Perth Chapter Online Meeting - Implementing Top Down Analysis

 Please note this meeting will only be available to ATAA financial members and registered visitors.

 

ATAA Perth Chapter, Online Meeting -  Thursday 16 July at 6:15 pm (AWST)

Perth 6.15pm, Adelaide 7.45 pm, Brisbane, Melbourne and Sydney 8.15 pm


(This is an online webinar meeting)

 

Agenda:

6:15 pm: Market Outlook - Julian Burridge

6.30 pm: Presentation by Paul Wise    

Topic: How To Implement A Top Down Analysis

A top-down analysis starts with an understanding of the global economy. Seeks to identify local economic factors that identify investment opportunity. Then forecasts the sectors that will drive future growth. Selects individual industries from within chosen sectors and finally builds a portfolio of stocks. I will show you how technical, and quantitative analysis, combined with an understanding of aspects of behavioral finance can dramatically increases the performance of your investing.

Join me and I will discuss each layer of analysis and demonstrate the potential for returns with one of my personal portfolios tracking at 19.65% in the past calendar year. (as of 23/6/2020 )

Biography -  Paul Wise

Paul has developed a deep understanding of global financial markets with more than 20 years of experience in the finance industry starting as a registered representative of the Sydney Futures Exchange in 1995 . Roles include sell-side market analyst, financial market dealer,  educator, financial advisor,  producer and distributor of  financial marketing content, expo presenter, company director, and  responsible manager of an Australian financial services license.

As a financial advisor, Paul is known for helping, educating, and supporting clients as they develop strategic investment plans for the future. Paul employs a multidisciplinary approach that includes technical and quantitative analysis with an understanding of aspects of behavioural finance, which dramatically increases the quality of decisions made and advice delivered. Paul is proficient in trading complex derivative products, which includes vanilla options strategies to more complex derivatives such as exploiting the roll yield in VIX related products.

 

HOW TO JOIN THIS MEETING

This meeting is free to all financial members of the ATAA. Non-members are welcome to attend however there is a $15.00 visitor fee. 

ATAA Members - To Register for this session:

  • Logon using your existing details and click on the “REGISTER” button at the bottom of the event page.
  • On the registration confirmation page, click on the “PROCESS REGISTRATION” button.
  • A link with the meeting details will be sent to your email address.

Non-Members - To Register for this session:

  • Non-members will need to be a registered visitor to attend this session. If you are already a registered visitor, please logon with your existing details.
  • If you are new to the ATAA, please sign up to the website as a registered visitor at no cost, by clicking on the “Join ATAA” button in the top right hand corner of the home page. Follow the prompts and enter your details to become a Registered Visitor. This will also allow you access to view the benefits of becoming a member including being sent our monthly newsletter.
  • After logging on, select the event you are interested in attending from the home page and click on the “REGISTER” button at the bottom of the page.
  • On the registration confirmation page, enter your payment details or your first time visitor coupon code and click on the “PROCESS REGISTRATION” button.
  • A link with the meeting details will be sent to your email address.

Event Details

Event Date Thu 16 July 2020 6:15 pm
Individual Price Free for members - Registered visitors $15
Location Online
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