Brilliant Investment Committee

Fourth quarterly webinar

Access to the best thinkers in Australia to construct better portfolios.

Date: Friday 14 March 2025
Time: 10:00am - 11:30am AEDT (1.5 hours)
Location: Webinar
1.5 CPD points available

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AGENDA

In the March meeting of the Brilliant Investment Committee (BIC), attendees will hear:

A recap of the strategic asset allocation (SAA) that forms the basis of the Committee’s Reference Portfolio;
A review of the Reference Portfolio’s performance, assessing the impact of the October meeting's tactical tilts;
A discussion of whether these tilts added or detracted value; and
An exploration of the crucial macroeconomic and geopolitical factors that could drive changes, with a focus on the potential implications of Trump 2.0, the global economic and geo-political outlook and the implications for asset classes and investments.

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About Brilliant Investment Committee

Investment committees are essential for advice firms, providing strategic guidance on portfolio decisions, performance evaluation, and risk management. A best-practice committee fosters discussion on investment strategies, macroeconomic trends, and asset allocation. However, establishing one can be challenging for smaller firms.

As part of insiders, The Inside Network offers the Brilliant Investment Committee (BIC)—a virtual, outsourced investment committee accessible to members. BIC provides expert insights, quarterly sessions, and ad hoc discussions on asset classes and market trends, serving as a valuable resource for independent advice firms.

Ben Lam

Investment Expert
Head of Equities. Colonial First State
Damien Hennessy

Macro Outlook Specialist
Head of asset allocation, Zenith Investment Partners
Kev Toohey

Portfolio Strategist
Principal, Atchison Consultants
Giselle Roux

Investment Expert
Independent consultant, The Inside Network
James Dunn

Host
Contributing editor, The Inside Network