Survive and Thrive the next GFC

Papers presented at the 22nd November 2018 Seminar 'Survive and Thrive the next GFC', one-day investment seminar held at Sydney, are available as indicated by the links in the program below.

The US market is now 10 years into its current bull cycle moving up 300% from its 2008 lows and has now passed the length of most bull markets.

The US Federal Reserve Bank is leading the world’s Central banks around the world into the long awaited monetary tightening cycle signalling analysts to re-rate US equity returns and introduce one of the many major risks for next major correction. History has shown no one can predict when an event may occur and often from an unexpected quarter.

What is certain there will be a correction! This one-day seminar, features a range of experienced investors and specialists who have lived many of these cycles to discuss the current outlook and provide essential thinking and strategies to prepare for the inevitable shock and position you to take advantage of the next upswing.

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Domestic and International Market Outlook
Ashley Owen - Stanford Brown

Ashley is a keen student of history and will present this keynote address positioning the current domestic and international market phase in its maturity and place in long term history. He will also highlight the key risks themes that will influence the timing and direction of markets and provide a strong sense on impact on global market downside when the inevitable occurs.

 Presentation

Investing in Volatile Markets
Richard Cowan - AIA Member

Richard is a highly experienced personal investor who has managed his SMSF for over 15 years and has a deep understanding of the human side of investing. His many insights are timely and important lessons for all experienced investors at this time of the market cycle. Come and enjoy his passion in helping fellow investors.
 Why do markets cycle?
 What drives Bull Markets?
 What drives Bear Markets?
 The market emotional roller coaster
 How do the best investors perform over the long run?
 How can I best manage the next downturn?

 Presentation 

Strategic Asset Allocation  The Principal Driver of Variability
Russell Lees, CFP

The management of your asset allocation is where investors need to place the largest emphasis in portfolio construction. In other words, how you allocate capital is more important than what you buy.

Unfortunately, most investors ignore this. Russell will take us through the importance of having an asset allocation that is dynamic and which can be adjusted easily for market conditions. He will show us how maintaining an asset allocation unresponsive to market conditions will cost investors when times are tough. Russell will stress the need for being vigilant for tough times and being prepared to making quick changes to your asset allocation should the view of the world change.

We’ll be introduced to strategies to consider including retaining growth exposure whilst protecting the downside risks and other pathways to use in knowing when to adjust your asset allocation and overview how the institutions run asset allocation.

Presentation

Rebalancing Your Portfolio
Roger Montgomery - Montgomery Investment Management

In a world of certainty, managing portfolios would be easy. Uncertainty and imperfect information makes the idea of an all-weather portfolio appealing. But does such a portfolio exist? How do various asset prices perform in a downturn? Is there anything you should do? Is there anything you must do? Roger will explore these questions and offer some insights into where the risks and opportunities lie in the next twelve to 24 months

Presentation

The Crash has Happened - Where to Now?
Alex Pollack - Loftus Peak

Alex will present this keynote conclusion to our theme focussing on the ever changing investment environment to propose key investable themes and disruptors for the next market upswing.

 Top 10 ASX 20 years ago / 10 years ago / Today
 What businesses will dominate in 10 years’ time
 What are the Next generation opportunities that you can start researching now

Presentation