2025 Quarterly Business Lunch: Fund Manager Panel – An Update On Markets

By Mai Davies

On Monday, 20th October, we hosted our Quarterly Business Lunch at Leonda By The Yarra, featuring a panel discussion with some of Australia’s leading Fund Managers.

Paul Nicol and Patrick Malcolm were joined by:

• Sean Roger – Portfolio Manager at Perpetual
• Stephen Arnold – Chief Investment Officer at Aoris
• Nick Griffin – Founding Partner & Chief Investment Officer at Munro Investment Partners

Together, they shared valuable insights into the current domestic and global economic landscape and explored key trends shaping investment markets in an engaging Q&A format.

We were thrilled to welcome a full room of clients and guests, and the feedback has been overwhelmingly positive. It was a fantastic opportunity to hear directly from industry leaders and gain a deeper understanding of the forces driving market movements.

We hope you enjoy the recording.