Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30 June 2019). Roger defines infrastructure as a defensive asset that is essential for the community, and in this episode, Roger and I discuss how Palisade are finding such assets across Australia. Roger also takes the time to highlight the importance of such assets to Australia and consequently why he believes infrastructure is a defensive asset class. Palisade which began under the Perpetual banner is the owner of assets such as the Sunshine Coast Airport, the fastest growing airport in Australia and specializes in defensive infrastructure assets.
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.