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’

Andrew Fisher

head of asset allocation, Sunsuper

Brad Matthews

principal, Brad Matthews Investment Strategies (BMIS)

Giselle Roux

investment strategist, Independent

Chair

James Kingston

Head of portfolio manager, analysis and solutions, APAC, Blackrock

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)

Chair

Matthew Smith

Director of retail content, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 12:20pm

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

Matt Olsen

head of research, IOOF

Chair

John Gray

Head of distribution, MLC Asset Management

12:20pm – 1:00pm

THE EVOLUTION OF RESEARCH - GROUP DISCUSSION

The need and application for investment research has continued to change in recent years in line with an evolving wealth management landscape meeting new regulatory demands and client expectations. This group discussion aims to diagrammatically lay out different structures prevalent in the current landscape and ask which operating models will be suited to the various organisational structures over the next 2-3 years in light of challenges relating to:

  • Investment markets
  • Increased technology
  • Reduced adviser numbers but steady/ increasing client demand
  • Support new investment options

Tim Murphy

director of manager research, APAC, Morningstar

Chair

Toby Potter

Founder, IMAP & Philo Capital

1:00pm – 2:00pm

LUNCH

2:00pm – 2:50pm

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.

Veronica Klaus

head of investment consulting, Lonsec

Chris Lioutas

director, Insights Investment Consultants

Dan Miles

managing director, Innova Asset Management

Chair

Giselle Roux

investment strategist, Independent

2:50pm – 3:40pm

IFA PANEL: RESEARCH NEEDS OF THE MODERN ADVICE PRACTICE

Three advice practice leaders and practitioners at various stages of operating and implementing a managed discretionary account solution talk about their experiences.

  • How modern advice practices are using and incorporating research
  • How advisers use research to achieve best outcomes for clients
  • The biggest lessons from choosing and MDA structure

Mark Beveridge

executive director, Quill Group

Mark Causer

principal, private wealth adviser, FinancialKeys

Matt Haggarty

director, Maxim Private Clients

Chair

Paul Saliba

founder and managing director, Evolutionary Portfolio Services

3:40pm – 4:30pm

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.

Angela Ashton

founder and director, Evergreen Consultants

Jerome Lander

managing director, ProCapital

Dominic McCormick

portfolio manager, Select Investment Partners

Chair

Paul Saliba

founder and managing director, Evolutionary Portfolio Services

4:30pm – 5:00pm

NETWORKING DRINKS AND CANAPES

5:00pm

CONFERENCE CLOSE