Master Series 1

Sydney, 27th March 2018

The art of late-cycle investing

Presented by Livewire Markets & sponsored by IRESS

It's been 9 years since this bull market kicked off in March 2009, making it the second longest bull market of all time. The market tremours of early February have quickly shaken us from complacency, forcing us to ask questions like:

  • Is the music about to stop?
  • How should I position myself and my clients?
  • How can I reduce risk?
  • Where are the best opportunities?

Who better to help us answer these questions than four of Australia's most respected and successful investors, at the inaugural Livewire Masters Series in Sydney on 27 March 2018.

Get up "close and personal" with four of Australia's most impressive investors:

  • Brett Gillespie, Head of Macro, Ellerston Capital. Brett is one of Australia's most renowned experts in Global Macro Investing. During a 26-year career he's recorded only one year of negative return/benchmark under-performance.
  • Hamish Douglass, Lead Portfolio Manager, Magellan. Hamish is a visionary in the funds industry and has been the driving force behind the inexorable rise of Magellan, which was founded in 2006 and now has $58 billion FUM.
  • Phil King, Portfolio Manager, Regal Funds Management. Regal Funds Management is one of Australia's oldest and best performing alternative fund managers. Phil, a "Master of the Market", is highly regarded for his stock-picking prowess and market instincts.
  • Steven Ng, Portfolio Manager, Ophir Asset Management. Ophir is a high-conviction fund manager with performance to match. The Mercer survey has ranked the Ophir Opportunities Fund as the #1 small-cap fund over 5 years.

The conversations will be moderated by Jonathan Shapiro, Australian Financial Review.

Event agenda

Sponsor

IRESS

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Master Series 1 Digital Pass

Watch the videos of all the commentary, predictions and stock tips from these Market Masters for A$29.00. Digital content will be available soon after the live event.

Premium

What's changing, where it's going and how you should play it

Livewire Exclusive

Jonathan Shapiro from the Australian Financial Review interviews Brett Gillespie from Ellertson Capital. In the first of Livewire’s Masters Series videos you’ll gain a deep understanding of two different scenarios facing global markets right now. Brett identifies the catalysts for a market sell-off and the indicators you need to watch. Show More

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How to survive and prosper in bumpy markets

Livewire Exclusive

Three of Australia’s leading fund managers explain how they are approaching investing at this late stage of the cycle. Our panellists discuss whether we’re already in a correction, their number one concern in today’s market, and they each share a stock idea from their part of the market. Show More

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Buy Hold Sell: 5 late-cycle gems

Buy Hold Sell

It's late in the business cycle and it's time to go looking for stocks that could benefit as inflation picks up. Phil King of Regal Funds Management and Steven Ng from Ophir share their views on a selection of stocks with the potential to be late cycle gems. Show More

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