Sponsorship
AIA is proud to be partnering with some of Australia's leading financial specialists in 2023. If your organisation would like to learn more about any exciting sponsorship opportunities, please contact our events team by emailing events@investors.asn.au.
Platinum
Trilogy is one of Australia’s leading fund managers and financiers of property-based investments. For more than 22 years, seeking income and managing risk on behalf of our investors and borrowers has remained at the heart of everything we do.
Our goal is to increase our clients’ wealth by delivering transparent, value-added property and mortgage-based investment solutions. Our objectives are aligned with our investors, borrowers, and their advisers. By helping them meet their goals, we achieve our company goals and those of our people. We set and maintain high standards of corporate governance and compliance to deliver the appropriate balance of risk management and investment performance.
Gold
BetaShares is a leading manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Founded in 2009, our aim is to provide intelligent investment solutions to help Australian investors meet their financial objectives.
With over 60 products available, we currently offer the broadest range of exchange traded products in the market, all of which can be bought and sold via the ASX. We offer investors simple, liquid and cost-effective access to Australian and global equities, cash and fixed income, currencies, commodities, and active and alternative strategies.
As at 31 January 2021, BetaShares manages over $15.9 billion in assets.
BetaShares is owned and managed by its Australian-based management team along with a strategic shareholding from Mirae Asset Global Investment Group, one of Asia’s largest asset management firms.
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years.
Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.
We invest A$531.5 billion globally on behalf of clients in Asia-Pacific, UK, Europe, South Africa, the Middle East, and South America. We are responsible for A$189.9 billion in assets under administration*.
* As at 31 December 2020
As one of Australia’s leading alternative asset investment platforms, iPartners provides self directed, wholesale investors digitally enabled access to institutional grade alternative assets for wealth creation, income generation and portfolio diversification.
Designed using an advanced digital framework, iPartners investment platform has been developed as an intuitive and easy to use technology offering, providing a truly digital experience from registration through to investment execution. Wholesale investors can invest in line with their risk tolerance and financial goals. Investment amounts can be customised to reduce investment risk and facilitate portfolio diversification with a minimum investment of A$10,000.
iPartners investors have access to a range of alternative asset investment classes including private credit, asset backed debt (ABS), property and private credit funds enabling investors to diversify their portfolio across alternative assets. The iPartners Investment Fund offers a diversified portfolio of high yield alternative assets and a selection of third party alternative funds and assets.
The iPartners team have significant experience in deal origination, structuring, investing and asset management. We focus on investments that have a fixed timeline and clear exit strategy.
Established in 2017, by experienced investment professionals Travis Miller and Rob Nankivell, iPartners has raised more than $750 million in investor funds via our in-house technology platform. Leveraging our capital raising experience, iPartners investment platform aligns all parties, offers complete transparency, and helps self directed investors facilitate portfolio diversification on an attractive risk / return basis.
Silver
Charter Hall Group is a 100 ASX listed company (ASX:CHC) with over 28 years’ experience in property investment and funds management, we’re one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, retail, industrial and social infrastructure. Operating with prudence, we’ve carefully curated a $38 billion plus diverse portfolio of over 1,100 high quality, long leased properties. Partnership and financial discipline are at the heart of our approach. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. Taking a long term view, our $6.5 billion development pipeline delivers sustainable, technologically enabled projects for our customers. The impacts of what we do are far-reaching. From helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re powered by the drive to go further.
At Fidante, we provide investors with access to best-in-class investment managers. We are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams.
We are a global investment management business and form part of the Challenger Limited Group, an ASX-listed investment management firm.
Our investment managers are selected for their robust investment processes, and also their expertise, passion and ability to deliver the best possible outcomes for investors. Our partnerships often involve managers’ taking an equity stake in the business, better aligning interests of the manager and their clients.
Magellan was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital.
Since then, we have developed a track record for creating and safeguarding wealth for our investors. We have done this by investing in high-quality global stocks that benefited from the rise of the emerging consumer, the coming of the cashless society, the recovery in US housing, the dominance of business software giants and the arrival of digital consumer platforms, to name just some key themes of the past decade. We know that over the next decade different themes will prevail. When investing the key question we ask ourselves is: “What does the future look like?”
Our team of 35* highly qualified and experienced investment professionals manages more than A$100 billion* in global equity and infrastructure strategies for clients based around the world. Our team has received multiple industry awards and is a highly rated fund manager of global equities and global listed infrastructure, in Australia and overseas.
To help meet the needs of our clients, we recently developed sustainable strategies and pioneered a paperless way to invest in active global equities on the ASX. You can do this via our global equities and global infrastructure active exchange-traded funds (Active ETFs).
Magellan was founded in 2006 by Hamish Douglass and Chris Mackay and has offices in Australia, New Zealand and the US. We are a wholly owned subsidiary of Magellan Financial Group, which is one of the top-100 stocks by market value on the ASX.
Thinktank was launched in 2006 by a group of highly experienced professionals with extensive backgrounds in property finance, business lending, consumer finance and third-party distribution in response to the increasing demand for straight forward, set and forget mortgage funding solutions, exclusively available through the mortgage broking channel.
In 2010, the product suite was extended to include residential mortgages, then SMSF loans in 2013. Throughout this time, Thinktank broadened its funding base to enable private and institutional investors the opportunity to acquire tightly risk-weighted, property-secured bonds.
Thinktank has become established as Australia’s leading commercial property funding specialist. To date, as a leading independent lender we have provided over $3.0bn of commercial, residential and SMSF finance solutions, and have now issued over $1.5bn in secured AAA-rated bonds (rating issued by Standard and Poors).
The business’ ethos is to be relentlessly committed to fairness, transparency, and professionalism, and to consistently prioritise relationships with borrowers, introducers, investors, institutions and industry, alike. We believe that’s what you should expect from a lender. And it’s why we’ve been able to fulfil existing and emerging market requirements.
The company’s operations are backed by a team of experts with unparalleled industry experience and commitment to superior service levels.