Investment markets and portfolio design


This masterclass stream will exploring the impact of the COVID-19 pandemic on the economy and how to have compelling client conversations in a volatile market.

4 x 90 minute masterclasses

Earn up to 6 CPD hours


Will sustainable/impact/ethical investing be more relevant in a post COVID-19 world?

3 August 2020
10:30am – 12:00pm AEST

Delve deeper into the topic of responsible investing, learn how to respond to the rise of the conscious consumer and how advisers can align investment portfolios with client’s value. Deepen your investment speak and develop more profound engagement with clients who are increasingly wanting to pursue “for purpose” investing. Hear from both Fund Managers and Advisers how they translate the theory into practice.

Facilitated by Brian Thomas
Panellists: David Rae CFP®, Karen McLeod CFP®, Farren Williams CFP®
Partner Speakers: Tom King, Nanuk Asset Management, Adam O’Connor, Betashares, Leah Willis, Australian Ethical Investment

Masterclass Partners:


What does a portfolio look like in times of recession?

10 August 2020
10:30am – 12:00pm AEST

Australia hasn’t seen a recession for almost 30 years – what should you be doing to shore up your clients for the rocky road ahead and where do opportunities exist domestically and globally. Our panel will provide context and discuss where to next and explain how they are positioning client portfolios.

Facilitated by Tim Farrelly
Panellists: David Graham CFP®, Dacian Moses CFP®, Doug Turek AFP®
Partner Speakers: Thomas Poullaouec, T Rowe Price, Vihari Ross, Magellan, Jay Sivapalan, Janus Henderson

Masterclass Partners:



How does tech help in portfolio construction, administration and management?

17 August 2020
10:30am – 12:00pm AEST

This is a session focussed on investment efficiencies through platforms and administration services and how technology can be used to compliment your investment philosophy, simplify your client interactions and make your business more client focussed and efficient.

Facilitated by Ben Marshan CFP®
Panellists: David Richardson CFP®, Neil Kendall CFP®, Paul Moran CFP®, Caroline Bell CFP®
Partner Speakers: Toby Potter, IMAP, Matt Heine, Netwealth, Jason Entwistle, HUB24

Masterclass Partners:


How to settle clients in an unsettled time

24 August 2020
10:30am – 2:00pm AEST

What does a client do, what should a client do and what could a client do in times of crisis. With a focus on portfolio design – we will examine how clients react and either embrace your advice or push back against it.

Facilitated by Graham Rich
Panellists: Nathan Baker CFP®, Anne Graham CFP®, Dr Joanne Earl (academic)
Partner Speakers:Anthony Doyle, Fidelity,  Douglas Isles, Platinum Asset Management, Myooran Mahalingam, MLC Wealth

Masterclass Partners:



For any questions or help registering, please contact [email protected] or call 1300 337 301.