2020 National Investment Summit

 Summit graphic

Friday 20th March 2020
SMC Conference and Function Centre, Sydney

Generating income in a new paradigm

Investing at a time when deposits pay you zilch!

 

If things aren’t challenging enough, along comes the RBA in the last couple of months and drops cash rates to historic lows of below 1%. On top of that, the RBA has recently been talking about its own combination of Quantitive Easing, otherwise known as ‘Helicopter Money’.

Suddenly investors are dealing with a new paradigm, where to invest when real returns are negative and as such, don’t protect you from inflation.

Its easy to just follow the herd and add more and more ‘high yield’ equities to the portfolio, but with most portfolios at or above their benchmark weight to equities, is this the time to be overweight to equities? Most investment specialists are saying ‘NO’!

With the risk of a market correction high and many analysts of the opinion we’re close to the peak of the current cycle, investors need to be vigilant on where to seek yield in a world awash with cash and lacking any real return.

This seminar will help provide clarity on the current investment climate, outline an overview of why real returns in the deposit markets are negative, highlight how long this situation is likely to play out for, provide opportunities on how to access yield in other investment classes and how to manage the risks of moving out of guaranteed deposits paying you practically zilch!

Aimed at all investors, but particularly focused for SMSF trustees, this one-day seminar will ensure you are informed about where we are in the market cycle and how to deal with the biggest challenge for all – ensuring your portfolio generates the required level of income and how best to do this.

Program

  • 9:00am Opening

  • 9:00am to 9:45am - Are we in a new investing paradigm?
    Warren Hogan - Ex Chief Economist ANZ Bank, Adjunct Professor UTS Sydney

  • 9:45am to 10:30am  - The risks of acting like Lemmings and piling into more high yield equities
    TBA

  • 10:50am to 11:35am  -  Investing in Fixed Interest when rates are so low…. Are we mad?
    Angus Coote – Exec Director and Chief Operating Officer, Jamieson Coote Bonds

  • 11:35am to 12:30pm    Q & A – On the Couch (first three presenters)

  • 1:30pm to 2:05 pm -  Portfolio Construction in a new paradigm
    Felicity Cooper –  Cooper Wealth Management

  • 2:05pm to 2.40pm – Asset Allocation in an environment of high levels of geo-political uncertainties
    Scott Haslem – Chief Investment Officer, Crestone Wealth Management

  • 3:00pm to 3:35pm -  Small Caps are the large caps of tomorrow
    Chris Stott – 1851 Capital

  • 3:35pm to 4:20pm - Q & A – On the Couch (last three presenters)

  • 4:30pm Close.

 

 WHO SHOULD ATTEND THE SUMMIT

  • 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. 

NON MEMBERS

Non members pay an additional $115.00 annual subscription. 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 and bookshops; access to a member’s online forum; local discussion groups, seminars and more.

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 March 2020 will receive a full refund less a 15% administration fee. Cancellations received after 10 March will incur a 40% admin fee.

 

ACCOMMODATION

 

HOW TO GET THERE

 

REGISTRATION INCLUDES

  • Attendance at sessions and exhibition 
  • Lunch and refreshments 
  • Download the speakers' papers
  • Opportunity to network with other investors, speakers and sponsors.

Members log in to book online.
Non Members can Join and then log in to book online.

REGISTRATION FEES
 
AIA Members, Members's Partners and Member's Guests
$139
Non-Member – above prices plus 12 month AIA membership ($115 - no joining fee)                                               
$254          
Printed booklet of speaker papers
$15       

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.

Magellan Asset Management www.magellangroup.com.au

Fidelity International www.fidelity.com.au

ActiveX www.fidanteactivex.com.au  

Thinktank www.thinktank.net.au

BGC www.mintpartners.com.au

Lowell Resources www.lowellresourcesfundsmanagement.com.au 

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Members log in to book online.
Non Members can Join and then log in to book online.

 

Conference Brochure

Conference Program

Full Details and Speakers

Sponsors 

BGC logo


 

 fidelity international cmyk fc

Magellan Logo Tagline CMYK

TT Horizontal Tag Navy RGB


  

 

LRFM Horz PMS 3435 green PNG

 

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