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There’s been an increasing interest in activist investing in recent years, with many new managers trying their hand at it. In this presentation, you’ll hear from one of the oldest and most prolific activist investors in Australia, Sandon Capital. After completing more than 40 campaigns over 15 years and consistently delivering value for investors, founder and CIO Gabriel Radzyminski will talk about the evolution of shareholder activism in Australia, why its important, the tools of the trade and the different ways investors can approach this complex, varied and highly nuanced investment strategy. It really all comes down to good governance and shareholder value.

The Montgomery Fund is focused on providing long-term capital growth for investors by investing in a concentrated portfolio of 25 to 35 high quality Australian companies listed on the Australian Securities Exchange (ASX). Alan Kwan is the Senior Portfolio Manager at Australian Eagle Asset Management. He is the principal analyst for many of their portfolio stocks, particularly medium-cap companies. Their team also manage the Australian large-cap portfolios for Montgomery Investment Management including The Montgomery Fund.

The Conscious Investor Fund is a wholesale fund focussed on finding long-term value through investing in quality business. Mark Moreland is the co founder of Teaminvest, and founding director of the Conscious Investor Fund. He has spent the last 16 years working with over 600 high net worth investors who target double digit returns from their equity investments.

In this presentation, we explore global investing, with a deep dive into the attributes of quality companies that continue to earn attractive sustainable returns over time. We'll discuss the rationale behind including growth and defensive stocks in your investment mix, with a focus on the growth sector and examples of quality growth stocks.

Small cap stocks have had a tough run the past few years, with small cap indices underperforming their larger cap counterparts significantly. Everyone is talking about the inevitable catch up. But dispersion amongst returns at the small end of the market is high. It's easy to get the theme right and the stock picking wrong. Steve Johnson will explore the stock picking process at Forager, how the team are setting their Fund portfolios up, and which stocks are already working. He will explain why these stocks showcase where you need to be invested when the small cap recovery arrives.

Direct indexing has taken off in the US, but what is it, and how can Australian investors benefit from using it in their portfolios?

Etienne Vlok from Constantia Investment Partners presents 'What happens when the person selling you the story, is also selling you their stock? ' at InvestmentMarkets November 2023 Virtual Investor Webinar

Rising inflation, higher interest rates and slowing economic growth all pose separate threats to the attractive dividends currently being paid by Australian companies. Income hungry investors should also note that over 80% of Australian dividends are paid from companies in just four sectors. This forces many portfolios of income investors to be highly concentrated. The share prices of these companies are exceedingly sensitive to dividend payments, which potentially leaves these stocks under pressure if dividends falter.