Election INFocus: Democracy, division and diversification
Wednesday, 23 October
11:30am – 2:00pm
Kings Room | QT Melbourne
Join us for an insightful lunch on 23rd October at QT Melbourne, as we explore the implications of the upcoming 2024 U.S. presidential election for Australian investment markets.
Election INFocus: Democracy, Division, and Diversification will provide an in-depth discussion of how the election could shape fiscal policies, trade relationships, and regulatory frameworks, with direct impacts on macroeconomic conditions and sectoral performance.
Engage with your peers across institutional and quasi-sovereign investing to discuss strategies for navigating this period of heightened uncertainty.
This is a valuable conversation for investors seeking to uphold their fiduciary duty amidst evolving market conditions and geopolitical developments.
Speakers
Tim Toohey
Head of Macro and Strategy
Yarra Capital Management
Tim works closely with the investment team, advising on both the outlook for financial markets and asset allocation. He is also co-portfolio manager of the Yarra Income Plus Fund.
Prior to joining Yarra Capital Management, Tim was chief economist of Ellerston Capital’s Global Macro team. With more than 25 years’ industry experience, Tim is one of Australia’s most highly regarded economists. He previously spent 15 years as chief economist and head of macro strategy Australia and New Zealand at Goldman Sachs, during which time he was named Australia’s number one economist in the Greenwich survey for 13 consecutive years from 2003-2016.
Tim has a Bachelor of Commerce degree from the University of Melbourne (Honours in Economics) and a Masters of Economics also from The University of Melbourne.
Dion Hershan
Head of Australian Equities
Yarra Capital Management
Dion is executive chairman and head of Australian equities. He is responsible for leading the Australian Equities team, and is a porfolio manager focussed on large cap equities.
Prior to transitioning to Yarra Capital Management, Dion was the head of Australian equities of Goldman Sachs Asset Management, a position he held since July 2007. He was previously a fund manager at Citadel Investment Group based in New York where he managed a long/short portfolio. He also worked as an analyst and fund manager for Boston-based Fidelity Investments, where he was responsible for managing a diversified fund.
RSVP
Contact
LAURENCE PARKER-BROWN
Head of content
laurence@theinside.network
+61 478 145 499
CASSIE FISHER
Account director
cassie@theinside.network
+61 466 975 185