Program

Our Program

Please click on the time slots below to view the session outlines and speakers

Day 1 - Sunday 28th July 2019

  • 3.00pm
  • 5.00 - 6.00pm
  • 6.00 - 7.00pm
3.00pm

Conference Registration

5.00 - 6.00pm
Stephen Koukoulas

OPENING SESSION
The lowdown on the global slowdown;
Stephen Koukoulas

6.00 - 7.00pm

HAPPY HOUR

Day 2 - Monday 29th July 2019

  • 8.00am
  • 8.15am
  • 8.30am
  • 8.45am
  • 9.00am
  • 9.15am
  • 10.15am
  • 10.45am
  • 11.45am
  • 12.45pm
  • 1.45pm
  • 2.45pm
  • 3.45pm
  • 4.15pm
  • 5.15pm
  • 6.30 - 7.30pm
8.00am
Thinktank Leading Commercial Finance

SPONSOR SESSION - ThinkTank

“Thinktank offers wholesale/sophisticated investors a secure, minimum 12 month term, competitive, alternate fixed income investment bond. Thinktank’s Income & High Yield Trusts help investors achieve their fixed income goals returning between 5.33-8.55% p.a. Having now financed more than $1.5 billion in commercial property loans in twelve years of operation, our conservative approach has produced consistently strong portfolio performance with minimal arrears and negligible losses, all of which have been promptly restored via excess portfolio income. Here at Thinktank we are committed to giving both borrowers and investors a better deal when it comes to commercial property finance and investment.”

8.15am

SPONSOR SESSION - Chi-X & Deutsche Bank

Chi-X Australia is the innovative securities and derivatives exchange committed to transforming, improving and growing Australia’s markets.

The alternative trading platform for Australian listed securities has experienced strong and sustained growth to regularly achieve the significant daily trading milestones of 20% market share and over $1billion in trading value.

Chi-X has over 45 market participants. The Chi-X market offers competition in ETF trading, capturing up to 40% of daily trading, and has grown its investment products platform to offer a range of unique products, including Transferable Custody Receipts (TraCRs) and Chi-X Warrants. For more information visit www.chi-x.com.au.

8.30am
CFMG Capital

SPONSOR SESSION - CFMG Capital

The core focus of CFMG Capital is to provide long term value for investors through disciplined acquisition and a conservative but realistic approach to investment. By delivering consistent results, and keeping the interests of our investors at the forefront of everything we do – CFMG Capital aims to develop a long term, repeat investment relationship with every client.

The CFMG Land & Opportunity Fund delivers both quality residential communities to key growth corridors in major capital cities, as well as fixed returns of 12% per annum to hundreds of investors every year. One of the most important measures of the CFMG Capital success story now and into the future is the high degree of loyalty we enjoy from our investors and partners. This loyalty exists and will continue to flourish because we take the time to ensure the interests of investors are at the forefront, and we take the time to ensure we listen and respond to investor needs and feedback, and most importantly – deliver on our promises.

8.45am
Capital 19

SPONSOR SESSION - Capital 19

“Think Outside Australia with Help from Local Experts”

Capital 19 are experts in investing in global stocks and options with a focus on the US, the world’s largest and most liquid market.  We make it easy for Australian investors to research and transact globally with dedicated advisors and an award winning trading platform

 

9.00am

OPENING ADDRESS

Graeme Bottrill, AIA President

9.15am

DOMESTIC ECONOMIC UPDATE

Climbing the wall of worry; Assessing the implications of changes in the economy.

Craig James, CommSec

Investors have had to contend with a raft of issues in recent times like the US-China trade dispute, Brexit and falling home prices. So what are the issues to watch over 2019/20? Craig will look at the local implications of changes in the global and Australian economies, especially in reference to investment markets, interest rates and currencies.

10.15am

MORNING TEA

10.45am

Rudi Filapek-Vandyck

Ins and outs of the Reporting Season;
Rudi Filapek-Vandyck - FNArena

David Moore

Bond Porfolio construction for bulls and for bears;
David Moore - BGC Fixed Interest

Mathew Jones

An Australian's guide to investing in US stocks;
Matthew Jones - Capital 19

11.45am

Sean McMahon

The outlook for Office, Retail and Logistics property;
Sean McMahon - Chater Hall

Doug Turek

Asset Allocation in Interesting Times;
Doug Turek - Professional Wealth

Louise Biti

Aged Care Costs and Traps;
Louise Biti - Aged Care Steps

12.45pm

LUNCH

1.45pm

Christopher Joye

The Ups & Downs of Aussie Hybrids;
Chris Joye - Collabah Capital

Michael O'Neill

The dream run is over. The benefits and risks of investing in Australia’s Banks?
Michael O‘Neill - Investors Mutual

David Busoli

The latest developments in the SMSF World - An update! David Busoli - SMSF Alliance

2.45pm

Lawrence Lam

Rethinking Blue Chip Investing - Not all blue chips are the same; Lawrence Lam - Lumenary

Catherine Yeung

Unearthing China's megatrends;
Catherine Yeung - Fidelity

Max Newnham

A new tax environment - Franking credits, capital gains & the effect on retirees;
Max Newnham - TaxBiz

3.45pm

AFTERNOON TEA

4.15pm
Gerard Minack

Is Australia about to run out of luck?
Gerard Minack - Independent Economist

Australia’s house prices are falling and housing activity is peaking.  The risk of a recession is rising.  With high debt, low savings and rates already low, if there is a recession it will be a doozy. 

In this presentation, Gerard will focus on assessing the likelihood of a recession and pointing to the indicators to watch that the risk of the recession is rising. He will also discuss his views on what he would expect markets to do if there is a recession.

5.15pm

HAPPY HOUR

6.30 - 7.30pm

BUY - SELL - HOLD Workshop
[EARLY BIRD REWARD]

Ask the experts for comments on your ASX shares!
Roger Montgomery, Julia Lee and Rudi Filapek-Vandyck will answer your questions and comment on companies named by the delegates.

Money cannot buy admission to this workshop.
YOU MUST BOOK EARLY TO GAIN ADMISSION.

There are two ways to gain entry to Buy – Sell – Hold:
1. Pay $100 deposit by 31st May with the balance by 5th July or;
2. Pay the full registration by 31st May
Cost: FREE! It is that easy!
Avoid disappointment and book early.
A light supper will also be provided.

Day 3 - Tuesday 30th July 2019

  • 8.00am
  • 8.15am
  • 8.30am
  • 8.45am
  • 9.00am
  • 10.00am
  • 10.30am
  • 11.30am
  • 12.30pm
  • 1.30pm
  • 2.30pm
  • 3.30pm
  • 4.00pm
  • 5.15pm
  • 7.15pm
8.00am
Investors Central

SPONSOR SESSION - Investor Central

Investors central was established in 2010 to raise capital to fund the expansion of our automotive lending business, Fin One Pty Ltd trading as Finance One.  Finance One is a specialised lender providing credit for consumer motor vehicles, caravans, commercial vehicles and mobile plant and equipment.  Investors Central has, since inception, delivered consistent steady growth in revenue and profit.   Investors now have an opportunity to bypass the low rate fixed interest market that the larger financiers are offering and invest directly in a non- bank lender for superior fixed interest returns.

8.15am
BetaShares

SPONSOR SESSION - BetaShares

BetaShares is a leading manager of exchange traded funds (ETFs) and other Funds which trade on the Australian Securities Exchange (ASX). ETFs are simple to use, liquid, transparent and low-cost investment products – and as a result are one of the fastest growing investment vehicles in the Australian market. Since our launch in 2010, BetaShares now offers the broadest range of exchange traded products in Australia, which appeal to a wide range of investors and their financial advisers - from institutional investors to individuals, including those maintaining self-managed superannuation funds. As at February 2019, BetaShares manages over $6.6 billion in assets.

Betashares – Intelligent investment solutions.

8.30am
Fidelity International

SPONSOR SESSION - Fidelity International

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers — to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long-term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years.

 

A better future

Established in 1969, Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future. We invest A$399.5 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. We are responsible for A$137.5 billion in assets under administration.

8.45am
Wattle Partners

SPONSOR SESSION - Wattle Partners

Wattle Partners is a family-owned investment and financial advisory firm.

Our purpose is to inform and empower our clients through independent advice allowing them to concentrate on what they value. Whether this is spending time with their families, traveling or progressing in their own careers, we use our experience to make things easier for you.

We empower people to concentrate on what they value by ensuring you are at the core of our philosophy. This starts with our logo, which represents the intersection of the three most important things in your life.
www.wattlepartners.com.au

9.00am

Skype interview with a Kurt Winrich, US fund manager;
Marty Switzer - Contango

OUTLINE

The average sales per square foot of Costco is double that of its closest competitor, Sam's Club. How is it that two long-established companies with identical business models can have such disparate performance? WCM Investment Management attribute this to one thing: culture.

WCM's investment process is based on the belief that corporate culture is the biggest influence on a company's ability to grow its competitive advantage or 'moat'. 

In this live Skype interview from their California headquarters, Kurt will discuss this unique investment process that has resulted in an impressive long-term history of outperformance and seen funds under management grow to over $42 billion.

 

10.00am

MORNING TEA

10.30am

Bill Pridham

Investing offshore in 2019;
Bill Pridham, Ellerston Capital

Matthew Haupt

What investors can expect in the Australian mining & energy sector;
Matthew Haupt - Wilson Asset Mgmt

Lasse Petersen

Selecting ASX shares to retire on;
Lasse Peterson - AIA Member

11.30am

Joseph Kim

Fads Versus Fashion: Opportunities beyond traditional retails;
Joseph Kim - Montivest

 

Brian-Herd

Brian Herd

Where and how will you live in later life?
Brian Herd - CRH Law

Tom King

Sustainable technologies: The next global boom;
Tom King - Nanuk Asset Management

12.30pm

LUNCH

1.30pm

David Bassanese

Fortify your Portfolio: Top 5 ETF strategies for Late Cycle Markets;
David Bassanese - Betashares

Kyle Macintyre

Hey earnings, where's my cash?
Kyle Macintyre - Firetrail Investments

Emma Kirk

A day in the life of Infrastructure;
Emma Kirk - Magellan

2.30pm

Michael McCarthy


Investment Strategies for a changing financial world;

Michael McCarthy - CMC Markets

NIck Radge


Evidence-Based Investing in the Share Market
(Technical Analysis);
Nick Radge - The Chartist

Julie Dolan


The Estate Planning Story - SMSF & Estate Planning;
Julie Dolan - SMSF Blueprint

3.30pm

AFTERNOON TEA

4.00pm

Cycles, allocation and stock selection in a volatile market

Julia Lee, Bell Direct

With volatility increasing and the economic cycle getting long in the tooth, what should investors be considering when it comes to asset allocation and stock selection?

Julia Lee will run through strategies to beat the market and protect capital. She’ll run through where we are in the cycle and what strategies are poised to outperform.

5.15pm

HAPPY HOUR

7.15pm

CONFERENCE DINNER

Doors open at 7.15pm

 

Day 4 - Wednesday 31st July 2019

  • 8.00am
  • 8.15am
  • 8.30am
  • 8.45am
  • 9.00am
  • 10.00am
  • 10.30am
  • 11.30am
  • 12.30pm
  • 1.30pm
  • 2.30pm
  • 3.30pm
  • 3.45pm
8.00am
Clime Asset Management

SPONSOR SESSION - Clime

'Clime commenced operations in 1996 and listed on the ASX in 2001. Since that time, Clime’s national presence and straight-talking approach have helped clients understand finance, markets and issues to consider in managing their investments. We seek to inspire clients to take positive action to improve their wealth.'

 

8.15am

SPONSOR SESSION - Investors Mutual Limited

Investors Mutual Limited (IML) is a boutique Australian Equities Fund Manager.

IML has a conservative investment style with a long-term focus and aims to deliver consistent returns for clients. IML achieves this through the disciplined application of a fundamental, quality & value-based approach to investing.

Established by Anton Tagliaferro in May 1998, IML has built a track record of being one of Australia's most consistent performing fund managers, with seven Australian Equity funds available to invest in through many leading Master Trusts, Wrap Services or Direct.

IML is owned by key IML Investment staff.  Natixis Investment Managers also holds an interest in IML.

 

8.30am

SPONSOR SESSION - La Trobe Financial

La Trobe Financial is Australia’s leading Non-bank credit and wealth manager, providing funding and investment solutions to a diverse range of customers since 1952.  We are 80% owned by Blackstone, the world’s largest alternative asset manager, with over US$472 billion of Funds under Management worldwide. We are a proven and trusted investment partner for institutional and retail investors alike with over 65 years’ experience, managing investment mandates in excess of $16 billion. Our asset class remains a proven performer across all economic cycles. The objective of our Credit Fund offering has long been to provide investors with a choice of capital-stable income generating investments. The Credit Fund’s continued positive performance in times of volatility continues to attract investor attention across the market.

 

 

8.45am

SPONSOR SESSION - BGC

BGC Fixed Income Solutions is a dynamic fixed income business staffed by industry experts and backed by the global strength of BGC Partners. 

We provide fixed income solutions for wholesale clients in the institutional, intermediary, middle market, private client and Authorised Deposit-taking Institution (ADI) sectors.

With a strong research and relative value focus, we target high quality companies to provide liquid and diversified investment portfolios to our clients.

 

9.00am

Data Centres and Cloud Computing: are they the new Westfield for property investing?

Craig Scroggie, NextDC

OUTLINE

Data centres, here for now or here for good?

We live in a highly connected world. The number of personal devices that are connected to the internet grows exponentially each year – from mobile phones, laptops, tablets to even cars and household appliances like TVs and fridges. It’s expected that the number of internet-connected devices will be as high as 50 billion globally by 2020. And each of these devices will need to access internet data; data which needs to be stored.

Although we talk about ‘the cloud’ as though it’s an invisible entity, the fact is, all this internet data stored in ‘the cloud’, whether it’s websites, photos, emails or your next Netflix binge series, isn’t stored in the imaginary world of cyberspace. It’s stored in a very real, very tangible, bricks and mortar data centre. One that requires a significant slice of real estate to exist.

NEXTDC is an Australian data centre operator. It was founded by Bevan Slattery in 2010. In 2015, NEXTDC was named by Deloitte as Australia's fastest growing technology company. It has been listed on the S&P/ASX 200 since 2016.

With Data Centres in Brisbane, Canberra, Sydney, Melbourne and Perth.

 

10.00am

MORNING TEA

10.30am

Scott Haslem

Charting the course for the rest of the year;
Scott Haslem - Crestone Wealth Management

Michael Wayne


Old World versus the New Age;
Michael Wayne - Medallion Financial

Steven Wright


The evolution of Fixed Interest: Opportunities for retail
investors;
Steven Wright - Morgans

 

11.30am

Angie Ellis

Finding the high flyers and knowing when to bail;
Angie Ellis - AIA Member

Jerome Lander

Screen for winning Fund Managers, and remove the duds;
Dr Jerome Lander - ProCaptial

12.30pm

LUNCH

1.30pm

The Ultimate Guide to the Best Investment Strategy;
Roger Montgomery - Montinvest

Montgomery’s Ultimate Guide to the Best Investment Strategy:  Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management.  Roger will apply his unique insights to a list of economic and market conditions and indicators, stocks and dangers to help you navigate the remainder of 2019 and 2020.

 

2.30pm

A year in Funds Management; Ten lessons for the do-it-yourself investor.
Marcus Padley - Marcus Today

Some fund managers run billions, are under no pressure to perform and sleep soundly at night. Others run millions, live and die by their performance and wake up every morning driven to succeed. In this talk, Marcus, one of the fund managers that runs millions, entertains once again as he reports on a year in funds management distilling his errors and successes into ten lessons for you the do-it-yourself investor.

3.30pm

CLOSING ADDRESS;
Graeme Bottrill, AIA President

3.45pm

HAPPY HOUR

  • COME TO THE CONFERENCE
  • LEARN FROM THE BEST
  • NETWORK WITH OTHER INVESTORS
  • IMPROVE YOUR SKILLS
  • BECOME A BETTER INVESTOR
  • MAKE A PROFIT

SPECIAL OFFER

$735.00

*3 MONTHS FREE AIA MEMBERSHIP
Offer limited to the next 50 people

COME TO A NATIONAL INVESTORS CONFERENCE

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