FORUM OUTLINE
8.30am
REGISTRATION OPEN
Rivershed - Howard Smith Wharves - Brisbane
9.00am
WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners
9.15am
A NEW REGIME? — THE POLITICS AND MARKETS SHAPING OUR PORTFOLIOS
Who is Australia governing for now — and what does it mean for managing wealth?
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Kos Samaras - Director Strategy and Analytics, Redbridge Group
Ned Bell - Chief Investment Officer, Bell Asset Management
10.35am
BEYOND THE LEADERS — WHERE IS GROWTH BEING UNDER APPRECIATED?
Emerging global opportunities and the portfolio case for broadening exposure
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Doug Tynan - Co-Founder & CIO, GCQ Funds Management
Alex Turner - Senior Portfolio Manager, ClariVest Asset Management
(Represented by Warakirri Asset Management)
11.40am
PRIVATE CREDIT – THE ALLOCATION QUESTIONS THAT MATTER NOW
Where to play, how value is created and what it means for portfolios​
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Frank Danieli - Managing Director & Group Executive, Head of Global Credit Solutions, MA Financial Group
Tim Farrelly - Co-CIO, Delta Portfolios
1.45pm
RETHINKING ACTIVE — GENERATING ALPHA IN TODAY’S MARKET
How changing market dynamics are reshaping the case for active management​​
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Andrew Russell - Portfolio Manager, PM Capital
Saurav Das - Head of Research (Emerging Markets), Orbis Investments
2.50pm
AUSTRALIAN SMALL CAPS — A HARDER GAME, BUT STILL WORTH PLAYING?
What's changed, what still works, and what advisers should ask before allocating
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Michael Peet - Portfolio Manager/Analyst, Paradice Investment Management
James Nguyen - Portfolio Manager, Bell Asset Management
4.15pm
AI, HYPE vs REALITY — WHAT SHOULD ADVICE BUSINESSES BE DOING RIGHT NOW?
From operational efficiency to the future of client advice
Jason Entwistle - Director Strategic Development, HUB24
5.00-6.00pm
NETWORKING DRINKS
Rivershed - Howard Smith Wharves, Brisbane