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:

  • An overview of the trends shaping indexing and ETF investing
  • A closer look at the evolution of indexing and ETFs in model portfolios
  • What index strategies can help build resilience into portfolios to help investors meet their long-term objectives
  • What's the latest trends in ESG integration
  • Exploring other innovative index solutions to help prepare for what's next

Featured Speakers

Andrew Neatt, TD Wealth

Private Investment Advice

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Andrew Weaver, ASX

Senior Manager, Investment Products

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Blair Hannon, Global X

Head of Investment Strategy, Australia

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Campbell Stevens, VanEck

Business Development Manager

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Chad Hitzeman, ETF Securities

Senior Business Development Manager

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Chantal Giles, BlackRock Australasia

Head of Wealth

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Claudia Mah, Ethical Investment Services

Investment Analyst

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Craig Prosser, SmartShares

Client Director, Institutional

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Dianna Enlund, S&P Global Sustainable1

ESG Solutions Director

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Dominic Alafaci, Collins House Advisory Pty Ltd

Managing Director

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Elizabeth Walsh, Vanguard

Practice Development Manager

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Enid Lal, Stockspot

Head of Superannuation & Partnerships

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Jason Petersen, 5 Financial

Partner, Head of Advice

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Jermaine Cooper, Smartshares

Financial Adviser Relationship Manager

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Julia Lee, State Street Global Advisors

SPDR ETF Equity Investment Strategist – APAC

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Julian Moore, VanEck

Business Development Manager

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Kanish Chugh, ETF Securities

Head of Distribution

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Marc Jocum, Stockspot

Senior Manager, Investments and Business Initiatives

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Michael Salvatico, S&P Global Sustainable1

Head of Asia, Pacific, Middle East & Africa ESG Solutions

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Nazar Pochynok, Bell Partners Wealth Creation

Senior Financial Adviser

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Patrick Casey, Assure Wealth Pty Ltd.

Managing Director

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Paul Moran, Moran Partners Financial Planning

Principal

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Remo Greco, Sanlam Private Wealth

Financial Adviser

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Tanya Carlson, Amplified Wealth Management Pty Limited

Financial Advisor

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Toby Potter, Institute of Managed Account Professionals

Chair

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Vinnie Wadhera, Betashares

Executive Director – Institutional and Adviser Business

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Vishrut Rana, S&P Global Ratings

Economist, Asia Pacific

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