ASX Financial Adviser Day
Timely investment insights to help you and your clients, delivered to you online
ASX Financial Adviser Day
Timely investment insights to help you and your clients, delivered to you online
As a leading provider of professional education, ASX was delighted to partner with Kaplan Professional to bring you the latest market information and considerations for your clients’ portfolios.
At our recent online event, our panel of experts discussed the results of the 2023 ASX Australian Investor Study and uncovered the main opportunities and challenges ahead in relation to changes in retail investor behaviour in a post-COVID world.
With speculation of a possible recession this year, Vanguard’s economist reflected on recent Australian and global events impacting share markets and highlighted implications for investors going forward.
Insights into the latest investment opportunities was presented by a dedicated panel of experts speaking on their top investment ideas for the coming year, as well as more focused presentations discussing Australian, Asian and international equities.
Finally, with higher interest rates, a portion of the day was dedicated to income investing strategies, including looking under the hood of the latest buy-write strategy products that have come to market as well as a presentation on the evolving role of fixed-income ETFs.
Event attendees are eligible for an indicative 5.25 FPA CPD hours.
10 presentations
Presented by ASX
Presented by Vanguard
Presented by Vaughan Nelson
Presented by ASX, Firetrail Investments, Wilson Asset Management, Perpetual
Presented by Elfreda Jonker, Alphinity
Presented by ASX & Global-X ETFs
Presented by State Street Global Advisors
Presented by Munro Partners
Presented by Milford
Presented by abrdn
abrdn
Alex Smith
Investment Specialist
Firetrail
Anthony Doyle
Head of Investment Strategy
Global-X
Blair Hannon
Head of Investment Strategy
Wilson Asset Management
Dania Zunirovia
Portfolio Manager
Alphinity
Elfreda Jonker
Client Portfolio Manager
ASX (ASX: ASX)
Graham O'Brien
Head of Equity Market Sales and Equity Derivatives
ASX (ASX: ASX)
Jacinta Schlosser
Business Development Manager, Investment Products
Vaughan Nelson
James Eisenman
Portfolio Manager
Perpetual
James Holt
Director, Investment Solutions
Munro Partners
Kieran Moore
Partner & Portfolio Manager
State Street Global Advisors
Marie Tsang
ETF Investment Strategist
Vanguard
Qian Wang
Global Head of Vanguard Capital Market Model
ASX (ASX: ASX)
Rory Cunningham
Senior Manager, Investment Products
Milford
William Curtayne
Portfolio Manager
EVENT | DATE | DESCRIPTION | |
Adviser Day | June 2022 | Full playlist | Watch now on YouTube ▶ |
Explore investment ideas and market insights from some of Australia's leading investment managers, brokers and advisers.
Notification of collection and consent
ASX Limited and its related bodies corporate (“ASX”) will use the information (including personal information) that you provide on the registration form for the ASX Online Adviser Day 2022 (“Adviser Day”) to process and manage your registration for the Adviser Day. ASX will also disclose your information (including personal information) to Kaplan Education Pty Limited and its related bodies corporate (“Kaplan”) for the purpose of Kaplan providing you with access to the Ontrack modules and CPD accreditation in connection with the Adviser Day. If you do not provide this information, ASX will be prevented from registering you for the Adviser Day and Kaplan will be prevented from providing you with the Adviser Day Ontrack modules and CPD accreditation. ASX will maintain your information until you request us to delete it from our systems or until it is no longer needed by us for a purpose permitted under applicable data protection laws. ASX may also use your personal information for the purposes set out in the ASX Privacy Statement. ASX will not disclose your information to any other third party unless required to do so by law or you consent to the disclosure. Please see ASX’s Privacy Statement or email us at privacy@asx.com.au for details on how ASX processes personal information, your rights in relation to your personal information held by ASX and how to contact us or make a complaint.
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