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As a leading provider of professional education, ASX partnered with Kaplan Professional in June 2024 to bring the latest market information and considerations for Financial Advisers to bring to their clients’ portfolios.
As a leading provider of professional education, ASX is delighted to partner again this year with Kaplan Professional to bring you the latest market information and considerations for your clients’ portfolios at this year’s ASX Financial Adviser Day.
This free, completely virtual conference is your opportunity to stay up to date with everything you need to know moving into the new financial year.
With a focus on international equities for this event, over the course of the day our experts will present on a range of topics impacting global markets from interest rate and geopolitics to A.I and the transition to clean energy.
On portfolio construction, investment strategy and client management, our presenters will cover topics such as managed accounts, using instalments over super and accessing bond markets efficiently.
Kaplan Professional’s market-leading continuing education platform, Ontrack, leverages over 25 years of expertise in Australia’s financial services education market to provide tailored learning experiences. With a comprehensive suite of state-of-the-art digital modules created by a dedicated team of specialists, Ontrack delivers timely, practical and in-depth content to meet evolving industry demands.
Join the vibrant Ontrack community of over 40,000 annual subscribers who stay updated on the latest knowledge and regulatory requirements in the ever-evolving financial services landscape.
Learn more here.
It’s been an interesting past year for investors. With peaking interest rates and the world’s biggest economies teetering on the brink of recession, Senior Economist of the Asia Pacific Region Grant Feng from Vanguard will set the scene and underscore the major economic trends heading into the new financial year.
Presenter: Grant Feng (Vanguard)
With active management expanding into the ETF sphere, hear how the latest investment trends are enhancing human decision-making at scale, offering investors access to innovative strategies and tools for portfolio construction. Led by 20+ year veterans Macquarie’s Systematic Investment Co-Heads, Scot Thompson and Benjamin Leung, this session will highlight how quantitative investment tools leverage large data driven models that seek to offer robust and differentiated sources of returns. And with new ETFs, it’s now easier than ever for investors to access the investment approaches traditionally reserved for institutions.
Presenters: Scot Thompson and Benjamin Leung (Macquarie Asset Management)
A shift to a greener future has opened the doors to newer investment opportunities poised for growth over the coming decades. James Tsinidis will talk through the multitude of investments worth consideration to justify why Munro Partners believe that the push for carbon reduction is the biggest investment opportunity since the advent of the internet.
Presenter: James Tsindis (Munro Partners)
An astronmical rise in the popularity in ETFs has transformed the investment landscape for the better. Greg Osweiler from Dimensional will examine the advantages and considerations you need to make whilst crafting your client’s portfolios using these instruments.
Panel: Grant Osweiler (Dimensional)
The onset of rising interest rates over the past two years has seen swathes of investors flock to cash investments such as high interest savings accounts and term deposits. While this may make sense in the short term, not many investors would consider an investment in cash as the optimal strategy over the long term. So could continuing to invest in cash hurt investors’ ability to achieve their goals? Our speaker from State Street Global Advisors will show you alternative defensive investment opportunities to consider in this new era of higher rates.
Presenter: Marie Tsang (State Street SPDR ETFs)
The future is inherently unknowable. Aoris, CIO, Stephen Arnold explores why it’s crucial investors ignore the macro noise and prioritise fundamental, quality investing for long-term investment success. Stephen will talk through Aoris’ unique approach to investing with an emphasis on three of the highest quality all-weather businesses that meet their strict investment criteria.
Presenter: Steven Arnold (Aoris)
With the rapid changes we have seen in the past year to the macro landscape, advisers have had to adapt quickly to ensure they continue building efficient portfolios for their clients. Uwe Helmes from BlackRock will outline the key market drivers forcing these changes and make the case for why you should consider holding managed accounts as well as highlight what you need to look for when picking a managed account provider.
Panel: Uwe Helmes (BlackRock)
As SMSFs are unable to borrow money to invest, the possibilities of geared exposure are limited. Instalments are a popular tool and represent one of the few eligible forms of gearing available in the super environment. Elizabeth Tian from Citi will talk through everything you need to know to get started using instalments.
Presenter: Elizabeth Tian (Citi)
The exponential growth of AI rolls on in 2024 and some of the most exciting investment opportunities at the moment exist in this space. Hear from our experts from Loftus Peak who will give an overview of the AI industry and how they are finding investment opportunities.
Presenter: Alex Pollak (Loftus Peak)
In this session, our panel of experts will give you a quick-fire rundown of what investment opportunites are available to you in 2024.
Presenter: Anthony Doyle (Firetrail) | Nick Healy (WAM Global) | Vihari Ross (Antipodes) |
VanguardGrant FengSenior Economist, Asia Pacific
Macquarie Asset ManagementBenjamin LeungCo-Head of Macquarie Systematic Investments, Head of Research
iShares by BlackrockUwe HelmesVice President, Investment Strategist
CitiElizabeth TianDirector of Equity Derivatives Solutions, Global Markets
AorisStephen ArnoldManaging Director & Chief Investment Officer
Munro PartnersJames TsinidisPortfolio Manager
State Street SDPR ETFsMarie TsangFixed Income Strategist
FiretrailAnthony DoyleHead of Investment Strategy
WAM GlobalNick HealyPortfolio Manager
AntipodesVihari RossPortfolio Manager
Macquarie Asset ManagementScott ThompsonCo-Head of Macquarie Systematic Investments, Portfolio Manager
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Further information will be provided prior to the event. If you have any queries in the meantime, please feel free to contact us on 1300 527 526 or pdmail@kaplan.edu.au.