ASX Investor Day

Invest in your future

Knowledge is the key to your investment success. Spend your time wisely and gain access to the exceptional minds of industry leading experts at ASX Investor Day.


Give your portfolio investments a jump start with up-to-date global and domestic market insights. Keep ahead of the pack for the next financial year with the latest stocks to watch and discover how cutting-edge technology is making investing simpler today than ever before.


Build your own technical skill-set and back your market choices to maximise the potential of your portfolio with charting. Uncover how this technical analysis of the market can aid in the prediction of future price movements. Access expert insights and learn strategies to take advantage of different market conditions and outcomes.


Do you have your sights set on long-term wealth objectives? More than one million Australians have taken control of their retirement with a self-managed super fund. Uncover everything you wanted to know about SMSFs and discover the potential wealth benefits of managing your own funds.


Don’t miss out! Register today and invest in your tomorrow.


Register for Upcoming events

Brisbane - Wednesday, 28 February 2018

Companies Presenters Presenter Bio

National Australia Bank

Peter Jolly
Global Head of Research

Presenter Bio

Peter is Global Head of Research in the Global Markets area of National Australia Bank. His team has specialist researchers across the world covering different economies, interest rate, and currency markets.


Peter has worked as an economist and researcher for more than two decades, starting out with the Reserve Bank of New Zealand. Peter is on Adjunct Fellow at Macquarie University’s Master of Applied Finance and has a Masters Degree in Economics from the University of London.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

CommSec

Steve Mater
Head of Investment Sales

Presenter Bio

Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.
Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels.

Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service.

Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance.

ASX

Graham O’Brien
Manager of Equities Derivatives

Presenter Bio

Graham is the Manager of Equities Derivatives at ASX. Graham has 22 years' experience in the equity and derivatives industry as a broker and educator. He started on the options trading floor as a board broker in 1995 and then worked on both institutional and retail desks until 2001. Today, one of Graham’s key responsibilities is educating investors and advisers on a range of ASX products, including options.

Magellan Asset Management Limited

Emma Kirk
Key Account Manager – Listed Funds

Presenter Bio

Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

Morgans

Peter Clarke
Investment Adviser

Presenter Bio

Peter grew up in Chinchilla on the Darling Downs before attending boarding school in Brisbane. After completing a Bachelor of Commerce at the University of Queensland, Peter commenced his career in financial services with Morgans in 2010. Peter provides tailored share portfolio advice to his clients on investments within SMSFs, Family Trusts, Margin Loans and other investment vehicles; which includes products such as Term Deposits, listed fixed Interest securities, Australian and international shares, Listed Investment Companies and Exchange Traded Funds.

Pinnacle Investment Management Limited

Conor O’Daly
Associate Director

Presenter Bio

Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution.

Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme.

He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School.

iShares

Alex Zaika
Director and Head of Wealth

Presenter Bio

Alex Zaika, Director and Head of Wealth for iShares Australia. His responsibilities include helping private client advisers build better investment portfolios with iShares and supporting the iShares distribution efforts nationally.

Alex joined the firm in August 2015 from Barclays Capital where he helped institutional investors with hedging and smart beta solutions. Prior to Barclays Capital he was Head of Adviser Sales - Equity Derivatives at Macquarie Bank in Sydney.

He holds a Master in Applied Finance, Diploma in Financial Planning and is an Accredited Derivatives Adviser.

nabtrade

Gemma Dale
Director, SMSF & Investor Behaviour

Presenter Bio

Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning.


Ian Irvine
MC and Moderator

Presenter Bio

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX.

His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines.

He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics.

He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996

Adelaide - Tuesday, 6 March 2018

Companies Presenters Presenter Bio

National Australia Bank

Peter Jolly
Global Head of Research

Presenter Bio

Peter is Global Head of Research in the Global Markets area of National Australia Bank. His team has specialist researchers across the world covering different economies, interest rate, and currency markets.


Peter has worked as an economist and researcher for more than two decades, starting out with the Reserve Bank of New Zealand. Peter is on Adjunct Fellow at Macquarie University’s Master of Applied Finance and has a Masters Degree in Economics from the University of London.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

CommSec

Steve Mater
Head of Investment Sales

Presenter Bio

Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.
Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels.

Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service.

Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance.

ASX

Graham O'Brien
Manager of Equities Derivatives

Presenter Bio

Graham is the Manager of Equities Derivatives at ASX. Graham has 22 years' experience in the equity and derivatives industry as a broker and educator. He started on the options trading floor as a board broker in 1995 and then worked on both institutional and retail desks until 2001. Today, one of Graham’s key responsibilities is educating investors and advisers on a range of ASX products, including options.

Magellan Asset Management Limited

Emma Kirk
Key Account Manager – Listed Funds

Presenter Bio

Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

Pinnacle Investment Management Limited

Conor O'Daly
Associate Director

Presenter Bio

Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution.

Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme.

He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School.

State Street Global Advisors

Andrew Kalopedis
National ETF Sales Manager

Presenter Bio

Andrew is the National ETF Sales Manager in Australia for State Street Global Advisors. He is responsible for the distribution of SPDR ETFs to the intermediary channel across platforms, dealer groups and financial advisers both aligned and independent. Additionally, Andrew works closely with his clients on asset allocation, portfolio construction and ETF education.

Prior to joining SSGA in 2015, Andrew has extensive experience across the Wealth sector having worked in Australia and the United Kingdom. With over 10 years of industry experience, Andrew has worked for Macquarie Bank, BT Financial Group and Rubik Financial, in a number of roles across Account and Relationship Management.

Andrew holds a Masters of Applied Finance, a Post Graduate Diploma of Applied Finance, a Diploma of Financial Planning and a Diploma of Financial Markets.

nabtrade

Gemma Dale
Director, SMSF & Investor Behaviour

Presenter Bio

Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning.

Morgans

Tania Smyth
Financial Adviser

Presenter Bio

Tania started in the finance industry in 1995 working with some of the major investment banks, accumulating experience in equities and equity derivatives and in funds management, specialising in Exchange-Traded Funds. Tania tailors investments to suit her client’s goals and objectives, specialising in long-term portfolio construction and asset allocation. She favours businesses with strong fundamentals and excellent long-term prospects for investor returns via income and capital growth.

Morgans

Ralph Bryant
Private Client Advisor

Presenter Bio

Ralph joined Morgans as a Private Client Advisor in 2015 after gaining experience in large banking and accounting firms. Ralph offers financial advice to a wide array of clients including individual, self-managed super funds and high net worth investors. Ralph seeks to manage client portfolios in a manner that complements their risk and objectives through a variety of core positions as well as investments carefully researched to potentially add alpha.


Ian Irvine
MC and Moderator

Presenter Bio

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX.

His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines.

He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics.

He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996

Perth - Thursday, 8 March 2018

Companies Presenters Presenter Bio

National Australia Bank

Peter Jolly
Global Head of Research

Presenter Bio

Peter is Global Head of Research in the Global Markets area of National Australia Bank. His team has specialist researchers across the world covering different economies, interest rate, and currency markets.


Peter has worked as an economist and researcher for more than two decades, starting out with the Reserve Bank of New Zealand. Peter is on Adjunct Fellow at Macquarie University’s Master of Applied Finance and has a Masters Degree in Economics from the University of London.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

CommSec

Steve Mater
Head of Investment Sales

Presenter Bio

Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.
Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels.

Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service.

Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance.

ASX

Graham O'Brien
Manager of Equities Derivatives

Presenter Bio

Graham is the Manager of Equities Derivatives at ASX. Graham has 22 years' experience in the equity and derivatives industry as a broker and educator. He started on the options trading floor as a board broker in 1995 and then worked on both institutional and retail desks until 2001. Today, one of Graham’s key responsibilities is educating investors and advisers on a range of ASX products, including options.

Magellan Asset Management Limited

Emma Kirk
Key Account Manager – Listed Funds

Presenter Bio

Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

Pinnacle Investment Management Limited

Conor O'Daly
Associate Director

Presenter Bio

Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution.

Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme.

He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School.

State Street Global Advisors

Andrew Kalopedis
National ETF Sales Manager

Presenter Bio

Andrew is the National ETF Sales Manager in Australia for State Street Global Advisors. He is responsible for the distribution of SPDR ETFs to the intermediary channel across platforms, dealer groups and financial advisers both aligned and independent. Additionally, Andrew works closely with his clients on asset allocation, portfolio construction and ETF education.

Prior to joining SSGA in 2015, Andrew has extensive experience across the Wealth sector having worked in Australia and the United Kingdom. With over 10 years of industry experience, Andrew has worked for Macquarie Bank, BT Financial Group and Rubik Financial, in a number of roles across Account and Relationship Management.

Andrew holds a Masters of Applied Finance, a Post Graduate Diploma of Applied Finance, a Diploma of Financial Planning and a Diploma of Financial Markets.

nabtrade

Gemma Dale
Director, SMSF & Investor Behaviour

Presenter Bio

Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning.

Morgans

Gary Thorniley
Private Client Adviser

Presenter Bio

Gary is a Senior Adviser at Morgans Financial Perth Branch and is a CFP®, Member of the Australian Institute of Company Directors, Early Adopter Member of Conscious Capitalism Australia and New Zealand, and Non-Executive Director of local tech startup Ecocentric Pty Ltd.

Gary guides a diverse client base including self funded retirees looking for long term income with some growth, to Executives of small technology companies investing for high growth in disruptive technologies. Gary is particularly interested in directly supporting new companies to fund business growth where they have a clear purpose, compelling client value proposition and positive culture.


Ian Irvine
MC and Moderator

Presenter Bio

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX.

His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines.

He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics.

He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996

Melbourne - Tuesday, 20 March 2018

Companies Presenters Presenter Bio

National Australia Bank Limited

Tony Kelly
Senior Economist

Presenter Bio

Tony Kelly is an Economist in NAB’s Group Economics.

Tony joined the Bank early in 2011 from the Victorian Treasury where he worked for 12 years on a range of issues, including state budget strategy and forecasting state taxation revenues.

Before this, he was in the Commonwealth Treasury for a decade, where he undertook work on macroeconomic forecasting, microeconomic reform and debt management.

Tony grew up in Canberra and graduated (with first class honours) from the Australian National University. He also holds a Masters degree in Applied Finance from Macquarie University.

In his current role, Tony covers developments in both the Australian and global economies.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

CommSec

Steve Mater
Head of Investment Sales

Presenter Bio

Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.
Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels.

Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service.

Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance.

ASX

Graham O'Brien
Manager of Equities Derivatives

Presenter Bio

Graham is the Manager of Equities Derivatives at ASX. Graham has 22 years' experience in the equity and derivatives industry as a broker and educator. He started on the options trading floor as a board broker in 1995 and then worked on both institutional and retail desks until 2001. Today, one of Graham’s key responsibilities is educating investors and advisers on a range of ASX products, including options.

Magellan Asset Management Limited

Emma Kirk
Key Account Manager – Listed Funds

Presenter Bio

Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

Pinnacle Investment Management Limited

Conor O'Daly
Associate Director

Presenter Bio

Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution.

Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme.

He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School.

State Street Global Advisors

Andrew Kalopedis
National ETF Sales Manager

Presenter Bio

Andrew is the National ETF Sales Manager in Australia for State Street Global Advisors. He is responsible for the distribution of SPDR ETFs to the intermediary channel across platforms, dealer groups and financial advisers both aligned and independent. Additionally, Andrew works closely with his clients on asset allocation, portfolio construction and ETF education.

Prior to joining SSGA in 2015, Andrew has extensive experience across the Wealth sector having worked in Australia and the United Kingdom. With over 10 years of industry experience, Andrew has worked for Macquarie Bank, BT Financial Group and Rubik Financial, in a number of roles across Account and Relationship Management.

Andrew holds a Masters of Applied Finance, a Post Graduate Diploma of Applied Finance, a Diploma of Financial Planning and a Diploma of Financial Markets.

nabtrade

Gemma Dale
Director, SMSF & Investor Behaviour

Presenter Bio

Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning.


Ian Irvine
MC and Moderator

Presenter Bio

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX.

His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines.

He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics.

He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996

Sydney - Saturday, 24 March 2018

Companies Presenters Presenter Bio

National Australia Bank

Ivan Colhoun
Chief Economist, Markets

Presenter Bio

Ivan Colhoun is Chief Economist, Markets for National Australia Bank. He joined NAB in November 2014 and is responsible for the Australian Economics function within the Global Markets Research team. Ivan has had a long and varied career in Economics. He received a Bachelor of Economics with Honours from the University of Tasmania and commenced his career at the Reserve Bank of Australia.

He spent 15 years at Deutsche Bank before following his passion for aviation by joining Qantas as Chief Economist. Most recently, Ivan was Chief Economist for Australia for ANZ Bank. He has also consulted to SEEK, Virgin Australia and IATA and is a member of Tourism Australia’s Tourism Forecasting Committee.

Bell Direct

Julia Lee
Equities Strategist

Presenter Bio

As well as being the Equities Strategist at Bell Direct, Julia Lee is also the Head Media Presenter providing financial commentary to SKY News, SKY Business Channel, Bloomberg, ABC radio and on the internet.

She has over 17 years of experience in financial markets and you can see her hosting 'Equity Investor' on the SKY Business Channel. She is also a regular contributor to industry publications and is a frequent speaker at industry conferences.

CommSec

Steve Mater
Head of Investment Sales

Presenter Bio

Steve Mater is the Head of Investment Sales within CommSec's Retail business. CommSec is Australia’s leading online retail trading platform, offering customers a variety of products and services such as Australian & International Equities Trading, Derivatives, Margin Lending, and Advisory services.
Steve leads a team of Business Development Managers and Associates aimed at identifying and servicing customer needs for all of CBA Group wide channels.

Steve has worked in financial markets for over 28 years with extensive experience in sales, business development, marketing and leadership roles across numerous markets including Foreign Exchange, Futures, CFDs, Options and Equities, his most memorable time working on trading floor of the Sydney Futures Exchange. Steve is an avid trader and investor, is passionate about the industry and markets and is dedicated to helping others create wealth through online education and enhanced relationships build on trust and service.

Steve holds a bachelor of Economics from Macquarie University, a marketing degree and a Graduate Diploma in Applied Finance.

OzFinancial

Patrick Nelson
CEO, OzFinancial

Presenter Bio

Patrick is a founding partner of OzFinancial Australia, and has a passion for educating and empowering self-directed investors and traders. Allowing them to cut out the middle men, reduce costs and get the support they need. As CEO of OzFinancial, Patrick leads the team in Education, Trading, Corporate Finance, Investor Relations and Portfolio Management.

Magellan Asset Management Limited

Emma Kirk
Key Account Manager – Listed Funds

Presenter Bio

Emma is the Key Account Manager for Magellan’s Listed Funds. Prior to Magellan, Emma worked in wealth management at ANZ, focusing on advice remediation and governance programs. Emma was also a member of the leadership team at Asgard Wealth Solutions and BT Financial Group where she was responsible for licensee growth initiatives and diversifying revenue streams. She commenced her career in financial services in 1995 and has held business development and advice specialist roles at AMP Financial Services.

Emma holds a Bachelor of Business (Banking and Finance) from the QUT, a Diploma of Financial Services from Deakin University and a Green Belt certification in Lean Six Sigma from the Australian Graduate School of Management.

Pinnacle Investment Management Limited

Conor O'Daly
Associate Director

Presenter Bio

Conor has been with Pinnacle for approximately 5 years engaging with investors on behalf of Pinnacle’s specialist investment managers. His role encompasses capital markets activities including LICs, ETMFs and MFunds, from product structuring through to implementation and distribution.

Prior to Pinnacle, Conor was based in London with BNP Paribas in Fund and Equity Derivatives and began his career with Man Investments on their Graduate Quantitative Programme.

He holds a BA (Hons) Economics from University College Dublin and an MSc Finance & Economics from the University of Warwick Business School.

iShares

Katie Petering
Director, Head of Asset Manager Sales

Presenter Bio

As Head of Asset Manager Sales for iShares in Australia, Mrs. Petering leads Blackrock's distribution efforts in the broadly defined asset manager segment in Australia and New Zealand, delivering best in class, competitive index solutions to our regional clients including traditional asset managers, insurers, banks and pension funds across all asset classes, partnering with our broader client businesses.

Mrs. Petering joined BlackRock in June 2017. Prior to joining BlackRock she worked at Goldman Sachs for 12 years, as a senior leader in the Pension Sales team working with large Australian superannuation funds on solutions in retirement annuities, longevity risk, defined benefit immunisation, equity and commodity hedging, liquidity, inflation, factor investing, hedge funds, and cross asset derivatives. Prior to this, Mrs. Petering established and ran the Private Investor Product Group, a pioneering role in which she led the firms structuring and distribution of bespoke thematic investment solutions, equity derivatives, fund derivatives and structured products for Private Banks, Family Offices and Platforms in Australia. Mrs. Petering began her career at Merrill Lynch, during which time she worked in the equity capital markets division in Hong Kong, originating solutions for corporate clients across Asia Pacific including swaps, hybrids and convertible bonds; and earlier was integral in establishing the warrants and protected equity lending business for retail investors, based in Sydney.

Mrs. Petering holds a Bachelor of Business (Accounting) from the University of Technology, Sydney.

nabtrade

Gemma Dale
Director, SMSF & Investor Behaviour

Presenter Bio

Gemma Dale is a Director, SMSF and Investor Behaviour at nabtrade. She is a recognised expert in SMSF and superannuation topics, and regularly discusses investment trends and investor behaviour in the media, including Sky Business, the Australian Financial Review and The Australian. Prior to her current role Gemma was Head of SMSF Solutions at nab, and Head of Technical Services at MLC, where she managed a team of specialists in superannuation, tax, social security and financial advice. She holds a Bachelor of Business with Honours, a Bachelor of Economics, and a Bachelor of Arts and an Advanced Diploma of Financial Planning.


Ian Irvine
MC and Moderator

Presenter Bio

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, with stints at Westpac, AMP and up until the end of December 2017, for 14 years at ASX.

His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers; delivered using a variety of media, including seminars, webinars, videos and written articles published in financial newsletters and magazines.

He now works as a consultant to the financial services sector; including to continue to educate investors on a range of investment ideas and topics.

He holds a B. Com (UNSW) and has been a members and trustee of a self-managed super funds since 1996

Agenda

Time

Topic

09:30 - 10:00 Registration and morning tea
10:00 - 10:45 State of the economy
An overviews of markets, forecasts for the global and local economies, focus around sectoral economic performance, housing, then currencies and interest rates.
10:45 - 11:30 Stocks to watch
Hear from a leading stock broker who tracks hundreds of companies to narrow the field down to their top picks for today. A particular focus will be companies that compete on the global stage and are taking advantage of faster growing economies such as China. This presentation will help you identify which stocks to keep a closer eye on.
11:30 – 12:15 The art of investing, tools available at your fingertips
Advances in online broking platforms have made investing simpler than ever before. Charting tools, stock filters, calendars, and conditional orders all assist in identifying market trends, managing risk, and taking a more dynamic approach to optimising portfolio returns. Hear from one of the market leaders in how technology is changing your investment experience.
12:15 – 13:15 Lunch
13:15 – 14:00 Options - charting your way
Technical analysis, otherwise known as charting, is a key tool used by professional traders in taking short-dated positions in stocks. Signals from these charts can potentially predict future price movements - either a bullish or bearish breakout from recent ranges or a more mean-reverting style behaviour. Learn from ASX experts how to combine these signals with options strategies to take advantage of a variety of market outcomes.
14:00 – 15:00 Panel - tell us about your structure
ASX offers a wide variety of different product structures to access pooled investments managed by professional investors - LIC/LIT, mFund, ETF, ETMF. Find out why these professionals choose these particular structures and how they can offer diversification benefits to your portfolio.
15:00 – 15:30 Afternoon tea
15:30 – 16:15 SMSFs: Everything you wanted to know in 30 minutes or less
Over 1 million Australians have taken control of their retirement savings through establishing a self-managed super fund. This presentation will cover the basics of setting up your own fund and the potential benefits and considerations in doing so. We will also cover what you need to consider once you are up and running with your own SMSF.
16:15 – 17:00 Buy/Hold/Sell
There wouldn't be a market if there wasn't differences of opinion! Listen to a variety of market professionals as they explain their ratings on stocks suggested by audience members.
17:00 Event close

Venues

Brisbane
Brisbane Convention and Exhibition Centre
Plaza Level – P10 and P11
Corner Merivale and Glenelg Streets, South Bank, Brisbane QLD 4000
T: (07) 3308 3000

Adelaide
Adelaide Convention Centre
Level One - City Rooms 1 and 2
North Terrace, Adelaide SA 5000
T: (08) 8212 4099

Perth
Perth Convention and Exhibition Centre
Level 2 - Meeting rooms 2 and 3 and Riverview 4
21 Mounts Bay Road, Perth WA 6000
T: (08) 9338 0300

Melbourne
Melbourne Convention and Exhibition Centre
Level 1 – Rooms 109 and 110
1 Convention Centre Place, South Wharf, Melbourne VIC 3000
T: (03) 9235 8000

Sydney
International Convention Centre Sydney
Level 3 - Cockle Bay Room
14 Darling Drive, Sydney NSW 2000
T: (02) 9215 7100

Brisbane

Adelaide

Perth

Melbourne

Sydney