With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises and crypto assets gaining traction, investment and portfolio construction strategies that have worked for the past ten years may no longer be valid for the coming decade. This year’s symposium will offer you expert opinion and practical advice to help you construct innovative client portfolios to successfully navigate this new world.

Sessions will look at how current geopolitical tensions and rising inflation might impact global markets and how alternative assets, such as crypto, and new advice models are changing the investing landscape. As part of this new investment outlook, we will also consider managing ESG for shareholder and investor value and the value of financial advice for clients.

The Lonsec Symposium will return on May 5, 2022, both live at its regular home (Fullerton Hotel, Sydney) and virtually, across Australia.

A wide range of industry and keynote speakers and topics, this year with breakout sessions, will once again provide insight and education, together with the opportunities to network. To make attendance easier, we have slightly shortened the agenda, whilst allowing attendees to focus on the topics of most interest to them.

As always, seats are limited, so register as soon as you are able.

CPD points will be allocated for attended sessions. Registration is free of charge and our conference will be fully catered.

Lonsec is committed to educating the industry, as a result this is a non-paid for event and attendance is free of charge.

Recording is now available

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

Please note that the conference program and speakers are subject to change.

The event will be available via live streaming and on-demand for guests that are unable to travel to the event or attend on the day.


We are excited to be partnering with…



We’re proud to partner with Cancer Council, to promote their Pro Bono Program. The program partners with financial planners to offer free financial planning support to people affected by cancer and facing financial hardship. You can read more about the Pro Bono Program below and find out how to get involved in this very worthy cause.

Be sure to visit the Cancer Council stand at this year’s Lonsec Symposium. Find out more about Cancer Council

The Fullerton Hotel

1 Martin Place

Sydney, NSW 2000

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