Conference 2019: INVESTING IN THE AGE OF UNCERTAINTY

Join us for the ASA National Conference 2019 with the theme 'Investing in the age of uncertainty'.

Over two days, we bring you experts to update you on industry sectors, investing trends, local and international markets and strategies to help you create your best portfolio.

Download brochure


Cost: $680pp (Standard) / $530pp (ASA Members)

If you experience any issues with registration, please call 1300 368 448.

Includes daily conference sessions, morning tea, seated lunch and afternoon tea, happy hour, conference satchel and access to speaker presentations via the conference app. Audio will be recorded on the day for most presentations and will be provided in the weeks following the conference.

When
5/20/2019 9:00 AM - 5/21/2019 5:00 PM
Where
Grand Hyatt Melbourne 123 Collins Street Melbourne VIC 3000

Program

   

Monday, 20 May 2019

Description
Please see the registration desk to receive your name badge and delegate satchel.
Category
All delegates
Time
8:00 AM - 9:00 AM
8:00 AM
Judith Fox, CEO, ASA
Category
All delegates
Time
9:00 AM - 9:05 AM
9:00 AM
Peter Beaven, Chief Financial Officer, BHP
Category
All delegates
Time
9:05 AM - 9:20 AM
9:05 AM
Paul Bloxham, Chief Economist, HSBC will open the conference with an overview of domestic and international affairs affecting our economy.
Category
All delegates
Time
9:20 AM - 10:15 AM
9:20 AM
Morning tea provided. Please advise us of any dietary requirements.
Category
All delegates
Time
10:15 AM - 10:45 AM
10:15 AM
Angus McLeod, Lecturer in Finance, RMIT will examine the case for benchmarking for individuals and offers an alternative approach which may promote an honest self-evaluation for the DIY investor.
Category
Breakout session 1
Time
10:45 AM - 11:45 AM
10:45 AM
Dan Butler, Director, DBA Lawyers, will provide a comprehensive overview to ensure you are well in charge of your SMSF trustee obligations.
Category
Breakout session 1
Time
10:45 AM - 11:45 AM
10:45 AM
Morningstar senior equities analyst, Brian Han, will discuss how the telecommunications and media sectors are at the frontline of this disruptive era, both as casualties and as enablers.
Category
Breakout session 1
Time
10:45 AM - 11:45 AM
10:45 AM
In this session, Daniel Grioli, Managing Partner, Guiscard Capital, will examine the evidence and outline a framework for comparing the long-term risk-adjusted returns of shares and bonds.
Category
Breakout session 2
Time
11:45 AM - 12:45 PM
11:45 AM
Dr Mary Manning, Portfolio Manager at Ellerston Capital, will discuss Asian market out-performance and opportunities to access world class companies at compelling valuations so you can decide if they are right for your investments.
Category
Breakout session 2
Time
11:45 AM - 12:45 PM
11:45 AM
Graham Hand, Editor of Cuffelinks will present strategies to deal with the risk of regulatory uncertainty, including a possible loss of franking credit refunds.
Category
Breakout session 2
Time
11:45 AM - 12:45 PM
11:45 AM
Lunch provided. Please advise us of any dietary requirements.
Category
All delegates
Time
12:45 PM - 1:30 PM
12:45 PM
David Harrison, CEO and Managing Director, Charter Hall Group will discuss what makes retail centres work, what the future might look like and how investors can position themselves to take advantage of changes to the landscape.
Category
Breakout session 3
Time
1:30 PM - 2:30 PM
1:30 PM
Stuart Magrath from S&P Dow Jones Indices will provide an in-depth explanation of what constitutes index integrity. You will also learn how indices have evolved over time from the original US equity market indicator to the  emergence of various sectors and environmental, social, and governance indices to meet different investment objectives.
Category
Breakout session 3
Time
1:30 PM - 2:30 PM
1:30 PM
Events of 2018 have created opportunity for the central bankers to creatively combine fiscal incentives designed to encourage the private corporate sector, the consumer and government. Robert Swift, Head of Global Equity Strategies, Tamim will discuss the types of companies likely to benefit and how you as the investor can benefit.
Category
Breakout session 3
Time
1:30 PM - 2:30 PM
1:30 PM
Author Michael Kemp will compare and contrast the differences between Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and conventional actively managed funds and will outline the role each of these investment vehicles could have in your portfolio.
Category
Breakout session 4
Time
2:30 PM - 3:30 PM
2:30 PM
Peter Morrissey, CEO, Real Estate Securities at APN Property, will discuss how commercial property is all about providing income. It’s the rent collected from tenants, secured by long term lease agreements that deliver relatively high, sustainable income to investors looking for a stable and predictable income stream.
Category
Breakout session 4
Time
2:30 PM - 3:30 PM
2:30 PM
Alan Hull, international presenter & author, ActVest will show you how to identify both primary and intermediate price trends and how to use technical analysis to optimize your market entry.
Category
Breakout session 4
Time
2:30 PM - 3:30 PM
2:30 PM
Afternoon tea provided. Please advise of any dietary requirements.
Category
All delegates
Time
3:30 PM - 4:00 PM
3:30 PM
The Fundie’s choice with Steve Johnson, Chief Investment Officer, Forager Funds; Mary Manning, Portfolio Manager, Ellerston Capital; Stefan Marcionetti, Portfolio Manager, Magellan; Anton Tagliaferro, Investment Director, Investors Mutual and moderated by Elio D’Amato, Executive Director, Lincoln Indicators
Category
All delegates
Time
4:00 PM - 5:00 PM
4:00 PM
Complimentary for all delegates, happy hour is a great opportunity to meet and network with fellow members.
Category
All delegates
Time
5:00 PM - 6:00 PM
5:00 PM
Join fellow delegates for a seated three-course dinner with special guest speaker, journalist John Durie.  See Optional Extras to add this to your cart.
Category
Optional extras
Time
7:00 PM - 9:00 PM
7:00 PM

Tuesday, 21 May 2019

Description
When investors do consider dividends as part of their portfolios, what is more important, the dividend yield, or the actual dividends per share? What do high dividend yields tell us about a stock price, and is this story always a positive one? Tim Montague-Jones, Head of Australian Equity Research at ASR Wealth Advisers will explore this discussion.
Category
Breakout session 5
Time
8:30 AM - 9:30 AM
8:30 AM
Tim Buckley, Director of Energy Finance Studies, Institute for Energy Economics and Financial Analysis, will provide a review of the Australian energy sector and how it will be impacted by the proposed National Energy Guarantee policy, climate change policy and the road to renewables.
Category
Breakout session 5
Time
8:30 AM - 9:30 AM
8:30 AM
Technology constantly reshapes the preparation and distribution of research. While benefits for institutions are evident, what does this mean for the retail investor? Daniel will outline how cloud platforms to multi-channel distribution, AR and AI will be shaped to meet your needs as a retail investor and how you will use and access this research.
Category
Breakout session 5
Time
8:30 AM - 9:30 AM
8:30 AM
Paul McLaren, Founder and Managing Director, Enhance Your Options will aim to address the common misconceptions and mistakes associated with options trading.
Category
Breakout session 6
Time
9:30 AM - 10:30 AM
9:30 AM
Vince Pezzullo, Portfolio Manager, Perpetual  will share his current views on markets and approach to investing. He will detail the amount of work that goes into assessing opportunities during times of uncertainty and volatility.
Category
Breakout session 6
Time
9:30 AM - 10:30 AM
9:30 AM
Richard Morrow, Lowell Resources Fund Management; Chairman, Melbourne Mining Club; Partner, Baillieu and resources investor will chart the way ahead in the short to medium term.
Category
Breakout session 6
Time
9:30 AM - 10:30 AM
9:30 AM
Morning tea provided. Please advise us of any dietary requirements.
Category
All delegates
Time
10:30 AM - 11:00 AM
10:30 AM
Dean Smith, Head of Trading, Primary Securities, will delve into the world of algorithmic automatic trading or high frequency trading (HTF) and the growing popularity over the past decade with advances in technology.
Category
Breakout session 7
Time
11:00 AM - 12:00 PM
11:00 AM
Elio D’Amato, Executive Director, Lincoln Indicators, will take you through the essential things you need to consider incorporating as part of your investment strategy, to help you maintain a rock solid ‘all-weather’ portfolio.
Category
Breakout session 7
Time
11:00 AM - 12:00 PM
11:00 AM
2018 has been a tough year for the banking sector. Following the Royal Commission, consumers have lost faith in banks. Ed Waller will give the outlook for this previously well-regarded sector.
Category
Breakout session 7
Time
11:00 AM - 12:00 PM
11:00 AM
Russell Markham, Director of Education Asia Pacific, VectorVest will show you how to pick the safest and best performing dividend payers that deliver consistently year in and year out.
Category
Breakout session 8
Time
12:00 PM - 1:00 PM
12:00 PM
A healthcare analyst  will address the issues of the sector and the outlook going forward.
Category
Breakout session 8
Time
12:00 PM - 1:00 PM
12:00 PM
Simon Russell, Director, Behavioural Finance Australia, will discuss common investment decision-making biases and blind-spots that can expose investors to unnecessary risks.
Category
Breakout session 8
Time
12:00 PM - 1:00 PM
12:00 PM
Lunch is provided. Please advise us of any dietary requirements.
Category
All delegates
Time
1:00 PM - 1:45 PM
1:00 PM
Alva Devoy, Managing Director at Fidelity Australia and the ASA’s 2018 conference top rated presenter, will discuss the changing market dynamics for investors and how they can invest in this environment.
Category
All delegates
Time
1:45 PM - 2:40 PM
1:45 PM
Group Managing Director of Coca-Cola Amatil, Alison Watkins will provide a unique insight to the company and the industry.
Category
All delegates
Time
2:40 PM - 3:30 PM
2:40 PM
Afternoon tea provided. Please advise of any dietary requirements.
Category
All delegates
Time
3:30 PM - 4:00 PM
3:30 PM
Grill the Chair panel - With Dr Brian McNamee, Chairman, CSL; John Mullen, Chairman, Telstra and moderated by Stephen Mayne, Director, ASA. For the sixth year running this closing session will bring together prominent chairs of ASX200 companies for a lively discussion facilitated by Stephen Mayne and involving audience participation.
Category
All delegates
Time
4:00 PM - 5:00 PM
4:00 PM
Registration for the ASA AGM will commence from 5.15pm.
Category
Optional Extras
Time
5:45 PM - 7:00 PM
5:45 PM

Registration

  1. Sign in using your ASA login. If you do not have a username and password, you can create an account.
  2. Click 'Register myself' to add the event to cart. To register someone else, please call 1300 368 448.
  3. Visit Optional activities to register yourself for the conference dinner, site tours and the workshop
  4. Click 'Check out' or the shopping trolley at the top of your screen for payment details.

Sign in