News

Regional adviser roadshow

21 February 2017

Albury/Wodonga & Warrnambool (28 Feb) 
Bendigo & Ballarat (2 March) 
Newcastle (22 March)

Bennelong Funds Management (Bennelong) is hosting a regional roadshow for advisers in conjunction with one of its boutique fund managers, Bennelong Australian Equity Partners (BAEP). Julian Beaumont, Investment Director at BAEP will kick off the roadshow in Albury/Wodonga next Tuesday, followed by visits to Bendigo, Ballarat and Newcastle, providing a portfolio update on all BAEP funds, including the well renowned ex-20 Australian Equities Fund.

Julian will provide an overview of events that shaped markets in 2016 and how the team managed these in their portfolios. He will also discuss how the BAEP team is taking advantage of market opportunities and navigating the perceived overvaluation of certain market sectors.

“We recognise the strong presence of advisers in regional areas and the importance of ensuring they have the opportunity to meet our fund managers. BAEP has won a number of prestigious industry awards including the Professional Planner/Zenith Fund Manager of the Year award in 2016, so we’re excited to get on the road with Julian,” said Jonas Daly, Head of Wholesale Sales at Bennelong.

BAEP is a boutique fund manager that invests in Australian listed equities. The business was founded in 2008 by Mark East in partnership with Bennelong Funds Management. It manages funds on behalf of retail and institutional clients, as well as on a pro bono basis for charitable organisations.

For more information about the roadshow, including venues and times, please contact Adviser Services.