We are hosting an intimate lunch/ cocktail evening in Sydney, Melbourne and Perth.

Perth – May 2nd
Sydney – May 7th
Melbourne – May 9th

In an evolving investment landscape, investors have more options to capture performance-enhancing returns. However, navigating an expanding opportunity set requires new capabilities, typically the domain of institutional investors.

To help guide investors in this new era, we are launching our first paper on portfolio perspectives. This paper is a compendium of evidence-based principles compiled by our investment team, aimed at constructing portfolios designed for long-term success.

In conjunction with the release of this paper, we are hosting our inaugural event featuring our Chief Investment Officer and Managing Partner, Paul Burgon and Senior Investment Analyst, Elliott Lucas. During this event, we will delve into these foundational principles and analyse the evolving landscape of opportunities for investors.

Attendees can expect to gain insights into:

  • The expanding private markets investment universe
  • Adapting asset allocation frameworks for long-term performance
  • Using risk factors as a more robust diversification test
  • The outsized role of investor behaviour in shaping portfolio outcomes; and
  • Demonstrations of portfolio construction in action.

We encourage you to invite a guest and register your interest early, as places are limited.

Lipman Burgon and Partners Pty Limited
ABN 81 070 454 787 | Licence No. 234972