Hamilton 12 - Brisbane based fund manager with a unique AU equity income model.
Why Of Interest (WOI)?– for anyone seeking higher franking/dividends over a long period of time. They were referred into me by a large FO with a history of finding new managers.
Eton Solutions – Met with new Singapore head, Bryan Hemming on their strategy for APAC.
WOI – Eton Solutions is a sophisticated global integrated ABOR/IBOR reporting platform for wealth managers and family offices. Good to see them set up an APAC office.
Realside – Private credit fund manager, spun out of Atrium AM post takeover from Quadrant PE. They compete with the likes of Wentworth Capital (Nashcap) and Revolution AM.
WOI – Private credit space is of interest to a lot of FO clients seeking above market returns.
Martin Coughlan Monthly Meeting – we talked about ClearMacro’s Investment Committee quarter reports and eCIO (new tech wealth manager portal).
WOI – Clear Macro as a standalone report builder for FO Investment Committees and eCIO as new tech provider for wealth managers.
Carlisle Management Company – Life Insurance settlements fund. Unusual asset class (Life Insurance Settlements), only in the US. Was part of a lunch with other FO.
WOI – alternative asset class not often seen by Australian family office investors.
Walsh Bay Partners – Australian wealth manager focussing on family offices and UHWN, met with Kristin Edmonds in Perth.
WOI – specialist firm for family offices, for investments and family office dynamics.
To discuss any of the above, feel free to book in 30 minute zoom via this exclusive use link - https://calendly.com/hall-road/hall-road-members-zoom
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
Disclaimer: This email and any attachments to it (the "Communication") are, unless otherwise stated, confidential, may contain copyright material and is for the use only of the intended recipient. Nothing in the Communication constitutes an investment offering of any kind, unless expressly stated. This email is for informational purposes only. It does not constitute investment or financial advice. Before acting on any information contained in this email, each person should obtain independent taxation, financial and legal advice relating to this information and consider it carefully before making any decision or recommendation. If you receive the Communication in error, please notify the sender immediately by return e-mail, delete the Communication and the return e-mail, and do not read, copy, retransmit or otherwise deal with it. Any views expressed in the Communication are those of the individual sender only, unless expressly stated to be those of Hall Road Investments, 621 299 269 or any of its related entities. Hall Road Investments does not accept liability in connection with the integrity of, or errors in, the Communication, computer virus, data corruption, interference or delay arising from or in respect of the Communication.