my investment journey
three-part seminar series on fundamentals of investing
The Bongiorno Group with global investment managers, BlackRock, invite you to a Bongiorno exclusive event series, “My Investment Journey” .
Session One – Tuesday 30th April, 2019
Session Two – Tuesday 16th July, 2019
Session Three – Tuesday 22nd October, 2019
To register your interest and secure a place
please email Anneliese Shortt on email@example.com
or phone on 9863 3307 asap.
our BlackRock speakers
James Waterworth, Vice President, Head of iShares Wealth – IFAs and Banks
Prior to re-joining BlackRock in September 2017, he worked for Societe Generale’s Lyxor Asset Management as Director, UK & Ireland ETF sales based in London. Prior to this he worked for BlackRock in London as Vice President within EMEA corporate strategy and iShares UK & Ireland sales. James began his career in Sydney at UBS in equity
James holds a Master of Applied Finance from Macquarie University and a Bachelor of Commerce, with honours, from the University of Sydney
Joshua Persky, Vice President & Head of Model Portfolios & Solutions
Josh is responsible for the representation of the firm’s model portfolios, as well as other portfolio construction strategies.
Josh joined BlackRock in June 2015, where he was most recently at MSCI (RiskMetrics) in New York, where he was a senior consultant for hedge fund analytics & sales.
Prior to leaving Australia for the US, he held senior roles in relationship management within theMSCI index & Barra business, helping pension funds & asset managers with ETF specific portfolio construction, performance attribution & risk management analytics.
BlackRock Investment Management (Australia) Limited (BlackRock) holds Australian financial services license no. 230 523. BlackRock does not provide financial product recommendations with respect to the purchase or sale of any financial product to Australian retail clients. The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances.
As this general advice has been prepared without taking account of your objectives, financial situation or needs, you should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.
Interested in speaking with one of our advisers about achieving your financial and lifestyle goals? Click below to register your interest and we will contact you to make a complimentary appointment (that fits around your busy schedule)