Investment strategies for nimble investors
We can’t travel right now, but we still want to reach out to advisors in the Riverina. You are invited to join us for our ‘virtual roadshow’. For every advisor who attends we will donate $10 to Riverina Bluebell, a mental health charity supporting the Riverina area.
Roadshow Speakers and Agenda
Earn CPD Points from the Financial Planners Association when you attend.
Disclaimer: This webinar is for general information purposes and is not financial advice. Always seek your own advice and read the PDS at www.einvest.com.au. Past performance is not a reliable indicator of future performance.
Director, Portfolio Management / Head of Research
Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust.
In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. In 2018, he was promoted to Director, Portfolio Management with responsibility for overseeing the management of all broader cap Australian Equities portfolios. He also has research responsibility for the banking, healthcare, telco and agricultural sectors.
Jodi focuses on investor relations spanning across sales, client communications, product marketing, demand generation, brand, content, customer experience, events, content, automation and digital strategy and is the left handed creative weirdo at eInvest. Jodi’s experience spans 9 years, mostly in institutional funds management distribution having also sharpened her teeth in financial advisory and management consulting.
Jodi is also an avid supporter of the arts and has the “very serious” role of “Bed Leader” at her local community garden.
Damian is Deputy Portfolio Manager of the Perennial Value Australian Shares Trust and Portfolio Manager of the Perennial Sustainable Future Trust. He also has responsibility for analysing stocks in a number of sectors, including insurance and media. Damian joined Perennial in 2002 and he has accumulated considerable experience during this time as a senior analyst in small, mid and larger capitalisation stocks. He also has experience as a dealer and as portfolio manager of the Perennial Value Microcap Opportunities Fund. Prior to joining Perennial, Damian worked as a lawyer in Sydney and Hong Kong with Freehills, Gilbert+Tobin and Baker & McKenzie. During this time he worked primarily in the corporate law area, often on matters involving governance issues and mergers and acquisitions.
Damian is the Portfolio Manager of the eInvest Future Impact Small Caps Fund (Managed Fund) (ASX:IMPQ)
Senior Credit Analyst
Brad Dunn commenced with Daintree in May 2017 as a Senior Credit Analyst. Prior to Daintree, Brad was with Ord Minnett for over 10 years.
Brad’s most recent role at Ord Minnett was as Senior Analyst and Portfolio Manager in the Fixed Income team. In this role, Brad was responsible for the portfolio management of an income orientated portfolio and providing modelling and valuation analysis on listed interest rate securities. Brad would also undertake strategic asset allocation advice for Ord Minnett’s internal models.
Brad also gained extensive experience as an equities analyst whilst at Ord Minnett, covering the consumer services, property, mining services, retail, technology and industrial sectors.
Brad has a Bachelor of Economics, majoring in Economics and Finance, as well as a Master of Applied Finance both from Macquarie University. Brad has also completed Level 1 CFA.
Brad’s analyst is an integral part of the suite of Active Fixed Income ETFs issued by eInvest, ECAS, ECOR and EMAX.