Venue
TBA
TBA, 488 George St, Sydney NSW 2000, Australia

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Event Date Tue Nov 8 AEDT (about 2 years ago)
In your timezone (EST): Mon Nov 7 8:00am - Mon Nov 7 8:00am
Location TBA
488 George St, Sydney NSW 2000, Australia
Region APAC
Details

As millions of Baby Boomers approach retirement and younger generations enter financial markets for the first time, the wealth management and superannuation sector is being called on to play a leadership role in supporting the nation’s financial wellbeing. But regulatory settings and the scars of the Hayne royal commission continue to create challenges for the industry in trying to reach more Australians.

With a new government in place summit press business leaders on their big ideas to restore the sector’s standing and grapple with topics including technological innovation, global best practice and the economic and policy settings required to help investors and consumers survive one of the more volatile periods in financial history.

Speakers

2022 Speakers

Andrew Alcock
CEO, HUB24

Heath Behncke
MD and CEO, Holon Group

Andrew Boal
Partner, Deloitte Australia

Jess Brady
Founder, Ladies Talk Money

David Bryant
President, Pacific Region and CEO, Australia Mercer

Mike Callaghan
Chair, Commonwealth Treasury Retirement Income Review

Margaret Cole
Deputy Chair, Australian Prudential Regulation Authority

Dave Rae
Financial Adviser, ethinvest

Kim Farrant
GM Responsible Investment, HESTA

Alexis George
CEO, AMP

Vimal Gor
Chief Investment Officer, Trovio Group

Heather Gray
Lead Ombudsman, Superannuation Australian Financial Complaints Authority

Irene Guiamatsia
Head of Research, Investment Trends

Jamie Hannah
Deputy Head of Investments and Capital Markets, VanEck

Pamela Hanrahan
Professor of Commercial Law and Regulation, UNSW Sydney

Leah Hitchings
Head of Digital Advice,Rest

Rochel Hoffman
Partner, Deloitte Australia

The Hon Stephen Jones MP
Assistant Treasurer and Minister, Financial Services

Kelli Keough
Head of Digital and Client Solutions, Wealth Management JPMorgan Chase & Co

Michelle Levy
Lead, Quality of Advice Review, Partner Allens

Michael McCorry
Chief Investment Officer, BlackRock

John McMurdo
CEO and MD, Australian Ethical

Renato Mota
CEO and MD, Insignia Financial

David Neal
CEO, IFM Investors

Nick Nicolaides
Co-founder, Pearler

Kelly Power
CEO, Colonial First State Superannuation

Danielle Press
Commissioner, Australian Securities and Investments Commission

Trenna Probert
Founder, Super Fierce

Bernard Reilly
CEO, Australian Retirement Trust

Paul Schroder
CEO, AustralianSuper

Linda Scott
Chair, CareSuper

Daniel Shrimski
MD, Vanguard Australia

Sam Sicilia
Chief Investment Officer, Hostplus

June Smith
Deputy Chief Ombudsman, Australian Financial Complaints Authority

Deanne Stewart
CEO, Aware Super

Michael Stutchbury
Editor-In-Chief, The Australian Financial Review

Lisa Wade
CEO, DigitalX

Kylie Willment
Chief Investment Officer, Mercer Australia

John Winters
CEO and Co-founder, Superhero

MODERATORS:

Tony Boyd
Chanticleer Columnist, The Australian Financial Review

James Daggar-Nickson
Companies and Markets Deputy Editor, The Australian Financial Review

Lucy Dean
Wealth Reporter, The Australian Financial Review

James Eyers
Senior Reporter, The Australian Financial Review

John Kehoe
Economics Editor, The Australian Financial Review

Karen Maley
Columnist, The Australian Financial Review

Sally Patten
BOSS Editor, The Australian Financial Review

Vesna Poljak
Markets Editor, The Australian Financial Review

Michael Read
Reporter, The Australian Financial Review

Aleks Vickovich
Wealth Editor, The Australian Financial Review

Sponsors & Partners

2022 Partners

IN ASSOCIATION WITH:
• Deloitte

PLATINUM PARTNER:
• HUB 24

GOLD PARTNER:
• J.P.Morgan
• BMYG

EVENT PARTNER:
• WALTER KNOLL