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Making aDifferencefeaturingNATIONALCONFERENCE6-8 MAY2013Sheraton on the ParkSYDNEYTHE CONFERENCEJohn Abernethy, MD, Clime ...
Conference Opening Ian Curry ASA ChairmanInitiatives of the ASX Elmer Funke Kupper, ASXOWN DINNER ARRANGEMENTSMORNING TEAL...
ASIC’s outlook…the road aheadGreg Medcraft, ASICTopics covered include how does the economic outlook affectstock selection...
REGISTRATION FORMREGISTRATION FEES NO. EARLY BIRD STANDARD TOTALASA Member $545 $645Non-Member (inc. Classic subsCription)...
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ASA Conference Brochure

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ASA 2013 Conference Brochure

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  1. 1. Making aDifferencefeaturingNATIONALCONFERENCE6-8 MAY2013Sheraton on the ParkSYDNEYTHE CONFERENCEJohn Abernethy, MD, Clime Asset ManagementMichael Carapiet, Chair, NSW State SuperElmer Funke Kupper, CEO, ASXGraham Hodges, Deputy CEO, ANZGlyn Lawcock, MD, UBS Investment BankingJon Lechte, Executive Director, FIIG Securities LimitedJames MacKenzie, Chairman, MirvacGreg Medcraft, Chairman, ASICStephen Mayne, ASA Policy & Engagement CoordinatorRoger Montgomery, CIO, The Montgomery FundShane Oliver, Chief Economist, AMP CapitalGeoff Wilson, Chairman, Wilson Asset ManagementREGISTER BY28th FEBRUARYHARBOUR DINNER CRUISE Masterclass inportfolio constructionSydney AirportSite TourFor more information or to registerwww.asa.asn.au or 1300 368 448The ASA making a difference Conference is for allinvestors who want to know more about:• the economy• markets and sector issues facing your portfolio• alternative investment options in shares, hybrids,bonds, fixed income and property• different investment strategies to meet your needs• establishing and managing a self-managedsuperannuation fund• good corporate governance to maximise yourinvestment returnsOPTIONAL EXTRASSAVE$1007 May 9 May 9 MayDRAFT 227.12.2012
  2. 2. Conference Opening Ian Curry ASA ChairmanInitiatives of the ASX Elmer Funke Kupper, ASXOWN DINNER ARRANGEMENTSMORNING TEALUNCHAFTERNOON TEAInvesting in a world awash with moneyPeter MorganHAPPY HOURThe investment planColin NicholsonThe RESOURCES SECTORGlyn LawcockValue investingRoger MontgomeryIS RETAIL DEAD?Paresh PatelHybrids: THE QUEST FOR YIELDJacqui VanzellaESTATE PLANNING STRATEGIESPeter BobbinfoundationS of estateplanninG Peter BobbinINCLUDE BONDSJon LechteMONDAY 6 MayEconomic outlookShane Oliver AMP CapitalOPTIONAL DINNER CRUISEMORNING TEALUNCHAFTERNOON TEAPLENARY SESSIONHAPPY HOURIntro to technical analysisKel Butcherhealthcare sectorShane StoreyFUNDAMENTAL & TECHNICAL ANALYSISColin NicholsonInfrastructure sectorMichael CarapietSmall cap stocksGeoff WilsonAdvanced SMSF strategiesWarrick HanleySMSF StrategiesAaron DunnPanel: Activism on the riseInc. Stephen MayneTUESDAY 7 MAYCONFERENCE PROGRAM - DAY 1 & 2CONFERENCE REGISTRATION Add 20-50% per annum to your portfolioJody Elliss, IC Investor08:0011:1517:3018:3012:1513:1514:1516:1516:4515:1509:3010:4508:0010:3017:0019:0011:3012:3013:3015:3016:0014:3009:0010:00A U S T R A L I A N S H A R E H O L D E R S ’ A S S O C I A T I O NSPEAKERS INCLUDEPru Bennett is responsiblefor analysing and votingproxies for Australian andNew Zealand companies,engaging with companieson corporate governanceas well as social, ethicaland environmental issuesand contributing to thedevelopment of BlackRock’scorporate governancepolicies.Pru Bennett, DirectorBlackRockMichael Carapiet hasworked in the banking andfinancial services industryfor over three decades andhas experience across themajor financial markets. Heserves on numerous listedand government boardsand during his time atMacquarie he was involvedin many international projecttransactions.Michael Carapiet, ChairNSW State SuperGreg Medcraft joined ASICas Commissioner in February2009 and was appointedASIC Chairman in May2011 for a five-year term.Greg spent nearly 30 yearsin Investment Banking atSociété Générale in Australiaand overseas.Greg Medcraft,Chairman, ASICPeter Bobbin has beencalled “The Father of ModernEstate Tax Planning.” Peteris a former lecturer in theMasters Taxation Degree atthe University of WesternSydney and is a guest lecturerto numerous professionalbodies. Published widely Peteris also a regular contributor tomany publications.Peter Bobbin, PrincipalArgyle LawyersGlyn Lawcock is the Headof the Australian Mining andEnergy Team with principalcoverage of the AustralianMining and Metals industry.Institutional Investor rankedthe Australian Mining Team2nd in 2004, while Glyn wasrated equal 1st in Metals& Mining by Greenwich in2004.Glyn Lawcock, ManagingDirector, UBS InvestmentPeter Cox is the foremostindependent analyst andpublic speaker on thecommunications and mediaindustries in Australia.Peter has written numerouspapers, been featured inhundreds of media interviewsand presented lectures onthe “Digital Revolution” and“Social Networking”.Peter Cox, ManagingDirector, Cox MediaRoger Montgomery is a formerpublic company Chairmanand a highly-regarded valueinvestor. He is one of onlytwo individuals to be twiceawarded the SecuritiesInstitute of Australia’s BestPresenter Award. He is theauthor of Value.able and aregular market commentatorand contributor to media.Roger Montgomery, CIOThe Montgomery FundA SMSF specialist advisorand CPA, Aaron Dunn isrecognised as one ofAustralia’s leading self-managed super fund experts,with 16 years’ experience,providing strategic advice anddirection for SMSF trusteesand industry professionals.He is also the author of theblog, “thedunnthing.”Aaron Dunn, ManagingDirector, SMSF AcademyPeter Morgan started hiscareer with PerpetualTrustees Limited in 1990 andbecame Head of Equitiesin 1994. In 2002 Peterfounded the boutique fundmanagement company, 452Capital. Following a cancerscare he resigned in 2009and today offers a uniqueperspective on the markets.Peter MorganBefore joining the ASX inOctober 2011, Elmer FunkeKupper was ManagingDirector and CEO of TabcorpHoldings Limited. During histime at Tabcorp he was alsoChairman of the AustralasianGaming Council. He haspreviously worked for theANZ, McKinsey & Companyand Kearney in Europe.Elmer Funke KupperMD & CEO, ASXAnthony De Francescohas over twelve years’experience in researchingAustralian and internationalproperty markets. He joinedIPD in 2009 as ManagingDirector. He presents atvarious industry forumsand for private clientsand actively publishes inacademic research journals.Anthony De Francesco, MDInvestment Property DatabankDRAFT 227.12.2012
  3. 3. ASIC’s outlook…the road aheadGreg Medcraft, ASICTopics covered include how does the economic outlook affectstock selection and key characteristics of quality companiesANNUAL GENERAL MEETING ENDS RETURN TO SHERATON ON THE PARKMORNING TEA MORNING TEALUNCH LUNCHAFTERNOON TEAMORNING TEATerminal & airfield tourDepart Sydney AirportDepart Sheraton on the Park for Sydney International AirportRegistration followed by a presentation by Senior ManagementANNUAL GENERAL MEETINGAustralian banking sectorGraham Hodges Based on the morning’s session attendees willconstruct a model stock portfolioPanel : Grill the chairmenStephen Mayne, James MacKenzieWORKSHOP ENDSMEDIA: STATE OF PLAYPeter CoxConference Closing AddressSYDNEY AIRPORT SITE TOURConstruct a resilientportfolio Doug TurekCOMMERCIAL PROPERTYAnthony De FrancescoWEDNESDAY 8 MAY THURSDAY 9 MAYCONFERENCE PROGRAM - DAY 3 & 4O P T I O N A L E X T R A SSHARE PORTFOLIO CONSTRUCTION SECRETSJohn Abernethy, ClimeA MASTERCLASS IN PORTFOLIO CONSTRUCTION, John Abernethy, Clime08:0010:3017:0011:3012:3013:3014:4015:3014:3009:0010:0011:0013:0012:3013:1510:1512:3010:3009:0009:0010:30HARBOUR DINNER CRUISEDeparting from Kings Wharf,this three hour dinner cruiseoffers delegates a greatopportunity to enjoy Sydney’sbeautiful harbour. The $99ppfee includes canapés andwelcome drinks upon arrival,a seated three course dinnerand beverages. Non-delegatepartners are most welcometo attend.John Aber nethy, ChiefInvestment Officer of ClimeAsset Management, will showyou how to construct a modelstock portfolio based onunderstanding the economicoutlook, understanding thekey characteristics of qualitycompanies, assessing riskand more. The $85pp feeincludes morning tea, lunchand handouts.To attend this tour attendeeswill have to provide a copy oftheir passport to the ASA officeby 15 April 2013 and bring theirpassport on the day of the tour.This is a great opportunity toaccess parts of the Airportreserved only for employees.Cost for ASA members andtheir partners is $55pp.NUMBERS FOR THESE OPTIONAL ACTIVITIES ARESTRICTLY LIMITED SO PLEASE BOOK EARLY TO AVOIDDISAPPOINTMENTMasterclass inportfolio constructionSydney AirportSite TourMasterclass inportfolio construction7 May 7-10PM9 May 9AM-1:30PM9 May 9AM -1PM&M A K I N G A D I F F E R E N C EGeoff Wilson has had 32 years’experience in the Australian andinternational securities industry. In1997, Geoff started up the WilsonAsset Management Group whichmanages WAM Capital Limited(WAM), WAM Active Ltd (WAA)and WAM Research Ltd (WAX).Geoff has a number of publiccompany and charitable Boardpositions.Geoff Wilson, Chairman,Wilson Asset ManagementColin Nicholson has taughtboth technical analysis andfundamental analysis forFINSIA, where he is a SeniorFellow, and has been ahighly rated speaker at manyAustralian conferences. Hehas written five books oninvesting and written manyarticles for media.Colin NicholsonAuthor & EducatorShane Oliver is responsiblefor providing economicforecasts and analysis ofissues affecting all assetmarkets. He is a regularmedia commentator andhas extensive experienceanalysing the relativereturn outlook betweenthe key asset classes andtheir relationship to theinvestment cycle.Shane Oliver, Head ofthE Economics Team, AMPShane Storey covers thehealthcare, biotechnologya n d m e d i c a l d e v i c eindustries. His directexperience in drug anddevice development spans20 years, with an emphasison bioprocess engineering,clinical development andfinancing roles.Shane Storey, ResearchAnalyst, Wilson HTMParesh Patel has 12 yearsindustry experience coveringc o n s u m e r, re t a i l a n dbeverage stocks. Prior tobecoming an equity analysthe worked in various financeroles and has also worked forCoca-Cola Amatil, Kellogg’sand Goodman Fielder.Paresh Patel, EquitiesAnalyst, Ord MinnettDrDougTurekwritesregularlyon investment strategyand portfolio constructionin the Eureka Report andis a regular guest on ABCRadio in Victoria. Previouslyhe was a consultant to thefinancial services industryand is author of ‘WealthBenchmarks.’Dr Doug Turek, MDProfessional WealthJacqui Vanzella joinedMacquarie in 1996 andhas spent the majority ofher time in the EquityCapital Markets team. Sheis head of the Hybrids andCapital Management teamwhich focuses on capitalmanagement, convertible andhybrid equity issuance in theAustralian and Asian markets.Jacqui Vanzella, ExecutiveDirector, MacquarieDRAFT 227.12.2012
  4. 4. REGISTRATION FORMREGISTRATION FEES NO. EARLY BIRD STANDARD TOTALASA Member $545 $645Non-Member (inc. Classic subsCription) $660 $760Conference Dinner Cruise 7 May $99 $99Conference Dinner Cruise Guest 7 May $99 $99Happy Hour Guest 6 May $20 $20Happy Hour Guest 7 May $20 $20Masterclass in portfolio construction - 9 May $85 $85SYDNEY Airport Site Tour - 9 May $55 $55TOTALFIRST NAME: SURNAME: PARTNER NAME: * MEMBER NUMBER: *ADDRESS:STATE: POSTCODE: PHONE: EMAIL: PAYMENT DETAILS:PAYMENT TYPE: VISA MASTERCARD CHEQUE**CARDHOLDER NAME: EXPIRY:CARD NUMBER: SIGNATURE: * If Applicable ** Please make cheques payable to Australian Shareholders’ Association.Registration fees have been kept toan absolute minimum and include:• Attendance at sessions andexhibition for the three days• Seated lunch and refreshmentsfor the three days• Happy hour drinks for Mondayand Tuesday• Networking opportunities withfellow delegates and industryrepresentatives• Satchel including printedspeaker papers, conferenceprogram and more.The Australian Shareholders’ Association (ASA) has championed the cause of shareholderssince 1960. With the growth in self-managed superannuation funds, our not-for-profitorganisation works to report independently on company performance, provide investoreducation and report and aggregate proxy voting. Success in raising the standard ofcorporate governance in Australian listed companies is our claim.Located directly opposite Hyde Park withviews of St Mary’s Cathedral and MiddleHarbour, Sheraton On The Park is ideallysituation in the heart of the city’s retail andbusiness districts. We are pleased to offerconference delegates the special rate of$245 per room per night or $260 per roomincluding breakfast for one. An additionalbreakfast will cost $15pp – exceptionalvalue as the RRP for breakfast is $42pp.To access this special rate please eitheremail the Sheraton direct atsheratononthepark@sheraton.com or call02 9286 6462 and quote ASD07A.The $545 early bird member rate willexpire on 28 February 2013 and willincrease by $100 from 1 March 2013.Non-members will pay an additional $115to join the ASA. This will entitle them toa classic membership (RRP $125) for 12months.CANCELLATIONSCancellations must be advised in writingto the ASA. Cancellations received onor prior to 19 April 2013 will receive afull refund less a $75 administration fee.Cancellations received after 19 April 2013will not be refunded, however, a substitutedelegate can attend in your place.PO Box 519 Chatswood NSW 2057 F : 02 9411 6663 T : 1300 368 44831 3WAYS TO REGISTERComplete the formbelow and post or faxto the ASA OfficeCall theoffice on1300368 448Early Birdexpires 28Feb 2013!BOOK EARLYAND SAVESAVE$100Register online using yourcredit card. Click the topbanner on our websitewww.asa.asn.au2REGISTRATION FEES SHERATON ON THE PARK EARLY BIRDDRAFT 227.12.2012

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