International Business Review Presents
Workshop
Foundational InvestmentFinance 2023 Workshop
28th March 2023, Sydney / 30th March 2023, Melbourne
Days
Hours
Minutes
Seconds
About The Event
This highly acclaimedand insightful one-day workshop has been designed to familiarise attendees with the principals and concepts of finance within the investment industry. Much of the content is made relevant to participants by providing insights into thestrategies adopted by superannuation funds to manage the members’ investments. The workshop is designed for small groups (8-10) to enable a high level of interactive discussion and debate throughout the day.
fundamentals of investment markets

The fundamentals of investment markets, including the relationship between risk and return of different asset classes

investment time horizon

Insights into investment risks and why the investment time horizon is critical

Insights into DIY super options

Insights into DIY super options offered by major superannuation funds

tax on investment returns

The impact of fees and tax on investment returns

On completion of the workshop, participants should be able to
  • Demonstrate knowledge of investment markets including finance theories and practices adopted by investment managers
  • Explain basic financial instruments, including stock and bond markets, foreign exchange and basic derivatives
  • Understand the nature and role of unlisted assets such as Real Estate and Infrastructure
  • Discuss the concept of the time value of money including NPV and IRR
  • Understand the fundamentals of calculating investment return and risk
  • Explain the concept of diversification, including the investment risk and return relationship
  • Understand the investment objectives of some major institutional investors
  • Discuss concepts of arbitrage
  • Understand arguments for and against active versus passive equities investment management
  • Understand the concepts of hedge funds, short selling and securities lending
  • Understand the rationale and implications of investment management fees charged by superannuation funds
  • Demonstrate an understanding of the tax implications of different investment strategies
Who Should Attend
  • Those wishing to gain an understanding of the fundamentals of the investment management industry. This would include but would not be limited to
    • Training of new employees within the financial services sector
    • Employees at any level of experience within the financial services sector who are not directly involved in “front line” investment decision making but who wish to gain a greater understanding of the fundamentals of the investment management process (e.g. IT, Finance and other support roles)
    • Anyone working in an industry outside the financial services sector who wishes to gain an understanding of investment finance fundamentals

This highly acclaimed and insightful one-day workshop has been designed to familiarise attendees with the principals and concepts of finance within the investment industry”

About the presenter
Learn about the Workshop Leader and workshop details of the Foundational Investment Finance 2023 Workshop
Kyle Ringrose
Principal at Athena IOC

KYLE RINGROSE,
Principal Consultant, Athena IOC

Kyle retired from full-time work in 2015 after a long career in financial services. He currently spends much of his time in retirement speaking at industry conferences, providing consulting services and holding workshops for major industry players including superannuation funds, investment managers and custodians.

Kyle is able to leverage his continued passion for the financial services industry with decades of firsthand experience at senior levels within major industry players.

He is able to combine an in-depth knowledge of the superannuation and investment management industry with an engaging and personable presentation style to ensure attendees are constantly focussed and engaged throughout the day.

Feedback from previous Foundational Finance workshops

Satisfaction rating  100%

Average workshop leader rating  5/5

Comments from recent workshop attendees

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Registation Packages
Prices and offers for the 'Foundational Investment Finance 2023 Workshop' will update soon!
SINGLE REGISTRATION PRICING - ONE DAY WORKSHOP - Early Bird Registration:
Pay before15th December & Save $300)
900 +GST
SINGLE REGISTRATION PRICING - ONE DAY WORKSHOP - Normal Registration:
Pay After 15th December
1200 +GST

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