Ten Cap invites you to join our 4Q investor webinar on Thursday 22 October at 11am (AEDT).
Lead portfolio manager, Jun Bei Liu will discuss recent performance of the Alpha Plus Fund and why she thinks Australian growth and quality stocks are at their most attractive levels in nearly 30 years.
Jason Todd, Ten Cap’s CIO, will lead the market discussion and explain the reasons why stock and sector leadership has been so inconsistent throughout 2026, and why he thinks markets are absorbing rather than ignoring downside risks, and can trade even higher into year end.
Jun Bei will end her presentation by taking investors through recent changes to the portfolio, where her highest conviction ideas sit, and why active management is how investors can take advantage of the valuation dislocation evident across many areas of the equity market.
Please register with the link below.
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We look forward to speaking with you soon.
Jun Bei, Joe & the Ten Cap Team
Co-founder and Lead Portfolio Manager at Ten Cap
Jun Bei is a passionate, motivated, and dedicated investment manager and 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. 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, only learning English as a 16-year-old, when she emigrated to Australia from China.
Co-founder and Chief Investment Officer (CIO) 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.
Head of Distribution at Ten Cap
Joe joined Ten Cap in May 2026 and brings extensive experience across investment markets, client engagement, and strategic distribution. He has a strong track record of successfully raising capital across numerous investment strategies, underpinned by deep relationships with consultants, financial advisers, and private wealth clients. Prior to joining Ten Cap, Joe held a variety of roles at Colonial First State spanning business development, account management, product, strategy and investment governance. This diverse background has equipped him with a well-rounded perspective on both the commercial and technical aspects of investment management. Joe is particularly focused on helping clients navigate increasingly complex markets through thoughtful portfolio construction. Joe is a Certified Investment Management Analyst® professional. He also holds a Bachelor of Commerce from the University of New South Wales and a Diploma of Chartered Accounting.
