Investment Learning Events & Workshops
Join our practical sessions where real market experience meets strategic thinking. Learn from actual case studies and build genuine analytical skills.
Register Your InterestUpcoming Events Schedule
Our 2025 calendar focuses on practical skills you can actually use. Each session builds on real market scenarios we've encountered over the years.
Market Analysis Fundamentals
We'll walk through how to read financial statements without getting lost in jargon. Real companies, real numbers, practical insights that help you spot opportunities others miss.
Portfolio Construction Workshop
Build a balanced portfolio that actually makes sense for your situation. We'll cover asset allocation strategies we use with clients, plus common mistakes that cost money.
Risk Management Strategies
Learn practical approaches to protect your investments. Case studies from market downturns and how different strategies held up when things got rough.
Advanced Analysis Techniques
Deep dive into valuation methods and sector analysis. For those ready to move beyond basic concepts and develop more sophisticated investment approaches.
Hands-On Learning That Actually Works
Our workshops aren't about theory you'll forget next week. We focus on practical skills you can start using right away. Small groups mean you get real attention and can ask the questions that matter to your specific situation.
- Case studies from actual client portfolios (anonymised, obviously)
- Tools and spreadsheets you can take home and use
- Direct access to ask about your investment challenges
- Follow-up resources and continued support after the session
- Networking with other serious investors in similar situations
Meet Your Workshop Leaders
Our facilitators bring decades of real market experience. They've guided clients through multiple market cycles and understand what works in practice, not just on paper.
Garrett Pemberton
Senior Investment Strategist
Twenty-three years managing portfolios through dot-com crashes, GFC, and recent volatility. Specialises in helping clients understand risk without getting paralysed by fear. His practical approach makes complex concepts accessible.
Meredith Caldwell
Market Research Director
Former institutional analyst who now focuses on individual investors. Expert at breaking down company financials into understandable insights. Known for her ability to explain why certain investments make sense while others don't.