Combining strategies to diversify your portfolio

There are many different share market investment strategies, but ultimately they all aim to build wealth through capital growth or the generation of cash income. Whilst retired investors might rely on investment income, younger investors might prefer to build their capital. Most investors would aim to employ a number of strategies to help ensure their investment portfolio is diversified and delivers in the long-term.
 
This seminar aims to outline the different investing strategies and how you might combine them to diversify your portfolio and, more importantly, when you might need to change your strategy to ensure you have the income you need.

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Agenda | Speakers | Further details
 

Agenda

9.00am

Portfolio planning

We all know the Warren Buffett quote ‘Do not put all eggs in one basket’. However, a well-balanced portfolio not only spreads the eggs it is also structured to meet both income and growth needs. You will be shown how to combine a range of investment products and styles to best serve your goals. 

9.45am

ETFs to suit your portfolio

Exchange Traded Funds (ETFs) can be an effective way to gain exposure to a broad range of assets including international shares, fixed income products, foreign currencies, commodities etc. You will be shown how to select ETFs for income or growth and the role they can play in a diversified portfolio. 

10.30am

Morning tea

11.00am

Listed investment companies to suit your portfolio

LICs can provide exposure to domestic, international and alternative assets. Learn what to look for when buying LICs, understand why LICs trade at discounts and premiums and how to assess when is a good time to buy and sell a LIC.

11.45am

Global shares to suit your portfolio

For most investors, one of the biggest hindrances to their portfolios could be their propensity to root for the home team. Generally we tend to believe that the Australian share market is both safe and will provide higher returns. However, no single stock market has dominated in terms of returns each and every year. Arik will not only demonstrate this but will also arm you with a range of global stocks you ought to consider including in your portfolio mix.

12.30pm

Lunch

1.15pm

Early stage investments - a new investment class

Legislation introduced in 2016 provides investors significant tax savings when investing in early stage investment companies. By understanding the features and how to access these investments investors might like to consider investing up to 5% of their portfolio in this alternative asset class.

2.00pm

Bonds and hybrids to suit your portfolio

Understand the features, risks and rewards of government bonds, corporate bonds and hybrids and the role this asset class can play within your investment portfolio. Balanced correctly this asset class can help maximise your income and protect your portfolio from market volatility. 

2.45pm Afternoon tea
3.15pm

Buy, sell or hold

Two renowned stock pickers will outline stocks they would select to buy, to sell or to hold. One will focus on stocks for income and one will focus on stocks for growth. Following explanation of their rationale you will then have the opportunity to ask questions on specific stocks to help determine whether the stock is for your portfolio. Moderator Ian Irvine will not only seek the views of the stock pickers but your views also. This will be an interactive, not to be missed, final session.

4.15pm

Close

 

Speakers

John Wotherspoon, Director & Principal Advisor, Wotherspoon Wealth

John moved into the financial advice profession in the mid 80’s, founding a boutique financial advice firm, Accumulus Ltd (after several acquisitions is now part of the ASX listed company, Crowe Horwath). He was voted Australian Financial Planner of the Year. John started Astute Investing (now Wotherspoon Wealth) with his son and is focused on providing the highest level of independent advice to the Adelaide community.

Matthew McKinnon, Director, Intermediary & Institutions, VanEck

Matthew is responsible for intermediary and institutional business development for VanEck in Australia. He has over 15 years experience in financial services with his most recent role being General Manager of Distribution for Equities at Perpetual. Previously Matthew worked at IOOF, Rothschild, Morgan Stanley International and Merrill Lynch in London. Matthew has a Bachelor of Business from Victoria University.

Peter Rae, Supervisory Analyst, LIC Research Independent Investment Research

Peter Rae has 36 years’ experience in the banking and finance industry, including 17 years as an equities analyst. He is currently a supervisory analyst at Independent Investment Research covering listed managed investments. Peter was previously a sector head in the equities research team at Morningstar with a focus on consumer and industrial companies. Peter joined Aegis Equities Research, subsequently acquired by Morningstar, in 1999. At Aegis, he held a number of positions including Team Leader, Financial Services and Head of Equities. Before joining Aegis, Peter had an extensive career in the banking industry working in various senior treasury and financial management roles. Peter has a Graduate Diploma of Applied Finance and Investment and is a Fellow of FINSIA.

Arik Star, Portfolio Manager, Ellerston Capital

Arik Star manages the global strategy for Ellerston and has over 20 years’ experience in the financial services industry and 15 years of global equity investing experience. Prior to Ellerston Capital, Arik was a principal of Kira Capital, a private Melbourne-based investment management firm he founded in 2005. Previous experience included working with Ashok Jacob while they were both at Consolidated Press Holdings and prior to that, Thorney Holdings, which Arik joined in 1996. Arik has also worked in corporate advisory, project and structured finance.

Stephen Crowe, Founder, ESIC Hub

Stephen is passionate about innovation and investment. He has spent the last 20 years focused on it in a broad range of senior tax and R&D roles including at Macquarie Bank, Citigroup and in his own boutique consultancy since 2000. He is an Associate of the Institute of Chartered Accountants, Fellow of the Taxation Institute of Australia and registered with the Tax Practitioners Board of Australia.

Elizabeth Moran, Director, Education and Research, FIIG Securities

Elizabeth is a nationally recognised expert in the fixed income asset class and is a regular contributor to The Australian. She frequently writes for and is quoted in other press. Elizabeth has been with FIIG for eight years and for much of that time has been a corporate and bank analyst. In her role as Director of Education, Elizabeth has delivered presentations at conferences across Australia.

Moderated by Ian Irvine, Head of Customer & Business Development, ASX

Ian Irvine has experience in sales, marketing and business development in a career spanning over 40 years and has been working in financial services since 1986. Joining ASX in 2003, Ian is Head of Customer & Business Development. One of his key responsibilities is educating investors and advisers on a range of ASX products, including mFund. Before joining ASX, Ian worked in retail banking at Westpac for 10 years followed by seven years at AMP. Ian has been a trustee of a self-managed super fund since 1996.

John Lawler, Financial Planner, Catapult Wealth

John joined Catapult Wealth in January 2013 and has almost a decade worth of experience within the Financial Services Industry in technical and advisory roles. John has significant experience in Self Managed Super Funds, having spent more than two years working exclusively in this field meeting the needs of both advisors and clients.

John Ferrier, Private Client Adviser, Taylor Collison

With over 15 years in financial services, John has extensive knowledge and experience building and managing client portfolios. John adds value to this client’s investment selection process with financial advice that is appropriate for their personal risk profile and wealth creation objectives. Taylor Collison Limited is an independent firm specialising in institutional, private broking and portfolio management services.

 

Further details


Refreshments

Lunch, along with morning and afternoon teas are included.


Speaker presentations

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


Getting there

Please refer to the Adelaide Metro website to plan your trip.


Parking

There is complimentary car parking next door to the Hotel.


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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