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Balancing risk and reward in a new investment world

Glenn Freeman  |  20 Sep 2016Text size  Decrease  Increase  |  

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Morningstar Australasia has announced the agenda and speakers for its fourth annual Investment Conference for Australian individual investors and self-managed superannuation fund (SMSF) trustees.

The event will be held on Friday 14 October 2016 at the Wesley Conference Centre, Sydney.

“The theme of this year’s event is balancing risk and reward in a new investment world, and we’ve assembled a top-notch line-up of experts to address this and help investors make informed and confident decisions,” says Morningstar Australasia chief executive officer Heather Brilliant, CFA.

“Attendees will be able to participate in discussions about the local and global economic and investment outlook; understand the latest regulatory, legislative, and technical developments affecting self-managed superannuation funds; learn insights from behavioural finance; and identify investment ideas to apply in their portfolios.

"This is a must-attend event for investors and SMSF trustees keen to understand how they can best adapt their portfolio to the ever-changing investing and regulatory landscape.”

Kerr Neilson, managing director and chief executive officer of Platinum Asset Management, will deliver the opening keynote address analysing the principal trends in global sharemarket investing.

Stephen Wendel, Ph.D., Morningstar head of behavioural science and author of Designing for Behavior Change, will deliver the afternoon keynote address, drawing on lessons from behavioural science to outline practical strategies attendees can use to become more effective investors.

Leading business and finance journalist Alan Kohler and Morningstar Australasia Head of Equity Research Peter Warnes will review the global financial environment, what it means for return expectations, and how to think about risk, in a discussion moderated by Anthony Serhan, CFA, Morningstar managing director of research strategy, Asia-Pacific.

Attendees will be able to choose between concurrent streams addressing key issues in investment portfolio construction and administration of a self-managed superannuation fund.

In the investment stream, Investors Mutual investment director Anton Tagliaferro will reflect on lessons from his 30 years of Australian sharemarket investing, and Fidelity Worldwide Investment portfolio manager Kate Howitt will discuss the impact of technological disruption on investing.

David Wanis, senior analyst/fund manager, multi-asset, Schroders, and Dhruv Nagrath, investment strategy & insights, iShares, will provide an overview of the latest trends and developments in exchange-traded fund investing.

In the SMSF stream, Peter Hogan, head of technical, Self-Managed Superannuation Fund Association, will outline the latest regulatory and legislative developments, and Accurium SMSF technical services manager, Melanie Dunn, will discuss how to adequately assess and manage risks in retirement, including market volatility and life expectancy.

Serhan will present the findings of new Morningstar research about safe withdrawal rates for Australian retirees.

Other sessions will cover using equity strategies to generate income; the implications of a rising bond yield environment for hybrid securities; and insights from Morningstar’s senior equity analysts into the sectors and stocks they cover. Full details of the conference agenda are available here.

Live updates from the event will be available on Twitter through the conference hashtag, #MIICAU.

How do you register?

Premium Members of can register to attend in person at a special discounted rate of $49 per person (including GST) before 16 September 2016 ($89 including GST after this date). The cost for non-Premium Members is $79 (including GST) for registrations before 23 September 2016 ($129 including GST for registrations after this date).

Click here to register.

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Glenn Freeman is Morningstar's senior editor.

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