Pinnacle Investment Management to Host FY2026 Full Year Results Teleconference on 5 August 2026

Overview of Pinnacle Investment Management’s Distribution and Leadership Structure

Pinnacle Investment Management Limited operates as an investment management and distribution firm serving institutional, wholesale, and retail clients within Australian financial markets. Its operational framework includes multiple distribution channels managed by dedicated leadership teams focused on distinct client segments. Andrew Chambers acts as Executive Director and Head of Institutional & International Distribution, targeting large institutional and international investors seeking Australian investment exposure. Kyle Macintyre leads the Wholesale and Retail Distribution division, emphasizing Pinnacle’s commitment to both professional and individual investor outreach through tailored distribution methods.

This multi-tiered distribution model reflects Pinnacle’s diversified revenue streams across client types and geographies. The appointment of separate division heads highlights the company’s recognition of varied market demands and operational needs. This structure enables Pinnacle to customize service offerings, compliance, and product development to meet the specific requirements of institutional, wholesale, and retail clients, underscoring its strategic positioning within the Australian investment management industry.

FY2026 Full Year Results Presentation and Stakeholder Engagement

Pinnacle’s scheduled update demonstrates its commitment to transparent communication with market participants through a structured results presentation on 5 August 2026. The teleconference format aligns with contemporary investor relations best practices, facilitating broad participation from investors and analysts worldwide. Chair Alan Watson and Managing Director Ian Macoun will lead the presentation, supported by CFO Dan Longan, who will provide detailed financial analysis and address questions regarding the company’s performance, financial position, and operational metrics for the year ending 30 June 2026.

The inclusion of distribution leaders Andrew Chambers and Kyle Macintyre in the teleconference lineup indicates Pinnacle’s intent to provide comprehensive insights into divisional performance across institutional, international, wholesale, and retail segments. This multi-stakeholder approach allows management to address inquiries related to investment strategies, distribution results, client retention, revenue generation, and strategic initiatives undertaken during FY2026. Making the recording available on Pinnacle’s website ensures stakeholders unable to attend live can access the results and management commentary at their convenience.

Teleconference Format and Pre-Registration Process

Pinnacle will conduct the FY2026 results presentation exclusively via teleconference, without a live audience. This approach, increasingly common among ASX-listed companies, enhances operational efficiency and accessibility. Investors and analysts wishing to participate must pre-register through the designated portal. Upon registration, participants receive a calendar invitation containing the dial-in number, passcode, and unique access PIN required to join the call.

The pre-registration and dial-in system ensures security, participant verification, and orderly management during the presentation and Q&A session. Participants dial the provided number, enter the passcode, then their unique PIN to access the teleconference. This process balances security with ease of use, restricting access to verified investors and analysts.

Post-Call Recording and Information Access

After the live teleconference, Pinnacle will make a recording of the full session available on its corporate website to accommodate stakeholders unable to join in real-time. While the company has not specified the exact timing for posting the recording or whether a full transcript will be provided, this availability supports investors across time zones and those with scheduling conflicts.

Recorded earnings calls are essential for detailed analysis, allowing market participants to compare management commentary with financial statements and inform investment decisions. Pinnacle’s provision of this content reinforces its transparency commitment and ensures broad dissemination of material information in line with ASX continuous disclosure obligations.

CFO’s Role in Financial Analysis and Results Discussion

Chief Financial Officer Dan Longan will participate in the 5 August teleconference to deliver detailed financial analysis and respond to investor questions about Pinnacle’s FY2026 financial performance. His involvement reflects standard practice among ASX-listed companies and demonstrates management’s readiness to provide in-depth financial details, clarify accounting treatments, and discuss guidance or outlook statements.

As CFO, Longan is responsible for financial reporting accuracy, internal controls, and compliance with accounting standards and regulatory requirements. His participation enables investors to explore revenue composition across distribution channels, cost structures, profitability drivers, capital management decisions, and investments in technology, infrastructure, or regulatory compliance during FY2026. Analysts rely on CFO commentary to validate financial models, challenge assumptions, and develop earnings forecasts.

ASX Continuous Disclosure Compliance and Announcement Timing

Pinnacle’s announcement of the FY2026 results teleconference on 21 July 2026 complies with ASX continuous disclosure rules, which require immediate release of information that could materially impact security prices. Providing approximately two weeks’ notice before the 5 August 2026 presentation allows investors to prepare and participate effectively. This timing aligns with common practice for ASX-listed entities regarding earnings calls and investor presentations.

The formal lodgement with the ASX Market Announcements Office ensures simultaneous notification to all market participants, maintaining market fairness and transparency. Company Secretary Terence Kwong authorised the announcement, confirming it underwent appropriate governance review within Pinnacle’s corporate framework. This formal process documents timely disclosure and supports compliance with Listing Rule obligations.

Investor Relations Contact and Accessibility

Ian Macoun, Managing Director, is the designated contact for investor relations regarding the teleconference. Investors or analysts seeking additional information or assistance with registration can reach him at [email protected]. This ensures inquiries are directed to senior management for prompt resolution of technical or participation issues.

Pinnacle’s registered office is located at Level 25, Australia Square Tower, 264 George Street, Sydney, NSW 2000, with a postal address at PO Box R1313, Royal Exchange, NSW 1225. The company’s website (www.pinnacleinvestment.com) serves as the primary hub for investor information, announcements, and teleconference recording access. These multiple channels reflect professional investor relations standards and support stakeholder engagement.

Strategic Importance of Senior Management’s Participation

The involvement of multiple senior executives in the FY2026 results teleconference highlights Pinnacle’s strategic emphasis on investor communication and transparency. Chair Alan Watson’s participation demonstrates board-level accountability and shareholder engagement, while Managing Director Ian Macoun’s leadership reflects operational responsibility for strategy execution and performance delivery.

Including divisional heads alongside corporate finance and board leadership offers comprehensive management representation, enabling discussion of consolidated performance and specific business unit results. This structure helps investors assess revenue concentration, channel dynamics, client acquisition and retention, and growth initiatives during FY2026. The broad management presence indicates anticipation of detailed investor inquiries on operational strategy and competitive positioning.

Market Environment and Investor Focus Ahead of FY2026 Results

Pinnacle’s upcoming results presentation occurs amid ongoing challenges in the Australian investment management sector, including competitive pressures, regulatory changes affecting distribution, and market impacts on assets under management. Investors attending the teleconference are expected to focus on client retention, net flows, revenue per client, cost management, and strategic investments in technology and distribution capabilities during FY2026.

The immediate impact on Pinnacle’s share price from the announcement was not publicly available. However, the advance notice allows investors to prepare questions, analyze preliminary data, and adjust portfolios ahead of the release. Market participants typically scrutinize investment management earnings for insights into market sentiment, fee realization, client loyalty, and management confidence in future earnings and capital allocation. Pinnacle’s FY2026 results will provide critical data influencing analyst forecasts and investment recommendations for the company’s securities.