FORUM OUTLINE
8.30am
REGISTRATION OPEN
Heritage Ballroom, The Fullerton Hotel, Sydney
9.00am
WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners
9.15am
THE END OF MACRO AND THE LAST ECONOMIST
The Role of Macroeconomics in Our Post-Pandemic World
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Chris Mackay - MD & Portfolio Manager, MFF Capital Investments
Christopher Joye - Chief Investment Officer, Coolabah Capital Investments
10.35am
ALTERNATIVE THINKING
Perspectives on Integrating Alternatives into Portfolios
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Ashmi Mehrotra - Portfolio Manager, J.P. Morgan Asset Management
Kyle Lidbury - Head of Investment Research, Perpetual Private
11.40am
PASSING THE BATON
How Growth and Return Drivers Will Change Over the Next Cycle
Kieran Moore - Partner & Portfolio Manager, Munro Partners
Patrick Russel - Director & Portfolio Manager / Analyst, Northcape Capital
1.45pm
BRINGING IT ALL TOGETHER
New Ideas in Portfolio Construction
Christopher Demasi - Portfolio Manager, Montaka Global Investments
Chad Hitzeman - Head of Institutional, Global X ETFs
Tim Farrelly - Principal, farrelly's Investment Strategy
2.50pm
BEYOND THE HORIZON
Structuring Investments for Longer Term Goals
PART A - The Benefits of Deferred Gratification
Mark Lapedus - Head of Product, Allianz Retire+
PART B - Addressing the Certainty of (More) Taxes
John Laver - Head of Investments, Generation Life
4.15pm
INNOVATE OR STAGNATE
Strategies for Future-Proofing Your Practice
Andrew Inwood - Founder, CoreData Group
5.00-6.00pm
NETWORKING DRINKS
The Fullerton Hotel, Sydney