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Thu, 21 Mar

|

Virtual / Online

The Importance of Focusing on After-Tax Investment Returns

Investment management insights and strategies, focusing on evidence-based investing and after-tax returns.

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The Importance of Focusing on After-Tax Investment Returns
The Importance of Focusing on After-Tax Investment Returns

Time & Location

21 Mar 2024, 12:00 pm – 1:00 pm AEDT

Virtual / Online

About the event

Join Hamilton12 Co-founders Richard McDougall, Managing Director and Dr Jason Hall, Chief Investment Officer, for an online seminar offering insights and strategies for effective investment management, covering the following key topics:

1. The Power of Evidence-Based Systematic Investing: Discover how data-driven strategies outperform intuition-based decisions in the long run, setting a solid foundation for your investment portfolio.

2. The Importance of After-Tax Investing: Learn about the significance of evaluating investments based on returns after taxes and methods to optimize investment choices for tax efficiency.

3. Beyond 'Passive': The Hidden Limitations of Index Funds: Understand why passive funds mirroring the S&P/ASX 200 or 300 might not be the best choice for every investor.

4. Maximizing Returns with Franking Credits: Explore the often-overlooked tax benefits of franking credits and how they can significantly impact returns for Australian resident investors.

5. Introducing the Hamilton12 Australian Shares Income Fund: Look at our strategic solution designed to offer diversification and tax efficiency, aligning with the needs of sophisticated investors.

Speaker Bios: Richard McDougall - Hamilton12 | Managing Director

With over two decades of experience in financial markets, Richard has held pivotal advisory and executive positions in banking and investment firms, both domestically and internationally.

Before co-founding Hamilton12, Richard served as a Director at the Westpac Group. His valuable insights and extensive experience were crucial in guiding Private Bank clients to make well-informed investment decisions. Preceding his tenure at Westpac, Richard served as the Queensland State Manager for Morgan Stanley Wealth Management. He played a significant role in establishing the wealth management presence in Queensland following the global acquisition of Smith Barney from Citigroup. Before joining Morgan Stanley, Richard was a director at UBS Wealth Management, a prominent Swiss global financial services company.

In addition to his corporate roles, Richard contributes as an Advisory Board Member of the UQ Institute for Molecular Bioscience.

Richard's educational background includes a Bachelor of Laws and Commerce from Bond University and a Master of Business Administration (Hons) from The University of Queensland.

Speaker Bios: Dr Jason Hall - Hamilton12 | Chief Investment Officer

Jason’s knowledge of value-based investing, analyst earnings forecasts, and the value of dividend imputation credits forms the basis of stock selection for the Fund.

For more than 20 years, Jason has been widely recognised for his work on imputation credits. Jason has derived expected share market returns from analyst earnings forecasts; measured analyst forecast accuracy; quantified the risk-reward implications of industry sector rotation; and modelled retirement income streams. Additionally, Jason’s work on valuation has been relied upon by companies listed on the Australian Securities Exchange, and by Australian state and federal government agencies.

Prior to co-founding Hamilton12, Jason was a director of the consulting firm Cardinal Economics & Finance. Jason’s previous experience is as a director of Frontier Economics, senior lecturer in finance at The University of Queensland Business School and equity research analyst at Credit Suisse.

Jason is also a lecturer in finance at the Ross School of Business, University of Michigan and a board member of the CFA Society Detroit. He completed his PhD in Finance at The University of Queensland and is a CFA charter holder.

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