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The Family Portfolio: Can diversifying ensure a family's longevity?

 

Greg Neave (R.G. Withers Holdings) comments on the journey the Withers Family took to move away from having 90% of their wealth tied into a single asset to minimising the family's risk by diversifying their portfolio.

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Renewable Energy: Risks and Opportunities For Private Investors

 

Richard Seamans (USA) explores the renewable energy landscape, highlighting the challenges and opportunities for private investors

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Exploring China: The 'One Belt One Road' Initiative

 

Exploring the history and motivations behind China's 'One Belt One Road' Initiative

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What Makes Families Different as Investors?

 

Professor Jack Gray (Adjunct Professor, University of Technology, Sydney) and Keith Drewery (Drewery Consulting) discuss the challenges family members face in understanding and articulating their investment objectives

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Insight Interview: Martin Lemke

 

PWN's Richard Milroy spoke to Martin Lemke his experiences working in a large European multi-family office, and the opportunities and risks in property markets around the world

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Insight Interview: Michael Drapac

 

In our first PWN/Deloitte Private Insight Interview, PWN's Richard Milroy spoke to Michael Drapac about horse racing, his journey into the property market, and where he sees opportunities now and into the future.

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Global Property Markets: Risks and Opportunities

 

Martin Lemke (AM Alpha) and Michael Drapac (Drapac Group) explore opportunities and risks in global property markets and discuss where they're currently investing.

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Managing Great Property Assets

 

Jason Huljich (Centuria Capital) and David Jackson (Keystone Private) discuss property management, drawing from their own experiences as property managers.

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Exploring Niche Property Investment

 

Julian Clark (Lancemore Group) and Chris Smith (Australian Unity Investments) share their experiences in the hotel and healthcare sectors.

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How Are We Investing in Property?

 

In a panel facilitated by Anthony De Francesco (IPD Australia), Ben Margow (Gandel Group), Rob Rayner (CorVal) and Martin Lemke (AM Alpha) explore sector trends, geographies and where they are currently investing. 

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Australian Property: How Far Does This Cycle Have to Run and Where Are the Risks?

 

Anthony De Francesco (IPD Australia) gives a macro outlook into the Austrlian property markets in 2014 by sector and location. Recorded at the 2014 Property Forum in Melbourne.

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Presentations: Perth Property Forum 2014

 

This one day forum explored the key trends driving the property market in Western Australia, Australia and around the world, followed by a private members' discussion where we are investing in property.

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Investing Like a Woman

 

Steve Macdonald, Co-Founder of Infinitas, explores how investing through a gender lens may lead to better results.

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A New Generation of Property Developers: Exploring specialised development

 

We discuss development opportunities, new approaches and new property markets with our panel of property entrepreneurs. What opportunities are the next generation of property developers and investors seeing and how are they approaching them.

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Exploring Property Sectors and Opportunities: Domestically and globally

 

A discussion on what sectors and opportunities in property investment both domestically and globally are currently trending.

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Actively Managing Your Property Assets and Adding Real Value

 

How can property owners add real value through refurbishment and re-positioning, higher and better uses (e.g., residential conversion) and case studies of such value add.

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New Frontiers in Property Investing

 

Michael Drapac has built a significant property development & investment business originally based in Melbourne, and now increasingly focused on US opportunities. What opportunities is he looking for and how does he think about property development.

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Economic Outlook and Prospects For Property

 

Major switches in economic drivers, winners and losers, implications on property markets, opportunities and pitfalls, and risk and return issues.

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Venture Capital: Aew we a nation that 'gambles', not invests, on early stage ventures?

 

With a large amount of investment-quality innovative and commercial ideas seeking overseas funding, how do we encourage a sustainable start-up scene in Australia?

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Due Diligence: Deal Flow, trust-based clubs and fund selection

 

Our panel of investors look at due diligence across a variety of investment options including clubs, other direct and private opportunities and fund selection.

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Investment Opportunities in a Re-regulating World

 

In this session we look more closely at US trends and some of the investment opportunities arising from them

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Exploring Opportunities in the US Economy

 

In this session we explore tech pre-IPO's in the US, and whether they are a good strategic fit for private investors?

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How Should Family Offices Think About Asset Allocation?

 

A significant number of family offices in Australia and elsewhere invest based on opportunity rather than form. To what extent should strategic asset allocation inform investment decisions for the private investor?

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How do we make sense of and communicate investment principles?

 

In this session Professor Jack Gray explores how private investors should communicate investment principles with the next generation.

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The Evolution of a Family Investment Portfolio

 

Best practices and learning gleaned from managing the wealth of the Myer family over more than 75 years.

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Profit or Pleasure? Exploring the motivation behind investing in treasure

 

How are high net worth individuals globally investing in ‘treasure assets' such as jewellery, fine art and antiques?

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Exploring the Shadow Banking System

 

What is shadow banking, why is it relevant, its Australian context, asset class example - credit property debt, and what asset not to invest in.

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Niche and Uncorrelated Investment Opportunities: Globally and locally

 

Panel discussion on niche and uncorrelated investment opportunities globally and locally.

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Defensive Alternatives: Solving the liquidity vs returns trap

 

Why alternatives and how to stay defensive, defensive opportunities and themes.

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Emerging Secular Trends: Food land and water

 

Agriculture industry and key drivers, an introduction to water stress and fundamental balances in the production of food, and historical return and risk profile of farmland.

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Blessed and Cursed: Family office investment culture

 

In this keynote speech, David Loevner spoke about investment culture in family offices, the blessings they enjoy, curses they suffer from, and ideas for improving family office investment culture.

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Behavioural Finance: Economic history and investment decision making

 

Two centuries of wisdom gathered from investment decision-making, uncertainty, speed of decisions, and six difficult steps to improving decision making. 

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Australian Opportunities for Private Capital

 

We see a lot of opportunities and there's a particular gap in the scale of projects between around $20 million, the top of private investor involvement, and around $100m," he says. "It's empty." (Greg Paramor- The Australian, 31 March 2011).

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Understanding Diversification and Risk to Your Property Portfolio

 

Exploring the advantages available to private, patient property investors

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Global Opportunities for Private Capital

 

Duxton Asset Management is a specialised asset manager with leading expertise in agricultural land and securities, viticulture and emerging markets.

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Opportunistic Real Estate Investing

 

As an institutional property investor, David will highlight how to take advantage of current market conditions.

 

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What is it About Property and Wealthy Families?

 

In this panel session, the participants explored the merits of property as a capital preservation tool.

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Club Investing vs. Traditional Investment Structures

 

This panel discussed how the discerning private property investors are able to identify the next best thing? Are these investors able to fill a gap that institutional and retail investors are not able to?

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White Paper: Australian Real Estate Outlook

 

Having delivered the keynote presentation at the the Private Property Forum, Folkestone have kindly provided a detailed whitepaper on the outlook for Australian Real Estate.

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Short Presentations on Family Wealth Investing

 

Three short presentations made by Mark Burgess, Bennelong Kardinia Absolute Return Fund, Kerrie Series, Eight Investment Partners and Shane Livingstone, Legg Mason on optimising the wealth management equation.

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The X Factor: Investment impact presentations

 

A discussion on what really matters when investing in today's markets. Four investment managers would describe and defend their methodologies.

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We Do Not Speak His Name... Solutions For Discerning Investor Portfolios

 

Richard Keary, CEO of FRM provided an overview of current market conditions.

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Investment management for family wealth

 

This paper by Private Portfolio Managers (PPM) discusses the investment management needs and inter-generational dynamics of wealthy families, and how they differ from retail and institutional investors.

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Eurozone Family Feud

 

Provided by, Bill Gross - PIMCO, this article tackles the challenges facing the Eurozone family group and the secular nature of debt in a global economy.

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Blue Sky Water: Water Entitlements in the southern Murray Darling Basin

 

Blue Sky Water Partners continues to witness an ideal entry opportunity to invest in Water Entitlements in the southern Murray Darling Basin.

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Australia and the Outlook from Asia

 

Dr Jim Walker on the consequences of a Chinese "hard landing" for Australia and the rest of the world, and areas of growth in the global economy.

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Tail Risk Hedging and other downside risk protection strategies

 

Tail risk hedging has become a popular insurance style strategy against a significant market downturn, but questions remain about the value of this strategy vis-à-vis other hedging strategies. Niels Pedersen explained this strategy.

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Panel discussion: How are we managing risk now?

 

In this panel session, risk management strategies in the current investment market was discussed.

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Panel Discussion: Where are the buying opportunities?

 

The panelists presented an overview of the asset class as they saw it, the case for distressed investing and how portfolios can benefit from the uncorrelated nature of distressed assets.

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Alternative asset classes: A look at water and alternative property

 

Kim Morrison presented on investing in Australia's water market.

Philip Barker described property investment with examples and explanations of unlisted property, health care, self-storage, and parks.

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2012 and beyond: The Investment Conundrum

 

David Chia of Relate Empower Deliver discussed how their view of asset allocation has evolved over the last decade and how it continues to change.

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Panel Discussion: How are we planning for 2012?

 

This panel of investors discussed their views on asset allocation and shared with us their investment choices post the Global Financial Crisis.

 

They discussed what investment lessons they have learnt, and how they have changed their approach.

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Family wealth creation - Australia & Asia

 

Grant Mason & Kerry Series discussed the opportunities for Australian families directly investing in Asia with regards to future drivers of wealth creation in Asia.

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Live well. Sleep well. Does the ASX offer enough Asian exposure?

 

Dennison Hambling described the merits of investing in ASX as opposed to investing directly in Asia highlighting the advantages such as franking credits and home country advantage and handling opposing views such as number of securities.

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Economic and Property Outlook

 

Dr. Gelber will present the outlook on the economy, commercial property markets & property investment from BIS Shrapnel perspective.

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Understanding and Positioning Property as 'the' HNW Asset Class

 

Property as 'the' HNW asset class will be discussed in the context of emerging models of HNW and relative market performance.

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Adding Value to Commercial Property

 

Covered sustainability in office buildings, selecting and regenerating assets for best value-add outcome, adequate management with case studies and examples.

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Panel: Economics, Investment Strategy and Property Outlook

 

Ray Sproats, Dirk Wiedmann & Frank Gelber discuss investment strategy and property outlook.

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Is the Aussie economy running out of steam? A view from overseas investors

 

Australian investors can sometimes feel isolated, and we have a very different set of circumstances from many other 'developed" countries that is perhaps not always fully understood.

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What can family office bring to technology innovation & venture capital

 

Panel discussion on what can a family office bring to technology innovation and venture capital.

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Making the Best Use of Tax Concessions in an Investment Portfolio

 

A panel discussion on enhancing investment returns with tax strategies.

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Battle of the Global Titans: Equities vs bonds

 

A discussion of the global bond market and income opportunities, and the issues surrounding bond portfolio.

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