TriVesta

Our Family Wealth Inheritance luncheon brought together investors and professionals for a thoughtful discussion on preserving and transferring wealth across generations. The engagement and perspectives shared throughout the session reinforced the value of bringing experienced investors together to explore the challenges and opportunities shaping long-term financial decisions in an increasingly complex environment. Our next luncheon is on the horizon — stay tuned for details. Disclaimer: Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

Inflation and oil weigh on global markets. Markets retreated last week as U.S. CPI rose 3.8% year-on-year on year — the sharpest jump since May 2023 — and stalling U.S.–Iran talks pushed Brent crude back above $109. The 10-year U.S. Treasury yield climbed to its highest level in over a year. Key takeaway: Persistent inflation, higher energy costs, and geopolitical uncertainty are putting renewed pressure on equities and reshaping rate expectations. Read the full Trivesta Weekly Global Markets Recap for 11–15 May 2026: https://lnkd.in/gbQJNEJS Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. This content includes material originally produced by one or more third parties and re-shared for general information only. Trivesta Funds does not endorse, verify or take responsibility for the accuracy or completeness of any third-party content, and views expressed are those of the original authors and not necessarily those of Trivesta Funds or Trivesta Capital. www.trivesta.com.au

Markets and Investment Opportunities for the 2nd Half of 2026. A focused luncheon with Craig Robertson (TriVesta) and special guest Adam Lavis (Tribeca Investment Partners) — exploring positioning, themes, and opportunities for the months ahead. 📅 Thursday, 28 May 🕛 12:00 PM 📍 Level 25, One International Towers, Barangaroo NSW Limited seats — register early → https://lnkd.in/gabCsPMa #luncheon #trivesta

Seats are filling fast. Register today to secure your spot—limited seating.

Markets shift. Opportunities emerge. Join us for an exclusive luncheon exploring Markets and Investment Opportunities for the 2nd Half of 2026 — featuring insights from Craig Robertson (TriVesta) and special guest Adam Lavis (Tribeca Investment Partners). A focused discussion on where smart money is positioned for the months ahead. 📅 Thursday, 28 May 🕛 12:00 PM 📍 Level 25, One International Towers, Barangaroo NSW Limited seats — register early → https://lnkd.in/gabCsPMa

2 days to go. We’re approaching capacity for our upcoming Family Wealth Inheritance luncheon in Barangaroo. This session will cover key considerations and strategies for preserving and transferring wealth across generations—relevant for those planning with intention. 📅 14 May 🕛 12:00 PM 📍 Level 25, One International Towers, Barangaroo NSW Kindly scan the QR code or register below to secure your seat: https://bit.ly/4uIle7p #trivesta #luncheon #familywealth