Description
This panel session will explore the structural advantages of ASX-listed investment vehicles (LIVs) and why their stable capital base and ability to retain income and smooth dividends make them an attractive option for investors and advisers alike.
Key discussion points will include:
- How the closed-end LIV structure provides investment stability and enhances long-term performance.
- The ability of listed investment companies to retain earnings, delivering smoother, more predictable dividends for investors.
- The breadth of asset classes and strategies available within LIVs and how they can be structured to optimise portfolio performance.
Join us for a dynamic discussion on why LIVs remain a cornerstone of Australian investment strategies and how they continue to evolve in a changing market.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Client care and practice (1 hour)
ASIC knowledge areas and hours: Practice management (1 hour)
PRESENTED BY
IAN IRVINE
With a career spanning close to 50 years, Ian has experience in sales, marketing and business development. He as worked in the financial services arena since 1986, with time at Westpac, AMP Bank and 14 years at ASX to December 2017.
He has been Chief Executive of the Listed Investment Companies and Trusts Association since January 2018.
GEOFF DRIVER
Geoff is General Manager, Business Development and Investor Relations for Australian Foundation Investment Company (ASX: AFI) and for the other Listed Investment Companies in the Group – Djerriwarrh Investments (ASX: DJW), Mirrabooka Investments (ASX: MIR) and AMCIL Limited (ASX: AMH). Collectively these represent in excess of $11bn of market capitalisation. His responsibilities include strategy, capital raisings, business development and marketing. He also participates in the Investment Committees of each of these LIC’s. Geoff has 20 years of experience in the LIC Sector.
WILL SEDDON
Will Seddon is an Executive Director of Australia’s longest operating listed investment company (LIC) Whitefield Industrials Ltd, which launched in 1923 and recently celebrated 100 years in business. He is also an Executive Director of Whitefield Capital Management Pty Ltd. and Whitefield Income Ltd, an LIC which launched in late 2024. Will has over 20 years’ experience as a wholesale investment manager and analyst, including more than 15 years working with Whitefield. He has significant experience in fundamental analysis, investment strategy and quantitative techniques.
ANDY FORSTER
Andy Forster – Senior Investment Officer, Argo Investments Limited (ASX: ARG), a LIC in its 80th year, where Sir Donald Bradman was once a director and chair (1982-84). Argo’s second LIC Argo Global Listed Infrastructure (ASX: ALI) provides access to a range of globally listed infrastructure opportunities, helping investors diversify portfolios.
