08.30 -09.00 | Arrival, coffee and registration

09.00 – 10.00 | Keynote Speaker : The March of the Autocrats: A New World Order

Alan Dupont, founder and CEO of the Cognoscenti Group

“Russia’s invasion of Ukraine has delivered a rude wake up call to a complacent and self-obsessed West shattering the illusion that major war in Europe is “unthinkable.” Vladimir Putin’s game changing aggression will lead to a hardening of the systemic divide between democracies and autocracies; increased geopolitical risk; higher defence spending; less globalisation; greater financial market volatility; rising inflation driven by surging energy and commodity prices; and a major push by Europe to diversify its energy supplies away from Russia.

Dr. Alan Dupont AO, one of Australia’s leading strategists, discusses whether a new world order is emerging dominated by autocracies, not the democratic West. And if so, what are the implications for investors, Australia and the global economy.”

10:00 – 10:45 | Session One: The macroeconomic perspective on a new world of investing

Lukasz de Pourbaix, CIO of Lonsec Investment Solutions will moderate this session with participants commenting on macroeconomic issues such as rising inflation and interest rates, and how these will require a new approach to investing over the next 10 years.

Lukasz will be joined by;

Rick Rieder, Managing Director, Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team, BlackRock.

10:45 – 11:00 | Morning Tea

11:00 – 11:45 | Session Two: Managing ESG for shareholder and end investor value

Looking at a shareholder and end investor value, this session will bring together both data and fund manager perspectives and outline how ESG has moved beyond the ‘feel-good’ factor to make economic sense for companies.

David Gait, Head of the Sustainable Funds Group and Portfolio Manager, First Sentier Investors/Stewart Investors
Jen Driscoll, CEO of AllianceBernstein, Australia
Tony Adams, Head of Sustainable Investment Research, Lonsec
Veronica Klaus, Head of Investment Consulting, Lonsec (MODERATOR)

11:45 – 12:30 | Session Three: Bit by bit, putting it together

Is what has worked for the last 10 years still valid? What does it take to construct a portfolio in the new investment landscape? This session will cover the practical considerations to constructing innovative portfolios for clients and investors and gather perspectives from LIS and fund managers.

Deanne Baker, Portfolio Manager, Multi-Asset, Lonsec
Darrell Clark, Deputy Head of Research, Manager, Multi-Asset, Lonsec (MODERATOR)
Mathew Kaleel, Portfolio Manager, Diversified Alternatives, Janus Henderson
Will Baylis, Portfolio Manager, Martin Currie (Franklin Templeton)

12:15 – 13:15 | Lunch

13:15 – 14:00 | Breakout Sessions

1. Innovative investment strategies for a new world
(from Crypto to private debt and everything in between)

Veronica Klaus, Head of Investment Consulting, will lead this session examining alternative investment strategies – from Crypto to private debt and everything in between.  Veronica will be joined by a panel of fund managers who specialise in alternative investments.

Joining Veronica Klaus are:

James Kirk, Manager Alternative, Lonsec

Louis Crous, CIO, BetaShares

Pete Robinson, Head of Investment Strategy, Fixed Income, CIP Asset Management

2. Value of advice

Led by Lonsec Head of Sales, John Burton, this session will look at understanding and articulating the value of financial advice to clients and how this advice can evolve to meet the emerging needs of your clients.

3. How super funds are approaching the new investment landscape

Kirby Rappell, Executive Director of SuperRatings and Camille Schmidt, Market Insight Manager, SuperRatings will look at the changing superannuation landscape and how this affects advisers.

14:00 – 14:15 | AFTERNOON TEA

14:15 – 15:00 | Keynote Speaker Session: Digital Assets going mainstream

Q&A session between Mark Carnegie and Lonsec CEO, Mike Wright.

15.00 – 16.00 | Networking – Drinks & canapes served