Client Segmentation & Retention Strategies Webinar

Client Segmentation & Retention Strategies Webinar
Starts: 24 April 2012 1:00pm
Ends: 24 April 2012 2:00pm smarter (not harder) to grow your business in the new financial advice regime. Dr Malcolm Johnson (recipient of the first Doctorate in Behavioural Finance) will teach you how to increase the value of your existing client base through segmentation strategies based on behavioural finance theory. 

Venue: Webinar
State: NSW

Innovative SMSF investment strategies seminar

Innovative SMSF investment strategies seminar
Starts: 24 April 2012 12:00am
Ends: 24 April 2012 12:00am

Held in collaboration with SPAA, Angus Robertson from Bell Potter & Phil Stockwell, BT Investment Management (and more) will uncover how investors can optimise borrowing and investment strategies under the new reforms.

Click here for more information

Venue: Melbourne CBD Location
State: VIC
Host: Financial Services Institute of Australia

Insurance within SMSFs seminar

Insurance within SMSFs seminar
Starts: 26 April 2012 7:30am
Ends: 26 April 2012 9:30am

Held in collaboration with SPAA, hear first-hand from CommInsure's Jeffrey Scott on securing SMSF assets by managing underinsurance and developing insurance strategies to align with beneficiaries' best interest.

Click here for more information 

Venue: CBD Location, TBA, Sydney
State: NSW
Host: Financial Services Institute of Australia

NSW Introduction to Private Equity Bank Financing

NSW Introduction to Private Equity Bank Financing
Starts: 20 April 2012 12:00am
Ends: 20 April 2012 12:00am

This new course has been developed by two of Australia's leading legal/finance practitioners. They will take you through the fundamental principles of PE financing. To bring this theory to life, we've invited a leading PE house to present a case study on one of their deals and they will be joined by one of the financiers of the transaction.

Target audience:

This is an introductory course suitable for PE professionals, bankers, lawyers, accountants and risk professionals who need to understand more about the key concepts of PE Finance, the roles of the GPs, banks, law firms and considerations when financing a PE deal. It is a basic theory and case study program that provides for information only and does not seek to skill participants to execute transactions.


John Mosley Partner Minter Ellison
Bryan Paisley Partner Baker & McKenzie
Fund Manager TBC
Banking Practitioner TBC

Venue: Minter Ellison Lawyers Aurora Place 88 Phillip Street Sydney
State: NSW

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