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ASX Financial Adviser Day in partnership with Kaplan Professional

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.

 

On-demand presentations -  ASX Financial Adviser Day, 8 June 2023

 

10 presentations

Responding to changes in retail investor behaviour

Presented by ASX

Economic update

Presented by Vanguard

What's next for global equities?

Presented by Vaughan Nelson

Top investment ideas in 2023

Presented by ASX, Firetrail Investments, Wilson Asset Management, Perpetual

Four of the best business models in global equities for all seasons

Presented by Elfreda Jonker, Alphinity

Looking under the hood of buy-write strategies

Presented by ASX & Global-X ETFs

Liquid fixed income securities: the evolving role of fixed income ETFs

Presented by State Street Global Advisors

The Transformative technology - AI and the new opportunities within

Presented by Munro Partners

Three ASX listed stocks positioned for what lies ahead

Presented by Milford

Are emerging markets set for a comeback?

Presented by abrdn

Presenting speakers - June 2023

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

Past presentations

EVENTDATEDESCRIPTION 
Adviser DayJune 2022Full playlistWatch now on YouTube  ▶

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.