Access insights and analysis from some of Australia’s leading investment managers and industry professionals, as well as internationally renowned experts, who will provide strategies and techniques to help you optimise client portfolios and navigate the investment landscape. This is an investment of your time which will pay dividends for your business, and your clients.
When
Tuesday, October 19, 2021 · 1:00 p.m.
Sydney (GMT +11:00)
Agenda
Need to Know: the latest Australian & global equity outlook
A Balancing Act: A pulse check on risks to investment strategy across macro and markets as 2022 looms large.
Post Pandemic Portfolios: The impact of the pandemic on global sharemarkets didn't play out the way most anticipated. So what lessons, if any, can we take away?
Income Generation: Is it time to rethink cash allocations for clients in this ultra-low-for-longer interest rate environment?
ETFs, the Case for Active AND Passive: Retail investor demand for ETFs in Australia is at record highs. Find out what's next and how to build an ETF strategy within a client portfolio.
Using Leverage: strategies for using warrants in a client portfolio
Focus on Innovation: Explore innovation and how it's impacting investment opportunities
Presenters
The ausbiz team
Anchors including Nadine Blayney will host the event.
Chad Padowitz
Chief Investment Officer, Talaria Capital
Chris Rands
Senior Portfolio Manager, Yarra Capital Management
Jessica Amir
Senior Market Analyst, Bell Direct
Daniel Siluk
Portfolio Manager, Kapstream
Roy Maslen
Chief Investment Officer, Alliance Bernstein
Jay Sivapalan
Head of Australian Fixed Interest, Janus Henderson
Elizabeth Tian
Director, Equity Derivatives Solutions and Global Markets, Citigroup
Campbell Dawson
Director, Elstree Investment Management
Mihkel Kase
Portfolio Manager, Schroders
Eric Blewitt
Chief Executive Officer, AUSIEX
Jennifer Herbert
Key Account Manager: Listed Products, Magellan Financial Group
Evan Metcalf
Head of Product, ETF Securities
Laura Morrison
SVP: Global Head of Listings, Cboe Global Markets
Domenico Giuliano
Deputy Chief Investment Officer & Portfolio Manager, Magellan Financial Group
Christopher Joye
Chief Investment Officer, Coolabah Capital
Leah Willis
Head of Client Relationships, Australian Ethical Investment