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

AREITS to suit your portfolio

Few Australians are able to gain direct exposure to commercial property. Although AREITs (Australian real estate investment trusts) can help you diversify your property portfolio how do you compare one AREIT from another? Is past performance an indication of future performance? Do they provide cashflow?

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

Mike Bennett, Financial Strategy Adviser / Director, Bennett Wealth Group

Mike Bennett is a certifed Financial Planner and the founder of Bennett Wealth Group. Mike has always worked in self licensed businesses with a fee for advice model and says that structure is vital to satisfy clients who are more informed than ever.

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.

Peter Rae, Supervisory Analyst, LIC ResearchIndependent 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.

Geoff Sherwin, Chartered accountant & Company director

Geoff was a senior partner with RSM Bird Cameron, a national accounting firm, until 1995, before completing an education degree and embarking on a portfolio of work, including training and development, company directorships and accounting services. Geoff has delivered financial analysis training programs for the Australian Institute of Company Directors and the Securities Institute of Australia (now Financial Services Institute of Australasia) and has previously led the ASA monitor training programme in WA. Geoff joined the ASA in 2007 and served on the national board until May 2014.

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.

Bevan Sturgess-Smith, Senior Investment Adviser, Macquarie Private Wealth

Bevan Sturgess-Smith is an investment adviser with over 25 years’ experience in the banking, finance and investment sectors. He currently manages investment portfolios for a range of retail, wholesale and institutional clients. Bevan has qualifications in both Psychology and Finance and has tutored at Edith Cowan University and the Australian Stock Exchange in finance and stock market education. He has also presented market updates, commentary and interactive discussion on stock market issues for the ABC, Channels 7 & 9 and 91.3 SportFM.

Dermot Woods, Executive Director, Westoz

Dermot Woods is responsible for sourcing, analysing and implementing investment ideas.  He is a member of the Manager’s Investment Committee.

He has over 15 years of investment experience in international equity markets as an equity analyst and a portfolio manager. He holds a Bachelor of Commerce Degree in Accounting and Business from Edinburgh University and has completed the Chartered Financial Analyst (CFA) program and been awarded the CFA designation.


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 are 2 train stations within easy walking distance - The Esplanade train station is approximately 350m to the south of Central Park. Head north on William St, and after 250 metres turn left onto St Georges Terrace.

Alternatively, the Perth train station is approximately 900m to the north of Central Park. Head west on Wellington St and turn left onto William St. After 400m, turn right onto St Georges Terrace and the venue will be on your right.


Parking

There is a public car park operated by Wilson Parking via the only entry on St George's Terrace. Please click here for more information on their rates. Click here to see a location map which provides details on street location, traffic flow and car park entry and exit.


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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