Sydney - Building a well-balanced portfolio - the role of ETFs

ETFs are gaining popularity, and for good reason. By attending this seminar you will learn not only the importance of portfolio diversification but how you can balance your portfolio via ETFs. Selection criteria, risks, benefits, costs and more will be discussed.

 

Are ETFs risky? 
How do you balance income and growth?
How do you select appropriate ETFs to suit your portfolio? 
What are the benefits of ETFs?
How do you achieve diversification through ETFs?

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Cost

Members and partners: $85.00 per person
Non-members: $130.00 per person

Includes lunch, refreshments and access to papers online.


Accommodation

To view the room rates please visit the Four Points by Sheraton Sydney Central Park website or ring them directly on +61 2 8288 8888.


Parking

Overnight rate: $45.00 
Conference rate: $25.00

Car Park access from 4 Central Park Avenue, Chippendale


Transportation

Airport Transfer

Four Points Sheraton Sydney, Central Park does not provide shuttle service. 

TAXI
TAXI ranks are located in front of every terminal.
Fare estimate: $45-50

PUBLIC TRANSPORT
In just under 15 min you will arrive at the Central Train Station.
Single trip $17
Easy 10min flat walk to our hotel.

 

UBER
UBER is a popular share ride service in Sydney.
Fare estimate: $35-40

PRIVATE CHAUFFEUR
Ask the Concierge for a quote for your transfer. Variety of vehicles available.

 

 

Driving Directions
Head east on Marsh Street and continue along Airport Drive which will turn into Qantas Drive.Use the left two lanes to turn left onto Robey Street.Then turn left at O'Riordan Street.Continue along O'Riordan St for approximately 3.2 kilometers and turn left onto Wyndham Street.Continue along Wyndham Street which will become Gibbons Street and  then Regent Street.Turn left onto Cleveland Street and then turn right onto Abercrombie Street.Turn right onto Broadway and then take the first right onto Chippendale Way.Take the first right onto Central Park Avenue and you will see the hotel straight ahead.Proceed to the car park which is on the right side or drop off at the front of the hotel.


Sponsors

          

Cancellation of registration
Cancellations up to 7 days before the event are refunded less a $15 administration fee. Cancellations within the week will not be refunded, however a substitute delegate is welcome to attend.
When
22/03/2019 9:00 AM - 4:15 PM
Where
Four Points by Sheraton Sydney, Central Park 88 Broadway Hotel entrance via 4 Central Park Avenue Chippendale NSW 2008

Friday, 22 March 2019

Description
Time
9:00 AM - 9:30 AM
22/03/2019 9:00 AM
Asset allocation is the key to building a well-balanced portfolio and many argue that this is a more important decision than selecting stocks or ETFs. Vanguard's Head of Corporate Affairs, Robin Bowerman will provide a framework to help you determine the percentage of your portfolio you allocate to shares – domestic and global, fixed interest, property and alternative investments. Your risk tolerance, your time-frame, your interest levels are all factors which contribute to building your portfolio.
Time
9:30 AM - 10:30 AM
22/03/2019 9:30 AM
Time
10:30 AM - 11:00 AM
22/03/2019 10:30 AM
Robo-advisers use technology and sophisticated investment management algorithms to deliver low cost automated investing platforms. Many Robo Advisers only use ETFs to create diversified portfolios. They can also tailor portfolios to cater to specific investment themes. Chris Brycki, founder of StockSpot, will provide insight into how technology portfolio diversification to suit the needs of the investor and, just as importantly, continually rebalances these portfolios.
Time
11:00 AM - 12:00 PM
22/03/2019 11:00 AM
Peter Harper from BetaShares will discuss the benefits of investing for income and what options are available on the ASX. Peter will focus on the domestic market, the role of equities in your portfolio and the sectors ahead likely to generate income. Peter will also touch on bonds and international markets.
Time
12:00 PM - 12:45 PM
22/03/2019 12:00 PM
Time
12:45 PM - 1:30 PM
22/03/2019 12:45 PM
The Australian share market represents just a small proportion of global equity markets and is dominated by banks and resources. ETFs are one way to gain access to a share market, Australian shareholders are generally under-invested in. Understand how portfolios can benefit by investing in international shares that offer exposure to industries and regions that are not accessible in Australia. John Caulfield, VanEck's Vice President of Institutional Business Development, will show you how ETFs can help remove the complexities associated with investing in international equities.
Time
1:30 PM - 2:15 PM
22/03/2019 1:30 PM
Australia's fixed income exchange-traded product sector is $3.1 billion and rising. While that might sound small compared to equity ETFs, investors are taking serious note of the benefits of fixed income ETFs and fine-tuning their defensive allocation accordingly. Adam Muston from Legg Mason Global Asset Management will show you how to access and incorporate this asset class in your portfolio.
Time
2:15 PM - 3:00 PM
22/03/2019 2:15 PM
Time
3:00 PM - 3:30 PM
22/03/2019 3:00 PM
Technology is rapidly changing the way we live and revolutionising the way businesses manufacture and deliver goods and services. ETFs specialising on the theme of disruption and technology are increasing. However, how safe are they? David Bassanese, Chief Economist at BetaShares, will not only demonstrate how you would benefit by investing in the businesses that are driving change through ETFs, but also how to understand the potential risks of these technology ETFs.
Time
3:30 PM - 4:15 PM
22/03/2019 3:30 PM
Time
4:15 PM - 4:15 PM
22/03/2019 4:15 PM
 

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