Toowoomba Meeting - 17 May
Guest presentation from Affluence Funds Management
LICs and other interesting stuff
Daryl Wilson, Director/CEO/Portfolio Manager, Affluence Funds Management
Affluence Funds Management run a number of funds that invest in Listed Investment Companies and unlisted funds. Daryl Wilson from Affluence will provide an update on the LIC market, including some of their current favourites. Daryl will also touch on how Affluence are currently navigating the tricky investment environment, and some of the opportunities they are funding exciting in a largely overvalued market.
Daryl Wilson founded Affluence Funds Management in 2015 and is co-manager of all investments portfolios. Daryl has experience across all aspects of funds management including investment, operations and capital raising and is responsible for investment and funds management activities at Affluence.
Prior to forming Affluence, Daryl was a Director of Cromwell Property Group, an ASX-listed property and fund manager, for over 15 years. From 2008 until 2015, he was responsible for Cromwell’s unlisted funds management business, which created and managed investment funds worth over $1 billion and delivered impressive returns for the thousands of investors in these funds. He holds a Bachelor of Commerce, a Diploma of Financial Planning and is a member of the Institute of Chartered Accountants.
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of ASA
This group meets on the third Monday of the month from January to November
Convenor: Jill Douglas