8:30 – 9:00

REGISTRATION

9:00 – 9:05

WELCOME & OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P DJI

9:05 – 9:30

KEYNOTE: MANAGING RISK AND ASSET ALLOCATION WITH INDEX-BASED SOLUTIONS

Professional portfolio management allows advisers to focus on client discussions and relationships as well as business growth. What happens when advisers outsource the CIO function?

Speaker:

Geoff Eliason, Principal, Chief Compliance Officer, Peak Capital Management

Replays And Downloads:

Managing Risk and Asset Allocation with Index-Based Solutions - Geoff Eliason

9:30 – 10:00

panel: building the right fit with Customized indices

How can advisers use customised index solutions to build investment strategies for their clients?

Moderator:

Daphne van der Oord, Head of Australia & New Zealand, S&P DJI

Panelists:

·      Geoff Eliason, Principal, Chief Compliance Officer, Peak Capital Management

·      Mark Holzworth, Director, Holzworth Partners

·      Shaun Wurzbach, Global Head of Financial Adviser Channel, S&P DJI

10:00 – 10:30

fireside chat: etf market developments Here and abroad

Interviewer:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

Interviewees:

·      John Davies, Global Head of Exchange Traded Products, S&P DJI

·      Andrew Weaver, Manager, Investment Products, ASX

Replays And Downloads:

ETF Market Developments Here and Abroad - John Davies

10:30 – 10:50

COFFEE BREAK

10:50 – 11:10

Financial Advisers, ETFs and Indexing in North America

A discussion of some of the practices in the U.S. that might be applicable to the Australian market.

Speaker:

Shaun Wurzbach, Head of Financial Adviser Channel, S&P DJI

Replays And Downloads:

Financial Advisers, ETFs and Indexing in North America - Shaun Wurzbach

11:10 – 11:50

PANEL: INDEXING, ETFS AND PRACTICE MANAGEMENT

A peer-to-peer discussion on how advisers can use index-tracking investment vehicles to expand their capabilities in portfolio construction.

Moderator:

Shaun Wurzbach, Global Head of Financial Advisers Channel, S&P DJI

Panelists:

·      Andrew Wielandt, Managing Partner, Investment Adviser, Dornbusch Partners

·      Terry O’Sullivan, Financial Planner, Right Fit Financial Adviser

·      Jon Reilly, Managing Director, Chief Investment Officer, Implemented Portfolios

11:50  – 12:15

OPTIMIZING YOUR resourceS to SUPPORT YOUR BUSINESS

The S&P DJI team is here to provide research and education content and tools for you to share with your clients. Make the most of these complimentary resources.

Speaker:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

Replays And Downloads:

Optimizing Your Resources to Support Your Business - Stuart Magrath

12:15  – 12:55

SHOP TALK WITH ETF PRACTITIONERS TO ENHANCE YOUR BUSINESS

An opportunity to have a direct Q&A with a panel of ETF industry practitioners and thought leaders who will address any questions you have when constructing your ETF portfolios.

Moderator:

John Davies, Global Head of Exchange Traded Products, S&P DJI

Panelists:

·      Peter Harper, Executive Director, BetaShares *Sydney

·      Blair Modica, Associate Director, Adviser Business, Betashares *Melbourne

·      Christian Obrist, Head of iShares, Australasia, BlackRock

·      Kris Walesby, CEO, ETFS Management

·      Meaghan Victor, Vice President, Head of SPDR ETFs for Australia, SSGA

·      John Caulfield, Vice President, Institutional Business Development, VanEck *Sydney

·      Damon Gosen, Vice President, Business Development, VanEck *Melbourne

·      Balaji Gopal, Head of Product Strategy, Vanguard Australia

12:55 – 13:00

CLOSING REMARKS

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

13:00 – 14:00

NETWORKING LUNCH