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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 |
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.
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
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