ASX Investor Roadshow - Building or maintaining an investment portfolio

A key ingredient to successful investing is getting the asset allocation mix right. How much of your capital should you invest in shares, property, fixed interest and cash are influenced by the key considerations of your risk profile, current financial position, your investment objectives, timeframe and your liquidity requirements.

Our first investor roadshow for 2010 will showcase the strategies used by professional fund managers when building or maintaining investment portfolios for their clients.

The presentations will be split into two. Lunchtime seminars will focus on portfolios designed for income. Evening seminars will focus on portfolios designed for growth.

Attendees are welcome to register for both lunch and evening seminars as portions of the seminar will be different.

NB Sessions in TAS & ACT will be a combined 2 hour session covering both income and growth.

  • ACT

Canberra

When: 24 March, 2010
Where: Optus Theatre, CSIRO Discovery Centre, Black Mountain, Acton (venue location)
Time: 6.00pm - 8.00pm
Register for Income/Growth combined session
Add this event to my calendar (iCalendar link)

About the roadshow

The roadshow presentations are free to attend and will cover:

Income Seminar

  • Asset Allocation mix for income
  • Creating an income portfolio using Listed Managed Investments
  • Stock selection for an income focused portfolio
  • Interest Rate Securities 
  • Extracting cash from an existing portfolio to improve your asset mix
  • Dividend Yield Play
  • Generating extra income over and above dividends

Growth Seminar

  • Asset Allocation mix for growth
  • Creating a growth portfolio using Listed Managed Investments
  • Stock selection for a growth focused portfolio
  • Increasing your growth potential with leverage through
    • Instalments
    • Margin Lending
    • Trading Warrants
    • Options
    • ASX CFDs

This is your opportunity to attend a face-to-face investment presentation with like-minded investors and to speak with ASX education experts.

Who should attend?

The session is aimed for both those new to the sharemarket or experienced investors looking to revisit their portfolios.

How to register

Register by selecting the city above that you would like to attend the presentation in.

Note - In the cities where the sessions are not combined, you must register for both income and growth sessions if you want to attend both .

Additional information

Presenters: Graham O’Brien, ASX; Jonathan Morgan, ASX; Ian Irvine, ASX; Asanth Sebastian, ASX.
Presentation length: the presentations will be two hours in length. There will be opportunities for you to ask questions throughout the session.
Parking: more details will be forwarded when registered
Questions: if you would like any further information about the session please email managed.investments@asx.com.au.

Advisers

Are welcome to attend - 1 CPD point is available for each seminar.