Endorphin Wealth in partnership with Oreana Portfolio Advisory Services is pleased to invite you to an Investment Update on Friday 19 March between 11.30am and 12.30pm via webinar.
About the Webinar
You will hear from 2 professional fund managers, T.Rowe Price and Pendal Group, to gain insights into how they manage portfolios and find the right investment opportunities.
About Sam Ruiz (Portfolio Specialist) and T.Rowe Price
Sam Ruiz is a portfolio specialist in the equity division and Vice President of T.Rowe Price Australia, and holds a bachelor of applied finance from the University of South Australia
His investment experience began in 2008 and he has been with T.Rowe Price since 2020. Prior to this he was employed by Macquarie Investment Management.
T.Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long term financial goals. Their global client base includes many of the world’s leading corporations, foundations and financial intermediaries.
For more information, visit https://www.troweprice.com/content/tpd/au/en/bios/sam-ruiz.html#
About Chris Adams (Portfolio Specialist) and Pendal Group
Drawing on over 20 years’ experience in global equities, Chris Adams provides key insights from Pendal Group’s investment teams across Australian and International equities.
Prior to joining Pendal Group in 2014, he spent 8 years as a portfolio specialist with Blackrock & HSBC Global Asset Management, based in Hong Kong. For the last 7 years he has been working with Pendal’s Australian equity team.
Pendal Group is an independent, global investment management business focussed on delivering superior returns for their clients. With $97.4bn in funds under management, Pendal is one of Australia’s largest investment managers.
For more information, visit https://www.pendalgroup.com/about/our-people/?t=chris-adams
The webinar will be delivered via Zoom, please register for the session HERE
We hope you can join the session on Friday 19 March between 11.30am and 12.30pm. As we all get busy we will also send a reminder note a few days prior to assist.
The Team at Endorphin Wealth