LEARN SIMPLE WAYS TO BUILD YOUR PORTFOLIO

Event details:


Brought to you by mFund, our full-day forums will guide you through the principles of portfolio construction and diversification, so you can build your investment or self-managed super portfolio with confidence.

If you are experiencing issues with registration or have any questions, please email events@asx.com.au.

Why attend?

Until recently, diversification across regions and asset classes was something only for those with the time, money or in-depth knowledge. Yet new offerings like mFund mean that building a robust portfolio is now simpler, and more time- and cost-effective.

The seminars are designed for investors looking to take advantage of new investment opportunities with greater control. At the seminars, you will hear from a new line-up of speakers and learn:

  1. Which asset classes to watch in 2016
  2. Building your self-managed super portfolio: What you need to know if you have an SMSF, or are considering one
  3. How to think like a portfolio manager: What to look for when investing
  4. How you can add mFunds to your portfolio: Take advantage of new global market opportunities, across a range of asset classes, regions and currencies while mitigating risk.

Agenda

9.30–10.00am Registration and morning tea
10.00–10.10 Welcome
Speaker: Ian Irvine, Head of Customer and Business Development, ASX
10.10–10.45

The year ahead: Opportunities for investors
Patrick Noble, Senior Investment Strategist, Zurich Investments

The start of 2016 has presented itself as a very interesting time for many investors, with the first few weeks of the year being credited as one of, if not the worst starts to a calendar year. Much of the uncertainty seen towards the end of 2015 has continued; being reflected in market volatility globally and within Australia.
To open the forum, Patrick Noble will examine a range of trends and factors influencing the direction of global and domestic markets, and reveal where the opportunities lie for investors over the next year.

10.45–11.30

SMSFs: What's changed, what's about to change and what's still to come?
Mark Ellem, Policy Director (Brisbane); Philip La Greca, National Manager, SMSF Technical Solutions (Sydney); and Nicholas Ali, Head of Technical Services (Melbourne), SuperConcepts

Thought all self-managed super fund news updates were the same? Think again. Fasten your seat belts; this rapid fire session will not only bring you up-to-date with the latest legislative developments effecting self-managed super funds but it will also cover what law changes are likely in 2016. Whether you have a self-managed super fund, or are considering establishing one, this session will explain all you need to know from a legislation update perspective. Presented by a leading self-managed super fund technical expert, this session assists self-managed super fund trustees with their trustee responsibilities by helping them stay abreast of legislative change.

11.30–12.00

Weatherproof your portfolio: Can you have too much of a good thing?
Ian Irvine, Head of Customer & Business Development, ASX

Home bias is a natural tendency for investors. Allocating a proportionally high level of their portfolio to their domestic share market – one they know and understand – is easy to appreciate. Yet, what effect can too much of a good thing have on your overall portfolio?

ASX has partnered with the Macquarie Graduate School of Management (MGSM) and Financial Express (FE) to conduct research into how incorporating new asset classes into a share portfolio can help mitigate risk. In this session, Ian will outline the research findings and show where mFund can fit in the context of other investment structures.

12.00–12.15 As easy as buying shares
In this session, we have invited new partner nabtrade, part of the nab Group, to demonstrate how simple integrating mFunds into your ASX portfolio can be.
12.15–1.00

Lunch

Enjoy lunch in our exhibition area where you will have the chance to meet our speakers and ask questions of them directly.

1.00–3.00

How to think like a portfolio manager
Our experts will explain their stock selection process and how they make decisions. They will provide some insight into how professional money managers think including their view on global and local market influences, their macroeconomic outlook and what they look for in quality companies.

  • Australian equities 
  • International equities
  • Real estate investment trusts
  • Fixed income
  • Infrastructure

Q&A

An opportunity to ask our portfolio managers questions on their process, current investments or outlook.

3.00

Event concludes

*ASX reserves the right to adjust the agenda according to speaker availability.

Information

Learn more about mFund prior to the seminar by visiting our website.

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Testimonials

“I found the speakers to be excellent... The objectives of the day's program were clearly met and of great value to my personal situation.”

Source: mFund seminar feedback, October 2015.

“A very impressive and professional day - well organised. I will definitely attend future seminars.”

Source: mFund seminar feedback, October 2015.