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| Senator Jane Hume, Shadow Minister for Finance, will discuss the vital role of small investors in Australia’s markets. She’ll emphasise the importance of an even playing field for all investors, focusing on the value of mum and dad investors and individual choice in financial decisions. Engage in an interactive Q&A to delve into policy positions and Australia’s economic settings. |
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| Cassandra Crowe, VP at T. Rowe Price, will deliver a keynote addressing the transformative shifts in global demographics, wealth transfer, and technology. With a focus on seizing opportunities amid industry changes and heightened emphasis on ESG and DEI, Crowe will equip you with essential insights to navigate the evolving financial landscape. |
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| Dr Shane Oliver, Head of Investment Strategy at AMP, will provide a deep dive into the 2024 macro investment landscape. With his extensive experience and expertise in economics, he’ll analyse key economic indicators, asset classes, and potential risks, offering attendees valuable insights for navigating global and Australian markets. |
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| Alicia Gregory, Deputy Chief Investment Officer at Future Fund, will offer exclusive insights into Australia’s sovereign wealth management. With over 23 years in financial services and responsibility for over $270 billion in public assets, she’ll discuss the fund’s strategic decisions, multifund management, and contributions to Australia’s financial resilience. |
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| Christopher Chen, Senior Investment Director at American Century Investments, will explore the appeal of global small caps in the current macro environment. Despite recent challenges, he’ll highlight their resilient fundamentals, compelling valuations, and potential for faster earnings growth compared to large caps. |
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| Blake Briggs, CEO of the Financial Services Council, will explore growth opportunities in the wealth industry, focusing on regulatory reforms, superannuation evolution, and investment innovation. |
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| Mariana Paul, Investment Specialist and Head of Sales and Distribution for SE Asia at UBS, will discuss the significance of alternatives in modern portfolios, exploring their various forms and advantages. She’ll delve into the shift from traditional 60/40 allocations and spotlight the growth and opportunities in private credit as an uncorrelated return source and portfolio diversifier. |
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| David Steinthal, CIO of L1 Capital International, will share insights on navigating international equities markets. With over 25 years of investment experience, he’ll discuss opportunities and risks for Australian investors in a complex investment landscape. |
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| Bill Keogh, CEO of Transact1, and Daniel Bower, Chief Product Officer of FinClear, will unravel the complexities of cash management. They’ll delve into term deposits, deciphering real rates from clickbait, and strategies to access better cash rates globally. Learn how to make banks work for you and broaden your understanding of money management. |
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| Grant Hackett OAM, CEO of Generation Life, will look into the evolving tax landscape, focusing on the new superannuation Division 296 tax. He’ll explore alternative investment structures like investment bonds, offering tax-effective wealth accumulation with a maximum tax rate of 30 per cent. Learn how to optimise investments across various avenues and maximise after-tax performance. |
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| Justine Marquet, Head of Technical Services at Allianz Retire+, will delve into creating portfolios that enhance client retirement outcomes. With Australians living longer, she’ll discuss the importance of tailored retirement planning, using insights from Allianz Retire+’s research on portfolio construction. |
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| David Ho, Head of Index Investments Group (Pacific) at FTSE Russell, will address decarbonising Australia, highlighting wealth management’s role in driving sustainable initiatives and engagement. Learn about global efforts supporting climate transition and how decarbonisation presents both challenges and opportunities for financial success. |
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| *Product service providers not included. Please contact a member of our team for information on product service providers’ pricing. Details can be found on the official website’s contact page. |
