InvestSMART
Seminar
InvestSMART Forum - Sydney
Past event
Event Details
Seminar
Thursday, 23 November 2017
10:00 AM - 12:30 PM AEDT
Location
Ionic Room, SMC Conference & Function Centre Sydney 66 Goulburn Street, Sydney, NSW, 2000
Description

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, with a special opening address from InvestSMART's Chairman, Paul Clitheroe.

Our analyst team and CEO, Ron Hodge, will then 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.

Agenda

1. Opening address - Paul Clitheroe, Chairman;

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

3. Putting the value in your portfolio - Gaurav Sodhi, Deputy Head of Research;

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

5. 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:

Map
Ionic Room, SMC Conference & Function Centre Sydney 66 Goulburn Street, Sydney, NSW, 2000