In this rapidly changing world in terms of political tensions, turbulent markets, technological disruption, innovation and uncertainty it is challenging for investors to understand the implications these have for investing.

By attending this seminar you will gain a greater insight to how these events affect different asset classes and, more importantly, what you should avoid and where the next investment opportunities are.

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Agenda | Speakers | Further details
 

Agenda

9.00am

The Australian share market - where are we heading?

The Australian economy has benefited from a prolonged period of uninterrupted growth. While the collapse of the resources boom presented challenges, the housing and construction markets have taken up most of the slack. How long can this continue and what will be the next major driver of Australian economic growth? With the Australian share market heading towards the 6,000 mark and many stocks looking expensive, are valuations supported by the economic outlook? Which sectors still look reasonable and which sectors are vulnerable to economic shock?

10.00am

Morning tea

10.30am

Global investing themes

While the global markets have taken Brexit, the election of Trump and the lurch to the right in Europe in their stride, what are the long-term implications of these events for international investors? What other potential shocks are lurking in the background? Since the election of Trump the U.S. market has forged ahead, but is it now overvalued? Which regional markets look best value and which markets are less susceptible to potential global shocks.

11.30am

The rising middle class in China

With the Chinese investment boom slowing, there are expectations that the rise of consumerism will take over as the next key driver of Chinese economic growth. Is there evidence of this trend emerging and how prolonged will it be? Which other countries are experiencing this trend? What are the implications of this rising middle class for Australian investors and how can they benefit from this trend?

12.30pm

Lunch

1.10pm

Profit from changing demographics

We are all familiar with the ageing demographic theme in developed countries and the implications for healthcare spending. But what other implications does this have and what other industries are likely to benefit from this theme, for example, travel, leisure, entertainment? What will different preferences and life experiences have on the spending patterns of the emerging younger generations and what impact will this have on businesses? This session will look at a number of domestic and international stocks likely to benefit from demographic change.

2.10pm

Finding opportunities from technology disruption

Rapid technological change is affecting the way we live and has major implications for the way we invest. Which companies will thrive in this climate and which companies will go the way of the dinosaur? This session will identify potential investment opportunities as well as ones that investors should avoid.

3.10pm Afternoon tea
3.30pm

Disruption in the energy markets

We live in a world where government policies to reduce carbon emissions will have significant impact in investment in energy markets. This session will look at the likely impact of carbon policies across the energy sector including coal, oil and gas, renewables, energy storage, transmission and distribution.

4.30pm Close

 

Speakers

Further details on speakers will be advised shortly.

Michael Knox, Economist, Morgans Financial Limited

Michael was an Australian Trade Commissioner serving in Saudi Arabia and Indonesia. He joined Morgans (now Morgans Financial Limited) in Sydney in 1988. He joined the Board of Morgan Stockbroking in 1996. He became Director of Strategy and Chief Economist in 1998.

Michael has served on many Queensland Government advisory committees. In 2008, Michael joined the Board of The City of Brisbane Investment Corporation Pty Ltd. Michael was the President of the Economic Society of Australia (Qld) Inc from 2009 to 2013. He is now the immediate post President.

Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital

As head of the Investment Strategy and Economics team within the Multi Asset Group, Shane Oliver is responsible for AMP Capital’s diversified investment funds (with circa $A17 billion in assets). Shane is also responsible for providing economic forecasts and analysis of key variables and issues affecting, or likely to affect, all asset markets. In his capacity as Head of Investment Strategy and Chief Economist, Shane is a regular media commentator on major economic and investment market issues. He has extensive experience analysing the relative return outlook between the key asset classes including fixed interest, property and equities, and their relationship to the investment cycle.

Boyd Peters, CEO, Investment Company Services

Boyd Peters is Managing Director of Investment Company Services. He is of Australia’s most recognised experts in the promotion, marketing and shareholder communications of investment companies.

Boyd has 20 years track record of growing fund managers and expanding their footprint in both the listed and unlisted space. Having visited China since 1984 he is now spending more time helping Chinese companies list on the ASX and with Asian fund managers looking at their distribution opportunities in Australia.

Boyd is regularly published in Australian financial media and is a staple invite to speak at Investment conferences and expos. He has a Bachelor of Business in Applied Economics.

Matthew Reynolds, Associate Director, Senior Investment Advisor, Burrells

Matthew is an Associate Director, Senior Investment Advisor specialising in equities and the investment component of superannuation funds. He works with novice “mum and dad” investors to high net worth individuals and corporations who endeavour to maximise their investment returns with minimal risk and peace of mind. Joining Burrell in 2007 as a Research Analyst. He enjoyed analysing the inner workings of listed companies and meeting with upper management to discuss their structure and plans. In 2010, Matthew transitioned to Burrell’s frontline as he wanted to apply his knowledge and skills to meet individual client needs.

Dylan Katzer, Portfolio Manager, - Domestic & International Equities, Burrell

Dylan works closely with Burrell’s Managing Director to manage, review and co-advise on clients’ investment portfolios. This involves conducting regular portfolio reviews and making recommendations regarding stock and asset selection. Dylan also works with clients to ensure their portfolio construction is in line with agreed investment strategies. He co-manages Burrell’s various inhouse investment entities in which clients invest. In particular, Dylan holds a key role in keeping abreast of happenings in international equities and liaising with overseas agents. Dylan joined Burrell in June 2003 as its Finance & Compliance Officer. In that role, he ensured that regulatory obligations were met and that Burrell representatives were adhering to internal policies and procedures. He ensured compliance with Australian Financial Services Licence obligations as well as ASX market rules and other regulatory requirements.

Jonathan Reyes, Portfolio Manager, AMP Capital

Jonathan Reyes is based in AMP Capital’s Sydney office and is responsible for the analysis of infrastructure companies in North America and Asia Pacific. He joined the financial industry in 2002 having held roles in the US and Sydney across a broad range of sectors. He has focused exclusively on listed infrastructure since 2009. Before joining AMP Capital in December 2010, Mr Reyes held positions with RARE Infrastructure in Sydney and Bear Stearns & Co. in New York. Most recently, Mr Reyes was an investment analyst with RARE Infrastructure where he covered Australian and emerging markets infrastructure securities. He holds a Bachelor of General Studies in Economics from the University of Kansas.

Justyn Peters, Executive Chairman, Leigh Creek Energy

Justyn joined Leigh Creek Energy as Non-Executive Director on 28 November 2014 and was appointed Executive Chairman on 27 May 2015.  Mr. Peters has more than 25 years extensive environmental management experience, including as University Environment Lecturer, Legal Counsel for the Department of Environment and Heritage, Manager of Compliance and Investigation for the Queensland EPA, Director of Environment for the EPA, Environment Advisor for the Queensland Mining Council and Head of Property and Environment/National Environment and Property Manager of Airservices Australia, an Australian government Statutory Authority.

 

Further details


Refreshments

Lunch, along with morning and afternoon teas are included.


Speaker presentations

The speaker presentations will be loaded to this page for you to download 3 days prior to the event. No printed handouts will be available on the day.


Getting there

Wesley House is next to King George Square with the entrance on Ann Street. The venue is in walking distance from Roma St or Central Railway station, and is directly above King George Square bus station.


Parking

There are numerous car parks near by, the most convenient would be King George Square. Please click here for further information.


Refunds and cancellations

A full refund will be provided for all cancellations one week prior to the seminar. No refunds will be made within one week of the seminar. We are happy to accept a substiution within one day of the seminar.


Program amendments

Whilst every effort will be made to keep presentations as outlined, the Australian Shareholders' Association and the presenters, reserve the right to make any necessary amendments to the program.

 

   

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