Explore four diverse methods for selecting, managing and selling shares. There is no single ‘right way’ to invest and this seminar will emphasise the importance of a share investment strategy. It will help you select or refine one that suits your resources and commitment. 

As spaces are limited, we encourage you to book early to avoid disappointment.
 

Registration / Program / Speakers / Further details


Registration

  ASA Member Non-Member
Early bird until 2 Aug $150 $170
Standard after 2 Aug $170 $190
 

 

Program

Times Topics

9.00am - 9.10am

Introduction & Welcome

9.10am - 10.00am

Selecting your strategy 
Michael Brindal, Patersons

Before exploring approaches to share investing, Michael will outline why it is important to find a strategy to suit your personality, your lifestyle and financial needs. Are you investing for the long-term? Do you require an ongoing cash-flow? What level of risk are you prepared to take? As you progress on your investing journey you will, through trial and error, refine your strategy. Michael will outline how to document your strategy and monitor it to check it against expectations.

10.00am - 10.30am

Morning tea

10.30am - 11.30am

Constructing a portfolio using fundamental analysis
Bevan Sturgess-Smith, FA Perth

Renowned by long-term investors, fundamental analysis provides investors with the comfort of knowing the intrinsic value of a share. Bevan will outline the pros and cons and the type of investor this approach would suit. He will detail how to construct a long-term diversified portfolio and how to benchmark to the All Ordinaries Accumulation Index. Whether investing for growth or income, Bevan will outline how to apply sound fundamental analysis principles to your share selection.

11.30am - 12.30pm

Trading and technical analysis
Frank Watkins, ProTrader

What type of person do you need to be to spend your day trading? How much time and what resources should you dedicate? How do you go about documenting and testing your system? What amount should you start off with? How many shares should you invest in? Do traders make money? Frank will address these and all facets of what it takes to be a trader using technical analysis to choose your buy and sell triggers.

12.30pm - 1.15pm

Lunch

1.15pm - 2.45pm

Combining fundamental and technical analysis
Gary Burton, FP Markets 

Markets are efficient in adapting and foreseeing the near future. It was the original discovery by Charles Dow as markets foresaw economic turns well in advance. Often the technical observation of price can precede these large fundamental moves. The challenge for every market investor and trader is to take the fundamental analysis and ask does technical analysis support the investor’s view. Gary will outline the key fundamentals and trends to use to help you refine this strategy to suit your time, your investment horizon and resources available.

2.45pm - 3.15pm Afternoon tea

3.15pm - 4.15pm

The passive approach to share investing
Greg Galton, Patersons

The stress and time of the research required to select individual stocks is daunting for many. This session will look at how to access the expertise of others without the need for a financial planner. Greg will show you how you can achieve diversification, using index funds, ETFs or LICs. You have the benefit of having professionals manage your money but still have exposure to the underlying investments. As with any approach there are pros and cons. Greg will outline these and explain how to determine which products best suit your investing needs.

 

Speakers

 
Michael Brindal, Patersons

 

Bevan Sturgess-Smith
Bevan Sturgess-Smith, Macquarie

Bevan Sturgess-Smith has over 26 years’ experience in the financial services industry and has been with Macquarie for eight years. He has been a regular financial commentator on ABC TV/radio and 91.3SportFM – a testament that his skills as an adviser are well regarded and respected.

Frank Watkins
Frank Watkins, ProTrader

Frank Watkins first traded the Australian stock market during the “Poseidon Boom” in 1969, was involved in the market during the “The gold boom” of 1979 and has been heavily involved since. Frank’s broking career started in the commodity market and later became involved in software development. He incorporated Pro Trader in 1998.

Gary Burton
Gary Burton, FP Markets 

A member of the Australian Professional Technical Analysts Association (APTA), Gary is also a certified financial technical analyst with 7 years’ experience as a broker. He has worked for Macquarie Bank, RBS Morgans and Wilson HTM. In addition to presenting at conferences Gary has also written considerable content on technical analysis having published in Your Trading Edge magazine and for Thomson Reuters and First Prudential markets. He has been a past president of the Australian Technical Analysts Association.

Greg Galton
Greg Galton, Patersons

Greg Galton has over 20 years' experience in investment management, capital markets and investment research, having worked as a research analyst and head of research in both the funds management and stockbroking professions, as well as investor relations consulting. He is a Private Wealth Analyst with Patersons Securities.

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Further details

Refreshments
Lunch, along with morning and afternoon teas are included
Speaker presentations
There will be NO printed speaker notes provided on the day. All delegates will be sent an outline link to the speaker presentations in PDF format 3 days prior to the event.
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 substitution 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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