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Introducing a very special End of Quarter Roundtable episode from The APS Summit that was held on Saturday 13th April 2024. Sammy Gordon is joined on stage by Jimmy Ibrahim, Morgan Holmes, Luke Teeuwsen, Jason Titus and Nick Willcox. Our brains trust is in front of a live audience to discuss the biggest updates from Q1 2024, and their forecasts for the rest of the year moving forward.
Send us your questions to:
Chapters:
(00:00) Welcome
(04:28) Jase's history with APS
(09:40) Nick Willcox's Q1 updates
(12:31) Self-managed super funds movement
(18:12) Ongoing Strategy
(21:45) Sam's portfolio stuck point
(28:50) Morgan's Q1 points - hot markets 🔥
(34:01) Deal quality at APS
(37:43) No cutting corners
(40:39) Time on the ground in markets
(44:33) Jase's Q1 findings - stock levels
(48:57) Why would someone sell off market?
(55:30) What to be careful of when sourcing yourself
(58:06) Commending clients pulling the trigger
(01:05:15) Luke's Q1 updates - net international migrants up 73%
(01:08:36) Interest rate movement
(01:14:54) Key takeaways
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Introducing a very special End of Quarter Roundtable episode from The APS Summit that was held on Saturday 13th April 2024. Sammy Gordon is joined on stage by Jimmy Ibrahim, Morgan Holmes, Luke Teeuwsen, Jason Titus and Nick Willcox. Our brains trust is in front of a live audience to discuss the biggest updates from Q1 2024, and their forecasts for the rest of the year moving forward.
Send us your questions to:
Chapters:
(00:00) Welcome
(04:28) Jase's history with APS
(09:40) Nick Willcox's Q1 updates
(12:31) Self-managed super funds movement
(18:12) Ongoing Strategy
(21:45) Sam's portfolio stuck point
(28:50) Morgan's Q1 points - hot markets 🔥
(34:01) Deal quality at APS
(37:43) No cutting corners
(40:39) Time on the ground in markets
(44:33) Jase's Q1 findings - stock levels
(48:57) Why would someone sell off market?
(55:30) What to be careful of when sourcing yourself
(58:06) Commending clients pulling the trigger
(01:05:15) Luke's Q1 updates - net international migrants up 73%
(01:08:36) Interest rate movement
(01:14:54) Key takeaways
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