Build on your investing skills in one day
Join ASX and our expert partners this May and June at a city near you to:
Saturday 15 June 2019
Crown Conference Centre, Melbourne
Conference Hall Rooms, Queensbridge St & Whiteman St, Southbank
$40 (Early bird)
Thursday 30 May 2019
Crown Perth Convention Centre
Botanical Rooms, Great Eastern Highway, Burswood
$40 (Early bird)
Founded in 2013, Stockspot was Australia's first online investment platform (robo-advisor), with a mission to help more Australians access expert investment advice and portfolio management. Today we are Australia's largest online investment adviser, helping thousands of clients grow their wealth smarter with our low-fee transparent investment service.
nabtrade – NAB's online investing platform – has been shaped by the needs of online investors, based on extensive user research. With a range of products, insights and tools for investors at every stage, nabtrade can give you the confidence to find your next investment opportunity.
ActiveX is a series of actively-managed exchange traded funds featuring some of Australia’s most successful boutique investment managers. ActiveX was created by Fidante Partners with the aim of providing investors with easier access to the extensive investment expertise of our boutique managers.
ASX operates at the heart of Australia’s financial markets. We are a fully integrated exchange across multiple asset classes, including access to domestic and international equities, fixed income, infrastructure and property products through listed, traded and post-trade structures. Enabling our retail, SMSF Trustee and financial planning clients a simple and cost-effective way to build diversified investment portfolios.
Founded in 1994, Platinum is a global equities manager. A true active manager, we build portfolios one company at a time via quantitative analysis and fundamental research. Our portfolios tend to give investors very different exposure to that offered by market indices or index-tracking funds.
ETF Securities is Australia’s second oldest independent provider focused on innovative and cost effective ETFs. Founded in 2003, our ETFs provide specialist investment solutions across multiple asset classes, enabling investors to intelligently build and diversify their portfolios.
OzFinancial Australia runs comprehensive Education Programs teaching Traders and Investors how to take control of their investments. Since 2005, they’ve offered in-depth courses and high level support to their Clients and Members, as well as providing relevant news.
They also offer Equities Research, Investor Relations and Corporate Finance services, bringing together finance industry professionals to offer a range of unique, sought after Investment and Trading opportunities.and engaging articles
Westoz Funds Management Pty Ltd is a wholly owned subsidiary of Euroz Limited (ASX Code: EZL) that was established in May 2005 to undertake the management of wholesale investment funds on behalf of clients. Assets have been managed since July 2005. It currently manages portfolios of Australian equities on behalf of two listed investment Companies, Westoz Investment Company Limited and Ozgrowth Limited. The investment objective for both portfolios is to generate consistent positive returns over the medium to long term. The majority of investments have a connection to Western Australia.
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers
Shaw and Partners is one of Australia’s preeminent investment and wealth management firms. With a national presence and $16 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm with the resources and scale of a major financial group.
Firetrail is an investment management boutique specialising in high conviction, active equities investing. The firm is majority owned by investment staff, who co-invest alongside clients. Firetrail manages in excess of $3.6bn in assets across institutional, advised and direct clients globally.
Legg Mason is one of the world’s largest investment management groups and comprises nine independent investment managers with differentiated expertise across the full spectrum of asset classes. Martin Currie are active equity specialists, crafting high conviction portfolios and have been part of the Legg Mason group since 2014.
Morgans is Australia's largest national full-service stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices in all states and territories.
We have been helping Australian investors with stockbroking services for over 35 years.
Milliman is among the world's largest providers of actuarial and related products & services. The firm has consulting practices in healthcare, property & casualty insurance, life insurance, financial services & employee benefits. Founded in 1947, Milliman is an independent firm with global offices.
Part of Macquarie Group, Macquarie Investment Management is a conviction-based, long-term global asset manager with offices throughout Australia, Asia, Europe, and the United States. We offer strategies across a range of asset classes including listed equities, fixed interest and liquid alternatives, which are managed both by specialist in-house Macquarie investment teams and Macquarie Professional Series managers. Our clients currently entrust us to manage more than $A350 billion.1
1. As at 31 March 2019.
Plato Investment Management ('Plato') is an investment management firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors.
Plato was founded in Sydney, Australia, in 2006 and is majority owned and operated by its investment staff. Plato is supported by its minority equity partner, Pinnacle Investment Management Limited ('Pinnacle'), a leading multi-affiliate investment management firm
Chris is the founder and CEO of Stockspot, Australia's largest online personalised investment adviser. Chris started Stockspot to help Australians invest better to create long-term wealth and financial freedom by providing access to unbiased advice and low fee investing. Chris is one of Australia's leading ETF experts and sits on several ASIC advisory boards.
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.
Kyle is an Investment Specialist at Firetrail. His primary responsibility is providing investment & portfolio insights to professional investors. Kyle is also a member of the Firetrail Investment & Management Committees. He is an MBA graduate with over 8 years relevant experience.
Graham has over 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, then worked on both institutional and retail desks until 2001. One of Graham’s key responsibilities today is educating investors and advisers on a range of ASX products including options.
Julian joined Platinum in 2001, but he quit in 2002 to travel the world. He was then at Credit Suisse for 8 years in metals & mining, before founding a company in minerals exploration. He re-joined in 2014 and works to help clients stay informed, and with the basic industries analytical team.
Kris Walesby is the CEO of ETF Securities. Kris has over a decade’s experience in the ETF industry and can discuss trends in the global and Australian ETF markets, and is an expert in how Australian investors can use ETFs in their SMSF and investment portfolios.
Wade leads Milliman’s Australian practice. A global thought leader on retirement and risk management, his work traverses all facets; understanding motivations and lifestyles of retirees to the assessment and development of investment strategies and solutions, designed to deliver improved outcomes.
Matthew has over fourteen years’ of financial services experience spanning funds management, wealth management and securities lending in Australia and Hong Kong. As a National Key Account Manager at Fidante Partners, Matthew works with his clients to find investment solutions within Fidante’s suite of boutique asset managers.
An entrepreneur and businessman, Patrick is the founder of Reach Markets, and co-founder of OzFinancial Australia. He has run one of the busiest single options desks in Australia and, is the education partner for options to the ASX.
As an Investment Specialist aligned with Ardea Investment Management and several of Fidante’s other boutique partners, Sam works closely with the fund managers and distribution teams to represent their investment management process and expertise and educate the market on relevant investment themes.
Steve has worked in the financial services industry for over 25 year and joined Shaw and Partners in July 2015. . In his role, Steve advises and implements Income Strategies across debt, equity and hybrid securities. Steve is the Co-Model Manager of the Hybrid Income, Goals Based and Debt Securities portfolio.
Cameron advises and implements Income Strategies across debt, equity and hybrid securities. Cameron is the Co-Model Manager of the Hybrid Income, Goals Based and Debt Securities portfolio. Prior to joining Shaw and Partners, Cameron spent over 30 years in senior roles across Financial Markets and Investment Management.
Anastasia has over 9 years financial markets experience across the UK, Europe and Australia. Prior to her role at ASX, Anastasia was an experienced Equities analyst and securities dealer, working for Equity Trustees and a boutique asset manager with a focus on high-net worth individuals and family office.
Gopi is a portfolio manager at Ardea focusing on relative value fixed income strategies. He has 19 years of experience across global financial markets, including the full spectrum of global fixed income, as well as broader macro relative value investing across equity, FX and derivative markets.
Will joined Martin Currie Australia in July 2013. Prior to this Will worked for 16 years at Deutsche Bank in various roles including head of Australian equity sales and account management, and head of the Melbourne equities desk. Will also worked at ANZ (McCaughan) Securities for eight years as head of the equities desk.
Andrew joined Martin Currie Australia in November 2011 after six years as the lead infrastructure and utilities analyst with Austock Securities. Andrew also gained significant experience in project finance and credit analysis as an associate director at Société Générale. Prior to this he worked as a senior accountant with KPMG.
Daniel joined Martin Currie Australia in July 2015 as a research analyst for Asia Pacific real income and became portfolio manager in 2017. Daniel has previously worked at Martin Currie Australia as an associate analyst from 2000–2003 before moving to Dublin with Investors Group. He was then head of research at Global Value Investors in Sydney.
Ashton joined Martin Currie Australia in August 1998 as a property securities analyst and has been portfolio manager for real assets since 2005. Ashton has significant experience in listed real asset financial statement analysis, having previously working for Prudential Portfolio Managers in London and National Australia Asset Management.
As Executive Director, Dermot is responsible for sourcing, analysing and implementing investment ideas. He is a member of the Manager’s Investment Committee. Mr Woods has over fifteen years of investment experience in international equity markets as an equity analyst and a portfolio manager.
Anthony helps to position Fidelity’s broad investment capabilities, strategy, market views and performance to clients.
Luis is responsible for the development and delivery of relevant investment content for institutional clients, researchers and financial advisers, to help them better understand the strengths of the Macquarie Professional Series product suite. Luis has a Bachelor of Economics and is a qualified actuary.
Don is the founding Managing Director of Plato Investment Management. He is well known as a leader in the practical application of after-tax investing.
Prior to forming Plato, Don was Head of Active Equities, Asia Pacific at State Street Global Advisors. Don has also held various positions at Westpac Investment Management, including Chief Investment Officer and Head of Equities where he managed a $1B Imputation Fund..
Daniel is the Senior Portfolio Manager of the Plato Global Shares Income strategy.
Prior to Plato, Daniel was a Portfolio Manager at Realindex Investments, a subsidiary of Colonial First State group. As the lead manager, he was responsible for all Developed and Emerging Market equity products. Daniel has also held positions, including Senior Investment Manager, at State Street Global Advisors (SSGA) in Sydney and London.
Daniel has a Bachelor of Science with Honours and holds the Chartered Financial Analyst (CFA) designation. Daniel is a member of both the Chartered Financial Analyst Institute and the CFA Society of Sydney.
Peter is a founder of Plato and has twelve years investment experience. Peter is a Senior Portfolio Manager at Plato and manages the Plato Australian Shares Income Fund.
Peter received 1st Class Honours and a PhD from The University of New South Wales where his thesis topic was behaviour of Australian active investment managers. He has previous worked at Macquarie Bank, Mercer and ING.
After his experience in banking, accounting and information technology, Bill became an equity adviser in 1992. In 1996, he joined a US based hedge fund to establish its Asian office in Melbourne and subsequently moved to London with the same fund. After returning to Australia in 2001, Bill joined Morgans as State Manager of the Adelaide office.
For Ken's clients the most common goal is to attain and sustain financial independence. During their careers they achieve this by working and saving, but during retirement it is by working their savings. With 20 years of experience, it is Ken's role to advise clients on the design implementation and management of strategies targeted at achieving and sustaining financial independence.
Before joining Morgans William held a number of management roles, developing his passion for business strategy and analysis. This passion and a keen interest in economics and share markets led him to a role with Morgans, specialising in Australian share investments. His advice now covers a variety of asset classes and as such extends to comprehensive wealth management planning and execution.
Andrew is a Senior Investment Adviser at Morgans and has been in the financial services industry since 1994. With an equities research background, Andrew is able to critically evaluate investment opportunities for his clients. Andrew specialises in providing equities advice and can help build a quality investment portfolio designed to meet a client's objectives. Andrew is also qualified to provide superannuation and financial planning advice.
* Presenters may vary across each event, see agenda below for presenting companies
|9:00-9:30am||Registration and tea/coffee|
|Plenary - all attendees|
|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.||Plato Investment Management|
|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
|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.||ASX|
|Stream - choose a session on the day of interest to you|
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:
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:
Alternatives – From theory to practice.
|The benefits of including alternatives in your portfolio and how to start investing.||Macquarie Investment Management|
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.||Reach Markets|
|Plenary - all attendees|
|2:00-2:35pm||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.||ETF Securities|
|2:35-3:10pm||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.||Milliman|
|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
|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.||Morgans|
Michael McCarthy, CMC Markets
Chris Brycki, Stockspot
Anhtai Anhtuan, CommSec
Graham O'Brien, ASX
Andrew Campion, ASX
Peter Harper, BetaShares
Patrick Nelson, Reach Markets
Gemma Dale, nabtrade
Peter Hogan, SMSF Association
Investor Day, Highlights
Julia Lee, Bell Direct
Information provided is for educational purposes and does not constitute financial product advice. You should obtain independent advice from an Australian financial services licensee before making any financial decisions. Although ASX Limited ABN 98 008 624 691 and its related bodies corporate (“ASX”) has made every effort to ensure the accuracy of the information as at the date of publication, ASX does not give any warranty or representation as to the accuracy, reliability or completeness of the information. To the extent permitted by law, ASX and its employees, officers and contractors shall not be liable for any loss or damage arising in any way (including by way of negligence) from or in connection with any information provided or omitted or from any one acting or refraining to act in reliance on this information.