InvestSMART
Seminar
InvestSMART Forum - Ballina
Past event
Event Details
Seminar
Friday, 13 April 2018
10:00 AM - 12:00 PM AEST
Location
Ballina RSL Spinnakers Room, Ballina RSL 1 Grant Street, Ballina, NSW, 2478
Description

Building a portfolio to weather any storm

Is your portfolio diversified enough to manage risk and help you reach your financial goals?

Achieving your financial goals requires focus, discipline and a clear objective. But sticking to an investment strategy can be difficult, especially in the face of uncertainty and market volatility.

Join our analyst team and CEO, Ron Hodge, for the 2018 InvestSMART Forum where they will explore how to build a diversified investment portfolio that will help you stay on track and achieve your goals in any climate.

 

Agenda

1. The greatest risks to your long-term returns: Why the right approach will help you achieve your goals.
Presenter: Ron Hodge, InvestSMART CEO;

2. Casting your net wider to catch better returns: When to include international investments in your portfolio
Presenter: Mitchell Sneddon, Head of Portfolio Services;


3. Putting the value in your portfolio: How focusing on 'value' will help you find new investment opportunities.
Presenter: Alex Hughes, CFA, Senior Analyst; and

4. Q&A: Ask your specific questions to our panel of analysts and experts.

 

Ron Hodge
InvestSMART CEO
Mitchell Sneddon
Analyst
Alex Hughes
CFA, Senior Analyst

 

 

After the Q&A, complimentary refreshments will be served.

We encourage you to stay and meet the speakers, where you can ask them any questions you may have.

 

Register today, seats are strictly limited. 

 

Watch the highlights from the last InvestSMART Forum:

Map
Ballina RSL Spinnakers Room, Ballina RSL 1 Grant Street, Ballina, NSW, 2478