The MB Fund rock-n-roll thunder tour rolls into Sydney tonight.
The Brisbane and Adelaide legs left screaming teens prostrate on the tarmac…
OK, not really, but they were very well received with lively discussion on the prospects for house prices, the Australian dollar, interest rates, bitcoin, the economy, shares, population and the political economy.
It was terrific to meet MB readers and commenters in person and there were no punch-ups at all!
The Sydney agenda includes:
War on the bubble and other stories.
David Llewellyn-Smith and Leith Van Onselen describe the history of MB and its future. How did a war on a housing bubble drive a blog to become a fund manager? Contrasted with the inside word on asset allocation and portfolio positioning.
Merging big data with small data.
Damien Klassen on the latest in quantitative techniques to select stocks, where the pitfalls are and his thoughts on when the fundamental analyst is destined for the glue factory. How does that fit into the current investment environment?
The future of investment advice.
Tim Fuller gives a guide to Australian investment options, the evolution of financial advice and how we see the landscape unfolding.
Panel Discussion: Just how buggered is Australia?
This is designed to be an open, free flowing discussion on the investment outlook. Given we are about to celebrate (commiserate) a lost decade of Australian income non-growth, this is vital discussion for the future of Australian investors. The discussion will be loosely based around this major macro theme.
Thursday 21st September, 6pm till 8pm
Saxons Sydney
Level 10 , 10 Barrack Street
Sydney, Australia
