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ASX Adviser Lunch & Learn

The FAAA Gold Coast Chapter Committee invite you to join them for their ASX Lunch & Learn event on Thursday 3 October, at Peppers Soul Surfers Paradise.

Our guest speakers and topics include:

Jacinta King

Business Development Manager, Investment Products, ASX

TOPIC: Growth and Opportunities within Australia’s ETF Market

As the Australian ETF market closes in on $200bn in funds under management, Jacinta will provide insights into the growth of ETFs and future trends that will shape the ETF market for the next decade.

Ben Lucas

Regional Sales Manager, Fidelity

TOPIC: Exploring inefficient markets – Why active management makes sense

The case for active investment in large liquid markets has long been contested, with many active managers underperforming their benchmarks over the long term. But what about those asset classes, or regions, which are much more difficult to understand in detail or access easily?

In this presentation Fidelity will explore the investment opportunity within two key equity asset classes; Global Small & Mid Caps and Asian Equities. Both asset classes are considered inefficient, under researched and often misunderstood. Mispricing opportunities are abundant if you know where to look. Fidelity will explore these two critical markets, the opportunity today, uncover why active management is critical within these asset classes, and show you how to access these incredible stories.

Matthew Holberton

National Sales Manager – Listed and Alternative Assets, Fidante/Alphinity

TOPIC: A responsible AI Framework for Adviser and Investors

Alphinity and CSIRO have partnered together to help investors navigate the responsible application of artificial intelligence (AI). The framework helps the investment community assess responsible artificial intelligence practices and integrate these into ESG consideration. Join Alphinity as we discuss how this can benefit your practice today.

Craig Saunders

Group Head of Sales, Bell Financial Group

TOPIC: Portfolio Construction using ETF’s

Craig Saunders from Bell Financial Group will talk to how Advisers are using ETFs to build portfolios. From quite simple applications, through to core satellite models and then how very complex asset allocations can be delivered via the use of relatively simple ETFs.  Using trading data from its multi-channel business Craig will compare and contrast how ETFs are being used in the advice space via the self-directed investor space.

Cost

FAAA members – complimentary
Non-members – $10

Date

October 3 @ 12:15 pm - 2:00 pm

Location:

Peppers Soul Surfers Paradise, 8 Esplanade, Surfers Paradise

Location URL
https://www.google.com/maps/place/Peppers+Soul+Surfers+Paradise/@-28.0010186,153.4281177,17z/data=!3m1!5s0x6b9105731e4e0609:0x3557b0447c101528!4m9!3m8!1s0x6b9105730510ccab:0x60e69bb7a66e063d!5m2!4m1!1i2!8m2!3d-28.0010186!4d153.4306926!16s%2Fg%2F1q4kmp5k4?entry=ttu&g_ep=EgoyMDI0MDgyOC4wIKXMDSoASAFQAw%3D%3D
Register Member
https://events.faaa.au/22024-faaa-gold-coast-chapter---asx-adviser-lunch-learn-event-series/faaa-sales-force
Register Non-Member
https://events.faaa.au/22024-faaa-gold-coast-chapter---asx-adviser-lunch-learn-event-series/non-member-registration