Now you have had time to absorb and implement the lessons learn’t from the Stock Doctor Masterclass, and as promised, we are hosting an exclusive webinar for Masterclass attendees, using current case studies to review the key takeaways and answer questions that have come about since the education day.
Join Tim, Kien and Elio as they run through a focused session covering:
- Stock selection and rejection
- Portfolio management strategies
- Disciplined profit taking/topping up techniques and
- Answer your portfolio related questions
Managing Director & CIO
Joining in 1991, Tim is responsible for the company’s overall strategic direction, business management and custodian of Lincoln’s proprietary investment methodology and philosophies. Tim’s motivated by a belief that; share market success has nothing to do with luck. And that, everyone can build a stable financial future if given the right mindset, education, tools and support.
Head of Research
Kien leads the Stock Doctor research team and has extensive experience in the investment field, specifically in quantitative research techniques. He previously worked in the role of Portfolio Manager and Senior Quantitative Analyst at Patersons Securities for over 10 years, and prior to that, at Russell Investment providing portfolio construction and risk management strategies to large scale institutional clients including Telstra Super and UniSuper. With a background in actuarial finance, Kien is responsible for the current Stock Doctor research process, including Lincoln’s acclaimed Financial Health methodology.
Elio joined us back in 2003 as an equities analyst. He’s now our Executive Director, media commentator and delivers our education workshops for investors, offering a wealth of industry knowledge. Known in the industry for his expertise, he has regular media appearances with ABC TV, ABC Radio, Sky Business Channel, Smart Investor, Australian Financial Review, ASX and more.