Forum Outline

8.30am

REGISTRATION OPEN
Harbourside Room, The Museum of Contemporary Art, Sydney

9.00am

WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners

9.15am

A NEW REGIME? — THE FORCES SHAPING AUSTRALIAN EQUITIES

Where the country is heading, and where that leaves Australian equities.

Kos Samaras - Director Strategy and Analytics, Redbridge Group

10.35am

THE CONCENTRATION QUESTION — WHERE SHOULD INVESTORS BE LOOKING NEXT?

Building resilient portfolios when the benchmark has never been more concentrated

Marc Jocum - Senior Product and Investment Strategist, Global X ETFs

Ross Cameron - Portfolio Manager (Emerging Markets), Northcape Capital (Represented by Warakirri Asset Management)

11.40am

RETHINKING ACTIVE — IS THE WAY WE ALLOCATE STILL FIT FOR PURPOSE?How structural change is challenging the frameworks we rely on

Tom King - Chief Investment Officer & Portfolio Manager, Nanuk Asset Management

Chad Padowitz - Co-Chief Investment Officer, Talaria Capital

Andrew Yap - Head of Portfolio Solutions, Zenith Investment Partners

1.40pm

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 Credit Solutions, MA Financial Group

Raghav Khanna - Managing Director & Co-Portfolio Manager, Oaktree Capital Management (Represented by Brookfield)

2.40pm

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

Tim Farrelly - Co-CIO, Delta Portfolios

4.00pm

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
The Museum of Contemporary Art, Sydney