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

Aaron Ross-Connolly, Chair, Director, RM Black Morgan Pty Ltd.

Aaron is the Chairman and Director of RM Black Morgan Management Pty Ltd, which is a Corporate Authorised Representative of Patersons Securities Ltd and oversees a team of 24 staff and advisers. He continues to work as a Private Client Advisor with a particular focus on strategic planning, self managed super funds, and direct equities.

Diana Mousina, Economist, AMP Capital

Diana Mousina is an economist at AMP Capital. Her responsibilities include providing economic and macro investment analysis and contributing to the performance of the dynamic markets fund. Previously she worked at the Commonwealth Bank of Australia as an economist, where she began her career as a Graduate. Diana holds a Bachelor of Commerce/Economics from the University of New South Wales and is currently completing a Masters of Finance. She is passionate about guiding current and future grads in the finance industry.

Winnie Lai Hadad, Solicitor, HopgoodGanim Lawyers

Winnie has worked in the resources, finance, logistic, and manufacturing industries, and has been involved with both inbound and outbound Chinese investments. Her past roles include implementing Coca-Cola bottling strategies into greater China and administering the first Chinese direct investment in an iron ore mine in the Pilbara Region of Western Australia. 

Winnie has worked for Swire Pacific Ltd, P&O Ports Limited, Paladin Resources Limited, Kerry Group Limited, Rio Tinto Iron Ore and a Perth-based subsidiary of an Asian listed entity focused on iron ore, resources and construction. She travels to China regularly and often invited as guest speaker on emerging trends in China, the art of negotiation with Chinese and topics like "Chinese are not all the same".

Greg Galton, Private Wealth Analyst, Patersons

Greg has more than 17 years equity markets experience as both an institutional investor, head of research and stockbroking research analyst.

Greg has held senior investment management research roles at Colonial First State Global Asset Management and Allianz Global Investors as head of research where he was responsible for the investment research team’s output.

Educated in the UK and Australia, Greg holds a B.Com in Finance.

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.

Andrew Harrington, General Manager Project Finance, Leigh Creek Energy

Andrew has had a successful 20-year career in mining and energy consulting, project finance, institutional banking, and stockbroking.  He was a top rated mining and energy equities analyst at Patersons Securities for six years covering coal (including ISG), rare earths, lithium, and other specialty commodities.  He was awarded the #1 Stock picker in the Energy Sector by Reuters Starmine for 2011.  Previously he worked at ANZ, WoodMackenzie, and ABN Amro. 

Andrew is an expert in mining evaluation and has conducted due diligence, market supply & demand analysis, management interrogation, and financial modelling on many projects.  Andrew is also a non-Executive Director of Oakdale Resources, a South Australian based graphite mining company.

 

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

Exchange Tower has easy access to the North and South Freeways, St Georges Terrace and the Perth CBD, and is close to all public transport.

The Info line on 13 62 13 provides callers with information about public transport options. People with hearing disabilities can contact the Telephone Typewriter on +61 8 9485 0485.

Alternatively, for more information on bus and train timetables, please refer to Transperth.


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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