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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
  • More advanced techniques for experienced investors
  • And more…. 

Investor Day Agenda

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

Economic update
What a year it has been for investors! Inflation, peaking interest rates and global markets teetering on the brink of recession are all driving investor uncertainty. Join Gemma Dale, Director of SMSF and Investor Behaviour from nabtrade who will discuss how these factors and more may continue to play out in markets and what they mean for investors going forward.

nabtrade

10:15am

Higher for longer
For the past two years we’ve experienced rapidly rising interest rates but many experts are saying that we are near the peak or at the end of this rate hiking cycle. But will interest rates stay higher for longer? And if they do, how should we think about investing in that scenario? Hear from our panel of experts who will highlight potential opportunities available in this new investing environment and also cover what considerations investors need to make.

ASX, Spheria, Hyperion, Vanguard

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

How to start investing
New to investing and not sure where to get started? Jacinta King, Business Development Manager of Investment Products at ASX will guide you through the fundamentals of building a portfolio. From covering the varying risks of different asset classes, the importance of fees and diversification and how critical it is to start early to reap the benefits of compound interest, this session is designed for novice investors to get a head start on their portfolio.

ASX

The role of technical analysis in deciding trade ideas
Technical analysis is the notion that the study of a share's historical price can give hints to possible future price movements.  Join Graham O'Brien, Head of Equity Market Sales and Equity Derivatives from the ASX, on a session discussing how to utilise technical analysis and how to best integrate options into your portfolio.

ASX

11:55amChange over
12:00pm

Overcoming ‘home bias’ and searching for opportunities in tech, AI and healthcare abroad
Home bias in investing is the propensity for one to invest the bulk of their portfolio in their home country. According to the ASX Australian Investor Study from last year, 58% of Australian investors hold Australian shares directly whilst only 16% hold international shares. Our speaker from JP Morgan will identify where the opportunities lie abroad and show you how you can invest in them in an easy, cost-efficient manner.

J.P. Morgan

Exploring income-generating investments
With increasing cost of living pressures, many income-oriented investors are seeking new ways to optimise the income portion of portfolios. Whether investment goals are centred around boosting yield, broadening diversification, or managing risk exposure, Marc Jocum, Product & Investment Strategist at Global X explores how investors can look to address their concerns by diversifying income streams and exploring alternative opportunities.

Global  X

12:30pmLunch
1:20pm

Unleashing the Future: exploring the Power and Potential of Artificial Intelligence
The exponential growth of AI rolls on in 2024 and some of the most exciting investment opportunities at the moment exist in this space. Hear from our experts from Loftus Peak who will give an overview of the AI industry and how they are finding investment opportunities.

Loftus Peak

Getting your portfolio going with gearing

For the savvy investor looking to maximise growth in their investments, gearing, which is the concept of borrowing funds for larger investments is a popular option. Join our speaker from VanEck who will cover all you need to know about this investment strategy.

VanEck

1:50pmChange over
1:55pm

The ingredients for innovation
Of the ten largest listed companies globally, at least seven have achieved their success through major, world changing innovations. In this session, Tom Wickenden, Investment Strategist at Betashares will cover what innovation is, how it is measured, the importance of the Nasdaq-100 and how innovative companies can complement your portfolio.

Betashares

Unlocking investment opportunities in bonds
The onset of rising interest rates over the past two years has seen swathes of investors flock to cash investments such as high interest savings accounts and term deposits. While this may make sense in the short term, not many investors would consider an investment in cash as the optimal strategy over the long term. So could continuing to invest in cash hurt investors’ ability to achieve their goals? Our speaker from State Street Global Advisors will show you alternative defensive investment opportunities to consider in this new era of higher rates.

State Street SPDR ETFs

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

Top investment ideas in 2024
In this session, our panel of experts will give you a quick-fire elevator pitch on their top investment ideas in 2024.

Firetrail, Antipodes, WAM Global

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. Have your phones out and ready to play along - this presentation is your chance to participate as Grady Wulff, Market Analyst at Bell Direct will explain how an expert approaches 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
CommSec

Antipodes

Vihari Ross
Portfolio Manager

Grady Wulff, Bell Direct
Bell Direct

Bell Direct

Grady Wulff
Market Analyst

Tom Pietrowski, CommSec
Betashares

Betashares

Tom Wickenden
Investment Strategist

JP Morgan

Firetrail

Anthony Doyle
Head of Investment Strategy

Headshots - 15
Global - X

Global X

Marc Jocum
Product and Investment Strategist

Nathan Bell. Intelligent Investor

Hyperion

Jolon Knight
Investment Specialist

Jay Sivapalan, Janus Henderson
Janus Henderson

J.P. Morgan

Regina Liu
Head of APAC Investment Specialist

Andrew Lockhart
Metrics

Loftus Peak

Alex Pollak
Chief Investment Officer

Julian Moore
Nabtrade

nabtrade

Gemma Dale
Director, SMSF and Investor Behaviour

Headshots - 13

Spheria

Charles Ji
Analyst

Dom Hamson, Plato
Plato

State Street Global Advisors

Marie Tsang
Fixed Income Strategist

Julian Moore
VanEck

VanEck

Julian Moore
Business Development Manager

Julia Lee, State Street

Vanguard

Grant Feng
Senior Economist

Headshots - 8
ASX

WAM Global

Nick Healy
Portfolio Manager

Headshots - 7
ASX

ASX

Jacinta King
Business Development Manager, Investment Products

Headshots - 2
ASX Black Landscape Logo

ASX

Graham O'Brien

Head of Equity Market Sales and Equity Derivatives

Past Investor Day presentations

EVENTDATEDESCRIPTION 
Investor DayNovember 2023Full playlistWatch now on YouTube ▶
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  ▶