FOUNDATIONAL INVESTMENT FINANCE WORKSHOP 2024

MELBOURNE - 18th October / SYDNEY - 24th October

Workshop

FOUNDATIONAL INVESTMENTFINANCE WORKSHOP 2024

This highly acclaimed one day workshop has been designed to familiarise attendees with the key concepts of investment markets. This includes equities, bonds, real estate and other unlisted asset classes. Both institutional and personal investing strategies are covered throughout the day

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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

This workshop is appropriate for

Those wishing to gain an understanding of the fundamentals of the investment man agement industry in the context of both institutional and retail investing
Those wishing to gain a better understanding of the pros and cons of different investment options provided by superannuation funds Workshops are held inhouse for large and small organisations

Workshop Topics include:

The role of the regulators and other key industry participants
The fundamentals of investment markets, including the relationship between risk and return
Historical returns of various asset classes including under different inflationary conditions
Comparing and contrasting the features of different asset classes, equities, bonds, unlisted assets, etc. and the drivers of strategic and tactical asset allocation
Basics of unit pricing and the differences between ETFs, LICs and other unitised assets
Valuations of listed and unlisted assets
Investment objectives of major institutions, including the life cycle options of super funds
The potentially significant impact of fees and taxes on investment returns
The meaning of NPV and IRR
Fundamentals of performance analytics and the impact of FX with overseas investments
Defining investment risk in the context of the asset owner’s objectives and time horizon and why traditional definitions of risk may not always be appropriate
The arguments for and against active or passive equity investment management
Hedge funds, short selling and securities lending
Insights into DIY super options offered by major superannuation funds

The workshop is designed for small groups (8-10) to enable a high level of interactive discussion and debate throughout the day. On completion of the workshop, participants should be able to:

- Demonstrate knowledge of investment markets including finance theories and practices
- Explain basic financial instruments, including stock and bond markets and foreign exchange
- Understand the nature and role of unlisted assets such as Real Estate. Private Equity and Infrastructure
- Explain the concept of diversification, including the investment risk and return relationship
- Understand arguments for and against active versus passive investment management
- Understand the rationale and implications of investment management fees charged by fund managers and superannuation funds
- Understand the concepts of hedge funds, short selling and securities lending
- Demonstrate an understanding of the tax implications of different investment strategies
- Gain a better understanding of their personal investments in superannuation and elsewhere, including insights into the investment options offered by superannuation funds

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”

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About the presenter

Learn about the Workshop Leader and workshop details of the Foundational Investment Finance 2024 Workshop

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

“Very engaging content and presenter. Very knowledgeable. Presented content in a way that was easy to digest”

“Well presented and examples were excellent”

“Make this workshop mandatory!”

“Well structured, excellent knowledge, excellent content”

“Content great, informative and mind blowing”

“Fantastic. Very engaging”

“Conversation inducing knowledgeable presenter”

“Wish I had the course earlier. Excellent content and well delivered”

“… very entertaining and informative. A great educator and presenter”

“Excellent subject expert. Entertaining”

“Very knowledgeable, funny and great industry experience”

“Very interactive session. Made difficult concepts easy to understand”

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Registation Packages

Prices and offers for the 'Foundational Investment Finance 2023 Workshop' will update soon!

IN-PERSON ATTENDANCE REGISTRATION - Early Bird Registration:

$1400 + GST

IN-PERSON ATTENDANCE REGISTRATION - Discounted rate:

$1500 + GST

IN-PERSON ATTENDANCE REGISTRATION - Normal rate:

$1600 + GST

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