InvestSMART Forum - Southern Highlands
Past event
Event Details
Wednesday, 01 November 2017
10:00 AM - 12:00 PM AEDT
Mittagong RSL Corner of Hume Highway & Bessemer Street, Mittagong, NSW , 2575

Actionable Ideas for Diversification

Setting financial goals and achieving them through diversification.

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

Diversification is arguably one of the most important factors in helping mitigate risk in your portfolio and achieve your financial goals.

This year's InvestSMART Forum focuses on investment and diversification strategies. Our analyst team and CEO, Ron Hodge, will explore where the gaps are in most investors' portfolios that detract from overall portfolio health. They will also discuss some of the stocks in InvestSMART's investment portfolios, as well as a range of exchange traded funds (ETFs) that the team use to gain exposure in the harder-to-access asset classes.

Find out how your portfolio stacks up and hear from some of Australia’s leading analysts and financial experts.


1. Staying the course is not easy - A 5 step plan to reach your goals - Ron Hodge, InvestSMART CEO;

2. International Investing: why you are underexposed and what you can do about it - Mitchell Sneddon, Analyst and Head of Portfolio Services;

3. Smaller companies can play a part in achieving your goals - Alex Hughes, CFA, Senior Analyst; and

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


Register today, seats are strictly limited. 


Watch the highlights from the last InvestSMART Forum:

Mittagong RSL Corner of Hume Highway & Bessemer Street, Mittagong, NSW , 2575