A complimentary event for financial advisors and investment professionals

Accredited to 4 FPA CPD hours

Amid concerns around increased market volatility, rising rates and high inflation, many investors are re-evaluating their approach to asset allocation. How can index-based and and ETF strategies help to address these challenges on both a tactical and long-term basis?

Join us and industry leaders to explore how investors can use index-based solutions to mitigate risk and access opportunities in the new investment paradigm.

Topics will include:

  • An economist’s outlook on global and Australian markets
  • What higher yields and inverted yield curves mean for retirement income strategies
  • Using index-based solutions to drive growth and increase efficiency in advisory contexts
  • Indexing and ETF trends to watch in 2023 including strategies that focus on sustainability risks and opportunities

Featured Speakers

Alexandre Ventelon, Morgan Stanley Wealth Management Australia


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Andrew Jones, Vanguard Australia

ETF Investment Product Manager

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Andrew Weaver, ASX

Senior Manager, Investment Products

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Anu R. Ganti, S&P Dow Jones Indices

Senior Director, Index Investment Strategy

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Brent Kopp, S&P Dow Jones Indices

Senior Director, Central Region, Wealth Management Channel

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Bruce Schachne, S&P Dow Jones Indices

Chief Commercial Officer

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Damon Gosen, VanEck Australia

Vice President, Business Development

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Daphne van der Oord, S&P Dow Jones Indices

Head of Australia and New Zealand

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Dean Anderson, Kernel Wealth Management

Founder and CEO

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Jamie Hannah, VanEck Australia

Deputy Head of Investments & Capital Markets

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Julie Ballard, S&P Dow Jones Indices

Director, Channel Management, Australia and New Zealand

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Kanish Chugh, Global X

Head of Distribution

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Libby Newman, Vanguard Australia

Investment Specialist, Strategy and Research

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Michael Salvatico, S&P Global Sustainable1

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

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Minah Kim, CME Group

Senior Director, Equity Index & Cryptocurrency Products, Asia Pacific

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Randolf Tantzscher, S&P Dow Jones Indices

Managing Director, Head of APAC Fixed Income Product Management

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Rajiv Biswas, S&P Global Market Intelligence

Executive Director and Asia-Pacific Chief Economist

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Tamara Stats, BlackRock

Director, ETF and Indexing Investments Specialist

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TIM FARRELLY, farrelly's Investment Strategy


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Vessela Tasker, Greenwood & Co.


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Victor Huang, Milliman

Principal Leader - Australia

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Vinnie Wadhera, Betashares

Executive Director – Institutional and Adviser Business

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Will Hart, E&P Financial Group

Director, ESG & Sustainable Investment

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Register now for this event.