ASX Financial Adviser Day in partnership with Kaplan Professional

As a leading provider of professional education, ASX is delighted to partner with Kaplan Professional again to bring you the latest market information and considerations for your clients’ portfolios.

To start the event, our economist will reflect on recent Australian and global events impacting share markets and implications for investors going forward.

With global interest rates expected to rise, join us to explore ways to position your clients’ portfolios against market volatility using listed investment products. Hear from some of Australia’s top investment experts for their perspectives on portfolio positioning, recent IPO trends and key considerations for investors when assessing IPOs from the technology sector.

During the event, you’ll also gain insights into investments opportunities in emerging markets and technologies to build client portfolios, as well as top Australian equity ideas presented by our expert in the Equity Markets strategy session, with an opportunity to ask your questions about specific stocks.

Event attendees will be eligible for an indicative 5 FPA CPD hours.

 



Date: Thursday, 9 June 2022

Time: 8:45am to 3:00pm AEST

Location: Online

Dedicated Ontrack modules

Subscribers will have the opportunity to explore topics from the event in more detail through eight dedicated modules in Kaplan Professional’s market-leading continuing education platform, Ontrack. The first of these modules are now available, with further modules to be released over the coming weeks. Individuals who complete all eight Ontrack modules will be eligible for an indicative 7 FPA CPD hours.

Presenting companies

Presenters

Adam Dawes
Senior Investment Adviser, Shaw and Partners

Alexis Gray
Senior Economist, Vanguard

Andrew Tang
Equity Strategist, Morgans Financial Limited

Anthony Doyle
Head of Investment Strategy, Firetrail Investments

Ben Sheehan
Senior Investment Specialist, abrdn

Carl Henschke
Executive Director, Canaccord Genuity

Christopher Demasi
Portfolio Manager, Montaka Global Investments

Dania Zinurova
Portfolio Manager, Wilson Asset Management

Helen Chong
Business Development Manager, Investment Products, ASX

Karen Chan
Portfolio Manager, Perennial Partners

Kathleen Gallagher
Managing Director, State Street SPDR ETFs

Kathleen Yeung
Global Head of Corporate Development, Qualitas Group

Manusha Samaraweera
Fixed Income Strategist, PIMCO

Rory Cunningham
Senior Manager, Investment Products, ASX

Sasha Conoplia
Business Development Manager, Listings, ASX

Tim Sparks, MBA
Head of Distribution and Marketing, Desktop Broker

Agenda

The latest ASX Investment Product trends and key considerations when using listed products for your clients.

 

Presenter: Helen Chong (ASX)

What a year! Covid restriction are easing, interest rate rises are looming, national elections are taking place and geopolitical tensions continue to drive uncertainty. In this session we will discuss how these factors and more may play out in markets and what they mean for investors going forward.

 

Presenter: Alexis Gray (Vanguard)

Join us to listen to a discussion on the various product structures available on the ASX, why investment managers choose one structure over another, and important features for advisers to consider for their clients.

 

Panel: Manusha Samaraweera (PIMCO) | Kathleen Gallagher (State Street) | Kathleen Yeung (Qualitas) | Rory Cunningham (ASX)

Small cap stocks can present exciting opportunities for investors if the company is able to execute on its business plan. On the other hand, they may present a higher degree of risk than some investors are willing to accept. In this session we’ll hear how this broker approaches small cap investing and the companies they believe present exciting investment opportunities.

 

Presenter: Andrew Tang (Morgans)

In this session we’ll hear how these experts in global and Australian equities build an investment thesis. They will share their top stock or asset class pick for the next 12 months and offer insights on where they see opportunities and risks in the year ahead.

 

Panel: Anthony Doyle (FireTrail) | Chris Demasi (Montaka) | Dania Zinurova (WAM Alternatives) | Tim Sparks (Desktop Broker)

Our expert panellists will explore top emerging trends to watch in the years ahead. Whether it’s blockchain, cloud computing, clean energy or healthcare, discover the latest developments that will impact the way we live and work in the future, and how you can invest in these opportunities.

 

Panel: James Tsinidis (Munro Partners) | TBC (BetaShares) | TBC (VanEck) | Tim Sparks (Desktop Broker)

Our emerging markets expert will take a look at the current case for emerging markets and outline the growth potential this region may offer to investors in the current climate.

 

Presenter: Ben Sheehan (abrdn)

Hear from some of Australia’s top investment experts for their perspective on portfolio positioning, recent IPO trends, and key considerations for investors when assessing IPOs from the technology sector.

 

Panel: Carl Henschke (Canaccord Genuity) | Karen Chan (Perennial Partners) | Sasha Conoplia (ASX)

This presentation is your chance to listen to our Australian equities expert explain how they approach stock selection by highlighting their top shares to buy, hold or sell.

 

Presenter: Adam Dawes (Shaw & Partners)

Privacy and Security Notice

The personal information you provide will be disclosed to Kaplan Professional by ASX. ASX may disclose your personal information to third parties for the purposes of facilitating your access to the ASX Financial Adviser Day event, which will be delivered via Viostream. ASX may also handle your personal information as outlined in ASX’s privacy policy. Kaplan Professional does not accept any responsibility for ASX’s handling of your personal information or other data.

You may opt out of receiving communications from Kaplan Professional at any time by clicking on “unsubscribe” or by contacting privacy@kaplan.edu. If you have any queries about ASX’s handling of your personal information, please contact privacy@asx.com.au.

Please note that Viostream is an online video platform provided by a third party, which can be accessed using any device including desktop computer, laptop, tablet or phone. If you experience issues using a business or corporate device, it may be due to firewall restrictions and we would recommend using an alternative device or browser. The platform is not provided or controlled by Kaplan Professional. Kaplan Professional does not accept any responsibility for any issues (for example, data breaches or cybersecurity incidents) that might arise due to your use of Viostream. 

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.