The FAAA SE Melbourne Chapter Committee invite you to attend their Lunch & Learn Event on Friday 24 October, at The Royal Hotel Mornington.
Join your fellow members to hear from our guest speakers, Libby Newman, Senior Manager, Investment Consultants, Vanguard and David Matesic, Senior Investment Consultant/Portfolio Manager, Lonsec Investment Solutions, to discuss 'Rethinking Core/Satellite: Has the game changed?'.
In a world of evolving markets and rising client expectations, portfolio construction needs more than just theory - it needs precision, efficiency, and adaptability. This session dives into the enduring value of Core/Satellite investing, exploring how robust portfolio design can streamline your business and deliver reliability to clients.
We’ll unpack long-term performance across major asset classes, dissect strategic vs. tactical allocation, and reveal how blending active management with indexing can cut costs, reduce volatility, and boost tax efficiency. Whether you're a believer or a skeptic, this session will challenge your thinking and sharpen your approach.
CPD hours will be awarded for this event.
We look forward to seeing you there!
FAAA SE Melbourne Chapter Committee
