Activam Group

𝐚𝐮𝐬𝐛𝐢𝐳 | 𝐅𝐞𝐝 𝐜𝐮𝐭𝐬 𝐚 𝐛𝐨𝐨𝐧 𝐭𝐨 𝐬𝐦𝐚𝐥𝐥 𝐜𝐚𝐩𝐬. Activam's Deputy Portfolio Manager, Alex Crompton, talked to Andrew Geoghegan of ausbiz and addressed the ongoing speculation about the Federal Reserve's next move on interest rates. Alex mentioned a significant shift in market expectations, noting that while a quarter-point rate cut is previously favoured, the possibility of a half-point cut becomes more credible. However, a larger cut might spook the market, suggesting the Fed could be lagging behind economic conditions. To watch the interview, please click on the link: ➡ https://lnkd.in/ggxyQeFU

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝐑𝐞𝐜𝐚𝐩: 𝐀𝐝𝐯𝐢𝐬𝐞𝐫 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐨𝐧 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐀𝐫𝐭 𝐨𝐟 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐒𝐮𝐜𝐜𝐞𝐬𝐬. The session featured top-notch financial advisers from diverse backgrounds who shared their experiences and offered practical advice on navigating a successful career. Cameron Forbes CFP® - Played professional baseball before becoming a financial adviser. Cameron's discipline as an athlete enabled him to succeed in his advising career - now the CEO at Forbes Fava Financial Planning Melinda Planken - Started as a graduate at Muirfield Financial Services and worked her way up and now serves as its Director. Nick Carmichael - Former police detective who became a financial adviser and is now a Director & Financial Adviser at Complete Financial Providence. Nicola Beswick - Serves as the Chair at Pro Bono Financial Advice Network (PFAN) Network. Nicola considers her father's diagnosis of MS to have shaped her passion for financial advice. The session was moderated by Aaron Hitch, the Senior Advisor at LBW Business + Wealth Advisors and Chair of the Financial Advice Association Australia (FAAA) Geelong Chapter. Key takeaways from the session: 𝐃𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞 𝐢𝐬 𝐩𝐚𝐫𝐚𝐦𝐨𝐮𝐧𝐭: Consistent effort, dedication, and adherence to a structured approach are essential for long-term success. 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 𝐢𝐬 𝐤𝐞𝐲: The ability to bounce back from setbacks, learn from mistakes, and maintain a positive outlook is crucial in the face of challenges. 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐢𝐬 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥: Effective leadership involves inspiring and guiding clients, building strong relationships, and fostering a culture of trust and integrity. 📸 Lauren McAdam Photos by Lauren Naree Photography #2024actConference #FinancialAdvisor #PersonalSuccess #Discipline #Resilience #Leadership #CareerAdvice #FinancialPlanning #Investment #WealthManagement

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝐑𝐞𝐜𝐚𝐩: 𝐅𝐢𝐱𝐞𝐝 𝐈𝐧𝐜𝐨𝐦𝐞: 𝐘𝐢𝐞𝐥𝐝 𝐢𝐬 𝐁𝐚𝐜𝐤: 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐢𝐧𝐠 𝐨𝐧 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬. The panel focused on the current state of fixed income and the promising outlook for investment-grade credit. ✔ Key takeaways: 𝐘𝐢𝐞𝐥𝐝 𝐢𝐬 𝐁𝐚𝐜𝐤: Investors can now capitalise on attractive yields in the fixed income market. 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐝𝐞𝐟𝐞𝐧𝐬𝐢𝐯𝐞𝐧𝐞𝐬𝐬: Fixed income can play a crucial role in diversifying and protecting portfolios. "𝐇𝐢𝐠𝐡𝐞𝐫 𝐟𝐨𝐫 𝐋𝐨𝐧𝐠𝐞𝐫": Understanding how to position investments in a rising interest rate environment is essential. 𝐀𝐠𝐞𝐧𝐜𝐲 𝐦𝐨𝐫𝐭𝐠𝐚𝐠𝐞-𝐛𝐚𝐜𝐤𝐞𝐝 𝐛𝐨𝐧𝐝𝐬: These securities offer a compelling opportunity for income generation and potential capital appreciation. Thanks to our panelists: Justin Tyler, CFA from Daintree Capital, Roy Keenan from Yarra Capital Management, Haydn Scott from PIMCO, and Austin Whiting from Complete Financial Providence. #2024actConference #FixedIncome #Investment #Yield #InterestRates #Finance #FinancialAdvisor #PortfolioManagement

𝐒𝐞𝐬𝐬𝐢𝐨𝐧 𝐑𝐞𝐜𝐚𝐩: 𝘼𝙪𝙨𝙩𝙧𝙖𝙡𝙞𝙖𝙣 𝙀𝙦𝙪𝙞𝙩𝙞𝙚𝙨 – 𝙉𝙖𝙫𝙞𝙜𝙖𝙩𝙞𝙣𝙜 𝙩𝙝𝙚 𝘼𝙎𝙓: 𝘾𝙝𝙖𝙡𝙡𝙚𝙣𝙜𝙚𝙨 𝙖𝙣𝙙 𝙍𝙚𝙬𝙖𝙧𝙙𝙨 𝙞𝙣 𝙩𝙝𝙚 𝘼𝙪𝙨𝙩𝙧𝙖𝙡𝙞𝙖𝙣 𝙀𝙦𝙪𝙞𝙩𝙮 𝙇𝙖𝙣𝙙𝙨𝙘𝙖𝙥𝙚 This session delved into factors that drive success in the Australian Equities market: 𝙆𝙚𝙮 𝙏𝙖𝙠𝙚𝙖𝙬𝙖𝙮𝙨: 𝗛𝘂𝗺𝗮𝗻 𝗝𝘂𝗱𝗴𝗲𝗺𝗲𝗻𝘁 𝗶𝘀 𝗞𝗲𝘆: Long-term outperformance in Australian equities relies heavily on human judgment, particularly in volatile markets. 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗤𝘂𝗮𝗹𝗶𝘁𝘆: Over time, quality businesses tend to generate stronger returns, making them a safer bet for sustained growth. 𝗔𝘃𝗼𝗶𝗱 𝗣𝗲𝗿𝗺𝗮𝗻𝗲𝗻𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗟𝗼𝘀𝘀: Protecting capital is crucial aim to avoid decisions that lead to irreversible losses. 𝗗𝗼𝗻’𝘁 𝗙𝗮𝗹𝗹 𝗳𝗼𝗿 𝗙𝗢𝗠𝗢: Fear of missing out often leads to hasty decisions. Following the crowd without proper research can result in significant losses. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: A disciplined and consistently applied investment process is key to long-term success, look for experienced investment teams achieving outperformance by sticking to a well-defined strategy. This session provided a wealth of knowledge on how to navigate the ASX and make informed, long-term decisions. Thanks to our panelists: Peiting Liang, CFA - Northcape Capital, David Wilson First Sentier Investors, Will Loebis-Arnost - Activam Group, Alex Cokalis - iPartner Financial Solutions #2024actConference #AustralianEquities

𝙏𝙝𝙖𝙣𝙠 𝙔𝙤𝙪 𝙩𝙤 𝙊𝙪𝙧 #2024actConference 𝙋𝙖𝙧𝙩𝙣𝙚𝙧𝙨! Your presence brought so much valuable information to our attendees. From fielding questions to sharing expert insights, you played a key role in making the event truly informative. Thank you for your support, engagement, and the value you added to every conversation and session. Australian Ethical Investment, BlackRock, Daintree Capital, Dexus, DNR Capital, First Sentier Investors, Global X ETFs, J.P. Morgan Asset Management, Macquarie Group, Montgomery Investment Management, Morrison Securities, Neuberger Berman, Partners Group, Pendal Perpetual Group, PIMCO, Prime Value Asset Management, T. Rowe Price Australia, Talaria VanEck Australia, Warakirri Asset Management, Yarra Capital Management. Chad Hitzeman Gil MacBean Tony Andronaco Tony Mantineo David Denby Alex Szabo Marcus Clitheroe, CFA Scott Bradley Haydn Scott Michelle Pereira Mark Jordan Julia Desimone Shane Zabiegala Joel Beebe, CFA Lance Oliver, CIMA® Timothy Lang, CFA Matthew McKinnon 📷 Lauren McAdam Photos by Lauren Naree Photography #ACTConference2024 #ThankYou #EventPartners #WealthManagement #Networking

Our Senior Investment Analyst, Will Loebis-Arnost, spoke with ausbiz and shared his insights on the US economy, focusing on inflation and interest rate trends. He stated that the upcoming inflation print is critical for the next FOMC meeting. Will also talked about his observation on the influence of the presidential debate between Kamala Harris and Donald Trump on market sentiment. To watch the full interview please click on the link ➡ https://lnkd.in/gf7Q-AQN #USelection #MarketSentiment #BrentCrudePrice #inflation #interestrates #FOMC

🎉 ２０２４ ａｃｔ Ｃｏｎｆｅｒｅｎｃｅ Ｗｒａｐ－Ｕｐ🎉 What an incredible few days! The theme of 𝘼𝙬𝙖𝙧𝙚𝙣𝙚𝙨𝙨, 𝘾𝙤𝙣𝙣𝙚𝙘𝙩𝙞𝙤𝙣 & 𝙏𝙧𝙚𝙣𝙙𝙨 truly came to life as we gathered for a fantastic event filled with learning, engagement, and networking. Our keynote speakers and panelists delivered valuable insights, sparking thought-provoking conversations and a genuine sense of community. From in-depth sessions to casual networking moments, every part of the conference was about building meaningful connections and exploring the trends shaping our industry. Thank you to our partners and everyone who joined us and contributed to making it such a success. Here’s a sneak peek at some of the highlights from the conference – stay tuned for more! 📷 Lauren McAdam Photos by Lauren Naree Photography #2024actConference #Awareness #Connection #Trends #WealthManagement #Networking #Learning #Community Robert Talevski Will Loebis-Arnost Alex Crompton Nap Quintos Roger McIntosh Clara Wang Kristina Benkotic

🎉 ２０２４ ａｃｔ Ｃｏｎｆｅｒｅｎｃｅ Ｗｒａｐ－Ｕｐ🎉 What an incredible few days! The theme of 𝘼𝙬𝙖𝙧𝙚𝙣𝙚𝙨𝙨, 𝘾𝙤𝙣𝙣𝙚𝙘𝙩𝙞𝙤𝙣 & 𝙏𝙧𝙚𝙣𝙙𝙨 truly came to life as we gathered for a fantastic event filled with learning, engagement, and networking. Our keynote speakers and panelists delivered valuable insights, sparking thought-provoking conversations and a genuine sense of community. From in-depth sessions to casual networking moments, every part of the conference was about building meaningful connections and exploring the trends shaping our industry. Thank you to our partners and everyone who joined us and contributed to making it such a success. Here’s a sneak peek at some of the highlights from the conference – stay tuned for more! 📷 Lauren McAdam Photos by Lauren Naree Photography #2024actConference #Awareness #Connection #Trends #WealthManagement #Networking #Learning #Community Robert Talevski Will Loebis-Arnost Alex Crompton Nap Quintos Roger McIntosh Clara Wang Kristina Benkotic

Robert Talevski, our Managing Director, was featured on the Special Broadcasting Service (SBS) Australia World News Bulletin last night. During his appearance, he discussed the day's market movements, his predictions for Iron Ore prices considering potential Chinese government stimulus, the outlook for Australia's Banks, indications of Australia's labour force weakening based on business confidence and conditions data, and highlighted asset classes demonstrating significant potential for growth. Click the link: https://lnkd.in/gvSt_5gv to hear the extended interview via Special Broadcasting Service (SBS) Australia On the Money Podcasts. #ironore #stimulas #chineseeconomy #labourforce #assetallocation

𝗔𝗰𝘁𝗶𝘃𝗮𝗺 𝗔𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝘀 𝗪𝗶𝗻𝗻𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝟮𝟬𝟮𝟰 𝗜𝗺𝗽𝗮𝗰𝘁 𝗔𝘄𝗮𝗿𝗱𝘀 We are delighted to announce the winners of the 𝟮𝟬𝟮𝟰 𝗜𝗺𝗽𝗮𝗰𝘁 𝗔𝘄𝗮𝗿𝗱𝘀. The Impact Awards celebrate exceptional achievements and leadership in wealth management and financial services. These awards highlight individuals and organisations that drive growth, foster strong partnerships, and contribute to the evolution of the financial services profession. 𝟮𝟬𝟮𝟰 𝗜𝗺𝗽𝗮𝗰𝘁 𝗔𝘄𝗮𝗿𝗱𝘀 𝗪𝗶𝗻𝗻𝗲𝗿𝘀 𝙒𝙚𝙖𝙡𝙩𝙝 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩: Investment Adviser of the Year: Jarrad Page (Right Advice Wealth Management) Rising Star of the Year: Ryan James (Sonder Advisory Group) Holistic Advice Firm of the Year: The Hopkins Group (Australia) Boutique Advice Firm of the Year: Right Advice Wealth Management 𝙁𝙪𝙣𝙙𝙨 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩: BDM of the Year: Brent McArdle (BT) Australian Equity Fund Manager of the Year: Yarra Capital Management Global Equity Fund Manager of the Year: T. Rowe Price Australia Fixed Income Fund Manager of the Year: PIMCO Alternatives Fund Manager of the Year: Global X ETFs 𝙋𝙖𝙧𝙩𝙣𝙚𝙧 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨: Financial Services Publication of the Year: Financial Standard Managed Account (SMA/MDA) Offering of the Year: BT Managed Accounts Dealer Group of the Year: Lifespan Financial Planning Robert Talevski, Founder and Managing Director of Activam Group, “We are so very fortunate to work alongside many outstanding partners, including advice practices, fund managers, and other financial services providers. It is truly rewarding to recognise these individuals and organisations for their significant roles in shaping the future of the financial services ecosystem.” 📷 Lauren McAdam Photos by Lauren Naree Photography