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

The economics of a business drives its long-term investment return. Investing in high quality businesses that have the ability to generate predictable, above average economic returns will produce superior performance over the long-term. Because betting to double your money is the quickest way to lose it, investors should look to invest in strong franchises as opposed to betting on fashionable ones. Even with quality businesses disconnects exist between price and value which requires discipline in the price paid for earnings. Manny will explore the purchase discipline and investment due diligence required to ensuring long-term investment success.

11.45am

Overcoming the disconnect between price and value

The economics of a business drives its long-term investment return. Investing in high quality businesses that have the ability to generate predictable, above average economic returns will produce superior performance over the long-term. Because betting to double your money is the quickest way to lose it investors should look to invest in strong franchises as opposed to betting on fashionable ones. Even with quality businesses disconnects exist between price and value which requires discipline in the price paid for earnings. Dr Manny Pohl will explore the purchase discipline and investment due diligence required to ensuring long-term investment success. 

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

Felicity Cooper, Director, Cooper Wealth Management

Felicity Cooper is a multiple award-winning Investment Manager, Financial Adviser, entrepreneur, and speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Currently serving clients Australia-wide, from her office on the Gold Coast, Felicity is the Founder of Cooper Wealth Management and The Financial Woman.

Nick Jackson, Vice President, Business Development, Northern Region, Vaneck

Nick is responsible for business development across the broker and financial planning channel in New South Wales and Queensland. Nick has over 15 years’ experience across wealth and asset management at Bendigo and Adelaide Bank, Macquarie Bank and CMC Markets. Nick has a Bachelor of Arts (Joint honours) from the University of Wales, and a Diploma of Applied Finance. Nick is a member of AFA.

Claire Aitchison, Senior Analyst, Independent Investment Research

Claire Aitchison commenced with the Aegis Group as an analyst in 2006 specialising in equities, fixed interest and hybrid research. Over the years Claire undertook research on more than 100 equity style reviews. She also specialises in listed managed investments. She is the lead analyst with respect to all small cap research mandates. She has a Bachelor of Commerce with Distinction and a Grad Diploma in Accounting from Deakin University.

Dr Manny Pohl, Chair & CIO, EC Pohl & Co

Dr Manny Pohl is the Chairman and CIO of investment house EC Pohl & Co which he founded in June 2012 after he resigned as the founding Managing Director and Chair of the Investment Committee of Hyperion Asset Management Limited. Manny has over 29 years of investment experience and has served on the boards of several major corporations in his native South Africa and his adopted home Australia. He has extensive experience in the funds management industry.

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.

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.

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

There is plenty of free parking available at 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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