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. 

*Early bird pricing ends Friday, 29 September!*


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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

Frank Paul, Chief Operating Officer & Head of Advice Services, Spring Financial Group

Frank Paul has extensive experience in private client advising and the management of financial services operations and is a Responsible Manager. Frank heads the group’s advisory panel and is actively involved in the recruitment and management of advisory personnel. Frank was Managing Director and Founder of the Moneytree Group, a financial planning and investment advisory firm; a position he held from 1994 until the merger of the business and operations with Spring Financial Group in 2014. Frank is a regular presenter of financial education seminars and has authored and published many of the group’s 90 plus Wealth Adviser eBook library. He holds a Master of Commerce (Financial Planning).

John Caulfield, Vice President, Institutional Business Development, VanEck

John is responsible for the institutional client business in New South Wales and Queensland for VanEck's active capabilities and VanEck. Prior to joining VanEck, John was the Director of Business Development at FTSE Group (Australia). John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.

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.

Jonathan Kriska, REIT Analyst, Petra Capital

Jonathan has a Bachelor of Business, Master of Applied Finance, Certificate in Financial Markets. He has over eleven years stockbroking experience as a Listed Property Trust Analyst and over seven years’ experience in property funds management.

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.

Matthew Haupt, Portfolio Manager, Wilson Asset Management

Matthew Haupt has more than 11 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is the Portfolio Manager responsible for WAM Leaders and Century Australia.

Tony Farnham, Economic Strategist/Analyst, Patersons

Tony Farnham has worked in Australia’s financial markets for over 35 years. For over ten years, he has been an Economic Strategist/Analyst at Patersons Securities (inclusive of a near two-year stint with Tolhurst Noall prior to the latter group’s merger with Patersons).

Tony appears regularly on business-focused television channels Sky Business and ABC Channel 24. He also gets coverage in other media outlets, including the Fairfax Press, News Ltd Press, AAP, Reuters and Bloomberg News.


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

The ASX building is halfway between Wynyard (4 mins walk) and Circular Quay (6 mins walk) stations.

If alighting at Wynyard, exit onto George Street and trun left. Walk for approximately 350 metres, until you reach Bridge Street, and turn right. The ASX building will be on your left.

If alighting at Circular Quay station, head up Loftus Street for approximately 210 metres, then turn right into Bridge Street. Walk fir approximately 160 metres before reaching the ASX building, which will be on your right.


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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