Explore new territories with greater confidence
S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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Explore new territories with greater confidence
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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Register to attend complimentary webinars and deepen your knowledge of current trends and issues impacting the index universe today.
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A complimentary event for financial advisors and wealth managers
Accredited to FPA CPD hours
It's no surprise that persistent inflation, rising rates, and a looming recession are hampering investor plans for the rest of 2022 and beyond. Following years of sustained growth, the viability of index-based solutions and ETFs can provide a wide variety of options for portfolio diversification.
Join S&P Dow Jones Indices, in association with the ASX, as we bring together industry practitioners and peers to discuss the latest development in indexing and ETF strategies, and how they be used to navigate short-term shocks while capitalizing on long-term trends.
Topics include:
Head of Asia, Pacific, Middle East & Africa ESG Solutions
View Bio
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 |
Head of Asia, Pacific, Middle East & Africa ESG Solutions
View BioDirector, Channel Management, Australia and New Zealand
View BioSenior Director & Head of Channel Management, Australia and New Zealand
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