Optimising Portfolio Returns in a Low Yield Environment

Residential
Milton, QLD
In person
09:30 - 12:30

$80.00
$120.00
We are not taking registrations for this event at this time.

Overview

Optimising Portfolio Returns in a Low Yield Environment via Bond Investing

Australia’s official cash rate is at an all-time low, currently sitting at 1.50%. Term deposits have naturally followed suit, now offered in the region of 2.25% - 2.75%. With inflation tracking at around 2% p.a., term deposit investors are faced with the prospect of earning a real return (net of inflation) of just 0.25 – 0.75% on their term deposits portfolio.

There is also potential for further yield compression off the back of the federal Governments proposed deposit levy announced in this month’s budget.  

Furthermore, the aged care sector is faced with the challenge of optimising returns on RAD/DAP cash flow. The Australian corporate bond market has established a strong track record of providing middle market investors with a low risk alternative to term deposits.

David Moore (Executive Manager Fixed Finance) and Justin McCarthy (Head of Research) will provide ACSA members with an insightful presentation on the world of bonds.  

Leaning on MINTs experience with the aged care sector, Mr. Moore delves into the mechanics of what a bond is, where bonds sit relative to TDs in the risk spectrum, market depth and the variety of yields on offer. Investors will also be briefed on how the bond market can be utilised as an asset liability matching tool for RAD and DAP cash flow. 

This is a must see session for CEO’s, CFO’s, Directors, Finance Managers and other senior and executive management. 

Speaker's Bio

David Moore - Executive General Manager, MINT Partners Australia

David has worked in debt markets for over 20 years on the buy and sell side. Started as a graduate at Westpac Financial Markets in 1995 before becoming Global Treasurer for Flight Centre in 2001. Worked at fixed income specialist FIIG Securities from 2005 to 2015 where he was National Head of Sales before joining MINT Partners Australia as a Founding Partner. David has a Bachelor of Economics and Masters of Applied Finance from Macquarie University and is a graduate of the Australian Institute of Company Directors.

 

Justin McCarthy - Head of Research, MINT Partners Australia

One of Australia’s leading credit research analysts, with over 25 years of financial markets experience, Justin commenced his career in 1992 at Ferrier Hodgson in Melbourne. After being admitted as a Chartered Accountant in 1997 he moved to Hong Kong and took a role as Credit Manager at National Australia Bank. Subsequent roles included Credit Manager at Credit Suisse First Boston (London) and Head of Credit, Asia for AllianceBernstein (Melbourne). In 2007 Justin moved to FIIG Securities in Brisbane as Head of Research and established the research and education functions. In 2016, Justin commenced as Head of Research at MINT Partners Australia. Justin has a Bachelor of Commerce (University of Melbourne) and a Graduate Diploma in Business Administration (AGSM).


Notes

Date:   Thursday, 15 February 2018

Timings:  

  • 9:30am - 10:00am (Registration Opens)
  • 10:00am – 11:00am (Session)
  • 11:00am - 11:30am Morning Tea
  • 11:30pm – 12:30pm (Session)
  • 12:30pm - Event Concludes

 

Venue: Prescare Office, Level 3, 19 Lang Parade, Milton QLD 4064

Cost:  $80.00 (Members) and $120.00 (Non-Members) including GST.

Transport & Parking:

  • Public Transport (Bus & Train) - please visit the Translink website to plan your journey.
  • Public Car Parking - Street parking


Event Summary

Date
15 Feb 2018, 9:30 AM
Location
Price
From $120.00 (inc GST)

Please log in to receive Member pricing.

 

ACSA Contact


Speakers

Justin McCarthy - Head of Research

David Moore - Executive General Manager