IN Income & Defensive Assets Symposium 2024 - Victoria | The Inside Network | 31 July 2024 | Rydges Melbourne, 186 Exhibition St, Melbourne VIC 3000, Australia

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:

Alan Liao
Managing Director, AVARI Capital Partners

Andrew Harrex
Investment Solutions, Melbourne, P/E Investments

Bruce Wan
Head of Research, MaxCap Group

Dr. Christian Baylis
CEO and Co-founder, Fortlake Asset Management

Clive Maguchu
Senior Strategist, State Street Global Advisors

Craig Bannister
Executive Director, Pallas Capital

Craig Brooke
Chief Executive Officer, KeyInvest

Giselle Roux
Host and Content Contributor, The Inside Network

James Dunn
Contributing Editor and Host, The Inside Network

Jarod Dawson
Global Yield Portfolio Manager, PM Capital

Justin Tyler
Director and Portfolio Manager, Daintree Capital

Kev Toohey
Principal, Atchison Consultants

Lauren Ryan
Business Development Manager, Thinktank

Laurence Parker-Brown
Head of Content, The Inside Network

Mark Heffernan
Partner, Perpetual Private

Paul Saliba
Sector Head Equities and Fixed Income, SQM Research

Rob Pizzichetta
Founder, Mont Wealth

Roy Keenan
Co-head of Australian Fixed Income, Yarra Capital Management

Samuel Moore
Executive Director, Capital Prudential

Scot Thompson
Co-head of Systematic Investments, Macquarie Asset Management

Tristan Bowman
Partner, Cameron Harrison

2024 Partners

EDUCATION PARTNERS:
• Daintree Capital
• Fortlake Asset Management
• Key Invest
• Macquarie
• Pallas Capital
• State Street Global Advisors
• Thinktank
• Yarra Capital Management

FOUNDATION PARTNER:
• Colonial First State