Overview – Wednesday – December 4

9:00am – 9:10am

WELCOME

INTERCONTINENTAL DOUBLE BAY, SYDNEY

Address:
33 Cross St, Double Bay, Sydney NSW 2028

9:10am – 10:00am

DESIGNING PORTFOLIOS IN A CHANGED WORLD

The unprecedented steps central banks around the world are taking to spark economic growth is leaving investors and asset allocators without precedent for their risk and return assumptions. Experts address the big challenges confronting investors deciding where to allocate their fee budgets:
• Low interest rates
• Lack of alpha
• Lack of return on ‘value’

Brad Matthews

Principal, Brad Matthews Investment Strategies (BMIS)

10:00am – 10:50am

VIEW FROM THE REGULATOR

ASIC has been collecting information from platform and managed account providers for some time as part of the work it’s doing to better understand disclosure and management of conflicts. The ASIC executive leading this project updates the regulator’s position in a presentation and moderated Q&A.

Rhys Bollen

Senior executive leader, investment managers, Australian Securities and Investments Commission (ASIC)

10:50am – 11:20am

MORNING TEA

11:20am – 12:10pm

INSIDE THE LICENSEE’S WORLD

The country’s largest advice groups are adapting to the new world of advice in real time. Hear from the heads of research at the biggest wealth-led businesses about how they’re handling approved product list, adapting to simplified corporate strategies and providing front-line advisers with the best possible investment options and strategies.

Miriam Herald

Head of research, Centrepoint Alliance

Leanne Milton

Head of research, AMP Capital

Matt Olsen

Group Head of Research & Retirement Income, IOOF

12:10pm – 1:00pm

THE LAND OF LISTED PRODUCTS: EXPANDING YOUR HORIZONS

The proliferation of listed products in recent years has not only given investors more choice and functionality, but it has also created a series of new challenges and potential pitfalls to avoid. This panel of experts pick over some of the biggest issues and opportunities in the land of listed products.

Jerome Lander

Managing director, ProCapital

Dominic McCormick

Portfolio manager, Select Investment Partners

Paul Saliba

Founder and managing director, Evolutionary Portfolio Services

1:00pm – 1:50pm

LUNCH

1:50pm – 2:40pm

ADDRESSING THE LIQUIDITY ‘FREE KICK’

Large superannuation funds have a natural advantage in terms of what they’re able to invest in. This panel explores what assets are performing well in this environment given the macro economic backdrop and how some consultants and advice practices are attempting to replicate these strategies.

Chris Lioutas

Director, Insights Investment Consultants

Dan Miles

Managing Director & Co-Chief Investment Officer Innova Asset Management

2:40pm – 3:05pm

AFTERNOON TEA

3:05pm – 3:55pm

RESEARCH NEEDS OF THE MODERN ADVICE PRACTICE

Advice practice principles, researchers and consultants discuss the evolution of investment implementation structures proliferating in the IFA space. When does it make sense for an advice practice to consider implementing a new investment implementation framework? What elements are needed to...

Tim Murphy

Director of manager research, APAC, Morningstar

3:55pm – 5:15pm

GROUP DISCUSSIONS

Forum delegates will be divided into groups and assigned topical issues. Groups receive 60 minutes to discuss their assigned topics. A group leader is nominated to guide each discussion and to present the groups debrief to the broader forum in the afternoon.

Chair

Matthew Smith

Director of retail content, Conexus Financial

5:15pm

CONFERENCE CLOSE