Presenter Erling Sorensen, Partner,of Centre for Investor Education
Erling is founder and director of Donnelly Wealth Management as well as co-owner of the Centre for Investor Education. Erling has a broad international background and has worked for and managed international industrial companies in Oslo, Singapore, Melbourne and London.
Erling has held a number of non-executive directorships for publicly listed companies both in Australia and the United Kingdom. In addition he has been on several boards of private entities located globally including Australia, China, South America through to Germany, upholding the position as either Chairman or Director.
Erling will present on the risks and challenges for stock market investors today and the need to adjust ones approach toward investing in order to recognise gains and realise opportunities.
Erling will focus specifically on:
• The misallocation of company finances and whether shareholder interests are often being best served, making reference to specific examples based on personal experiences.
• The “cult of equities” that has seen individual and institutional investors seeking higher returns with little regard to risk and how this has exposed retirees in particular.
• The herd mentality that exists amongst the broker community and why not having an independent view of the investment markets can have a detrimental effect on your portfolio. Erling will speak of the typical forecast error for broker estimates and what that means for FY13 earnings.
• An alternative approach toward investing, whereby Erling will present the bucket strategy adopted by Donnelly Wealth, the manner in which it has been created and the early successes of this new strategy.
Members free. Non-members $5pp. Members please bring your membership card which can also be used as a name badge.