Venue
Heritage Queenstown
Heritage Queenstown, 91 Fernhill Road, Queenstown 9300, New Zealand

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Sun Aug 11 NZST - Tue Aug 13 NZST (4 months ago)
In your timezone (EST): Sat Aug 10 8:00am - Mon Aug 12 8:00am
Location Heritage Queenstown
91 Fernhill Road, Queenstown 9300, New Zealand
Region APAC
Details

Brilliant Thinking on Practice Evolution, Market Regime and Investment Solutions

The forum brings together financial advisers and asset consultants from Australia and New Zealand to discuss the biggest challenges and opportunities emerging in investment markets around the world.

Why join us?
• Access a platform to raise the most common portfolio construction questions and understand how others are addressing these issues.
• Hearing from leading investment experts from multiple asset classes to identify opportunities for your client portfolios.
• Understand how advisers are using multiple technologies to build efficiency and drive growth in their practices.
• Join engaging discussions with other leading advisers on the most important investment decisions – be that the balance between passive and active, duration and tactical asset allocation decisions.
• Consider how other advisers and investors are dealing with growing expectations of lower-than-trend returns and why investment selection is set to drive returns once again.

Speakers

2024 Speakers

THOUGHT LEADERS:

Ashley Burtenshaw
Founding Partner and Chief Investment Officer, Barings

Andrew Lakeman
Founder, Atlantic House Group

Bob Desmond
Head of Claremont Global and Co-Portfolio Manager, Claremont Global

Christian Baylis
CEO and Co-Founder, Fortlake Asset Management

Claire Mackay
Independent Financial Planner, Quantum Financial

Craig Brooke
Chief Executive Officer, KeyInvest

Craig Emanuel
Managing Partner, Emanuel Whybourne & Loehr

Danielle Hodgson
Partner, LGT Crestone

David Lane
State Manager, Ord Minnett

David Leon
Director, Stellan Capital

Giselle Roux
Host and Content Contributor, The Inside Network

Jim Chronis
Chief Economist, Ausbil

Jonathan Ramsay
Director, InvestSense

Kyle Lidbury
Head of Investment Research, Perpetual Private

Laurence Parker-Brown
Head of Content, The Inside Network

Matt Henry
Head of Wealth Management Research, Forsyth Barr

Norman Zhang
Chief Investment Officer and Partner, Koda Capital

Paula Penfold
Senior Investigative Journalist, Guest Speaker

Peter Edwards
Executive Chairman, Victor Smorgon Group

Rousseau Lotter
Head of Portfolio Analytics and Asset Allocation, Craigs Investment Partners

Scott Bennett
Director, Factor Investing and Multi-Asset Strategies, Invesco

Shane Hurst
Portfolio Manager, ClearBridge Investments

Tim Rocks
Chief Investment Officer, Evans & Partners

Tony Sarai
Associate Director and Executive Planner, Modoras

Tracey McNaughton
Chief Investment Officer, Escala Partners

William Curtayne
Portfolio Manager, Milford

Sponsors & Partners

2024 Partners

EDUCATION PARTNERS:
• Atlantic House Group
• Ausbil
• Barings
• Claremont Global
• ClearBridge
• Fortitude
• Fortlake Asset Management
• Colonial First State
• Invesco
• Key Invest
• Milford
• Victor Smorgon Partners