Adelaide
Investment Forum

Geoff Wilson has more than 45 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997, which today, comprises of 20 investment professionals who offer a combined investment experience of more than 250 years. Wilson Asset Management manages over $5.9 billion on behalf of more than 130,000 investors as the investment manager for nine listed investment companies (LICs) and two unlisted funds.

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.

Alex is the Head of Research of Morgans and has primary responsibility for our International Equities research initiative. He joined Morgans in 2021 after a decade in London as Head of UK Small & Midcap and European Business Services Research for J.P. Morgan. Prior to his time in London, Alex was based in Sydney, serving as Head of Australian Emerging Companies Research for J.P. Morgan and holding analyst positions at UBS and ABN AMRO.

Dr. David Allen has more than two decades of experience in international equity investing. He began his career at J.P. Morgan Asset Management in London in 2002 and, in 2009, became one of the firm’s youngest-ever Managing Directors when he was appointed Head of Research overseeing €35 billion in assets. During his time at J.P. Morgan, he co-managed the €10 billion Europe Strategic Value Fund and the Europe Strategic Growth Fund. His true passion, however, lay in long/short investing. Dr. Allen went on to manage the €6 billion J.P. Morgan Europe Equity Plus (130/30) Fund and the €1 billion Europe Equity Absolute Alpha (market neutral) Fund, the latter earning the prestigious Eurohedge Award for Best Hedge Fund in 2014.