August 21st – 22nd 2016

Stockholm, Sweden

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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


One great night

We’re honoured to have 4 amazing industry experts Mike Kus, Jeremy Keith, Robin Christopherson and Sarah Parmenter!


We’re honoured to have 4 amazing industry experts Mike Kus, Jeremy Keith, Robin Christopherson and Sarah Parmenter!

Free food and drink!

We’re honoured to have 4 amazing industry experts Mike Kus, Jeremy Keith, Robin Christopherson and Sarah Parmenter!


We’re honoured to have 4 amazing industry experts Mike Kus, Jeremy Keith, Robin Christopherson and Sarah Parmenter!


They love it. Read what the previous attendees had to say!

Where to stay

Finding a good hotel can be tricky. So here are some of our favorite hotels nearby event location


First Hotel Reisen

From $90 per night

Visit Website


Hotell Kung Carl

From $120 per night

Visit Website


Radisson Blu Waterfront Hotel

From $45 per night

Visit Website


Choose your favorite pass for the event.

Silver Pass
  • Regular Seating
  • Free Snacks
  • Custom Swags
  • Certificate

Choose Silver Pass

Gold Pass
  • Front Seating
  • Free Coffee / Snacks
  • Free T-Shirt
  • Custom Swags

Choose Gold Pass

Vip Pass
  • VIP Seating
  • Buffet Lunch
  • Free T-Shirt
  • Crumpler Backpack

Choose VIP Pass

Frequently Asked Questions
How can I get to the venue?

The map and Contact details are listed within the contact information.You will also receive a confirmation email with location map.

What about accommodation?

The cost of the hotel accommodation and travel is not included in the event fee. For corporate accommodation rate, please contact us directly.

What payment types do you accept?

All payments are processed via PayPal. You may also pay at the time of event. But please reserve your seat by contacting us directly.

Can I get a refund on my tickets?

All tickets are non-refundable unless the event is cancelled by us, in which case we will always make a full refund.


Event is supported by easily recognisable companies and products which we use everyday.


Fill the form below to get directions to our event location

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Level 5, Meet n Party,

Barnhusgatan 7 b,

125 Stockholm, Sweden

Time: 10:30 AM to 3:30 PM





+1 400 253 1800

+33 230 58 5420


If you have any questions about the event, please contact us directly. We will respond for sure.



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