Challenging Your Thinking in Portfolio Construction

Join Leigh Gant, Education Manager, ASA and Tim Sparks, Head of Distribution and Marketing, Bell Direct to talk through how to simplify your portfolio construction.

There are two major hurdles to investing. The first is getting started and the second is figuring out what to invest in. The global pandemic resulted in many new investors opening up accounts with online trading platforms however, many of those investors are not formulating a long-term investment strategy.

 

Tim Sparks will talk through how to think about a long-term plan, then dramatically simplify the Future Fund’s investment portfolio using a handful of Exchange Traded Funds (ETFs). Investors should never mistake simplicity for a lack of sophistication and the aim of the session is to help new and seasoned investors think more strategically about how they can invest in a ‘simply better’ way.  

 

About the Speaker: 

 Tim Sparks is Head of Distribution, Media and Marketing for the online trading platform, Bell Direct and the adviser trading platform, Desktop Broker which is part of the Bell Financial Group (ASX code: BFG). Prior to joining in 2019, Tim was National Manager – Broking and Wealth Management at Vanguard Australia. Prior to that he managed the Australasian broking strategy for BlackRock's iShares and managed transaction syndication for the Commonwealth Bank of Australia’s Equity Capital Markets Team. He holds an MBAE from the Australian Graduate School of Management, a Diploma in Financial Markets from the Securities Institute of Australia and an ADA Level 2 Accreditation through the Australian Securities Exchange.


Sign up to this webinar now to join us live, engage with speakers in the Q&A and receive the presentation handouts and the recording of the session.

  • Members: FREE
  • Non-members: $35
When
2/08/2022 12:00 PM - 1:00 PM
AUS Eastern Standard Time
Where
Online
Spots available
498
 

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