Fidelity - Battle of the Asset Classes

Fidelity Invitation Battle of the asset classes

Get a ringside seat for the Fidelity 'Battle of the Asset Classes' Adviser Forum

The gloves come off as Australian equities takes on global equities in the ultimate knockout challenge. In this battle of the heavyweights, Fidelity will pit two of its most experienced and entertaining speakers against each other in a live, interactive debate - where you decide the winner.

In an uncertain investment climate, you need strong, compelling arguments for your clients. To help you off the ropes, the Fidelity 'Battle of the Asset Classes' Adviser Forum will provide a quick-paced, entertaining debate jam-packed with knockout punches to help you re-ignite interest in Australian or global active equities.

In the blue corner will be our international contender, Amit Lodha, Global Equities Portfolio Manager.

In the red corner, our local contender will be Kate Howitt, Australian Equities Portfolio Manager.

Each speaker will be given five minutes per topic to impress you with their arguments on the economy, emerging markets, capital management, valuations, market efficiency and currency. You will have technology at your fingertips to provide instant feedback, ask questions and judge who has the decisive blow.

Don't be beaten to the punch, RSVP now for the most entertaining and educational Adviser Forum
in 2012.

Your contenders

Amit is a heavyweight in the global equities arena. As a member of the highly regarded global equities team at Fidelity, Amit brings a wealth of knowledge to the debate.

Amit joined Fidelity as a research analyst in our Mumbai office in 2002. In 2007, Amit joined the analyst team in London and in 2008 he was appointed portfolio manager of the Fidelity Global Industrials Fund. He now manages a range of global equities
funds, including the Fidelity Global Equities Fund for Australian clients.

Amit has a Masters degree and is a CFA. In his spare time he reads libraries of books and soothes his new-born daughter to sleep reciting the latest market theories.

Kate Howitt's match fitness is unquestioned. She joined Fidelity in 2004 and was quickly promoted to portfolio manager to manage Australian equities portfolios.

In her diverse career, Kate has worked for management for both multi-nationals and small start-ups in Australia, the UK and US. She has consulted to a wide range of industries from airlines to food manufacturing. Kate became a professional money manager in 2002 and has managed highly performing Australian equities portfolios for AMP and Fidelity.

Kate has an MBA from the University of Chicago where she received the Dean's Award. In her spare time, she plays Monopoly with her children.

Register now

Gold Coast
Monday 5 March
7.00 - 9.00am
Sheraton Mirage
Register

Melbourne
Wednesday 7 March
12.00 - 2.00pm
Grand Hyatt
Register

Brisbane
Monday 5 March
12.00 - 2.00pm
Sofitel Hotel
Register

Perth
Friday 9 March
12.00 - 2.00pm
Hyatt Regency
Register

Sydney
Tuesday 6 March
12.00 - 2.00pm
Sofitel Hotel
Register

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