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
FAULT LINES AND FRONTLINES
Leading in a Fractured World
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Hon. Christopher Pyne
Former Australian Defence Minister
10.35am
ALL-IN OR SPREAD YOUR BETS?
Building Exceptional Portfolios, With or Without the US
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Alex Pollak - Chief Investment Officer, Loftus Peak
Ross Cameron - Portfolio Manager - Emerging Markets, Northcape Capital (Represented by Warakirri Asset Management)
Qiao Ma - Partner & Portfolio Manager, Munro Partners (Represented by GSFM)
11.40am
FINDING RESILIENCE BEYOND EQUITIES
Balancing Growth Opportunities with Diversifiers
Shawn Lese - CIO & Head of Funds Management - Americas, Nuveen Global
Chad Hitzeman - Head of Institutional, Global X ETFs
1.45pm
THE EDGE OF ACTIVE
Evolving Strategies for a Changing Market
Ned Bell - CIO & Portfolio Manager, Bell Asset Management
Steve Malin - Portfolio Manager, Vinva Investment Management (Represented by Magellan Group)
2.50pm
CONSTRUCTING WITH CONVICTION
Rethinking Portfolio Design for a More Demanding World
Tim Farrelly - Co-CIO, Delta Portfolios
David Boyle - Partner, Consulting, Ascalon Capital
4.15pm
SCALING UP & STANDING OUT
Using Technology to Take Your Advice Practice to the Next Level
Jess Bulafkin - General Manager, Fin365
Sandra Whitear - Customer Success Manager, Plutosoft
Peter Truong - General Manager, Watershed Group
5.00-6.00pm
NETWORKING DRINKS
The Fullerton Hotel, Sydney