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Seminar Presentations

Scott Francis and Scott Keefer regularly deliver presentations to clients, prospective clients and other interested groups.  This page provides details of and materials from these presentations.

IEEE Presentation - Simple Steps to Financial Success in the Current Climate
Simple Steps to Financial Success in the Current Climate

On Tuesday 2nd December 2008, Scott Francis & Scott Keefer conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.

The presentation looked at:
  • The habits of building wealth
  • Building an investment portfolio
    • 3 Key decisions:
      • Asset Allocation
      • Keeping fees low
      • Active v passive investment approach
  • A synopsis of the current market situation and the impact on building portfolios
Debt Crisis - Client Presentation
Debt Crisis - Client Presentation & Teleconference

On Wednesday 24th September & Thursday 25th September, Scott Francis conducted a presentation for any interested clients on the Debt Crisis or Credit Crunch which is currently gripping world investment markets.  Please click on the link to download a copy of the PowerPoint presentation.

Australian Investors' Association - 2008 National Conference

Scott Francis was involved in a number of presentations at the 2008 Australian Investor's Association National Conference.  He conducted a 3 hour novice investor presentation on Sunday 27th July, presented a seminar on Asset Allocation & Correlations on Tuesday 29th July and was involved in a panel discussion on issues for investors on Wednesday 30th July.

The following videos were taken from Scott's presentation on Asset Allocation & Correlations:

Part 1
Part 2
Part 3
Part 4
Part 5
Part 6