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ASX Investor Day

ASX's premier retail education event, empowering Australian investors with financial literacy and skills

Welcome to Investor Day

ASX Investor Day is a catered, full day event designed to provide investors of all knowledge levels with practical tools and knowledge to help improve your investment strategy and build your investing confidence.

We are proud to announce that this series will be held in partnership with the ASX Refinitiv Charity Foundation, with all ticket sales going towards a range of Children's Disability and Medical Research Charities.

With presentations from industry experts on a range of topics, ASX Investor Day is one event no investor should miss. Key topics covered on the day include:

  • An economic update to understand what is impacting markets
  • Top stock ideas to consider adding to your portfolio
  • How to access megatrends driving global markets
  • The fundamentals of building an investment portfolio
  • More advanced techniques for experienced investors
  • And more…. 

Register now

Melbourne

Melbourne

Date: Saturday 16 November

Time: 9:00am - 5:00pm

Venue: Grand Hyatt Melbourne, Savoy Ballroom, 123 Collins Street, Melbourne

Sydney

Sydney

Date: Saturday 23 November

Time: 9:00am - 5:00pm

Venue: Hilton Sydney, Grand Ballroom, Level 3, 488 George Street, Sydney

Investor Day Agenda

Start timeSession
Morning sessionsPlenary room
9:30amEvent introduction
9:40am

Podcast Live: Market Update
It's been an interesting year for investors. From stubborn inflation delaying interest rate cuts here in Australia to the uncertainty surrounding this years' U.S. elections, equities have proven to be resilient in volatile conditions. Join the CommSec team who will discuss how these factors and more may continue to play out in markets and what they mean for investors going forward.

CommSec

10:15am

Megatrends to watch out for in 2025
What are going to be the megatrends to watch for the coming year and beyond? Will AI and cloud computing continue to dominate? How is the real estate market positioned? For all this and more, our panel of experts have got you covered.

Livewire, Magellan, Resolution Capital, Vanguard

11:00amMorning tea
Breakout sessionsGreen roomGold room
11:30am

Getting savvy with SMSFs
For the more demanding investor, self-managed super funds are a great way to take control of your superannuation. With their numbers on the rise over the past few years, more and more investors are opting to go with SMSFs for their transparency, flexibility and tax benefits. In this session, Gemma Dale from nabtrade will cover what you need to get started and underline the trends she has seen in the SMSF industry over the past few years.

nabtrade

How to start investing
Are you new to the world of investing and unsure where to get started? Join InvestSMART's Effie Zahos who will guide you through the basics of financial literacy. She will also run down the fundamentals of ETFs and cover the benefits and the risks to ensure you have the information you need to make an informed decision so you can hit the ground running.

InvestSMART

12:05pm

A new approach to investment gearing
Financial leveraging or gearing - which is the concept of borrowing funds to invest - is a powerful tool that investors can use to magnify their gains. But as we witnessed in the GFC, when used inappropriately gearing can be very destructive. Betashares' Cameron Gleeson talk about lessons learned and a new approach to using gearing. He will discuss the different ways you can implement a geared investment strategy and introduce some new ETFs coming to market, it has never been easier to get involved.

Betashares

Revolutionary Investing: The future of investing on the ASX
In this presentation, Russel Pillemer, CEO of PCG will showcase three of the group’s cutting-edge ASX listed funds, each designed to deliver unique access to institutional-quality investments, and optimised for both the distinct characteristics of the underlying assets, and the multi-faceted preferences of Pengana’s diverse investor base. Attendees will leave with a deeper appreciation for some of the exceptional investment opportunities available through the ASX and touch on how investing in listed funds can be a gateway to accessing  forward-thinking, pioneering investment opportunities.

Pengana

12:35pmLunch
1:25pm

Are you your portfolio’s weakest link? Overcoming human biases in investing
In the evolving world of investing, human biases and psychological traps can often lead to poor decision-making and missed opportunities for your portfolio. Hosted by Macquarie ETF Strategist, Blair Hannon, this session will dive into how an active systematic investing approach leverages huge pools of data and signals to help remove the emotion from investing, seeking to provide consistent above-index returns.

Macquarie Asset Management

Buy Now Pay Later for SMSFs and super

Some of Australia’s  biggest ever floats used instalment structures (think Commonwealth Bank and Telstra) where investors part paid for shares upfront with remaining payments via future instalments. This style of investing is still available for investors 30 years on and eligible for use within super. Elizabeth Tian from Citi will talk through everything you need to know to make your investment capital work harder with instalments.

Citi

2:00pm

Investing in the future: The AI ecosystem is more than meets the eye
With the rapid commercialisation of AI and its growing implementation into daily life, companies are investing heavily into the hardware, infrastructure and adoption of this technology. While investing in AI may have previously meant simply holding shares in Nvidia, investors can now capitalise on this thematic by looking at the industries and sectors set to benefit from the growth of AI such as uranium, semiconductors and cybersecurity. Join Portfolio Manager, Jessica Leung as she deep dives into the AI ecosystem and the investment opportunities available to investors today.

Global X

Deciphering the crypto puzzle
Cryptocurrencies have grown to be an undeniable force in the modern investing landscape, and with newer ETF products being listed on ASX earlier this year, it is now easier than ever to invest in them. Our speaker from VanEck will speak on the advantages of investing in crypto via ETFs and talk through the benefits and risks of cryptocurrencies as a whole - and where they can have a place in your portfolio.

VanEck

2:30pmAfternoon tea
Plenary sessionsPlenary room
3:00pm 

Top investment ideas
In this session, our panel of experts will give you a quick-fire elevator pitch on their top investment ideas for 2025.

Fidelity, Ardea, Metrics

4:00pm

Buy, Hold or Sell
How do you determine when to buy, hold or sell a stock? There isn’t always a single ‘right’ answer. Have your phones out and ready to play along - this presentation is your chance to participate as Grady Wulff, Market Analyst at Bell Direct will explain how an expert approaches stock selection by highlighting their top shares to Buy, Hold or Sell.

Bell Direct

4:45pmEvent close

Presenting speakers and companies

Grady Wulff, Bell Direct
vaneck

Ardea

Matthew Holberton
National Sales Manager - Listed & Alternative Investments

Grady Wulff, Bell Direct
Bell Direct

Bell Direct

Grady Wulff
Market Analyst

cameron gleeson
Global - X

Betashares

Cameron Gleeson
Senior Investment Strategist

Grady Wulff, Bell Direct
CommSec

Citi

Elizabeth Tian
Director, Equity Derivatives Solutions

Jay Sivapalan, Janus Henderson
Janus Henderson

Fidelity

Lukasz de Pourbaix
Head of Strategic Sales & Solutions

Effie Zahos
Nabtrade

Global X

Jessica Leung
Portfolio Manager

Effie Zahos
Nabtrade

InvestSMART

Effie Zahos
InvestSMART Director, Nine Money Editor

Chris Conway Livewire
Livewire Logo

Livewire

Chris Conway
Managing Editor

Arvid Steimann
Magellan Logo

Magellan

Alan Pullen
Portfolio Manager

gemma
VanEck

Macquarie Asset Management

Blair Hannon
ETF Investment Strategist, ANZ

gemma
VanEck

Metrics

Andrew Lockhart
Managing Partner

gemma
VanEck

nabtrade

Gemma Dale
Director, SMSF and Investor Behaviour

pengana
ASX

Pengana

Russel Pillemer
Chief Executive Officer

Sonia Luton
ASX

Resolution Capital

Sonia Luton
Managing Director

Jamie Hannah VanEck
vaneck

VanEck

Jamie Hannah
Deputy Head of Investments & Capital Markets

Headshots - 10
vaneck

Vanguard

Grant Feng
Senior Economist, Asia Pacific

vaneck

Tom Piotrowski, Market Analyst

Ryan Felsman, Chief Economist

Past Investor Day presentations

EVENTDATEDESCRIPTION 
Investor Day
May 2024Full playlistWatch now on YouTube ▶
Investor DayNovember 2023Full playlistWatch now on YouTube ▶
Investor DayMay 2023Full playlistWatch now on YouTube ▶
Investor DayNovember 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2022Full playlistWatch now on YouTube  ▶
Investor DayMay 2021Full playlistWatch now on YouTube  ▶
Investor DayJune 2020Full playlistWatch now on YouTube  ▶
Investor DayNovember 2019Full playlistWatch now on YouTube  ▶