Co-founder / Lead portfolio manager Jun Bei Liu and Co-founder / CEO Jason Todd are delighted to host the first Ten Cap Q&A webinar.
Jun Bei Liu will provide an update on the Alpha Plus Fund following its transition into Ten Cap, with particular emphasis on her investment team and where additional enhancements to the investment process have been made. She will end her presentation with a discussion around key portfolio positions and how recent trade / growth fears and the domestic result season have impacted the investment backdrop. She will be joined by Jason Todd who will also provide an overview on Ten Cap, our vison and purpose and how we seek to differentiate ourselves from peers.
This will be followed by an open Q&A session.
Details:
Ten Cap Alpha Plus Fund Q&A Webinar
Thursday April 3 at 11am, (AEDT)
Registration is required and an email will be sent with dial in details prior April 3
Jun Bei Liu is Co-founder and Lead Portfolio Manager at Ten Cap
Jun Bei is a passionate, motivated, and dedicated investment manager. Currently based in Australia, she regularly travels to China and other Asian markets as part of her investment research. Jun Bei is also a popular media personality and a highly sought after public speaker about her investment views, and being a regular participant in prestigious conferences such as Sohn Hearts & Minds and TedX.
She is also a prolific contributor to Australia’s financial services sector, writing a regular column for the AFR and making frequent appearances for top-tier media outlets such as Forbes and The Australian, and as a speaker at key industry events. Jun Bei enjoys sharing her knowledge and love for markets with investors and promotes the growth of like-minded females within the financial services community by providing mentor opportunities and serving on the advisory committee for the Australian Student Asset Management. She has also been appointed as a Core Fund Manager for Hearts & Minds Investments and volunteers for the Raise Foundation Board.
Jun Bei completed a commerce degree at the University of New South Wales, followed by a number of finance credentials including GAICD and CFA. She is fluent in Mandarin and English. Jun Bei has been sole portfolio manager of the Alpha Plus fund since March-2019 and is also a CFA Charterholder.
Jason is Co-founder and Chief Executive Officer (CEO) at Ten Cap.
Jason began his career in 1996 with JPMorgan New Zealand. He spent 12 years with JPMorgan with time in NZ, Australia, London and then finally New York as the US & Global Equity Strategist. In 2007 he took up the role of US & Global Equity Strategist for Morgan Stanley New York.
In 2010, Jason moved to Hong Kong where he became Head of Hong Kong / China Equities for CIMB (formerly RBS). He remained there for 6 years before moving back to Australia as the Head of Australian Macroeconomics for Macquarie Group and later the Head of Investment Strategy for Macquarie’s Australian Wealth Management division. In 2024, Jason took up the role Chief Investment Officer for the Commonwealth Bank Private – Australia’s largest Private Bank.
Jason has a Bachelor of Commerce (double major in Economics & Finance) and a Master of Commerce (First Class Hons) in Economics from the University of Auckland (New Zealand). Jason is also a CFA Charterholder.
