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Lunch Invitation: Challenging complacency – redesigning defensive equities for 2020 and beyond

 
 
 

Lazard Asset Management in association with Lonsec Consulting would like to invite you to attend a round table discussion that will offer some practical solutions for retirees trying to balance their need for investment returns with their need to manage capital drawdowns.

As one of Australia’s largest investment consulting teams, Lonsec will leverage the breadth and depth of their investment research and portfolio construction expertise to provide insights around how they configure portfolios with a defensive downside protection equity allocation in a market where risks are elevated.

The session will also involve a “deep dive” into the Lazard Defensive Australian Equity Fund, a strategy designed to help retiree clients adapt their equities exposure to better manage the challenges today’s market represents.

For further information visit:

 
 
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Presenters

 
  Philipp Hofflin   Philipp Hofflin
Portfolio Manager/Analyst
Lazard Asset Management Pacific Co
 
 
  Philipp Hofflin is a portfolio manager/analyst in the Australian Equity Team with Lazard Asset Management Pacific Co. He began working in the investment field in 1995. Prior to joining Lazard in 1999, Philipp was the Head of Financial Markets Research with Royal & Sun Alliance in Australia, (previously Tyndall Investment Management) and a tutor/lecturer for the School of Mathematics and Statistics at the University of Sydney. Philipp has a BSc (Hons) from The University of Melbourne, a Grad Dip in Economics from the University of Sydney and a PhD from the University of Sydney.   
 
 
  Aaron Binsted   Aaron Binsted
Portfolio Manager/Analyst
Lazard Asset Management Pacific Co
 
 
  Aaron Binsted is a portfolio manager/analyst on the Australian Equity Team with Lazard Asset Management Pacific Co. Aaron commenced working with Lazard as an analyst in December 2002 and became a portfolio manager for the Australian Equity strategies in 2012. Aaron holds a BCom from the University of New South Wales.  
 
 
  Brooke Sweeney   Brooke Sweeney
Senior Investment Consultant
Lonsec Consulting
 
 
  Brook joined Lonsec in January 2018 as a Senior Investment Consultant. In this role Brook provides portfolio construction advice, including fund research, selection and asset allocation to Lonsec Investment Consulting’s clients including dealer groups, independent financial planning groups and industry super funds. Brook has more than 20 years investment experience and was recently a National Manager at Colonial First State (CFS), where he was responsible for CFS’ retail distribution strategy. Prior to this, his roles included spending more than eight years at Morningstar both in Australian and the UK in a variety of consulting roles.