ASX Investor Day

Build on your investing skills in one day


Join ASX and our expert partners this May and June at a city near you to:

  • Stay on top of the latest investment trends
  • Learn how to build and manage an investment portfolio that meets your goals
  • Learn how alternative trading strategies can help enhance returns on your shares



Select your city |


Tuesday 28 May 2019


Adelaide Convention Centre

City Rooms 1&2, North Terrace, Adelaide

Get directions

Ticket price

$40 (Early bird)





Live Streaming Registration


Agenda timing



Presenting companies

9:00-9:30am Registration and tea/coffee  
Plenary - all attendees
9:30-9:40am Welcome    
9:40-10:10am Market update Stay on top of Australian and global events impacting the share market. Our expert will highlight the data and events they focus on when making investment decisions whilst providing a forecast of what may lie ahead.  
10:10-11:10am Top investment insights for the new financial year This panel brings together experts in Global and Australian equities to share with you how they build an investment thesis. They will share their top stock or asset class pick for the next 12 months and debate what will impact markets in the year ahead. Moderator
  • nabtrade

  • Firetrail
  • Westoz Funds Management (WA, SA only)
  • Platinum
  • Fidelity International
11:10-11:20am Insight into our two streams: Investing vs Trading A quick look into the streams ahead and why you should consider attending the investing or trading stream.  
11:20-11:50am Morning tea
Stream - choose a session on the day of interest to you
11:50-12:25pm Investing
How to build an investment portfolio that meets your objectives
Building a diversified investment portfolio as you move across different stages of the investment journey is crucial to ensure you can meet your needs in retirement. Join us in this session where we will use investor case studies to understand how a professional adviser constructs portfolios for their clients. We will showcase three portfolios at different stages of their investment journey:
  • Accumulation
  • Pre- retirement
  • Retirement
11:50-12:25pm Trading
Making your shares work harder - trading strategies to help generate income, protect capital or provide leveraged returns
This session will review real life case studies to help you:
  • Understand what is happening in the current market environment
  • Learn how trading strategies can work to enhance returns on shares
  • Match the appropriate strategy to the current market climate
12:25-1:00pm Investing
From tip to trade. How to research companies and ETF/ managed funds, monitor announcements and news, and best rules for executing orders in the market
With over 2,000 listed companies and over 500 listed managed investments on ASX (ETFs, mFunds, Listed Investment Companies) knowing where to allocate your investment dollars can take a lot of research. Learn the tools to help you research investment options and considerations when placing orders in the market.  
12:25-1:00pm Trading
When to buy & sell shares - Advanced charting techniques
At its core, technical analysis is simply a method of determining if a stock or the market as a whole is worth buying or selling. This session will look beyond support and resistance to highlight the most popular tools traders are using to decide whether to buy or sell shares. The session will finish off with the top 3 technical trades in the market today.  
1:00-2:00pm Lunch
Stream - choose a session on the day of interest to you
2:00-2:35pm Investing
How investment megatrends will impact markets and what investors can do to access these trends.
Global megatrends such as disruption through technology, aging population and the future of energy will have a significant impact on stock markets over the years to come. This session will explore some of the key megatrends defining our future world, the impact these trends will have on industries and how you can access these opportunities for your investment portfolio.  
2:00-2:35pm Trading
How to make sure you have enough money to fund your retirement
Studies have shown expenditure patterns in retirement are growing. Coupled with longer life expectancies, it is crucial to have the right asset allocation mix and capital protection strategies in place as you approach or are in retirement. Our expert will show you available alternatives to help alleviate the risk of money running short in retirement.  
2:35-3:10pm Investing
Managing your portfolio. Discover the best analytical tools to monitor portfolio performance, risk, and administrative tasks like tax and dividends
Monitoring, managing and reporting on your investment portfolio is just as important as building your portfolio. In this session we will explore the top things investors need to do to ensure they are managing their portfolio effectively and assessing investment performance accurately.  
2:35-3:10pm Trading
Trading strategies that provide more stable returns for your portfolio
Investors can often find derivatives and options strategies difficult to understand or seem 'too risky' to use. There are various ASX listed funds that ensure more stable returns for their investors through the use of derivatives. This session will look into one of these funds and how they use derivatives to improve returns for their shareholders and unit holders.  
3:10-3:40pm Afternoon tea
Plenary - all attendees
3:40-4:25pm Investing for income Inflows into fixed income and equity income strategies have been at all-time highs across ASX investment products. This panel session will bring together a fixed income manager and equity income manager to discuss the outlook for their particular asset classes, how they are currently positioning their portfolios and key considerations for investors when deciding on their income strategy. Moderator
  • Shaw and Partners

  • Martin Currie
  • ActiveX
4:25-5:10pm Buy hold sell How do you determine when to buy, hold or sell? There isn’t always a single 'right' answer. This presentation is your chance to listen to experts as they debate their opinions and explain their ratings on stocks, as suggested by audience members.  

Watch our speakers from November 2018


Investor Day, Highlights


Julia Lee, Bell Direct


Michael McCarthy, CMC Markets


Anhtai Anhtuan, CommSec


Graham O'Brien, ASX


Andrew Campion, ASX


Chris Brycki, Stockspot


Peter Harper, BetaShares


Patrick Nelson, Reach Markets


Gemma Dale, nabtrade


Peter Hogan, SMSF Association