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There is a staggering $125 billion invested in over 270 Exchange Traded Funds (ETFs) and nearly $60 billion in over 100 Listed Investment Companies (LICs) on the ASX. Are you missing out?

The Virtual Investment Forum brought together industry experts and investment gurus from across Australia to answer the key questions that will underpin the best investment decisions to grow your portfolio through LICs and ETFs.

  • With a large range of different investment approaches should these classes of investments be in your portfolio? 
  • And which approach should you as an investor choose?
  • What are the advantages and disadvantages of these two competing products? 

Virtual Investment Forum brings you two days of rich content, lively sessions, and significant insights. 

Whether you are a beginner, intermediate or advanced investor you will

  • Learn the basic features of ETFs and LICs
  • Understand the more complex issues like portfolio construction, investing in alternative strategy LICs
  • Hear about ethical and hybrid ETFs
  • Connect with other investors and join discussions on our virtual platform

The Forum helps you build your knowledge so that you can invest with confidence and build your wealth.

Scroll down or download the brochure to see the full program.

Download the brochure


Virtual Investment Forum: Grow your portfolio through LICs and ETFs

Whether you would like to know more about these investment vehicles to apply to your personal portfolio or your SMSF this event is for you.

 

If you are unable to attend live but do not want to miss the Forum, feel free to register to watch the recordings at a convenient time for you. Please note the program could be subject to change.

 
  • 1-day ticket: $40 for ASA members or $60 for non-members
  • 2-day ticket: $60 for ASA members or $80 for non-members

When
23/11/2021 10:00 AM - 25/11/2021 3:00 PM
AUS Eastern Daylight Time
Registration is closed.
 

Lelde Smits, ASA Director, will be the host on Day 1 – ETFs.

Lelde Smits is an experienced finance journalist, awarded entrepreneur and advisor to ASX listed companies with more than 10 years of experience as a communications and governance professional working to drive economic empowerment in our community. Following a successful career as a broadcast finance journalist in Australia, Lelde relocated to Wall Street to work as the New York foreign correspondent for Australian Financial Review's digital division and a markets reporter inside the New York Stock Exchange for an independent media company in New York.

 


 

Ian Irvine, CEO, Listed Investment Companies & Trusts Association (LICAT), will be the host on Day 2 – LICs.

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, including time at Westpac, AMP and 14 years at ASX to December 2017. His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers. He is an expert when it comes to listed investment companies and he will make sure you get the best out of day one.

 

Agenda

Tuesday, 23 November 2021

Description
Time
10:00 AM - 10:20 AM
10:00 AM
Jordan Eliseo, Manager - Listed Products and Investment Research, The Perth Mint
Time
10:20 AM - 11:00 AM
10:20 AM
Graham Hand, Editorial Director, Morningstar
Time
11:05 AM - 11:45 AM
11:05 AM
Julian McCormack, Investment Specialist, Platinum Asset Management
Time
11:50 AM - 12:30 PM
11:50 AM
Time
12:35 PM - 12:55 PM
12:35 PM
Sam Morris, Senior Investment Specialist, ActiveX Matthew Holberton, National Manager, Fidante ActiveX
Time
1:00 PM - 1:40 PM
1:00 PM
Damon Gosen, Business Development, VanEck
Time
1:45 PM - 2:25 PM
1:45 PM
Simon Shields, Director and Co-founder, Monash Investors
Time
2:30 PM - 3:10 PM
2:30 PM

Thursday, 25 November 2021

Description
Time
10:00 AM - 10:20 AM
10:00 AM
Paddy McCrudden, Head of Retirement Solutions and Data Science, Magellan
Time
10:20 AM - 11:00 AM
10:20 AM
Doug Morris, Chief Executive Officer, Sharesight
Time
11:05 AM - 11:45 AM
11:05 AM
James Holt, Director & Investment Solutions, Perpetual
Time
11:50 AM - 12:30 PM
11:50 AM
Time
12:35 PM - 12:55 PM
12:35 PM
Sebastian Evans, Chief Investment Officer, NAOS
Time
1:00 PM - 1:40 PM
1:00 PM
John Abernethy, Chairman, CLIME
Time
1:45 PM - 2:25 PM
1:45 PM
Dania Zinurova, Portfolio Manager, WAM Alternative Assets
Time
2:30 PM - 3:10 PM
2:30 PM

Platinum

       

 

        

 

                     

 

 

Gold

                        

 

 

 

   

 

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