Portfolio construction in changing times

This must attend event, presented by Australia’s top-rated research house for 2016, 2017 AND 2018 will help you navigate the way ahead.

 

AGENDA

Registrations

Tea & coffee served

8.30 AM

Welcome & Introduction

9.00 AM

Alan Dupont

Geopolitical upheaval driving uncertainty

9.05am

Listed products – dealing with increasing complexity as the channel matures

Peter Green, Head of Listed Products Research – Lonsec 

9.50AM

Morning Tea

Networking opportunityTea & coffee served

10:10AM

Alternatives – Managing expectations in volatile times

Deanne Baker, Co-Head of Manager Research – Lonsec

10.30AM

The future is now

The aging demographic is driving government policy, which is influencing portfolio construction and product innovation – what does it all mean?

10.50AM

Panel

Matthew Rady– Allianz Retire +, Jeremy Cooper – Challenger, Richard Dinham – Fidelity, Michael Elsworth – Lonsec & Bill Butler – SuperRatings

11.35AM

Lunch

Networking opportunity

12:15PM

Risk is back

Greater risk is evident in retirement, which has been ignored due to a rising market.

 

01:00PM

Panel

Michael O’Neil – IML, Roy Maslen – AllianceBernstein, Vimal Gor – Pendal & Veronica Klaus – Lonsec

 

2.00PM

The retirement challenge – a portfolio perspective

Lukasz de Pourbaix, Executive Director and Chief Investment Officer – Lonsec 

2.40PM

Bernard Salt

Volatility in world markets and its impact on the structure of financial planning advice and portfolio construction

3.10PM

Drinks & canapes

Networking opportunity

4:00 PM

WHAT TO EXPECT

    A perfect storm of issues are coming together to reset the environment for the structure of investment portfolios, such as:
    • the building wave of retirees
    • significant and ongoing regulatory change
    • the environment of uncertainty in all asset classes and markets; and
    • “collapsing” property prices
    Are you ready to deal with these issues and provide the best solutions for your clients?

PARTNERS

VENUE

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ADDRESS

The Westin (Grand ballroom)

1 Martin Place

Sydney NSW 2000

Why should I attend this event?

Hear from leading voices within our industry and enjoy a fantastic opportunity to network with your peers.

What is the dress code?

Smart business casual

Will there be an opportunity to network?

Drinks and canapes will be provided from 4pm onwards.

SEND US A MESSAGE

If you have any questions about the event, please contact us directly.






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CONTACT

events@lonsec.com.au 

+61 2 8651 6751

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