DETAILS
Peer Group 2 - Owen Morgan
Date: Tuesday 19 August 2025
Time: 9:45 am arrival for 10:00 am start, 12:30 pm finish, light lunch to follow
Venue: The Work Project
Address: Level 2, 50 Bridge Street, Sydney 2000
Sharing Your Portfolio & Rationale
This members-only meeting will give you the opportunity to present a brief overview of your current portfolio, including a percentage breakdown across key asset classes. You will be invited to share the rationale behind your allocations, any changes you’re considering, and the thinking that underpins these decisions.
To help guide your preparation, please structure your overview to take approximately 15 minutes. Include one new investment opportunity you’re currently exploring - why it interests you, and how it might be relevant to others in the group.
If you haven’t yet deployed capital or are still in the early stages of building your portfolio, please share your current thinking and what information, insights, or support you feel would help you take the next steps.
