FORUM OUTLINE
8.30am
REGISTRATION OPEN
Cargo Hall, South Wharf
9.00am
WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners
9.15am
BUILDING RESILIENCE — PORTFOLIOS FOR A STRUCTURALLY UNCERTAIN WORLD
How institutional portfolio design is evolving — and what it means for advisers
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10.35am
MARKET STRUCTURE — IS CONCENTRATION A PROBLEM FOR INVESTORS?
Leadership, benchmarks and the implications for active portfolios
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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
11.40am
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
Millwood Hobbs Jr - Oaktree Capital Management (Represented by Brookfield)
1.45pm
BEYOND THE LEADERS — WHERE IS GROWTH BEING UNDER APPRECIATED?
Emerging global opportunities and the portfolio case for broadening exposure
TBC Speaker - 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
4.15pm
THE ADVISER OF THE FUTURE
Technology, platforms & the evolving client proposition
Jason Esntwistle - Director, Strategic Development, HUB24
5.00-6.00pm
NETWORKING DRINKS
Cargo Hall, South Wharf