Canberra Meeting - 15 August

ACT Events
Ken Johnson, Ed Roberts, Peter Barker, Richard Williams, and Ross Wilson will be the guest speakers.

The current investment climate and security opportunities 

Ken Johnson will lead a discussion on the current investment climate and what is likely to happen to investment markets in the medium term. Ken sees many confusing signals and potential ‘tipping points’: national instability, inflation and recessions, world population, catastrophic events and rising sea levels, pandemics, and nasty infections. What are your expectations for the markets and how are you positioning your portfolio?  Please be ready to contribute to the discussion.

Ed Roberts will give another talk on technology disruption and focus on security opportunities.

Peter Barker will present another poser for us.

Richard Williams will report on a recent article in Equity about how to match the Future Fund investments through ETFS.  It’s worth some consideration!

Ross Wilson will talk about how to access private equity through the ASX.  The nature of private equity doesn’t lend itself necessarily to the listed environment, nevertheless some options are available. Have you invested in a company with unlisted assets?

One way to invest in unlisted assets is through conglomerates such as Infratil, Wesfarmers, Soul Pattinson, Nine Group, and Seven Group.  We will take a closer look at these companies.  Are there other conglomerates that you know about?

There have been many recent corporate actions which have interested members. Let’s know which ones you are following. It seems the mergers will continue this year, maybe in the gold sector? Please share your thoughts on which companies might be next for takeovers and M&A?

As always, please suggest topics that we can discuss at future meetings. Some topics that have been suggested for future meetings are ‘momentum investing’ and ‘investing in DRPs’.


Members: FREE
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of ASA

This group meets on the first Wednesday of the month from April to November

Convenor: John O'Callaghan

15/08/2022 10:00 AM - 12:00 PM
AUS Eastern Standard Time
Canberra Bowling Club 25 Hobart Avenue Forrest ACT 2603

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