Upcoming Webinar

GFM LIVE WEBINAR: MEET THE MANAGER – ELLERSTON JAADE PRIVATE ASSETS FUND

WEDNESDAY 25TH OCTOBER 2023 AT 10:00AM

We would be delighted if you would join us on Wednesday 25th October at 10.00am for a webinar on private asset investing and an update on our preferred private asset fund, the Ellerston JAADE Private Assets Fund.

Patrick Malcolm, our Senior Partner, will host our special guest David Leslie, Portfolio Manager, Ellerston JAADE Private Assets Fund.

During the webinar we will discuss;

The important criteria when investing in private assets. What do Ellerston look for in a private business?
Have private asset markets been affected by the current downturn in public markets
How do the quantity and quality of opportunities of private assets look at present?
An update on current investments in the JAADE fund
The pipeline of new potential investments for JAADE

We encourage you to pass on this webinar invite to family, friends or colleagues who may wish to join.

Details of the webinar are as follows:

Meeting Name: Meet The Manager – Ellerston JAADE Private Assets Fund
Date: Wednesday, 25th October 2023
Webinar time: 10:00am – 11:00am
Speakers: Patrick Malcolm & David Leslie

Please click below to reserve your place by Tuesday 24th October.

Speakers

Patrick Malcolm

Senior Partner & Certified Financial Planner, GFM Wealth Advisory

Patrick joined GFM in 2002 and is a Senior Partner and Certified Financial Planner® at GFM Wealth Advisory. He has completed a Master of Applied Finance at the University of Melbourne and a Graduate Diploma of Applied Finance and Investment amongst a range of qualifications. Patrick is also a CPA and an SMSF Association SMSF Specialist Advisor®. In 2020, Patrick was ranked as one of Australia’s “Top 100 Financial Advisers” as published by “The Australian” newspaper in conjunction with the respected U.S. financial publication “Barron’s”. Patrick is a member of the GFM Investment Committee, which meets regularly to research, select and monitor all the investments on the GFM Approved List.

David Leslie

Co-Portfolio Manager, Ellerston JAADE

David joined Ellerston Capital in 2005 and has over 25 years experience in technology and investment markets, as a researcher, analyst and investor. Most recently, David has been the Investment Director for the Ellerston Ventures Fund and Ellerston JAADE Private Asset Fund. In this role David leads the investment process, due diligence and negotiations with investees, as well as reporting to investors. David sits on the board of Mable Technologies Pty Ltd and is an Alternate Director of Phocas Pty Ltd and Prospection Pty Ltd.

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