Register below to join the Ausbil Fund Manager Q&A session

Please select the session(s) you will attend

Overview
Thursday 13th August | Global Natural Resources
Hear from Luke Smith and James Stewart, our experienced resource specialists who can access not just the opportunities in the Australian resources market, but anywhere in the world. The unique nature of resource and commodity cycles has seen us design a strategy that can generate alpha in rising and falling markets. They will cover the thematics that are driving demand for natural resources: alternative energy, electric vehicles, infrastructure spending across developed and emerging markets, and world economic growth.
Thursday 20th August | Global Essential Infrastructure
Head and Co-Head of Global Listed Infrastructure, Tim Humphreys and Jonathan Reyes, will guide you through the once-in-a-decade opportunity in infrastructure. Set your portfolio for future years of compounding in some of the world’s strongest and safest companies, and access a yield of around 4%, with defensive growth characteristics. Learn about four sectors all offering value at a significant margin of safety in this market: communications, utilities, energy and transportation.  Learn about the opportunity in this sector beyond our shores.
Thursday 27th August | Global SmallCap
An opportunity to hear from our Global SmallCap Portfolio Managers, Simon Wood and Tobias Bucks, about the opportunities in small-cap stocks with unrecognised growth from 23 developed markets around the world. They will discuss how blending a quant and fundamental approach maximises the opportunity, how you can invest in the next Google while it is still a small cap, and why going global with small caps brings opportunities that are simply not available in the Australian market alone.


If you have any questions please call Alexandra Allenby on +61 2 9259 0227 or click here to send an email.
Presenters
Global Natural Resources
Luke Smith
Portfolio Manager, Global Resources

Luke is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. Luke joined Ausbil in 2014, and has been in the industry since 1998, gaining experience in the resources sector, both at a corporate level and as an equity analyst in financial services. Most recently, Luke was a highly rated Director, Senior Energy Analyst at Commonwealth Bank Institutional Equities. He also worked as a Commercial Mining Analyst with IndiEnergy, an Oil and Gas Analyst with ABN Amro and a Corporate Finance Analyst with Woodside Petroleum. Luke holds a Bachelor of Science degree.
James Stewart
Portfolio Manager, Global Resources

James is the Co-Portfolio Ausbil Global Resources Fund and an Equities Analyst at Ausbil covering natural resources. James joined Ausbil in 2017, and has been in the industry since 2001, gaining experience in resources and commodities experience to the Ausbil team. James’ experience spans global resources. Most recently James was the mining specialist with Regal Funds Management, a leading Australian long/short fund. Prior to this, James was responsible for regional resources coverage for UBS in Singapore, and worked with CLSA. James holds Bachelor of Engineering (Mechanical Engineering) and Bachelor of Commerce degrees, a Graduate Diploma in Applied Finance (Finsia), a Graduate Certificate in Mining Engineering, and is a CFA Charterholder.
Global Essential Infrastructure
Tim Humphreys
Head of Global Listed Infrastructure

Tim has over 20 years of financial markets experience working in Sydney and London with companies such as AMP Capital, AMP Capital Brookfield, RARE Infrastructure, Insight Investment and Rothschild Asset Management. Prior joining Ausbil, Tim was Head of Global Listed Infrastructure at AMP Capital. His primary role at AMP Capital was the management of global listed infrastructure funds which grew from $200m to $2bn during his tenure. Tim also sat on various Investment and Valuation committees for the AMP Capital Unlisted Infrastructure Funds. Before joining AMP Capital, Tim was a senior analyst at boutiques AMP Capital Brookfield and RARE Infrastructure where he was responsible for a broad range of Infrastructure companies globally. Tim helped increase AUM at both companies significantly. Earlier in his career he worked for 10 years as an equity analyst with Insight Investment and Rothschild Asset Management where he covered a broad range of sectors across Europe, including Tech during the dotcom bubble burst. Tim is a founding member of Ausbil’s global infrastructure team and his roles at Ausbil include strategy, portfolio construction and stock analysis for the global listed infrastructure team. Tim holds a Bachelor of Engineering (Civil and Structural Engineering) from The University of Sheffield (United Kingdom) and studied Engineering Science at Oxford University.
Jonathan Reyes
Co-Head Global Listed Infrastructure 

Jonathan has over 16 years of financial markets experience working in Sydney and New York for AMP Capital, AMP Capital Brookfield, RARE Infrastructure and Bear Stearns Asset Management. Before joining Ausbil, Jonathan spent 10 years working alongside Tim Humphreys at RARE Infrastructure and AMP Capital as a Portfolio Manager/Analyst in the Global Listed Infrastructure team. Jon was responsible for portfolio management of the global listed infrastructure strategies and the analysis of infrastructure companies in the Asia Pacific and North America regions. Prior to joining AMP Capital, Jonathan was an analyst at AMP Capital Brookfield and RARE Infrastructure based in Sydney where he was responsible for analysing infrastructure companies in the Emerging Markets, Asia Pacific and North America regions. Jonathan started his career at Bear Stearns, where he worked for over six years on the equity trading desk and later the asset management division as an investment analyst for the large-cap value team. Jonathan is a founding member of Ausbil’s global infrastructure team and his roles include strategy, portfolio construction and company analysis for global listed infrastructure securities in the transportation infrastructure sector. Jonathan holds a Bachelor of General Studies (Major in Economics) from The University of Kansas (Kansas, USA).
Global SmallCap
Simon Wood
Portfolio Manager, Global SmallCaps

Simon has over 19 years of investment experience. Prior to joining Ausbil, Simon spent four years at AMP Capital as an Investment Consultant in Sydney. Prior to this Simon spent 11 years at Barings, based in London and HK and was a Director within the Global Quantitative Research Team. Simon has a B.A (Hons) in Accounting and Finance, is a Global Chartered Management Accountant and is a CFA Charterholder. Simon is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.
Tobias Bucks
Portfolio Manager, Global SmallCaps

Tobias has over 14 years of financial markets experience. Tobias was a fund manager on the global desk at Newton Investment Management managing over $20bn in global equity strategies. Tobias left Newton to be the 2IC in the global small & mid cap team at Barings helping manage the $3bn Baring Europe Select Trust and other global strategies. Tobias has also worked for CLSA as Head of Emerging Companies. Tobias has a MA (hons) in Social Anthropology from the University of Edinburgh. Tobias is focused on global small cap companies and his responsibilities at Ausbil include strategy and portfolio construction, research, analysis and portfolio management.
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