Accredited to 3.25 CPD Points


Low-cost ETF investing has proven to be an effective investment strategy over the long-term. Given the continued growth of the Australian ETF industry, how can financial advisors stay ahead of the curve?

Join S&P DJI and leading financial advisors to uncover prevailing trends and explore different investment strategies and best practices for passive investing.

Topics will include:

• Making the case for indexing, with an emphasis on consistent outperformance over long periods of time.

• How advisors can effectively incorporate passive strategies in portfolio allocation, including blending approaches with more active strategies.

• Exploring the role of ETFs in generating yield to meet retirement goals.

• Taking the advisory practice to the next level using advancements across the digital spectrum.

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Associated Partners

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Exchange Partners

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PROGRAM

    Sydney

    8:30 AM

    Melbourne

    12:30 PM

     

    REGISTRATION

     

    9:00 AM

    1:00 PM

    OPENING SPEECH

    Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

     

    9:05 AM

    1:05 PM

    THE CASE FOR INDEXING - SPIVA, PERSISTENCE, & SMART BETA

    The active vs. passive scorecard continues to highlight the difficulty of active funds to consistently outperform relevant benchmarks over time. However, smart beta strategies tell a slightly different story.

    *Session introduced by Vanguard and concluded by BetaShares

    Speaker: Priscilla Luk, Head of Global Research & Design, Asia Pacific, S&P Dow Jones Indices

     

    9:35 AM

    1:35 PM

    PRACTICE ESSENTIALS FOR ADVISORS

    What is the role ETFs play in meeting the FoFA and Best Interest Duty obligations? The panel will discuss the effectiveness of ETFs in helping to meet these obligations as well as exploring how they can add value to their clients.

    *Session introduced by iShares

    Moderator: Stuart Magrath, Senior Director,  Channel Management, Australia & New Zealand, S&P Dow Jones Indices

    Panelists:

    Michael Elsworth, General Manager, Lonsec

    Nathan Ide, Managing Director, Private Capital Management

    Warwick Heeson, Corporate Lawyer, Oppenheim Legal

    Nareena Aracas, Senior Financial Planner, Guideway Wealth Pty Ltd (Melbourne session only)

    10:15 AM

    2:15 PM

    INCOME STRATEGIES IN RETIREMENT

    A conversation on the role of ETFs in generating yield for pre and post-retirement.

    *Session introduced by SSgA

    Moderator: John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

    Panelists:

    Paul Moran, Principal, Moran Howlett

    Claire Mackay, Principal & Head of Advice, Quantum Financial

    10:35 AM

    2:35PM

    COFFEE BREAK

     

    11:05 AM

    3:05 PM

    SMSF SPOTLIGHT

    How is the SMSF sector driving growth in superannuation assets and ETFs in particular?

    Speaker: Peter Hogan, Head of Technical, SMSF Association

    11:25 AM

    3:25PM

    ETF Trading & Execution

    A back to basics look at trading and execution best practices, including the role of market maker-evaluating the actual trading liquidity

    *Session introduced by VanEck

    Moderator: Daphne  van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

    Panelists:

    Adam Dawes, Senior Investment Advisor, Shaw & Partners

    David Foodey, Co-Head Australian Cash Equity Execution, Deutsche Group (Sydney session only)

    Brett Lesh, Portfolio Manager, Susquehanna (Sydney session only)

    Steve Castellan, Director Progam Trading/ETF Sales, Deutsche Bank (Melbourne session only)

    11:45 AM

    3:45 PM

    Global & Australian ETP Market Updates

    What is the current ETP landscape in Australia and around the world? Take a look at the ETP flows to identity market trends and momentum.

    Speakers:

    John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

    Andrew Campion, Senior Manager, Investment Products, ASX

    12:15PM

    4:15 PM

    TAKING ADVISORY TO THE NEXT LEVEL

    Robo advisors or digital tools are changing the advisor landscape rapidly. How can advisors leverage such digital advancement to commoditize the core aspect of asset allocation services?

    *Session introduced by ANZ ETFS

    Moderator: James Bailey, Global Head of Channel Management, S&P Dow Jones Indices

    Panelists:

    Darren Howard, Director, Merit Planning East

    John O’Connell, Founder, Owners Advisory by Macquarie

    Chris Brycki, Founder & CEO, Stockspot (Sydney session only)

    12:55 PM

    4:55PM

    CLOSING REMARKS

    Stuart Magrath, Senior Director,  Channel Management, Australia & New Zealand, S&P Dow Jones Indices

    1:00 PM

    5:00 PM

    NETWORKING LUNCH/COCKTAIL

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Associated Partners

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Exchange Partners

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SPEAKERS

  • Daphne van der Oord

    S&P Dow Jones Indices

    VIEW BIO
  • Priscilla Luk

    S&P Dow Jones Indices

    VIEW BIO
  • Stuart Magrath

    S&P Dow Jones Indices

    VIEW BIO
  • Michael Elsworth

    Lonsec

    VIEW BIO
  • Nathan S. Ide

    Private Capital Management

    VIEW BIO
  • Warwick Heeson

    Oppenheim Legal

    VIEW BIO
  • Nareena Aracas

    Guideway Wealth Pty Ltd.

    VIEW BIO
  • John Davies

    S&P Dow Jones Indices

    VIEW BIO
  • Paul Moran

    Moran Howlett Financial Planning

    VIEW BIO
  • David Foodey

    Deutsche Group

    VIEW BIO
  • Andrew Champion

    Australian Securities Exchange

    VIEW BIO
  • James Bailey

    S&P Dow Jones Indices

    VIEW BIO
  • Darren Howard

    Merit Planning East

    VIEW BIO
  • John O'Connell

    Macquarie Banking & Financial Services

    VIEW BIO
  • Chris Brycki

    Stockspot

    VIEW BIO

LOCATION

Sydney - Ivy Ballroom

Melbourne - Zinc Federation Square

CONTACT US FOR ADDITIONAL INFORMATION

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