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


Agenda | Speakers | Further details



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?


Morning tea


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.


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?




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.


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

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



Further details on speakers will be advised shortly.


Roger Montgomery, Chief Investment Officer, Montgomery Investment Management

Roger Montgomery is the founder, Chairman and Chief Investment Officer of Montgomery Investment Management. He is a renowned value investor with more than 22 years experience. Following a successful career as an analyst and public company Chairman Roger published the First Edition of his stock market guide,, in 2010, becoming an Australian best seller in just 16 weeks.

He appears fortnightly on the ABC's The Business program as well as Sky Business and ABC radio, and writes regular commentary for major financial publications and newspapers.

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.

Kerr Neilson, CEO, Platinum Asset Management

Kerr Neilson has over 40 years of experience in financial markets both in broking and funds management.  This has involved a stint in London, followed by managing the research department for a stockbroker in South Africa. Upon migrating to Australia he joined Bankers Trust, where he made important contributions to the development of that company's highly successful retail funds management division.

Kerr left Bankers Trust Australia as an Executive Vice President to form Platinum Asset Management in February 1994. Having held the position of Chief Investment Officer until May 2013, Kerr remains Chief Executive Officer and portfolio manager for the global mandates and is the principal shareholder.

Adrian Harrington - Head of Funds Management at Folkestone

Adrian joined Folkestone in April 2011 following the acquisition of Equity Real Estate Partners. Adrian was a founding partner of Equity Real Estate Partners. Adrian has more than 25 years of experience in the funds management and real estate industries. He is currently Chairman of the Australian Construction Industry Forum’s Construction Forecasting Council and is a Non-Executive Director of the Australian Housing and Urban Research Institute (AHURI). He was formerly CEO Funds Management, UK and USA for Mirvac Group. He previously held senior positions at James Fielding Group, Deutsche Asset Management, Paladin Australia and the Property Council of Australia.

Jonny Wilkinson, Co-founder & director, Equitise

Jonny has extensive experience in equity markets and marketing. With a personal investment philosophy focused on high growth companies, his enthusiasm for business and innovation has driven him to create a platform that allows Australian and New Zealand businesses to access the capital they need to grow.

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


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

The closest train station is North Sydney, which is approximately 2 minutes walk away.


There is limited parking available at the hotel subject to availability. If parking at the hotel is full, there is alternate parking available at Greenwood Plaza, 101 Miller St. Entrance to the car park is located off Princes Highway. Click here for further detail.

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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