Pinnacle Investment Management Group

Join us for Alpha Uncovered 2024 – the biggest ever Pinnacle Investment Summit. Bringing together the investment expertise from across our diverse Group of affiliated asset managers, this event will deliver big and bold investment ideas across major asset classes, unique market and macro perspectives, and the latest investment strategy insights from leading fund managers. The Pinnacle Investment Summit is for financial advisers and wholesale investors only. See full event details and register to attend here: https://lnkd.in/dkk_k9Bn. Contact events@pinancleinvestment.com for more information.

At 2024 Pinnacle Investment Summit, hear about the latest opportunities in private debt, private equity, and unlisted infrastructure, along with how these asset classes can assist investors aiming to generate stronger returns, uncorrelated alpha sources, and greater portfolio diversification. Our affiliated investment managers speaking in a special private assets session at the event in Sydney on Wednesday July 24 include: - Andrew Lockhart – Metrics Credit Partners (Private Debt & Alternatives) - Justin England – Five V Capital (Private Equity) - Vicki Rigg – Palisade Investment Partners (Unlisted Infrastructure) There are a limited number of seats remaining. Financial advisers and wholesale Investors can register to attend the Sydney event and see the full line-up of speakers here: https://lnkd.in/gjY_dptK For events in Gold Coast, Brisbane, Newcastle, Melbourne, Adelaide, or Perth, financial advisers and wholesale investors can register at this link: https://lnkd.in/dkk_k9Bn #privatemarkets #privateassets #privatedebt #privateequity #infrastructrure #investing

Thinking about your income-generating investment strategy? Take a listen to Don Hamson, managing director of our affiliate Plato Investment Management on the Rules of Investing Podcast. Don discusses the Plato Australian Shares Income Fund, and why the Plato team believes fully franked dividends from #ASX #stocks continue to stack up as the backbone of income-generating portfolios, particularly for retirees and other low-tax investors. Listen to the interview: https://lnkd.in/gbNqkTb3 More about the Plato Australian Shares Income Fund: https://lnkd.in/dChYcUAR #dividends #stockmarket #retirement #income #ausbiz

We are proud to announce that in FY24, the PNI Foundation collaborated with Pinnacle, Affiliates and employees to provide $1.37 million in community support to more than 70 inspiring not-for-profits (NFPs).    We thank our Affiliates and employees for their generous contributions, which are helping to deliver impact through positive, sustainable change across Australia. Resolution Capital | Antipodes | Palisade Investment Partners | Firetrail Investments | Five V Capital | Plato Investment Management | Spheria Asset Management | Riparian Capital Partners

Ahead of our Alpha Uncovered 2024 event in Sydney on Wednesday, July 24th, Justin England from Five V Capital and Vicki Rigg from Palisade Investment Partners shared investment perspectives on private equity and unlisted infrastructure with Glenn Freeman from Livewire Markets. Read about the characteristics Five V seeks when investing in Australian and New Zealand private business, along with an insight into BioPak - a key Five V portfolio holding which the Five V Horizons Fund provides exposure to. On unlisted infrastructure, learn why Palisade believes the next three to five years could provide unprecedented opportunity for private infrastructure investors, and read about a key asset Palisade's Feeder Infrastructure Trust provides exposure to - The Sunshine Coast Airport. Full article: https://lnkd.in/g_Wmhd2m To hear more about investing in private assets, wholesale investors and financial advisers can register to attend Alpha Uncovered 2024 at The Fullerton Hotel on Wednesday July 24th here: https://lnkd.in/gjY_dptK #privatemarkets #privateequity #infrastructure #investing

We are delighted to announce Metrics Credit Partners as our newest In the Spotlight partner. Metrics are a leading Australian non-bank corporate lender and alternative asset manager, specialising in fixed income, private credit, equity and capital markets. Metrics Managing Partner, Andrew Lockhart, sat down to talk with Darrell Clark, Deputy Head of Research and Manager, Alternatives, about the Metrics approach and what sets them apart. We launched the In the Spotlight earlier this year, as a way for Fund Managers and product providers to tell their story in one on one interview style video with Lonsec Research and leverage our wide distribution with financial advisers. This video is suitable for financial services professionals only, and is available on the dedicated In the Spotlight website: https://bit.ly/4bkz1a7

Don't miss the 2024 Pinnacle Investment Summit. Kicking off our Sydney event is a big-picture overview of the market and macro backdrop as we enter FY 2025. Bulls or bears? A recession or recovery? Hear unique perspectives from Jacob Mitchell, Christopher J., Anthony Doyle & Andrew Parsons on Wednesday, July 24 at the Fullerton Hotel. See full event details and register to attend in Sydney here (for financial advisers & wholesale investors only): https://lnkd.in/gjY_dptK You can also hear from Antipodes, Coolabah Capital Investments, Firetrail Investments, and Resolution Capital at Summit events across the country. Register for Gold Coast, Brisbane, Newcastle, Melbourne, Perth, or Adelaide: https://lnkd.in/dkk_k9Bn

Firetrail Australian Small Companies Fund Portfolio Manager Matthew Fist was a geoscientist with BHP before embarking on a career in investment management. It's an invaluable background for a fund manager in Australia, where the metals and mining industry is such a significant part of equity markets and the economy. Matthew recently shared his industry expertise and insights from the Firetrail Investments team on the Money of Mine podcast in a collaboration with Livewire Markets. You can listen to full discussion about the #ASX mining sector on YouTube (https://lnkd.in/gf749v3A), on all the major podcast platforms, or on Livewire Markets (https://lnkd.in/gmgks4gh) Information about the Firetrail Australian Small Companies Fund: https://lnkd.in/dfky-mvR

We are thrilled to announce that the Five V Capital Horizons Fund has won the Innovation of the Year Award at the Money Management Australia Fund Manager of the Year Awards 2024! The judges, Money Management's research partner Lonsec, recognized that Horizons Fund has successfully removed many barriers that historically prevented individual wholesale investors from accessing #PrivateEquity. A heartfelt thank you to Lonsec and Money Management for this prestigious recognition. We also extend our gratitude to Pinnacle Investment Management Group and all the Wealth Advisors we have partnered with for their support in bringing Horizons to market. Peter van Beek Srdjan Dangubic Adrian MacKenzie Justin England Gerald Willeston Kyle Macintyre Andrew Reidy

Considering investing in Private Debt for income? This video interview with Andrew Lockhart from our Affiliate Metrics Credit Partners, provides a detailed overview of the asset class and the Metrics team's investment capabilities. Hear how Metrics originates, structures, and manages loans in order to help mitigate the market risks than can dominate other asset classes. Andrew also discusses how capital structures benefit private debt investors in the current environment. More about Metrics' investment opportunities: https://lnkd.in/d_7vNPJa #privatedebt #privatemarkets #income #investing