FORUM OUTLINE
8.30am
REGISTRATION OPEN
Cargo Hall, South Wharf
9.00am
WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners
9.15am
WHEN CONVICTION IS TESTED — THE ACTIVE ALLOCATION DILEMMA
Improving portfolio resilience and the role of active risk in a structurally shifting world
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Brian Payne - Chief Strategist, Private Markets & Alternatives, BCA Research
Alice Berriman - Senior Consultant, Frontier Advisers
Tim Farrelly - Co-CIO, Delta Portfolios
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10.35am
PRIVATE CREDIT — THE ALLOCATION QUESTIONS THAT MATTER NOW
Where to play, how value is created and what it means for portfolios
Frank Danieli - Head of Global Solutions, MA Financial Group
Milwood Hobbs, Jr. - Oaktree Capital Management (Represented by Brookfield)
11.40am
MARKET STRUCTURE — IS CONCENTRATION A PROBLEM FOR INVESTORS?
From benchmark dominance to manager selection
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Hollie Briggs - Head of Global Product Management for Growth Equity Strategies Team, Loomis, Sayles & Company (Represented by Natixis Investment Managers)
Doug Tynan - Co-Founder & Chief Investment Officer, GCQ Funds Management
1.45pm
BEYOND THE LEADERS — WHERE IS GROWTH BEING UNDER APPRECIATED?
Emerging global opportunities and the portfolio case for broadening exposure
Alex Turner - Senior Portfolio Manager, ClariVest Asset Management (Represented by Warakirri Asset Management)
Ned Bell - Chief Investment Officer, Bell Asset Management
2.50pm
FROM INSIGHT TO IMPLEMENTATION — REFINING PORTFOLIOS IN PRACTICE
Testing asset allocation convictions in a changing market environment
Damien Hennessy - Investment Director | Portfolio Strategy & Asset Allocation, Zenith Investment Partners
4.15pm
AI, HYPE vs REALITY - WHAT SHOULD ADVICE BUSINESSES BE DOING RIGHT NOW?
From experimentation to implementation in advice businesses
Jason Entwistle - Director, Strategic Development, HUB24
5.00-6.00pm
NETWORKING DRINKS
Cargo Hall, South Wharf