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ASX Investor Day presenter showcase

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


About the company

ActiveX is a series of actively-managed exchange traded funds featuring some of Australia’s most successful boutique investment managers. ActiveX was created by Fidante Partners with the aim of providing investors with easier access to the extensive investment expertise of our boutique managers.

Speaker: Sam Morris, Investment Specialist

Learn more: ardea.com.au

Presentation: How to navigate a low/zero rate environment

Bell Direct is the online investment platform backed by brokers not bankers, committed to making Australians better off.

Get trading ideas every day. Do a health check of your portfolio. Access real broker research. Trade for less.

Bell Direct gives you the tools, information and support you need to build your wealth.

Speaker: Jessica Amir, Market Analyst and Media Presenter

Learn more: belldirect.com.au

Presentation: Panel: Investing in Global Markets 

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Founded in 1970, Bell Potter has grown to a total staff of 600 and operates across thirteen offices in Australia and has offices in London, New York, Hong Kong and Kuala Lumpur. Bell Potter is a part of the Bell Financial Group of companies (ASX:BFG). We have a strong understanding of the needs of investors and the nature of the Australian market because we are locally owned and managed. 


Tim Harbort, Adviser - Brisbane

Martyn Rose, Adviser - Melbourne, Sydney

Learn more: bellpotter.com.au

BetaShares is a leading manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Founded in 2009, our aim is to provide intelligent investment solutions to help Australian investors meet their financial objectives.

With over 60 products available, we currently offer the broadest range of exchange traded products in the market, all of which can be bought and sold via the ASX. We offer investors simple, liquid and cost-effective access to Australian and global equities, cash and fixed income, currencies, commodities, and active and alternative strategies.

As at 28 February 2021, BetaShares manages over $16 billion in assets.

Speaker: Peter Harper,  Executive Director - Capital Markets and Institutional Business

Learn more: betashares.com.au

Presentation: Investing in technology

Citi is a wholly-owned subsidiary of Citigroup Inc. and a member of the Citigroup Inc. group of companies. Citigroup Inc. is a leading global financial services company, and has more than 200 million customer accounts and does business in more than 100 countries, providing customers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Group established a presence in Australia in 1971. Today, the Group provides financial services to more than 1 million consumers and over 900 corporate clients in Australia and New Zealand. 

Speaker: Liz Tian, Director, Equity Derivatives

Learn more: citi.com.au

Presentation: Fireside chat: Using leverage effectively

ETF Securities is the independent champion of specialist ETF solutions. 

Our innovation-led ETFs are built to help investors and their advisers achieve better investment outcomes by providing access to yield, thematic equities and commodities.

We’ll work with you to achieve better investment outcomes together.

Speaker: Kanish Chugh, Head of Distribution

Learn more: etfsecurities.com.au

Presentation: How to invest in megatrends

Fidelity International provides world-class investment solutions and retirement expertise to institutions, individuals and their advisers

Speaker: Anthony Doyle, Global Cross Asset Investment Specialist 

Learn more: fidelity.com.au

Presentation: Market update | Emerging markets

Firetrail is an investment management boutique specialising in high conviction, active equities investing. The firm is majority-owned by investment staff, who co-invest alongside clients. Firetrail manages in excess of $3.6bn in assets across institutional, advised and direct clients globally.


Matthew Fist, Portfolio Manager - Brisbane

Kyle Macintyre, Investment Director - Melbourne, Sydney

Learn more: firetrail.com

Presentation: Fundamentals of company research

While there are many quality growth style managers, few have the track record of producing outperformance for clients for close to a quarter of a century. 

Hyperion’s stand out characteristic is its long term approach to investing which results in extremely low turnover and highly concentrated benchmark-agnostic portfolios. Hyperion has a track record of finding substantial winners and investing in them to the benefit of their clients. 

Hyperion’s Global Growth Companies fund has been a regular at the top of the performance surveys since inception and brings to clients a focused approach of only investing in high-quality businesses that are exposed to long-term tailwinds and organic growth opportunities. 

Speaker: Tim Samway, Chairman

Learn more: hyperion.com.au

Presentation: Panel: Investing in global markets

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 900+ exchange-traded funds (ETFs) and $2.67 trillion in assets under management as of December 31, 2020, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.


Blair Hannon, NSW & ACT State Manager - Brisbane, Sydney

James Waterworth, VIC State Manager - Melbourne

Learn more: blackrock.com/au/individual/ishares

Presentation: Fundamentals of ETF investing

Lakehouse Capital is the Sydney-based investment manager of the Lakehouse Global Growth Fund and the Lakehouse Small Companies Fund.

Lakehouse has a unique approach to idea generation utilising their 3 investing fascinations (IP, Loyalty and Networks) to identify companies with enduring business models. This leads to a concentrated, differentiated portfolio of long term growth opportunities. 

Speaker: Joe Magyer, Co-Founder and Chief Investment Officer

Learn more: lakehousecapital.com.au

Founded in 2014, Loftus Peak is a global fund manager with a focus on investment in listed disruptive businesses. Our extensive experience means we bring significant discipline to the process.

Our Fund (ASX code: LPGD) comprises some of the best and fastest-growing companies in the world – companies that we believe are driving change across all industries globally, constructed on the basis of strict criteria at carefully determined valuations.

Holdings include large capitalisation names like Apple, Google (Alphabet) and Alibaba, as well as many others that we expect to be household names in the future.

This approach to investment across a wide range of industries globally lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.

Speaker: Alex Pollak, CIO and Founder

Learn more: loftuspeak.com.au

Australia's largest national full-service stockbroking & wealth management network operating from all states & territories.

Ken Howard, Adviser – Brisbane
Rob Pizzichetta, Adviser – Melbourne
Phil Madsen, Adviser – Sydney 

Enter to win a conversation with an award-winning analyst and find out more about Morgans: morgans.com.au

With a range of products, insights and tools for investors at every stage, nabtrade can give you the confidence to find your next investment opportunity.

Speaker: Gemma Dale, Director, SMSF and Investor Behaviour

Learn more: nabtrade.com.au 

Presentation: What SMSF investors are investing in now

Ord Minnett is a leading private wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. Founded in the 1950’s after the Second World War, Ord Minnett grew via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. We uphold traditions of integrity, service excellence and quality financial advice. Ords tailors investment solutions to help private wealth clients achieve their financial goals.

James Morgan, Adviser – Brisbane
Matthew Sonnemann, Adviser – Melbourne 
John Milroy, Adviser – Sydney 

Learn more: ords.com.au

Pengana Capital Group (‘Pengana’) is a diversified funds management group, with distinct investment strategies that aim to deliver superior long-term risk-adjusted returns to investors, with a focus on capital preservation.

Speaker: Conor O'Daly, Distribution & Investor Solutions 

Learn more: pengana.com

Presentation: ESG investing

Perpetual Investments is one of Australia’s most highly regarded and awarded investment managers, with an enduring passion for protecting and growing our clients’ wealth. We offer a broad range of products for personal investment, superannuation and retirement to individuals, financial advisers and institutions across Australian and global shares, multi asset investments, credit and fixed income and Trillium ESG investment offerings strategies.

Speaker: James Holt, Senior Manager Listed Investments

Learn more: perpetual.com.au

Founded in 1994, Platinum is a global equities manager. A true active manager, we build portfolios one company at a time via quantitative analysis and fundamental research. Our portfolios tend to give investors very different exposure to that offered by market indices or index-tracking funds.

Speaker: Julian McCormack, Investment Specialist

Learn more: platinum.com.au

Shaw and Partners are one of Australia’s preeminent investment and wealth management firms. With a national presence and $16 billion of assets under advice, Shaw and Partners offer the intimacy of a boutique investment firm with the resources and scale of a major financial group, EFG International. 

At Shaw and Partners, we offer tailored advice and investment solutions, financial planning and corporate advisory services.  We act for and on behalf of individuals, institutions, corporates and charities. We are client-focused, having helped our clients manage and grow their financial assets for over 30 years.

Speaker: Adam Dawes, Senior Investment Adviser

Learn more: shawandpartners.com.au

Presentation: Buy | Hold | Sell

Media partner: Equity Mates 

ASX is pleased to announce Equity Mates Media as our Investor Day media partner for May 2021. They will be covering top presentations from the event on their Equity Mates Investing Podcast. Visit their stand on 22 May at our Sydney event.

About Equity Mates

Equity Mates Media is the #1 finance and investing podcast network for the every day investor. It was created to break down the world of investing, from beginning to dividend, to give retail investors the information, confidence and inspiration no matter where they are on their investing journey.

Learn more: equitymates.com