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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

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

9:25 The Changing World of Corporate Governance

Elizabeth Bryan AM, Chair, Virgin Australia & IAG

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

Interviewed by Karl Morris AO, Executive Chairman, Ord Minnett & Chairman, QSuper

11:40 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 RamsayPro Vice-Chancellor Assisting the Vice-Chancellor and President of Catholic Philosophy, Australian Catholic University

Interviewed by Karl Morris AO, Executive Chairman, Ord Minnett & Chairman, QSuper

12:15 Chi-X – pushing the boundaries with new technology

Vic Jokovic, CEO, Chi-X

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

Leona Murphy introduces 3 emerging stars from Stone & Chalk’s portfolio. Stone & Chalk is Australia’s leading fintech hub.

Leona Murphy, Chairman, Stone & Chalk

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

15:00 Afternoon Tea
15:45 Reflections on Markets, Managers & Stockbrokers

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

16:15 The case for Absolute Return Income strategies

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

16:45 The investment case for Asia

Mary Manning, Portfolio Manager, Ellerston Asian Investments Limited

17:15 Day One wrap-up and key takeaways

Moderator: Julia Lee

Martin Cole & Ben Power, Capital Communications

17:25 Closing Remarks 
17:25 Conference Day 1 Close
18:00 Cocktail Reception @ The Ivy

CONFERENCE DAY TWO: Thursday 23 May 2019

7:30 Executive Breakfast: Hosted by CEO, SAFAA*
Practitioner Members Breakfast: Hosted by Bill Chatterton & Doug Clark*
Compliance Managers Breakfast: Hosted by Peter Stepek, SAFAA*
FinTech Breakfast: Hosted by Suite2Go
*invitation only
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

9:30 Interview to discuss geo-political observations from the perspective of a former NZ PM

Sir Bill English KNZM, Former New Zealand Prime Minister

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

Stephen Glenfield, CEO, FASEA

11:45 Navigating a changing tile

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

12:15 Lunch
13:15 Why large US institutions use Vanguard strategies to implement their portfolios

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

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

14:15 Stuart Holdsworth, CEO, Financial Simplicity
14:20 PANEL DISCUSSION: The future of the industry

Moderator: Mike Blomfield, CEO, Investment Trends

Panellists: Paul Howes, National Sector Leader – Asset & Wealth Management, KPMG

Brian Sheahan, Executive Chairman, Morgans Financial Limited

Karl Morris AO, Executive Chairman, Ord Minnett Limited

15:05 Winner of Fintech Pitching Contest announced

John Ryan, Suite2Go

15:20 Highlights from the Conference and key takeaways

Moderator: Julia Lee

Martin Cole & Ben Power, Capital Communications

15:35 Closing Remarks 
15:45 Conference Close