We will explore the forces that move markets and will showcase various experts to predict what may happen in the year ahead i.e. what are the implications of these market forces? In addition we feature Investor Insights, where we explore how families can take advantage of these market shifts in a fast paced and insightful series of short manager presentations and Q&A.


Markets Outlook 2018 series starting in Auckland 20 February 2018

20 FEB
9:30am - 3:15pm

 Venue Details

The Maritime Room
Princes Wharf, Auckland 1010 - Auckland



Bernard Doyle Investment Strategist, JBWere

  Bernard has over 20 years' experience in the investment industry and oversees the New Zealand equity strategy and global tactical asset allocation for JBWere's private and institutional clients. Bernard has occupied roles which have incorporated additional responsibility within the wider JBWere group.


Travis Schoenleber Managing Director, Cambridge Associates

  With experience in educating people across a range of investment issues, Travis is able to communicate complex investment principles in a clear, concise way. He specialises in constructing and overseeing absolute return and alternatives portfolios for family offices and foundations.


Sheridan Lee Founder, Shed Enterprises

  Sheridan Lee set up Shed Enterprises in 1996 and has over 23 years experience in PR and marketing within financial services in Australia. Initially devoted to marketing global investment management firms in Australia, Sheridan has worked for a number of leading financial services houses in various capacities including business development and media strategy.


Giselle Roux Chief Investment Officer, Escala Partners

  Giselle's career commenced in investment markets as an analyst with MacIntosh Securities/Merrill Lynch and subsequently at Citigroup. After a short period with Coles Myer in a strategic development role, she consulted to private equity before being appointed to JBWere as CIO. In this position she oversaw the development of the investment strategy team and asset allocation. Recently she has moved to Escala Partners, an unaffiliated wealth management group.


Maximilian Tomei CEO, Galena Asset Management (GAM)

  Joined Galena in August 2011. Has 19 years of experience in commodities, hedge funds and private equity. He previously held positions with RAM Active Investments (COO, Head of marketing, Co-head of Executive Board), Inoks Capital (CEO, Multistrategy commodity hedge fund), Partners Group (VP - Hedge Funds and PE) and Cargill.


Jeremy Samuel PWN Member; Founder and Managing Director Anacacia Capital

  Jeremy is the Founder, Anacacia Capital, which invests private funds into leading Australian SMEs. His family investments include a material allocation to Anacacia's private equity and public equity Wattle Fund that invests into smaller Australian listed companies both of which are top quartile performing funds. He holds an MBA from Yale and Arts/Law degrees from UNSW.


Toby Carrodus Client Advisory, Winton Capital

  Toby joined Winton's Sydney office in 2016. Prior to this, Toby worked as a trader and research analyst for a global macro hedge fund, MST Capital. Toby was also a member of PIMCO's credit portfolio management team in London and a researcher at the German Institute for Economic Research (DIW Berlin).


Roy Thompson Managing Director, New Ground Capital

  Roy has 25 years experience in NZ and international financial markets, and 17 years of successful entrepreneurial activity across a range of industries. He is Managing Director at New Ground Capital, which aims to identify and develop opportunities that generate effective returns while genuinely making a difference for New Zealand.


Alex McNab Chief Investment Officer, Blue Sky Alternative Investments

  Alex McNab is Chief Investment Officer, Blue Sky Alternative Investments and has been with the group since 2009. In this capacity, he sits on the investment committee in each of Blue Skys investing businesses and works with the investment managers in each of these businesses evaluating the risk and return of potential investments and managing the investment process.


Dale Holmes Director, Bridge Investment Group

  Dale has over 16 years of financial services experience having commenced his financial services career in 1989 with AXA. Over the period of a decade at ipac and MLC, Dale was integrally involved with their Investment teams in the development of investment communications for advisers and clients. Dale focused on assisting in simple communication of portfolio construction and implementation.


Yehuda Gottlieb PWN Member; Valara Capital

  Yehuda joined the Spotlight Group in 2015 as the General Manager of Investments. While at Spotlight, Yehuda initiated Valara, a fund focused on financing solutions to the Australian property sector. Prior to this Yehuda has spent more than a decade in the financial services industry in roles ranging across strategy consulting, investment banking, structured finance and investment management.