ASA 2013 Conference Brochure

1. Making a
Difference
featuring
NATIONAL
CONFERENCE
6-8 MAY
2013Sheraton on the Park
SYDNEY
THE CONFERENCE
John Abernethy, MD, Clime Asset Management
Michael Carapiet, Chair, NSW State Super
Elmer Funke Kupper, CEO, ASX
Graham Hodges, Deputy CEO, ANZ
Glyn Lawcock, MD, UBS Investment Banking
Jon Lechte, Executive Director, FIIG Securities Limited
James MacKenzie, Chairman, Mirvac
Greg Medcraft, Chairman, ASIC
Stephen Mayne, ASA Policy & Engagement Coordinator
Roger Montgomery, CIO, The Montgomery Fund
Shane Oliver, Chief Economist, AMP Capital
Geoff Wilson, Chairman, Wilson Asset Management
REGISTER BY
28th FEBRUARYHARBOUR DINNER CRUISE Masterclass in
portfolio construction
Sydney Airport
Site Tour
For more information or to register
www.asa.asn.au or 1300 368 448
The ASA making a difference Conference is for all
investors who want to know more about:
• the economy
• markets and sector issues facing your portfolio
• alternative investment options in shares, hybrids,
bonds, fixed income and property
• different investment strategies to meet your needs
• establishing and managing a self-managed
superannuation fund
• good corporate governance to maximise your
investment returns
OPTIONAL EXTRAS
SAVE
$100
7 May 9 May 9 May
DRAFT 2
27.12.2012

2. Conference Opening Ian Curry ASA Chairman
Initiatives of the ASX Elmer Funke Kupper, ASX
OWN DINNER ARRANGEMENTS
MORNING TEA
LUNCH
AFTERNOON TEA
Investing in a world awash with money
Peter Morgan
HAPPY HOUR
The investment plan
Colin Nicholson
The RESOURCES SECTOR
Glyn Lawcock
Value investing
Roger Montgomery
IS RETAIL DEAD?
Paresh Patel
Hybrids: THE QUEST FOR YIELD
Jacqui Vanzella
ESTATE PLANNING STRATEGIES
Peter Bobbin
foundationS of estate
planninG Peter Bobbin
INCLUDE BONDS
Jon Lechte
MONDAY 6 May
Economic outlook
Shane Oliver AMP Capital
OPTIONAL DINNER CRUISE
MORNING TEA
LUNCH
AFTERNOON TEA
PLENARY SESSION
HAPPY HOUR
Intro to technical analysis
Kel Butcher
healthcare sector
Shane Storey
FUNDAMENTAL & TECHNICAL ANALYSIS
Colin Nicholson
Infrastructure sector
Michael Carapiet
Small cap stocks
Geoff Wilson
Advanced SMSF strategies
Warrick Hanley
SMSF Strategies
Aaron Dunn
Panel: Activism on the rise
Inc. Stephen Mayne
TUESDAY 7 MAY
CONFERENCE PROGRAM - DAY 1 & 2
CONFERENCE REGISTRATION Add 20-50% per annum to your portfolio
Jody Elliss, IC Investor
08:00
11:15
17:30
18:30
12:15
13:15
14:15
16:15
16:45
15:15
09:30
10:45
08:00
10:30
17:00
19:00
11:30
12:30
13:30
15:30
16:00
14:30
09:00
10:00
A U S T R A L I A N S H A R E H O L D E R S ’ A S S O C I A T I O N
SPEAKERS INCLUDE
Pru Bennett is responsible
for analysing and voting
proxies for Australian and
New Zealand companies,
engaging with companies
on corporate governance
as well as social, ethical
and environmental issues
and contributing to the
development of BlackRock’s
corporate governance
policies.
Pru Bennett, Director
BlackRock
Michael Carapiet has
worked in the banking and
financial services industry
for over three decades and
has experience across the
major financial markets. He
serves on numerous listed
and government boards
and during his time at
Macquarie he was involved
in many international project
transactions.
Michael Carapiet, Chair
NSW State Super
Greg Medcraft joined ASIC
as Commissioner in February
2009 and was appointed
ASIC Chairman in May
2011 for a five-year term.
Greg spent nearly 30 years
in Investment Banking at
Société Générale in Australia
and overseas.
Greg Medcraft,
Chairman, ASIC
Peter Bobbin has been
called “The Father of Modern
Estate Tax Planning.” Peter
is a former lecturer in the
Masters Taxation Degree at
the University of Western
Sydney and is a guest lecturer
to numerous professional
bodies. Published widely Peter
is also a regular contributor to
many publications.
Peter Bobbin, Principal
Argyle Lawyers
Glyn Lawcock is the Head
of the Australian Mining and
Energy Team with principal
coverage of the Australian
Mining and Metals industry.
Institutional Investor ranked
the Australian Mining Team
2nd in 2004, while Glyn was
rated equal 1st in Metals
& Mining by Greenwich in
2004.
Glyn Lawcock, Managing
Director, UBS Investment
Peter Cox is the foremost
independent analyst and
public speaker on the
communications and media
industries in Australia.
Peter has written numerous
papers, been featured in
hundreds of media interviews
and presented lectures on
the “Digital Revolution” and
“Social Networking”.
Peter Cox, Managing
Director, Cox Media
Roger Montgomery is a former
public company Chairman
and a highly-regarded value
investor. He is one of only
two individuals to be twice
awarded the Securities
Institute of Australia’s Best
Presenter Award. He is the
author of Value.able and a
regular market commentator
and contributor to media.
Roger Montgomery, CIO
The Montgomery Fund
A SMSF specialist advisor
and CPA, Aaron Dunn is
recognised as one of
Australia’s leading self-
managed super fund experts,
with 16 years’ experience,
providing strategic advice and
direction for SMSF trustees
and industry professionals.
He is also the author of the
blog, “thedunnthing.”
Aaron Dunn, Managing
Director, SMSF Academy
Peter Morgan started his
career with Perpetual
Trustees Limited in 1990 and
became Head of Equities
in 1994. In 2002 Peter
founded the boutique fund
management company, 452
Capital. Following a cancer
scare he resigned in 2009
and today offers a unique
perspective on the markets.
Peter Morgan
Before joining the ASX in
October 2011, Elmer Funke
Kupper was Managing
Director and CEO of Tabcorp
Holdings Limited. During his
time at Tabcorp he was also
Chairman of the Australasian
Gaming Council. He has
previously worked for the
ANZ, McKinsey & Company
and Kearney in Europe.
Elmer Funke Kupper
MD & CEO, ASX
Anthony De Francesco
has over twelve years’
experience in researching
Australian and international
property markets. He joined
IPD in 2009 as Managing
Director. He presents at
various industry forums
and for private clients
and actively publishes in
academic research journals.
Anthony De Francesco, MD
Investment Property Databank
DRAFT 2
27.12.2012

3. ASIC’s outlook…the road ahead
Greg Medcraft, ASIC
Topics covered include how does the economic outlook affect
stock selection and key characteristics of quality companies
ANNUAL GENERAL MEETING ENDS RETURN TO SHERATON ON THE PARK
MORNING TEA MORNING TEA
LUNCH LUNCH
AFTERNOON TEA
MORNING TEA
Terminal & airfield tour
Depart Sydney Airport
Depart Sheraton on the Park for Sydney International Airport
Registration followed by a presentation by Senior Management
ANNUAL GENERAL MEETING
Australian banking sector
Graham Hodges Based on the morning’s session attendees will
construct a model stock portfolio
Panel : Grill the chairmen
Stephen Mayne, James MacKenzie
WORKSHOP ENDS
MEDIA: STATE OF PLAY
Peter Cox
Conference Closing Address
SYDNEY AIRPORT SITE TOUR
Construct a resilient
portfolio Doug Turek
COMMERCIAL PROPERTY
Anthony De Francesco
WEDNESDAY 8 MAY THURSDAY 9 MAY
CONFERENCE PROGRAM - DAY 3 & 4
O P T I O N A L E X T R A S
SHARE PORTFOLIO CONSTRUCTION SECRETS
John Abernethy, Clime
A MASTERCLASS IN PORTFOLIO CONSTRUCTION, John Abernethy, Clime08:00
10:30
17:00
11:30
12:30
13:30
14:40
15:30
14:30
09:00
10:00
11:00
13:00
12:30
13:15
10:15
12:30
10:30
09:00
09:00
10:30
HARBOUR DINNER CRUISE
Departing from Kings Wharf,
this three hour dinner cruise
offers delegates a great
opportunity to enjoy Sydney’s
beautiful harbour. The $99pp
fee includes canapés and
welcome drinks upon arrival,
a seated three course dinner
and beverages. Non-delegate
partners are most welcome
to attend.
John Aber nethy, Chief
Investment Officer of Clime
Asset Management, will show
you how to construct a model
stock portfolio based on
understanding the economic
outlook, understanding the
key characteristics of quality
companies, assessing risk
and more. The $85pp fee
includes morning tea, lunch
and handouts.
To attend this tour attendees
will have to provide a copy of
their passport to the ASA office
by 15 April 2013 and bring their
passport on the day of the tour.
This is a great opportunity to
access parts of the Airport
reserved only for employees.
Cost for ASA members and
their partners is $55pp.
NUMBERS FOR THESE OPTIONAL ACTIVITIES ARE
STRICTLY LIMITED SO PLEASE BOOK EARLY TO AVOID
DISAPPOINTMENT
Masterclass in
portfolio construction
Sydney Airport
Site Tour
Masterclass in
portfolio construction
7 May 7-10PM
9 May 9AM-1:30PM
9 May 9AM -1PM
&
M A K I N G A D I F F E R E N C E
Geoff Wilson has had 32 years’
experience in the Australian and
international securities industry. In
1997, Geoff started up the Wilson
Asset Management Group which
manages WAM Capital Limited
(WAM), WAM Active Ltd (WAA)
and WAM Research Ltd (WAX).
Geoff has a number of public
company and charitable Board
positions.
Geoff Wilson, Chairman,
Wilson Asset Management
Colin Nicholson has taught
both technical analysis and
fundamental analysis for
FINSIA, where he is a Senior
Fellow, and has been a
highly rated speaker at many
Australian conferences. He
has written five books on
investing and written many
articles for media.
Colin Nicholson
Author & Educator
Shane Oliver is responsible
for providing economic
forecasts and analysis of
issues affecting all asset
markets. He is a regular
media commentator and
has extensive experience
analysing the relative
return outlook between
the key asset classes and
their relationship to the
investment cycle.
Shane Oliver, Head of
thE Economics Team, AMP
Shane Storey covers the
healthcare, biotechnology
a n d m e d i c a l d e v i c e
industries. His direct
experience in drug and
device development spans
20 years, with an emphasis
on bioprocess engineering,
clinical development and
financing roles.
Shane Storey, Research
Analyst, Wilson HTM
Paresh Patel has 12 years
industry experience covering
c o n s u m e r, re t a i l a n d
beverage stocks. Prior to
becoming an equity analyst
he worked in various finance
roles and has also worked for
Coca-Cola Amatil, Kellogg’s
and Goodman Fielder.
Paresh Patel, Equities
Analyst, Ord Minnett
DrDougTurekwritesregularly
on investment strategy
and portfolio construction
in the Eureka Report and
is a regular guest on ABC
Radio in Victoria. Previously
he was a consultant to the
financial services industry
and is author of ‘Wealth
Benchmarks.’
Dr Doug Turek, MD
Professional Wealth
Jacqui Vanzella joined
Macquarie in 1996 and
has spent the majority of
her time in the Equity
Capital Markets team. She
is head of the Hybrids and
Capital Management team
which focuses on capital
management, convertible and
hybrid equity issuance in the
Australian and Asian markets.
Jacqui Vanzella, Executive
Director, Macquarie
DRAFT 2
27.12.2012

4. REGISTRATION FORM
REGISTRATION FEES NO. EARLY BIRD STANDARD TOTAL
ASA Member $545 $645
Non-Member (inc. Classic subsCription) $660 $760
Conference Dinner Cruise 7 May $99 $99
Conference Dinner Cruise Guest 7 May $99 $99
Happy Hour Guest 6 May $20 $20
Happy Hour Guest 7 May $20 $20
Masterclass in portfolio construction - 9 May $85 $85
SYDNEY Airport Site Tour - 9 May $55 $55
TOTAL
FIRST NAME: SURNAME:
PARTNER NAME: * MEMBER NUMBER: *
ADDRESS:
STATE: POSTCODE: PHONE:
EMAIL:
PAYMENT DETAILS:
PAYMENT TYPE: VISA MASTERCARD CHEQUE**
CARDHOLDER NAME: EXPIRY:
CARD NUMBER: SIGNATURE:
* If Applicable ** Please make cheques payable to Australian Shareholders’ Association.
Registration fees have been kept to
an absolute minimum and include:
• Attendance at sessions and
exhibition for the three days
• Seated lunch and refreshments
for the three days
• Happy hour drinks for Monday
and Tuesday
• Networking opportunities with
fellow delegates and industry
representatives
• Satchel including printed
speaker papers, conference
program and more.
The Australian Shareholders’ Association (ASA) has championed the cause of shareholders
since 1960. With the growth in self-managed superannuation funds, our not-for-profit
organisation works to report independently on company performance, provide investor
education and report and aggregate proxy voting. Success in raising the standard of
corporate governance in Australian listed companies is our claim.
Located directly opposite Hyde Park with
views of St Mary’s Cathedral and Middle
Harbour, Sheraton On The Park is ideally
situation in the heart of the city’s retail and
business districts. We are pleased to offer
conference delegates the special rate of
$245 per room per night or $260 per room
including breakfast for one. An additional
breakfast will cost $15pp – exceptional
value as the RRP for breakfast is $42pp.
To access this special rate please either
email the Sheraton direct at
sheratononthepark@sheraton.com or call
02 9286 6462 and quote ASD07A.
The $545 early bird member rate will
expire on 28 February 2013 and will
increase by $100 from 1 March 2013.
Non-members will pay an additional $115
to join the ASA. This will entitle them to
a classic membership (RRP $125) for 12
months.
CANCELLATIONS
Cancellations must be advised in writing
to the ASA. Cancellations received on
or prior to 19 April 2013 will receive a
full refund less a $75 administration fee.
Cancellations received after 19 April 2013
will not be refunded, however, a substitute
delegate can attend in your place.
PO Box 519 Chatswood NSW 2057 F : 02 9411 6663 T : 1300 368 448
31 3
WAYS TO REGISTER
Complete the form
below and post or fax
to the ASA Office
Call the
office on
1300
368 448
Early Bird
expires 28
Feb 2013!
BOOK EARLY
AND SAVE
SAVE
$100
Register online using your
credit card. Click the top
banner on our website
www.asa.asn.au2REGISTRATION FEES SHERATON ON THE PARK EARLY BIRD
DRAFT 2
27.12.2012