Hedge Funds Rock is the flagship event during Sydney Alternative Investment Week (SAIW) and by association La Trobe Financial will play a key role in the week-long event schedule, showcasing innovation and excellence in alternative investments.

SAIW features a stellar line-up of events, including forums on Private Credit, M&A Transactions, Hedge Funds Rock, and the Family Office IN Day, bringing together investment leaders to discuss emerging trends, innovative products and an opportunity for industry collaboration.

Since its inception in 2002, Hedge Funds Rock has raised more than $5 million for the Alternative Future Foundation’s charitable initiatives, making a tangible impact on communities in need.

Chris Paton, Chief Investment Officer, at La Trobe Financial expressed excitement about the partnership saying, “La Trobe Financial is pleased to partner with Hedge Funds Rock & The Alternative Investment Awards. This collaboration presents a fantastic opportunity to contribute to the growth of Australia’s alternative investment sector while supporting impactful initiatives. We’re looking forward to an exciting three years ahead.”

Michael Gallagher, Chairman of the Alternative Future Foundation added, “We are delighted to welcome La Trobe Financial as our Major Sponsor Partner of Hedge Funds Rock. Their support will amplify the impact of Sydney Alternative Investment Week, which has become a cornerstone event for the alternative investment community. This three-year partnership will allow us to enhance the experience for attendees and increase access to market leading insights. Together, we will continue to raise vital funds for charitable causes and promote the importance of alternative investments.”

The Alternative Future Foundation extends its gratitude to La Trobe Financial for their commitment to the alternative investment community.

Sydney Alternative Investment Week will take place the week of 22 September  2025.

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Chris Paton

La Trobe Financial, Australia’s leading alternative asset manager, is pleased to confirm that its “Superior” operational capability has been affirmed by the highly-regarded Foresight Analytics.

La Trobe Financial’s Chief Investment Officer Chris Paton commented, “We are proud to have been assessed as having a ‘Superior’ operational capability by one of Australia’s leading research houses. This ongoing endorsement from Foresight Analytics recognises our commitment to providing the highest standard of credit and investment disciplines across the business. As responsible stewards of almost 100,000^[1] investors hard earned wealth, we continue to develop our people, processes and platform for the benefit of our investors.”

Jay Kumar, Foresight Analytics Founding Director and Chief Analyst, commented that the Superior operational capability rating “reflects the ongoing investment of the La Trobe Financial group in its human resources and risk and compliance practices, in addition to the ongoing financial backing from Brookfield Asset Management and a further strengthening in corporate financial performance. The Superior assessment is underpinned by La Trobe Financial’s ability to grow. With funds under management almost doubling over the last three years, it represents one of the fastest-growing funds in Australia. The Fund is well positioned for future growth whilst maintaining investment performance and preserving investor capital and redemption liquidity.”

A superior operational due diligence rating is the highest available from Foresight Analytics, and reflects the superior capacity of an operating party to perform its operational role and assist the fund in meeting its financial obligations promptly.

This rating follows La Trobe Financial’s 12 Month Term Account – one of the highest rated and most awarded strategies in its asset class – being named Australia’s “Best Credit Fund – Mortgages”, by Money magazine for the 15th consecutive year.

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Notes:
[1] Total investors is calculated by adding all individual & joint investors (which includes some investors with a current zero balance in their account) to reasonable estimates of investors investing via platform, trusts or SMSFs.

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This marks the twelfth consecutive ‘Recommended’ rating that the 12 Month Term Account has received from Lonsec, a testament to the resilience and longevity in performance of the offering, and its ability to generate risk adjusted-returns across the economic cycle.

The 12 Month Term Account, Australia’s fastest growing fund in the twelve months to 31 May 2023, has delivered impeccable performance for investors since inception. A history of performance recognised by Lonsec, who highlighted the 12 Month Term Account’s “relatively conservative loan-to-value ratio and [that it] has yet to register a negative monthly return”.

In the research report Lonsec also reiterated their “conviction in [La Trobe Financial’s] credit approval process and large and experienced team”, recognising that the portfolio fundamentals embedded within the 12 Month Term Account are effective in managing the illiquid nature of the underlying asset class.

Chris Paton, La Trobe Financial’s Chief Investment Officer commented “we are proud to once again be recognised by Lonsec for the outstanding performance of our flagship 12 Month Term Account. We remain committed to the highest standards of investment discipline and portfolio construction, and deeply value the reservoir of trust our 93,000 investors have placed in us as the stewards of their capital. This ongoing endorsement from Lonsec is a testament to the underlying fund quality, our commitment to our investment fundamentals and the value it generates”.

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