AIA National Investors Conference 2017

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A world in transition...
Politics, economics and interest rates...
Positioning portfolios for a new investment environment

Sunday 30th July - Wednesday 2nd August 2016
Surfers Paradise Marriott Resort and Spa

 

CELEBRATING 25 YEARS OF AIA

The world is changing.  We have seen Brexit, Trump, etc., and these all have impacts on the investing landscape.  As investors, we need more than ever before to understand the impacts and to be equipped to handle the changes.

Our 2016 conference was widely hailed as by far the best investing conference in the country.  We were complimented on the impressive line-up of topics, speakers and the event overall.  This year is shaping up to outdo our 2016 event.

Program

The conference commences at 5pm Sunday 30th July with a keynote presentation by John Abernethy of Clime Asset Management

Sessions continue Monday, Tuesday and Wednesday, finishing at 3:45pm on Wednesday 2nd August, followed by happy hour. 

  • The income stream will focus on interest rates, income stocks, hybrids, annuities, bonds and other fixed income.

  • The Growth theme will aim to identify growth themes, growth sectors and growth stocks. Speakers have been asked to present actionable stock ideas in their talks and hold their content over until the conference.

  • The Alternative Investments stream will present some alternative asset classes like separately managed accounts (SMAs), gold, property, agriculture, hedge funds and new technologies.

  • The Superannuation stream will look at strategies to make the most of the new legislation, teach Members how a large Superannuation Fund operates., look at alternatives to managing investments through an SMSF, look at retirement strategies and touch on subjects like Aged Care.

  • The Strategy stream will include an element of Stock Market education as well as touching on more diverse subjects like Taxation, Estate planning, Disruption, and your kids.

We have some of the top fund managers, economists, analysts and commentators presenting this year and over and above the requirement to dazzle, especially in the Income, Growth and Alternative Investment streams, our speakers have been asked to present specific stock and investment recommendations that our Members can action. You will have to be at the Conference to get to the head of the pack.

June Conference Special Announced

The Early Booking Rewards that closed on 31st May was very successful so it was decided to open another offer for the month of June. For a deposit of just $100 and the balance by July 7th or making the full payment by June 30th, you will receive benefits that cannot be purchased at this years' 25th Anniversary Conference.

You will be entitled to attend the Monday night debate, "That trading is more profitable than investing" with Nick Radge and Felicity Cooper on the affirmative up against Henry Jennings and Angus Geddes opposing. Should be education AND entertaining. Tickets CANNOT be purchased for this session.

You will also go into the draw to win accommodation at the Marriott Resort and Spa for Tuesday 1st August. IE One night.

Delegates who took advantage of the May Early Booking Rewards and did not win the three night's accommodation will also be eligible for this draw.

This date will not be extended so to avoid disappointment Book now

 

Monday Evening Debate

That Trading is more profitable than Investing

Nick Radge and Felicity Cooper v's Angus Geddes and Henry Jennings

 

WHO SHOULD ATTEND

  • Experienced investors wishing to hone their skills
  • New or inexperienced investors wanting to know where to start
  • Trustees of SMSFs or anyone thinking about establishing a SMSF
  • Anyone approaching retirement who wants to ensure their money will last as long as they do
  • Anyone who has inherited assets and not sure what to do or who to trust
  • Investors who wish to meet other investors

PARTNERS

Partners wishing to attend the conference do not have to join the AIA and can attend for a reduced rate. To take advantage of the Early Booking Offer, the Partner's registration also needs to be paid in full by 31st May or pay the deposit by 31st May and the balance by the 1st July. Partner registration includes all benefits as for a regular registration (satchel and provision of happy hour coupons etc).

NON MEMBERS

Non members pay an additional $115.00 annual subscription and a once off $20 joining fee to become an AIA member. Member benefits include a quarterly newsletter posted to your mailbox; a regular AIA Investor Update including information on AIA activities, links to websites of interest and more; discounts on software, subscriptions, bank rates and bookshops; access to a member’s online forum; local discussion groups, seminars and more.

TAX DEDUCTIBILITY

Conference registration fees paid by delegates may be tax deductible. Delegates should speak to their tax advisers to confirm deductibility based on their individual circumstances.

ACKNOWLEDGEMENT OF REGISTRATION

All registrations will be acknowledged in writing. Registration will only be accepted and confirmed on receipt of payment.

CANCELLATIONS

Should you be unable to attend, a substitute delegate is always welcome to attend. Alternatively, cancellations received in writing before or on 10 July 2016 will receive a full refund less a 15% administration fee. Cancellations received after 10 July will incur a 40% admin fee.

HAPPY HOUR COUPONS

Delegates will be given happy hour coupons which they can use at any of the happy hours at the conference. Use as many you wish on each of the days and you are welcome to bring your non-delegate partner.

CONFERENCE DINNER

The registration fee also includes the three course gala dinner and drinks on the Tuesday evening.  Non-delegate partners may attend the conference dinner for an additional charge of $99. Dress for the duration of the conference and all social functions is smart casual. Jacket and tie is not required.

ACCOMMODATION

Surfers Paradise Marriott Resort & Spa has recently undergone a refurbishment,  designed to reflect the mild Queensland climate and features the soothing effect of water with all ground floor bars and restaurants surrounded by waterscapes. This spreads across a hectare of exquisitely landscaped gardens and includes a five metre deep saltwater lagoon, home to tropical fish. Marriott guests can scuba dive, snorkel and swim through waterfalls into rock grottos and spas. The resort also has a marina, a boardwalk, a network of jogging and walking paths and direct access to beaches.

Surfers Paradise Marriott Resort & Spa is offering conference delegates a special rate of $190 per room per night which may be extended pre or post conference, subject to availability. The resort is located at the northern end of Surfers Paradise at 158 Ferny Avenue. AIA Delegates receive complementary self car parking.

To book you can go via the link below or call the Reservations Team on
07 5592 9800 and quote booking code AI1 (A for Australian, I for Investors and the number one.)

Book your group rate for AIA National Investors Conference 2017

 

HOW TO GET THERE

From Coolangatta Airport a taxi will cost approximately $100. Alternatively a shuttle bus service operates from the airport to all the major hotels. The cost for this service is $21pp one way or $41pp return. Upon arrival at Coolangatta Airport please go to the GOLD COAST TOURIST SHUTTLE desks in the foyer where you can purchase a ticket. For more information please call 07 5574 5111.

From Brisbane Airport to the Marriott Resort a taxi will cost approximately $220. Airtrain Connect is also available from Brisbane Airport to the Marriott for a cost of $55pp one way or $100pp return. To make a booking please call Airtrain Connect on 1800 119 091 or visit the website http://www.airtrain.com.au/.

NETWORKING

For many delegates, the AIA National Investors Conference provides the opportunity for investors to network with other investors. For many, the information gained from other investors can be as valuable as the information gained from the experts. The AIA National Investors Conference is not only educational but socially enjoyable as well.

REGISTRATION INCLUDES

  • Attendance at sessions and exhibition 30 July - 2 August
  • Lunch and refreshments for three days 31 July - 2 August
  • Eight happy hour coupons for the four days 30 July - 2 August
  • Anniversary Dinner 1 August (includes beverages)
  • Delegate satchel including pocket and detailed conference program
  • Download the speakers' papers
  • Opportunity to network with other investors, speakers and sponsors.

 

Members Register Now

REGISTRATION FEES
 
AIA Member Registration - Deposit by 31st May
(Balance of $625 by 7th July)
$100            
Partner Registration - Deposit by 31st May
(Balance of $555 by 7th July)
$100
AIA Member Registration - full cost
$725
Partner Registration - full cost
$655           
Non-Member – above prices plus 12 month AIA membership ($135 incl. joining fee)                                               
               
Printed booklet of speaker papers
$55       
Additional Conference Dinner Ticket – 9 August 2016 $99
Sunday half day workshop $60
AIR, ASA & ATAA Members at AIA Member prices As AIA Member

For benefits, please CLICK HERE

 

SPONSORS

Without the support of sponsors, the cost of the conference could not be kept so low. We would like to acknowledge this support and thank the following sponsors.

Platinum Sponsor

BlueSky Alternative Thinking www.blueskyfunds.com.au

Gold Sponsors

Trilogy Funds Management www.trilogyfunds.com.au

Sornem Private Wealth www.sornemprivatewealth.com.au

BetaShares www.betashares.com.au

Centuria www.centuria.com.au

Switzer Asset Management www.switzerassetmanagement.com.au

Silver Sponsors

Bitcoin Trader www.bitcointrader.org.au

Pengana Capital www.pengana.com

ASX www.asx.com.au

FIIG www.fiig.com.au

Bronze Sponsors

VectorVest www.vectorvest.com

BGL www.bglcorp.com

RateSetter www.ratesetter.com.au

selfmanagedsuper www.smsmagazine.com.au

Cadence Capital www.cadencecapital.com.au

SelfWealth www.selfwealth.com.au

Folkstone www.folkstone.com.au

Forager Funds www.foragerfunds.com

ABC Bullion www.abcbullion.com.au

ECP www.ecpam.com

investSMART www.investsmart.com.au

YourLifeChoices www.yourlifechoices.com.au

Dinner Sponsor

Global Merces Funds Management www.globalmerces.com.au

SUNDAY WORKSHOP

Sunday Afternoon Conference Workshop
DATE: 30 July 2017 TIME: 1.00 – 4.30pm


The Fundamentals of Investment Portfolio Construction


In this hands on workshop, you will be challenged and educated
about what you need to understand and do to accomplish your
financial goals.


You do not have to be a member to attend this workshop, some
members may like to invite their children or grandchildren to
encourage better financial literacy.


The Workshop will cover:

Entities: There are many different investment structures available
to investors. Learn how these operate and decide which
one is right for you.


Sectors: There are also different Sectors available to investors.
Learn how some of these sectors may fit your
investment strategy.


Risk Profiling: Understanding your optimal level of investment
risk so you can sleep at night.


Plan: Ensure you create your plan, map your rules and use
strict guidelines in managing your portfolio.


Portfolio: Ensure your portfolio adopts the golden rules of
diversification, don't put your eggs in one basket, don't
be highly geared, have sufficient diversification to
different sectors and assets.


Profit: Ensure your portfolio produces solid and growing
income and your capital continues to grow.


Registration: Members can book online.
Non Members simply call 1300 555 061

 

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Members Register Now

Non-Members, please contact us

Conference Brochure

Conference Program

Full Details and Speakers

This conference is the only independent conference for investors across all asset classes. It is designed to be of value for all individual investors, whether novice or experienced, who wish to take control of their investments, whether it be through financial advisers and brokers or totally DIY. If you want high quality, value for money, truly independent education that will make you a better investor, attendance at this conference is a must.

 

Platinum Sponsor

250x250 Blue Sky Logo
 

 Gold Sponsors

 

 

 

 Centuria RGB 36mm Logo

BetaShares RGB cropped

Trilogy Funds Logo Digi COLOUR Large cropped


 

Switzer Asset Management

 

Silver Sponsors

 
  Pengana logo portrait RGB device 300dpi

 

BT Logo BLUE SML

 

asx logo      

FIIG Logo Horizontal LightBG cropped

Bronze Sponsors

  BGL Logo cropped

        Ratesetter Logo cropped

 

Selfmanagedsuper

 

cadence logo update logo2 blue

 Vectorvest au logoSelfWealth logo JPG trade markFolkestone Logo RGB

 

 ABCBullion Gold Black APCYLC Key Branding LargeECP Logo 1Forager POS FullColour



 investSMART logo

 

Dinner Sponsor

Supporter

EducatedInvestor cropped

 

Venue: Marriott Resort and Spa
Surfers Paradise

 Marriott Logo

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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