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Program


 

PRE CONFERENCE: Tuesday 21 May 2019

17:30 Welcome Reception, sponsored by Refinitiv @ Zeta Bar, The Hilton

CONFERENCE DAY ONE: Wednesday 22 May 2019

8:30 Conference Welcome

Brian Sheahan, Chairman, SAFAA

CPD: 15 min General

8:45 ASX: delivering new customer opportunities with digital, data and DLT

ASX CEO Dominic Stevens will discuss ASX’s initiatives that help address customer challenges and create a platform for future growth.

Dominic Stevens, CEO, ASX

CPD: 40 min General

9:25 The Changing World of Corporate Governance

Elizabeth Bryan AM, Chairman, Virgin Australia & IAG

Interviewed by Narelle Hooper, Editor in Chief, Company Director Magazine

CPD: 35 min General

10:00 Morning Tea
11:00 Protecting long positions

Why and how investors should protect long positions given the relative lack of ‘protection’ from the plethora of conventional defensive strategies (cash, fixed income, absolute return strategies, IG credit, gold etc)

David Dredge, CIO, Convex Strategies

CPD: 35 min General

11:35 PANEL DISCUSSION:Chi-X – Launching Australia’s New Funds Market

Moderator: Vic Jokovic, CEO, Chi-X

Panellists: Mark Mitchell, Director, Portfolio Manager – Credit, Daintree

Stuart Gray, Fund Manager, Fixed Income and Head of Credit Research, Schroders

Steve Goldman, MD & Portfolio Manager, Kapstream

CPD: 20 min General

11:55 Ethics – rebuilding trust

Rebuilding trust means demonstrating social usefulness – and that includes ethical seriousness. And being serious about ethics means not just valuing Codes of Conduct but valuing the whole notion of an ethical life.

Professor Hayden RamsayDeputy Vice-Chancellor, Australian Catholic University

Interviewed by Ann Bowering, Managing Director, National Stock Exchange of Australia

CPD: 35 min Professionalism & ethics

12:30 Lunch
13:30 Stone & Chalk emerging stars

Leona Murphy introduces two emerging stars from Stone & Chalk’s portfolio. Stone & Chalk is Australia’s leading fintech hub.

Leona Murphy, Chairman, Stone & Chalk

CPD: 45 min General

14:15 PANEL DISCUSSION: Australian ETF market: the next phase of growth

Moderator: Andy Campion, Head of Investment Products, ASX

Panellists: Paula Gigler, Head of  iShares Wealth, Blackrock

Balaji Gopal, Head of Product Strategy, Vanguard

Nathan Ide, Managing Director, Private Capital Management

CPD: 45 min Technical competence

15:00 Afternoon Tea
15:45 Markets, Fund Managers and Stockbroking

Geoff Wilson AO, Chairman & Chief Investment Officer, Wilson Asset Management

Interviewed by Peter Tardent, Head of Distribution, CommSec Adviser Services

CPD: 30 min General

16:15 The case for Absolute Return Income strategies

Stuart Gray, Fund Manager, Fixed Income and Head of Credit Research, Schroders

CPD: 30 min General

16:45 The investment case for Asia

Mary Manning, Portfolio Manager, Ellerston Asian Investments Limited

CPD: 30 min Technical competence

17:15 How tokenisation will increase investment opportunities and financial inclusion

Alexandre Kech, Chief Executive Officer, Onchain Custodian

CPD: 15 min General

17:30 Day One wrap-up and key takeaways

Moderator: Julia Lee, Equities Strategist, Bell Direct

Martin Cole & Ben Power, Capital Communications

CPD: 10 min General

17:40 Conference Day 1 Close
18:00 Cocktail Reception @ The Ivy

CONFERENCE DAY TWO: Thursday 23 May 2019

8:50 Opening Remarks

CEO, SAFAA

9:00 ASIC’s role post the Royal Commission

Greg Yanco, Executive Director, Markets, ASIC

Interviewed by Scott Webster, Managing Director, Head of Platform Solutions Group, UBS

CPD: 30 min Regulatory compliance & consumer protection

9:30 Geo-political observations from the perspective of a former NZ PM

Sir Bill English KNZM, Former New Zealand Prime Minister

Interviewed by Luke Malpass, an editorial leader writer and deputy opinion page editor for the AFR

CPD: 45 min General

10:15 Morning Tea
11:00 Presentation followed by Q & A

Stephen Glenfield, CEO, FASEA

CPD: 30 min Regulatory Compliance & Consumer Protection

11:45 Navigating a changing tide

Alva Devoy will discuss the changing market dynamics for investors and how they can invest in this environment. What are the key investment implications of quantitative tightening, trade wars, the slowing of China and the ‘Trump effect’ for investors, and how can investors best navigate this changing tide?

Alva Devoy, Managing Director, Fidelity Australia

CPD: 30 min General

12:15 Lunch
13:15 Best practices for using ETFs in global portfolio construction

ETFs have transformed how all investors can access capital markets for the long term. Professional investors in major markets, such as the US and Europe, have integrated ETFs into their core business model, creating better client outcomes and enhanced operational efficiency.

Dan Reyes, Principal, Head of Investments, Asia-Pacific and Head of Investment Strategy Group (ISG), Vanguard Australia

CPD: 30 min General

13:45 How the industry is evolving – what the research is telling us, and why Managed Accounts will become so important

Mike Blomfield, CEO, Investment Trends

CPD: 30 min Technical competence

14:15 PANEL DISCUSSION: The future of the industry

Moderator: Mike Blomfield, CEO, Investment Trends

Panellists: Brian Sheahan, Executive Chairman, Morgans Financial Limited

Karl Morris AO, Executive Chairman, Ord Minnett Limited

Michael Chin, Global Head of Trading, Refinitiv

Stuart Holdsworth, CEO, Financial Simplicity

CPD: 1 hour Professionalism & ethics

15:15 Highlights from the Conference and key takeaways

Moderator: Julia Lee, Equities Strategist, Bell Direct

Martin Cole & Ben Power, Capital Communications

CPD: 10 min General

15:25 Closing Remarks 
15:30 Conference Close