InvestSMART Forum - Sydney
Past event
Event Details
Thursday, 31 May 2018
10:00 AM - 12:00 PM AEST
SMC Conference & Function Centre Ionic Theatre, SMC 66 Goulburn Street, Sydney, NSW, 2000

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.



1. Introduction.
Presenter: Ron Hodge, InvestSMART CEO;

2. Using the macro-environment to your advantage: Why the right investment strategy will provide the best opportunity.
Presenter: Evan Lucas, Chief Market Strategist;

3. Putting the value in your portfolio: How focusing on 'value' will help you find new investment opportunities.
Presenter: James Carlisle, Head of Research; and

4. Our stock selection process.
Presenter: Gaurav Sodhi, Deputy Head of Research.

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


Ron Hodge
Evan Lucas
Chief Market Strategist

James Carlisle
Head of Research
Gaurav Sodhi
Deputy Head of Research



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:

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