National Conference 2011

Wealth Creation Opportunities - 2011 AIA National Investors Conference Papers - 1 to 3 September 2011

This page contains an index for the papers presented to the AIA National Conference held in Sydney in September, 2011.

Where authors provided the AIA with copies of their papers, a link to the presentation is provided so you may download them if you wish. Links to the available presentation material are provided after the entry.

Note: All presentations have been converted to *.pdf format.

To view the presentations, please login, or if you are not a member then please consider joining the AIA.  Find out more on the Member Benefits page.

 Session Index
  • Plenary Sessions
  • Sponsor Sessions
  • Stream 1: ASX Sectors
    This stream will examine most of the important sectors of the ASX. Discussion on each will include their comparative performance to other sectors; pros and cons; the outlook for the sector and the major stocks within the sector. By following this stream you will gain a comprehensive coverage of the Australian share market.
  • Stream 2: Cradle to the grave
  • Stream 3: Investment alternatives
    You will be able to examine a range of investments in sufficient detail to enable you to determine whether they suit your needs and how to source further information. Topics include income securities, exchange traded funds, how to invest in gold and more.
  • Stream 4: Share analysis
  • Stream 5: Strategic overview
  • Stream 6: Property
  • Stream 7: SMSFs
    Want to know more about superannuation and SMSFs in particular? This stream will address four different issues; record-keeping for SMSFs (a vital and often overlooked area), contribution strategies, pension strategies and finally estate planning for SMSFs. The contribution and pension strategies sessions would be of interest to any superannuation fund member as many of the strategies apply to non-SMSF funds.

Plenary Sessions

The global economic outlook

Jonathan Pain, Editor of The Pain Report

Presentation

Evolution of investment research

Kerr Neilson, CIO Platinum Asset Management

No Paper Available

Australian economic outlook

Bill Evans, Managing Director Economics, Westpac

Presentation

The truth about how people make money in the stock market

Marcus Padley, Author of the Marcus Today Daily Stockmarket newsletter

Presentation

Intrinssic Value

Michael Kemp, Author

Presentation

Retirement income strategy and policy: Where to from here?

Jeremy Cooper, Chairman, Challenger Limited

Presentation

Sponsor Sessions

 

 

 

 

 

 

Conference Presentations

Market beating stocks
Rudi Filapek Vandyck
, FNArena

Presentation

Wealth creation through residential property
Mike Anderson
, Executive Director, Silverhall

Retail sector
Craig Woolford, Senior Analyst, Citi

Presentation

Global markets - strategic overview
Tan Teng Boo,
Marketing Director, Capital Dynamics

Presentation

Building wealth - another look
Susan Jackson,
Founder, Womens Financial Network

Presentation

Materials sector
Jason Chesters,
Patersons

Presentation

Fundamental analysis of stocks 1 & 2
Elio D'Amato,
Chief Executive Officer, Lincoln Indicators 

Presentation

Aged car - making sense of the financial options
Peter Whitehead
, National Manager, Fiduciary Solutions, Perpetual Private Wealth  

Presentation

Modern Estate PLanning for the living
Peter Whitehead,
National Manager, Fiduciary Solutions, Perpetual Private Wealth

Presentation

Microcaps
Bill Laister,
Senior Portfolio Manager, Contango Asset Management

Presentation

Why is asset allocation so important and what's right for you
Dr Douglas Turek,
Managing Director, Professional Wealth 

Presentation

REITs
Antoinette Plater,
Colonial First State

Presentation

Portfolio Protection
Peter Bell,
Director, Bellmont Securities 

Presentation

Trend Trading 1 & 2
Daryl Guppy,
Founder & Director, Guppytraders.com Pty Ltd 

Presentation1

Presentation2

I have my SMSF, what next?
Trish Power,
Author & Founder of Superguide website 

Presentation

 

Developments in managed investments
Dr Tony Rumble,
Founder, Alpha Structured Investments

Presentation

Combining Share Selection Strategies
Colin Nicholson,
Author

Presentation

Fixed Interest, wealth creation strategies
Kumar Palghat,
Managing Director, Kapstream Capital

Presentation

Valuation Masterclass 1 & 2
Roger Montgomery,
Founder, Montgomery Investment Management

Presentation