Equities & Growth Assets Symposium 2024 - Sydney | The Inside Network | 25 March 2024 | Four Seasons, Sydney, 199 George St, The Rocks NSW 2000, Australia
Venue
Four Seasons, Sydney
Four Seasons, Sydney, 199 George St, The Rocks NSW 2000, Australia
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| Event Date |
Tue Mar 26 AEDT (9 months ago)
In your timezone (EST): Mon Mar 25 9:00am - Mon Mar 25 9:00am |
| Location |
Four Seasons, Sydney
199 George St, The Rocks NSW 2000, Australia |
| Region | APAC |
Details
Over the last decade, passive equity strategies focusing on major US companies have been successful due to cheap credit and stable markets, but this trend is ending as central banks tighten their monetary policies, leading to increased interest rates, altered valuations, and challenges for technology companies. The current financial environment suggests a shift from broad market growth to a more selective approach, where identifying specific themes and qualities within equity allocations will be crucial for investor success amid increasing market bifurcation.
The symposium aims to guide the wealth management community in adapting to these changes, emphasizing the importance of responsible investing and the potential of the renewable energy sector, while acknowledging that past investment strategies may not be as effective in the current volatile and uncertain market.
Speakers
2024 Speakers
Adam Bajcarz
Senior Investment Analyst, APT Wealth Partners
Danny Wong
Manager, Research, Alteris Financial Group
Dion Hershan
Head of Australian Equities, Yarra Capital
Isaac Poole
Chief Investment Officer, Oreana Financial Services
James Whelan
Managing Director, Barclay Pearce Capital Wealth
Lydia Kav
Head of Manager Research, Perpetual Limited
Marisa Broome
Principal, Wealthadvice
Martin Crabb
Chief Investment Officer, Shaw & Partners
Scott Dingle
Investment Manager, Spire Capital
Vincent O'Neill
CEO, Stanford Brown
Sponsors & Partners
2024 Partners
EDUCATION PARTNERS:
• American Century Investments
• ClearBridge
• Colonial First State
• Franklin Templeton
• Spire Capital
• YARRA
SUPPORTERS:
• Insiders
• SQM Research