Canberra - Investing in volatile times - 12 November

How investment managers can give you peace of mind in the current economic climate.

Investors face an uncertain future with the global economic climate: the trade wars are likely to continue, interest rates are heading lower, markets are becoming more volatile and a downturn in the global economy is looming.

What should investors do in this climate? How can you maintain your capital? How do you generate income in a low-interest environment? Where are the safe-havens if the market turns downward. What are the current risks with investing in equity markets around the world? How do you minimise investment risks by diversifying your portfolio? What does a conservative portfolio look like?

How can investment managers help you answer these questions? What are the reasons for using an investment manager? How do you select one? What advantages are there for investing your money in managed funds and ETFs? What classes of funds should you consider in the current economic climate?

This seminar will help you develop strategies and plans for investing in the current climate. ASA will feature leading investment managers that have funds targeted across the geographic spectrum, asset classes, industry sectors and market indices. The managers will outline their view of the economic climate and highlight a few of their products that investors might consider in this climate. You will have the opportunity to interact with them during the day.


Standard: $125.00     ASA Members: $85.00
Join ASA + register for this event: $190.00*
*Includes one-year Green ASA membership (save $60!).
Please contact the National Office on 1300 368 448 to take advantage of this special offer

For group registrations, please call the ASA National Office on 1300 368 448.

Registration fee includes presentation e-notes, morning tea, lunch and afternoon tea. 


Chris Oates RSM Financial Services Australia
Andrew Lockhart Metrics Credit Partners
James Tayler Morphic Asset Management

David Bassanese BetaShares
Brendan O’Connor 
Regal Funds Management
Anthony Doyle 
Fidelity International

Cancellation policy: Cancellations will incur a $15 administration fee. Cancellations received less than 7 days before an event will not be eligible for a refund. A substitute delegate is welcome to attend.

11/12/2019 9:00 AM - 4:00 PM
Canberra Southern Cross Club Woden 92-96 Corinna Street 2606 Woden ACT 2606

Tuesday, 12 November 2019

9:00 AM - 9:30 AM
11/12/2019 9:00 AM
Chris will set the scene for the day and provide an outline of the current economic climate and the investment trends that we are seeing in this climate. He will provide an overview of the kinds of investments that are available on the ASX and outline the risks associated with these investments.
9:30 AM - 10:15 AM
11/12/2019 9:30 AM
Describing themselves as a non-bank corporate lender and alternative asset manager specialising in fixed income, private credit, equity and capital markets, Managing Partner Andrew Lockhart will outline the role of fixed income in your portfolio and why it is an asset class to be used.
10:15 AM - 11:00 AM
11/12/2019 10:15 AM
Refreshments available.
11:00 AM - 11:30 AM
11/12/2019 11:00 AM
James will show you how you can still generate good returns whilst avoiding direct investments in environmental destruction, including coal and uranium mining, oil and gas, intensive farming and aquaculture, tobacco and alcohol, armaments, gambling and rainforest and old growth logging. Previously based in Europe and with a range of roles in both investment research and stock selection, James will also show you how investing in ESG will enhance your investments.
11:30 AM - 12:15 PM
11/12/2019 11:30 AM
12:15 PM - 1:00 PM
11/12/2019 12:15 PM
Refreshments available.
1:00 PM - 2:00 PM
11/12/2019 1:00 PM
Alternative investment strategies can generate absolute returns and provide diversification benefits to investment portfolios however such strategies are typically not readily available to retail investors. Brendan will examine how and why they are used and explore the benefits and risks of absolute return funds. Brendan has over 20 years of financial services experience with organisations including KPMG, Westpac and Challenger Limited and commenced with Regal in 2016.
2:00 PM - 2:45 PM
11/12/2019 2:00 PM
Asia remains the largest developing market and Anthony believes that all investors should have some exposure to this region.
2:45 PM - 3:30 PM
11/12/2019 2:45 PM
Refreshments available.
3:30 PM - 4:00 PM
11/12/2019 3:30 PM
4:00 PM - 4:00 PM
11/12/2019 4:00 PM

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