SME DG-Small Business Month of June

Intro.

This month our speaker is Charles Stodart, Investment Specialist from Zurich Investments.

In this session, Charles Stodart will provide insights about:

Selected examples of future profit pools, consider what drivers which investors could be thinking about in their pursuit of risk-adjusted returns.

Assessment of current market drivers and the broader investment opportunities, look beyond the immediate, focus on long-term investing are more interested in return streams and profit pools over next decade.

Think whether today’s obsession with digital transformation such as AI. Consideration of recent market concentrations

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About The Speaker

Charles joined Zurich in 2015 and has over 20 years’ experience in the financial services industry. Charles is responsible for providing support and investment commentary to financial advisers and investors of Zurich’s managed funds.

Prior to joining Zurich, Charles was an Investment Analyst at Five Oceans Asset Management, covering Asian equities and global telecom stocks. Prior to this, he was a Fund Manager at Pengana Capital’s Asian Equities Fund, with additional responsibility for Telecom and Technology sectors across Asia and Japan.

Charles has also held investment roles at Perennial Investment Partners and Murray Johnstone in Glasgow, covering global equities. Charles has a Masters in Modern History from St Andrews University in the UK and is a CFA charterholder and a CAIA charterholder. He also holds the CFA Institute’s Certificate in ESG Investing.

Zurich Investments

Level 21, 118 Mount Street

North Sydney NSW 2060

www.zurich.com.au

Continuing Professional Development Point (CPD Point)

• This event will account for up to a maximum of (1.50) CPD Point per session.

• Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.

• You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.

• You should only claim for the attended hours only.

Spaces are limited, please ensure you register as soon as possible

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Please feel free to contact us if there is a question.

Thank you for being part of our SME community.

SME Discussion Group | City Head Office @ The Rock Sydney