Venue
Four Seasons Hotel Sydney
Four Seasons Hotel Sydney, 199 George St, The Rocks NSW 2000, Australia

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Event Date Tue Jul 30 AEST (5 months ago)
In your timezone (EST): Mon Jul 29 10:00am - Mon Jul 29 10:00am
Location Four Seasons Hotel Sydney
199 George St, The Rocks NSW 2000, Australia
Region APAC
Details

Central banks are swiftly adjusting interest rates away from quantitative easing to curb inflation, prompting investors to reassess risk as cash and sovereign bonds offer traditional returns, particularly beneficial for retirees. However, persistent inflation drivers and global economic shifts may necessitate innovative capital deployment strategies, especially amid changing asset class correlations and potential equity headwinds.

The Symposium aims to aid wealth managers in crafting defensive portfolios generating resilient income by exploring diverse viewpoints on asset repositioning in a new income landscape.

During the event, we will:
• Refine actionable solutions for the trends emerging across defensive assets in order to balance out portfolios against volatility.
• Improve your understanding and ability to inform clients of the opportunities to provide resilient income without drawing down an excess of assets.
• Build your connections across the wealth management community during table discussions and the post-event cocktail function.
• Leverage community due diligence on curated investment solutions through formal and informal questioning of managers on their strategy and what role it can perform in a portfolio.

Speakers

2024 Speakers

THOUGHT LEADERS:

Alexandre Ventelon
Head of wealth management research, Morgan Stanley

Charlie Viola
Partner, Pitcher Partners

Christian Baylis
CEO and co-founder, Fortlake Asset Management

Clive Maguchu
Senior strategist, State Street Global Advisors

Craig Brooke
Chief executive officer, KeyInvest

Giselle Roux
Host and content contributor, The Inside Network

James Dunn
Contributing editor and host, The Inside Network

Jason Petersen
Head of advice, 5 Financial

Lauren Ryan
Business development manager, Think Tank

Laurence Parker-Brown
Head of content, The Inside Network

Paul Saliba
Sector head equities and fixed income, SQM Research

Roxanne Gorman
Partner, Perpetual Private

Roy Keenan
Co-head of Australian fixed income, Yarra Capital

Scot Thompson
Co-head of systematic investments, Macquarie Asset Management

Tim Rocks
Chief investment officer, Evans & Partners

Sponsors & Partners

2024 Partners

EDUCATION PARTNERS:
• Avari Capital Partners
• Capital Prudential
• Daintree Capital
• Fortlake
• Colonial First State
• Key Invest
• Macquarie
• MaxCap Group
• Pallas Capital
• P/E Investments
• PM Capital
• State Street Global Advisors
• Thinktank
• YArra Capital Management