April 15 @ 12:30 PM - 1:30 PM AEST
Join the Institute of Financial Professionals Australia (IFPA) and Gyrostat Capital Management for an important and practical webinar exploring one of the most overlooked risks facing retirees: Sequencing Risk.
For clients approaching or entering retirement, the order in which investment returns occur can matter just as much as the returns themselves. Early losses in retirement can have a profound and lasting impact on capital, income sustainability and long-term outcomes, even where average returns over time may appear identical. Unlike accumulation-stage investors, retirees are no longer able to rely on ongoing salary income or dollar cost averaging to help smooth market volatility. At this stage of life, protecting retirement capital becomes critical.
This session with specialists from Gyrostat Capital will examine why lower-risk investors, particularly retirees, need more than a simple focus on returns. It will explore the natural decline in risk tolerance as clients move closer to retirement, the pressure created by income needs and longevity risk, and why advisers should be thinking more carefully about how portfolios are constructed to withstand periods of market stress.
The webinar will also unpack Gyrostat’s SMILE framework, addressing Sequencing, Market, Inflation, Longevity and Emotion risks, and consider how advisers can respond through stronger portfolio design.
Designed for financial professionals, this educational session will provide valuable guidance on assessing portfolio vulnerability, improving defensive positioning and thinking more strategically about retirement-phase investing in a world where downside protection matters more than ever.
Register now to secure your place!
FREE for ALL (members and non members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Craig Racine
Managing Director, Gyrostat Capital Management
Craig Racine has held senior executive positions based in Australia and Hong Kong in asset management, private equity, investment banking, equity research, and industry. He commenced his career in the chartered accounting industry with KPMG.
In Hong Kong, his senior management experience included Executive Director at The Asian Infrastructure Trust (Hong Kong) with lead investors International Finance Corporation, Asian Development Bank, Soros Funds Management, Frank Russell Investments, and AMP Capital. During that time he held Board positions in multi-national companies in China (China Unicom), India, Indonesia, The Philippines, Pakistan, and globally. He was a Managing Director and Head of Sector Research at ING Barings (Asia) and Peregrine Investment Bank.
Upon returning to Australia he founded boutique asset management firm Gyrostat Capital Management.
Michael Baker
Director of Wayfarer Investment Partners
Michael is a Founder and Director of Wayfarer Investment Partners.
Michael has over 20 years of experience in the financial services industry with roles spanning across distribution, management, and advice. He brings extensive investment sales experience and is responsible for leading Wayfarer’s distribution effort into the Retail, Wholesale and Family Office markets and building assets for our investment manager partners. Michael has held senior distribution roles
at Macquarie Group and Charter Hall.
