The 2008 Global Financial Crisis has challenged the viability and methodology of mainstream investment funds and products. Many actively managed funds suffered severe losses as they followed the performance of the ASX or International Markets. The long term, “buy and hold” approach that we advocate in the LPAC program has helped investors avoid the losses that have been experienced by mainstream funds; but we can’t and don’t pretend to avoid the challenges to the analysis and evaluation processes that we describe in the LPAC program. Over the last 6 months we have patiently been revising and updating the LPAC course materials to ensure that they provide you and your clients with timely and accurate information regarding:

• The causes and cures of the GFC;
• What does this mean for analyzing and investing in direct equities;
• Relevance of the “top down” and “bottom up” approach to share analysis;
• Structural matters in ASX listed CDO’s and the impact of the GFC to these investments;
• New style ASX listed “hybrids”
• The impact of sharemarket volatility in gearing strategies, including margin lending, protected lending, and Instalments;
• Recent changes to ASX Listed Instalments and new style Instalment products;
• Structured Products – issues and problems with capital protected investments.

We welcome your inquiries regarding the LPAC Program. Be sure to read our “GFC Causes and Cures” paper.