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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 |
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.
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
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