• Lonsec Symposium

    Tuesday 7 May

    The Westin, 1 Martin Place

    Event Full – 600 attendees registered

    Registrations now closed!

Portfolio construction in changing times

This must attend event, presented by Australia’s top-rated research house for 2016, 2017 AND 2018 will help you navigate the way ahead.

CPD POINTS AVAILABLE

 

AGENDA

Registrations

Tea & Coffee served

8.30 AM

Welcome & Introduction

9.00 AM

Alan Dupont

Geopolitical Risk in A More Volatile World

9.05 AM

Listed Products – Dealing with increasing complexity as the channel matures

Peter Green, Head of Listed Products Research – Lonsec 

9.50 AM

Alternatives – Managing expectations through macro regime shifts

Deanne Baker, Co-Head of Manager Research – Lonsec

10:10 AM

Morning Tea

Networking opportunityTea & coffee served

10:30 AM

The future is now

The aging demographic is driving government policy, which is influencing portfolio construction and product innovation – what does it all mean?

10.50 AM

Panel

Jeremy Cooper – Challenger,  Caitriona Wortley– Allianz Retire+,

Richard Dinham – Fidelity, Bill Butler – SuperRatings & Michael Elsworth – Lonsec

12:05 AM

Lunch

Networking opportunity

12:35 PM

Risk is back

Greater risk is evident in retirement, which has been largely ignored due to a rising market. But, is all that changing again? We will consider Drawdown risk, Inflation risk, Regulatory risk, Longevity, the franking debates and how to manage risks in portfolios.

 

1:35 PM

Panel

Veronica Klaus – Lonsec, Roy Maslen – AllianceBernstein, Michael O’Neil – IML, Vimal Gor – Pendal 

 

2:35 PM

The Retirement Challenge – A portfolio perspective

Lukasz de Pourbaix, Executive Director and Chief Investment Officer – Lonsec 

3:05 PM

Bernard Salt

Planning to Prosper: Issues and Opportunities for Wealth Management in the 2020s.

3:35 PM

Drinks & canapes

Networking opportunity

4:30 PM

WHAT TO EXPECT

    A perfect storm of issues are coming together to reset the environment for the structure of investment portfolios, such as:
    • the building wave of retirees
    • significant and ongoing regulatory change
    • the environment of uncertainty in all asset classes and markets; and
    • “collapsing” property prices
    Are you ready to deal with these issues and provide the best solutions for your clients?

PARTNERS

VENUE

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ADDRESS

The Westin (Grand ballroom)

1 Martin Place

Sydney NSW 2000

Why should I attend this event?

Hear from leading voices within our industry and enjoy a fantastic opportunity to network with your peers.

What is the dress code?

Smart business casual

Will there be an opportunity to network?

Drinks and canapes will be provided from 4pm onwards.

SEND US A MESSAGE

If you have any questions about the event, please contact us directly.






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CONTACT

events@lonsec.com.au 

+61 2 8651 6751

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