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ASX Investor Day

ASX's premier retail education event, empowering Australian investors with financial literacy and skills

Welcome to Investor Day

ASX Investor Day is a catered, full day event designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence.

We are proud to announce that this series will be held in partnership with the ASX Refinitiv Charity Foundation, with all ticket sales going towards a range of Children's, Disability and Medical Research Charities.

With presentations from industry experts on a range of topics, ASX Investor Day is one event no investor should miss. Key topics covered on the day include:

  • An economic update to understand what is impacting markets
  • Top stock ideas to consider adding to your portfolio
  • How to access megatrends driving global markets
  • The fundamentals of building an investment portfolio
  • Winners and losers in the shift to sustainable investing
  • And more…. 

Events

BRISBANE

11 November 2023

Pullman Hotel

SOLD OUT

MELBOURNE

18 November 2023

Grand Hyatt Melbourne

SOLD OUT

SYDNEY

25 November 2023

Hilton Sydney

SOLD OUT

Investor Day agenda

Start timeSession
Morning sessionsPlenary room
9:30amEvent introduction
9:40am

Rates, Recession and Recovery
2023 saw a rise in interest rates designed to reverse the pandemic era excesses and yet growth remained relatively strong. As the economy now moves into the slowdown phase, how will that impact on markets, earnings and investor positioning? How will a protracted high rate environment and margin pressure impact on the economy and businesses? Julia Lee, Equity Investment Strategist from State Street will talk you through the current economic climate and what it means for the companies in your portfolio.

State Street Global Advisors

10:15am

Panel: Optimism against the odds
It has been a tough year for investors overall, punctuated by stubborn inflation and rapidly rising interest rates. With speculation of a soft landing in our economy being the best case scenario and a recession the worst, navigating the current investment environment is an arduous task. Don't despair however, as opportunties exist even in conditions like these. Our panel of experts will discuss how they have adapted to the current climate for your consideration. 

ASX, Plato, Resolution Capital, Wilson Asset Management

10:50amStream overview
10:55amMorning tea
Breakout sessionsGreen roomGold room
11:25am

Venturing into emerging markets
On a price to book basis the emerging market index relative to the global index is at its cheapest since 2002. Given that current valuations are at trough levels and seemingly out of sync with the improved fundamental environment, does an attractive entry point exist for the emerging markets equity asset class? Join our speaker from Fidelity who will guide you through what opportunities are currently available in the world's most rapidly growing markets.

Fidelity

The Good, the Bad and the Sustainable
As the world becomes more conscious of the pressing social challenges around us, social bonds have emerged as a powerful vehicle for change. These bonds are funding projects tackling issues from hunger to gender and racial inequality, offering investors a chance to have an impact and earn a return. Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson will outline what companies have been doing to keep up with this demand and what opportunities in sustainable credit are available to you as an investor.

Janus Henderson

11:55amChange over
12:00pm

X-plore & Elevate: Portfolio construction insights
Constructing a portfolio that suits your risk tolerance and investment goals isn’t always easy. Whether you’re a seasoned investor or about to make your first investment, this session from Global X will explain different ways to build a portfolio and how to avoid common pitfalls in your investment journey.

Global  X

Investing for passive income and inflation protection
What does the current market environment mean for those investing for passive income or to preserve their wealth from the effects of inflation? In this presentation, our speaker from Stockspot explains how savvy investors can build a portfolio to generate passive income and protect against persistent inflation.

Stockspot

12:30pmLunch
1:20pm

What will you do with your inheritance?
It is estimated that $3.5 trillion will be transferred between generations over the next two decades, with baby boomers to leave record levels of wealth to younger generations. Unfortunately, evidence suggests that many families do not discuss wealth transfer before it becomes too late, and younger investors often don't have the experience to ensure they continue to build on the wealth they inherit. This presentation explores the topic of intergenerational wealth transfer and key questions families need to ask themselves as they prepare for wealth to be passed down from one generation to the next.

CommSec

Opportunities investing in private debt in a world of higher interest rates
With the world now adapting to higher interest rates being the norm, investors have been looking beyond equities and fixed income to reduce their capital volatility whilst maintaining a reliable income. Where does private debt fit into the investment landscape? Join Andrew Lockhart, Managing Partner at Metrics who will talk you through why private debt needs to be considered as a new source of income in your portfolio.

Metrics

1:50pmChange over
1:55pm

Time in the market or 'timing the market'?
'Market timing is the process of analysing when to enter or exit the market - or when to switch between asset classes depending on the current environment. Craig Higson, Director from Betashares will weigh in on the topic and talk on whether it is more beneficial to make investments based on short-term market movements or if a passive buy-and-hold long term approach is better for the average investor.

Betashares

Key forces to define the next equity cycle

Performance of the global equity markets over the past year has been largely dictated by extremes, particularly due to the performance of U.S mega cap tech stocks and sticky inflation worldwide. These themes have proven difficult to navigate for the regular investor. Gemma Dale, Director of SMSF and Investor Behaviour at nabtade will outline key market forces to consider which could shape the next stage of the equity markets.

nabtrade

2:25pmAfternoon tea
Plenary sessionsPlenary room
2:55pmAwards
3:00pm 

Top investment ideas in 2023
In this session, our panel of experts will give you a quick-fire elevator pitch on their top investment idea in 2023.

Munro Partners, VanEck, Intelligent Investor 

4:00pm

Buy, Hold or Sell
How do you determine when to buy, hold or sell a stock? There isn’t always a single ‘right’ answer. This presentation is your chance to listen to expert Grady Wulff, Market Analyst from Bell Direct who will explain how they approach stock selection by highlighting their top shares to Buy, Hold or Sell.

Bell Direct

4:40pmEvent close

Presenting speakers and companies

Grady Wulff, Bell Direct
Bell Direct

Bell Direct

Grady Wulff
Market Analyst

Grady Wulff, Bell Direct
Betashares

Betashares

Craig Higson
Director

Tom Pietrowski, CommSec
CommSec

CommSec

Tom Piotrowski
Market Analyst

Lukasz de Pourbaix
JP Morgan

Fidelity

Lukasz de Pourbaix
Global Cross Asset Specialist

David Tuckwell
Global - X

Global X

David Tuckwell
Senior Investment Strategist

Nathan Bell. Intelligent Investor
Intelligent Investor

Intelligent Investor

Nathan Bell
Head of Research and Portfolio Management (Brisbane and Melbourne)

Jay Sivapalan, Janus Henderson
Janus Henderson

Janus Henderson

Jay Sivapalan
Head of Australian Fixed Interest

Andrew Lockhart
Metrics

Metrics

Andrew Lockhart
Managing Partner

Kieran Moore

Munro Partners

Kieran Moore
Partner & Portfolio Manager

Julian Moore
Nabtrade

nabtrade

Gemma Dale
Director, SMSF and Investor Behaviour

Dom Hamson, Plato
Plato

Plato

Don Hamson
Managing Director

Sonia Luton, Resolution Capital
Resolution Capital

Resolution Capital

Sonia Luton
Managing Director

Julia Lee, State Street
Investor Day Nov 2022

State Street Global Advisors

Julia Lee
Equity Investment Strategist

Stockspot

Chris Brycki
CEO

Julian Moore
VanEck

VanEck

Julian Moore
Business Development Manager

Dania Zinurovia
ASX

Wilson Asset Management

Dania Zinurova

Portfolio Manager

Jacinta Schlosser
ASX

ASX

Jacinta King
Business Development Manager, Investment Products

Past Investor Day presentations

EVENTDATEDESCRIPTION 
Investor DayMay 2023Full playlistWatch now on YouTube ▶
Investor DayNovember 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2021Full playlistWatch now on YouTube  ▶
Investor DayJune 2020Full playlistWatch now on YouTube  ▶
Investor DayNovember 2019Full playlistWatch now on YouTube  ▶