Thank you to our sponsors for supporting us in 2021!
Learn more about our exciting sponsorship opportunities, by emailing the team at firstname.lastname@example.org
The AIA was founded in 1991 by a small group of investors who recognized there was a need for an organisation which could represent the interests of private investors across the broad spectrum of investment products available in the retail market. The aims of the AIA are to promote the interests of individual investors by education and by representation to the financial services industry and the regulators.
AIA members are considered more interested and better informed than other consumers of products and services. We believe that AIA members reflect general consumer attitudes of the future and therefore provide a unique opportunity for business to see into the future. The AIA offers organisations the opportunity to reach over 2,000 of Australia's individual investors who, because of their wealth, are significant consumers of products and services.
Since 1998 the AIA has held an annual National Conference, generally on the Gold Coast, which has been very popular with members and has established a reputation as a high quality educational event. The last two conferences have attracted over 300 delegates.
We also hold an annual summit in March, usually in Sydney.
Weekly webinars and Investors Voice Magazine
Sponsors will be given the opportunity to connect with our members through our weekly webinars and our Investor’s Voice publication.
Get in touch with the team today to find out more!
La Trobe Financial is Australia’s leading Non-bank credit and wealth manager, providing funding and investment solutions to a diverse range of customers since 1952. We are 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$571 billion of Funds under Management worldwide. We are a proven and trusted investment partner for institutional and retail investors alike with over 68 years’ experience, managing investment mandates in excess of $22 billion. Our asset class remains a proven performer across all economic cycles. The objective of our Credit Fund offering has long been to provide investors with a choice of capital-stable income generating investments. The Credit Fund’s continued positive performance in times of volatility continues to attract investor attention across the market.
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.
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
Wattle Partners is a family-owned investment and financial advisory firm. Their purpose is to inform and empower our clients through independent advice allowing them to concentrate on what they value.
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.
Fidante Partners forms long-term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, we’re able to provide investors with some of the world’s most compelling investment strategies.
We are a global investment management business with approximately $71.8bn* under management and form part of the Challenger Limited Group, an ASX-listed investment management firm.
At Fidante Partners, active investing is at the heart of what we do. Our investment managers are carefully selected not only for their robust investment processes, but their expertise, passion and ability to deliver the best possible outcomes for investors. These partnerships often involve managers’ taking an equity stake in the business, further aligning interests of the manager and their clients.
For these highly skilled managers, our strategic, operational and distribution expertise gives them access to a large global investor base while enabling them to focus on what they do best – managing money. By matching their talent with our know-how, scalability and support, it’s a partnership designed to help them drive success.
We provide access to a curated range of active investments that span traditional and alternative asset classes – both liquid and illiquid. Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.
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.
AIM is a global long only investment manager. They employ a quality investment strategy that aims to buy the best businesses in the world when the market prices them like average businesses. The compounding ability of these quality businesses lies at the heart of AIM's approach to growing investors' wealth.
AIM look for the following characteristics in the businesses they want to own:
- Strong competitive advantages that enable consistently high returns on capital throughout an economic cycle, combined with the ability to reinvest surplus capital at high marginal returns.
- A proven ability to generate and grow cash flows.
- A strong balance sheet and sensible capital structure to reduce the risk of failure when the economic cycle ends or an unexpected crisis occurs.
- Honest and shareholder-aligned management teams that understand the principles behind value creation and have a proven track record of capital allocation.
The AIM portfolio is concentrated into 15 to 25 businesses at any given point.
APN Property Group (APN) is a specialist real estate investment manager. The company actively manages commercial real estate funds on behalf of institutional and retail investors.
Established in 1996, APN is listed on the ASX (code ASX:APD) and at 31 December 2020 manages $2.9 billion of real estate investments. APN’s head office is based in Melbourne, Australia and it has a team of 50.
APN’s approach to real estate investment is based on a ‘property for income’ philosophy and the company is driven by a commitment to investment performance and outstanding service. APN takes an active approach to investing with a strong focus on fundamental value and sustainable cash flow.
APN’s competitive advantage comprises the company’s:
- Track record;
- Co-investment and alignment with investors; and
- Strong governance.
APN has $133 million of its own capital invested alongside its clients in the investment funds it manages. In addition, the Board and management team have substantial personal investments in the company, providing strong alignment between APN’s people, the company’s shareholders and APN’s client investors in the pursuit of long term value creation.
APN views sustainability as inextricably linked to investment performance and incorporates environmental social and governance considerations in its investment processes.
Through its independently governed responsible entity APN Funds Management Limited, a wholly owned subsidiary of APN Property Group Limited, APN actively manages 11 funds including: domestic and international property securities, direct property and listed commercial real estate funds. APN’s funds include the $1.1 billion APN AREIT Fund strategy, APN Industria REIT (an ASX listed industrial and office property trust with $950 million of assets) and APN Convenience Retail REIT with a $540 million portfolio of non-discretionary retail properties.