Investment Education Events
Join our quarterly deep-dive sessions where market analysis meets practical strategy. We bring together experienced professionals to explore real portfolio challenges and emerging opportunities in Australian markets.
Autumn Investment Series
Our next series launches in September 2025, focusing on defensive strategies during market volatility. These aren't theoretical presentations — we'll work through actual portfolio scenarios and discuss approaches that have proven effective during uncertain periods.
Each session builds on the previous one, so participants develop a comprehensive understanding of risk management and opportunity identification throughout the series.
- Case studies from recent market conditions
- Interactive portfolio review sessions
- Small group discussions with industry professionals
- Take-home analysis tools and frameworks
2025 Event Calendar
We run focused sessions throughout the year, each designed around current market conditions and participant needs. Registration opens six weeks before each series begins.
Dividend Strategy Workshop
Three-session series examining income-focused portfolios and sustainable dividend assessment techniques. Includes analysis of recent ASX dividend announcements.
Mid-Year Market Review
Half-day intensive reviewing first-half performance across sectors. Participants bring their own portfolios for group analysis and discussion.
Autumn Investment Series
Four-week program covering defensive positioning, sector rotation strategies, and preparing portfolios for year-end conditions.
Year-End Planning Session
Tax-loss harvesting, portfolio rebalancing, and setting up structures for the following year. Includes practical implementation workshops.
Sarah Kimball
Equity analysis specialist with 12 years in Australian markets. Leads our sector rotation workshops and defensive strategy sessions.
Elena Thorne
Portfolio construction and risk management focus. Brings practical experience from managing institutional portfolios through various market cycles.
Learning From Experience
Our facilitators aren't just teachers — they're active professionals who've navigated real market challenges. Sarah spent the last five years analyzing mining and energy stocks during commodity cycles, while Elena managed diversified portfolios through the 2020 volatility and subsequent recovery.
This practical experience shapes every discussion. When we talk about position sizing, it's based on real decisions made during uncertain times. When we examine sector allocation, we use examples from actual portfolio adjustments.
Risk Assessment
Moving beyond textbook metrics to understand practical risk evaluation in changing market conditions.
Sector Analysis
Australian market dynamics, from resource stocks to emerging growth sectors and infrastructure plays.
Portfolio Balance
Practical approaches to diversification that account for Australian market concentration patterns.
Timing Considerations
Understanding when to adjust positions and when patience serves better than action.
Join Our Next Series
Registration for our September series opens in July 2025. Sessions are kept small to allow for meaningful discussion and personalized feedback. Most participants find the practical focus helps them make more confident investment decisions.
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