Join this CPD-accredited Masterclass, facilitated by Daniel Stojanovski, CIO at Ventura Funds Management. Designed for practice principals and financial advisers, this session will help you elevate your client offering by crafting a robust, authentic, and actionable investment philosophy aligned with your values, client base, and business model.
The day begins with lunch at 1:00pm, followed by the session from 1:30pm to 4:00pm, covering core beliefs, client alignment, evidence-based frameworks, portfolio construction, and effective communication.
Melbourne, RACV City Club | 16 September 2025
Sydney, Amora Hotel | 17 September 2025
Brisbane, Victoria Park | 18 September 2025
Perth, University Club of WA | 23 September 2025
Adelaide, Adelaide Pavilion | 25 September 2025
Watch the recording from our Sydney session here.
Event Details
Date:
Sep 16 to Sep 25 2025
Type: Non Virtual