Hamilton Wealth Podcast

Hamilton Wealth Partners are excited to announce we will host a Webinar as part of its Thought Leader Series with Tony Burgess, Chairman of Flagstaff Partners Pty Ltd.

Tony Burgess has over 35 years of experience in corporate finance in Melbourne, London and New York, and has advised on many major M&A and ECM transactions.

He co-founded Flagstaff Partners, a leading independent corporate finance advisory firm, in 2009 and served as CEO until 2019.

Tony was previously Global Co-Head of Mergers & Acquisitions at Deutsche Bank AG. In this role he was based in London and was a Member of the Executive Committee for the Global Banking Division. He joined Deutsche Bank in Australia in early 1998 and was Co-Head of Global Corporate Finance, Australia & New Zealand from 1998 to 2004 before relocating to London in 2004 to become European Head of Mergers & Acquisitions. He was previously Head of Corporate Finance at EL & C Baillieu and Joint Head of Corporate Finance at Potter Warburg.

Tony holds an MBA (with Distinction) from Harvard Business School (1985) and a Bachelor of Commerce (with First Class Honours) from the University of Melbourne (1981). He is a former member of the Australian Takeovers Panel, a member of CPA Australia and a Fellow of the Financial Services Institute of Australia. He is Chairman of the Foundation for Business and Economics, University of Melbourne, a Governor of the Ian Potter Foundation, a Director of the listed investment company, Diversified United Investment Limited, a Director of Melbourne Business School Limited, a Director of Gandel Group Pty Ltd and a member of the board of management of Melbourne Theatre Company.

Ian Gillies talks to Will Hamilton at the start of the new financial year. What a second half. They look back as a recap and looked at what is potentially ahead of us.

Will Hamilton talks about how the COVID-19 crisis of the first half of 2020 has created enormous turbulence in Australian and overseas investment markets. Probably the biggest surprise has been the speed of both the correction in markets and the April relief rally, with ongoing volatility the outcome.

The world has been affected not just in a social and economic sense but also in terms of human impacts and that is well understood. But it is the economic impact in particular that is only just starting to become apparent.

Paul is a co-founder and partner of Square Peg, which aspires to be the first choice partner for founders in Australia, Israel and South East Asia. Square Peg's portfolio comprises many businesses redefining their markets including Airwallex, Athena, Canva, ClimaCell, Deputy, Finaccel, Fiverr, Property Guru and Stripe.

Paul is a Commissioner of the Australian Football League (AFL) and is on the board of the Peter MacCallum Cancer Foundation and the P&S Bassat Foundation. Paul also served as a director of Wesfarmers from 2012-2018.

Paul co-founded SEEK in 1997 and served as CEO and then as Joint CEO from 1997-2011. SEEK operates market leading employment marketplaces and education businesses in Australia, China, Brazil, Mexico and throughout South East Asia.

Paul started his career as a lawyer and practiced for 6 years. Paul holds a Bachelor of Laws and a Bachelor of Commerce from The University of Melbourne

Peter founded Cooper Investors in 2001.

As Chief Investment Officer, Peter created and implemented Cooper Investor's VoF investment philosophy which is applied across the international, domestic and Asian equities strategies.

He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.

Peter has over 30 years of investment management experience.

In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.

Chris Tinker is a founding partner of Libra Investment Services, an FCA regulated independent equity market research company.

With more than 30 years of experience in the Financial Services Industry, he began his career as an Equity markets Economist in the City of London before moving onto research roles in fixed income, credit, currency and money markets and as an international equity strategist in London and Hong Kong. As well as writing and commenting on macro level issues, he has developed a range of stock level, quantitative valuation models for global equity markets which give him a unique insight into the dynamics of stock level measures of risk, valuation and expected return. These proprietary models form the cornerstone of Libra's award winning stock recommendation product and, when aggregated to market, sector or country level, provides insight and analysis of the top down situation "from the bottom up".

He is based in London and has a BA in Economics from Manchester University.

Harry joined DMP Asset Management Ltd's (DMPAM) predecessor company as Chief Executive Officer in 2001, a role he has continued with DMPAM since 2010. Harry spent 11 years with Mercury Asset Management managing client assets in London, Tokyo and Melbourne. During 6 years in Mercury's Melbourne office his roles included Manager, International Equities, Head of Australian Equities and acting Managing Director. In 1998 Harry moved to AXA as Chief Investment Officer of Australian operations prior to accepting the role of Chief Executive Officer of DMPAM's predecessor company in 2001. Harry was appointed Executive Chairman in November 2014 and Director of SG Hiscock & Company Limited in April 2019.

Mark Burgess is Chairman of the Investment Committee and Director of HESTA and advisor to global asset owners.He was previously CEO of the Future Fund, Australia's Sovereign Wealth Fund. He has worked internationally including as London based Executive Vice-Chairman and CEO of Credit Suisse Asset Management (EMEA) and Global CIO of Equities/Multi Assets. Other global CIO roles for American Express, Colonial First State and Bankers Trust.

He is also currently Chairman of Yarra Capital, Chairman of Advisory Board of Jamieson Coote Bonds, Chairman- Asia for OMFIF - a global think tank focused on central banking and financial markets, board member of a large family office, advisor to IP Group - a leading investor in early stage academic research, Enterprise Professor at University of Melbourne and Chairman of Melbourne Girls Grammar School. He is governor of Cerebral Palsy Foundation and Chairman of DB Foundation - supporting state school students who reach tertiary education.

Alan's investment career began in 1980 in private equity at what is now 3i Group. He joined Ivory & Sime plc in 1983 to manage global equity portfolios. Before starting Dundas in 2010 he was CEO of Walter Scott & Partners Ltd, an Edinburgh-based global equity manager acquired by BNY Mellon in 2006.

He is the former Chair of the endowment fund of the University of Edinburgh and holds a degree in Politics and Modern History from the same institution.

Presented by Will Hamilton. This podcast has been created by Hamilton Wealth Partners. Any advice contained in this podcast has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice in this document, Hamilton Wealth Partners recommends that you consider whether the advice is appropriate for your circumstances.