth Curry, Sanlam Private Investments, will be the guest speakers.
Investments with TAMIM’s head of global equities and how to be better global investors
Robert Swift biography:
This month we welcome ASA sponsor TAMIM Asset Management. The company, in addition to property portfolios and private debt, offers a spectrum of unlisted managed funds across Australian and overseas equities. Nevertheless our focus this month will centre on investments with TAMIM’s Head of Global Equities. Robert’s talk will be focusing on the five Ds that will be driving markets for the foreseeable future; Debasement (Inflation), Debt, Demographics, Deglobalisation, and Decarbonisation.
Robert is the portfolio manager of the TAMIM Global High Conviction portfolio, managed on behalf of TAMIM by Delft Partners, where Robert is also CEO. Robert has worked as a fund manager in the investment industry for over 30 years. Before Delft he managed $20bn as head of multi strategies at BTIM in Sydney and prior to that was jointly responsible for over $200bn while a Chief Investment Officer at Putnam Investments in Boston, USA. He is also a member of the investment committee with Local Government Super, an $8bn industry superannuation fund.
Garth Curry biography:
Garth Curry has worked as a Portfolio Manager for the past 33 years & is currently at Sanlam Private Investments (previously at Merrill Lynch). He looks after sophisticated investors equity portfolios locally and in the global markets. Having moved to Australia from South Africa 3 years ago, he now resides in the Northern Beaches.
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of the ASA.
This group meets on the third Thursday of the month from January to December