8:15 – 8:45

REGISTRATION

8:45 – 8:50

WELCOME & OPENING REMARKS

8:50 – 9:10

Economic, Market and Investment Outlook

Vishrut Rana, Economist, Asia Pacific, S&P Global Ratings

9:10 – 9:50

PANEL: global and domestic TRENDS SHAPING INDEXING AND ETF INVESTING

Market experts from the US and Australia will share their insights and discuss key trends shaping the progression of index and ETF investments globally as well as more specific themes such as ESG, factor, thematic investing, and ETF managed portfolios.

Moderator:

Travis Robinson, Global Head of Wealth Management Channel, S&P Dow Jones Indices

Panelists:

Toby Potter, Chair, Institute of Managed Account Professionals

Andrew Weaver, Senior Manager, Investment Products, ASX

Chantal Giles, Head of Wealth, BlackRock Australasia

Kanish Chugh, Head of Distribution, ETF Securities (Sydney)

Chad Hitzeman, Senior Business Development, ETF Securities (Melbourne)

9:50 – 10:30

panel: BUILDING PORTFOLIO resilience in today’s market environment

Considering the macro environment, what strategies can be utilized to promote resilience in your clients’ portfolios? How can resilience be built into portfolios to ensure investors meet their long-term objectives and what are the tools and strategies being utilized by some advisors?

Moderator:

Julie Ballard, Director, Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

Andrew Neatt, Senior Investment Advisor, Senior Portfolio Manager, TD Wealth Private Investment Advice

Nazar Pochynok, Senior Financial Advisor, Bell Partners

Blair Hannon, Head of Investment Strategy, Global X ETF

10:30 – 10:50

COFFEE BREAK

10:50 – 11:30

PANEL: THE EVOLUTION OF INDEXING & ETF IN MODEL PORTFOLIOS (MANAGED ACCOUNTS)

ETF managed portfolio strategies can be used in a variety of ways, this panel will delve deep into the development of ETF model portfolios, practical approaches when building portfolios using one or more of these strategies such as core-satellite, factor-based, managed risk, and multi-asset.

Moderator:

Toby Potter, Chair, Institute of Managed Account Professionals

Panelist:

Vinnie Wadhera, Executive Director, Institutional & Advisor, BetaShares

Patrick Casey, Managing Director, Assure Wealth Pty Ltd. (Sydney)

Jason Petersen, Partner, Head of Advice, 5 Financial (Sydney)

Remo Greco, Financial Advisor, Sanlam Private Wealth (Melbourne)

Dominic Alafaci, Managing Director, Collins House Advisory (Melbourne)

11:30 – 11:40

Building the right fit with customized solutions

What are custom indices and how can they be used by wealth managers and advisors?

Kenny Chan, Head of Custom Indices, Asia Pacific, S&P Dow Jones Indices

11:40 – 12:20

panel: what’s top of mind when it comes to esg integration?

This panel addresses some of the challenges the advisors face, the common traits of models they have in place today, and where they're helping their clients to succeed and integrate ESG in client portfolios.

Moderator:

Dianna Enlund, ESG Solutions Director, S&P Global Sustainable1 (Sydney)

Michael Salvatico, Head of Asia, Pacific, Middle East & Africa ESG Solutions, S&P Global Sustainable1 (Melbourne)

Panelist:

Craig Prosser, Client Director, Institutional, SmartShares (Sydney)

Jermaine Cooper, Advisor Relationship Manager, SmartShares (Melbourne)

Tanya Carlson, Financial Advisor, Amplify Wealth Management Pty Limited (Sydney)

Julia Lee, SPDR ETF Equity Investment Strategist, APAC, State Street Global Advisors

Julian Moore, Business Development Manager, VanEck (Sydney)

Campbell Stevens, Business Development Manager, VanEck (Melbourne)

Claudia Mah, Investment Analyst, Ethical Investment Services (Melbourne)

12:20 – 13:00

PANEL: What can you offer your clients that’s interesting and different

This panel discusses advisors’ vision in a (hopefully) post Covid-19 world. How are they evolving the quality and type of advice they offer to clients, what products and solutions can they add to the mix that add value and enhance their value proposition.

Moderator:

Travis Robinson, Global Head of Wealth Management Channel, S&P Dow Jones Indices

Panelists:

Andrew Neatt, Senior Investment Advisor, Senior Portfolio Manager, TD Wealth Private Investment Advice

Paul Moran, Principal, Moran Partners Financial Planning

Elizabeth Walsh, Practice Development Manager, Vanguard Australia

Marc Jocum, Senior Manager, Investments and Operations, Stockspot (Sydney)

Enid Lal, Head of Superannuation and Partnerships, Stockspot (Melbourne)

13:00 – 13:10

S&P DJI resources to SUPPORT YOUR business

Stuart Magrath, Senior Director & Head of Channel Management, Australia and New Zealand, S&P Dow Jones Indices

13:10 – 13:15

CLOSING REMARKS

13:15 – 14:30

NETWORKING LUNCH