Annual Australian Indexing & ETF Masterclass

A Path to Success for the New Decade

The last decade has brought about great change to Australia’s indexing & ETF market. Financial advisors have a broad spectrum of products at their fingertips as well as developments in regulatory compliance, economic policies, and digital disruptors to deal with on a daily basis. Given all these changes, how can advisors continue to stay ahead of the curve as we enter a new decade?  

As we celebrate the 20th anniversary of the S&P/ASX 200, the leading gauge of the Australian market with over AUD 5.5 billion assets tracked by ETFs, S&P Dow Jones Indices and the ASX are bringing together industry professionals and market practitioners to discuss how they are pinpointing unique opportunities and mitigating unprecedented challenges to continue to meet the needs of investors amid this ever-evolving investment landscape.

Topics will include:

  • ETF market developments here and abroad
  • Using index-based approaches to help plan for retirement
  • Understanding ESG data for integration to your practice
  • A deep dive into indices, ETFs, and practice management
Speakers View All >
Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Michael Jones

CARAVEL Concepts, LLC

View Bio >
David Tuckwell

ETF Stream

View Bio >
Peter Harper

BetaShares

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Exchange Partner
ASX (Exchange)
Education Partner
Kaplan (Additional)
Supporting Partner
BetaShares (Associated)
iShares (Associated)
ETF Securities
SSgA (Associated)
Van Eck (Associated)
Vanguard (Exchange)
Media Partner
ETF Stream
Location

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P DJI

9:05 – 9:35

HOW CURRENT MARKET CONDITIONS COULD IMPACT YOUR CLIENTS’ PORTFOLIOS

Michael Jones, Chairman & CEO, Caravel Concepts

9:35 – 10:05

PANEL: etf market developments Here and abroad for a new decade

Moderator:

David Tuckwell, Editor, ETF Stream

 

Panelists:

·     John Davies, Global Head of Exchange Traded Products, S&P DJI

·     Andrew Weaver, Senior Manager, Investment Products, ASX

10:05 – 10:45

panel: INDEXING FOR RETIREMENT PLANNING WITHOUT SLOWING THINGS DOWN

Moderator:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

 

Panelists:

·     Felicity Thomas, Senior Private Wealth Adviser, Ord Minnett

·     Nathan Ide, Managing Director, Private Capital Management Pty Ltd.

·     Gary Stone, Managing Director, Share Wealth Systems

·     Josef Stadler, Head of Advice, Bell Partners (Sydney)

10:45 – 11:05

COFFEE BREAK

11:05  – 11:25

making sense of esg integration with sustainable ESG DATA

Priscilla Luk, Managing Director, Head of Global Research & Design, APAC, S&P DJI

11:25 – 12:05

PANEL: USING PASSIVE SOLUTIONS IN YOUR PRACTICE

Moderator:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI


Panelists:

·     Michael Jones, Chairman & CEO, Caravel Concepts

·     Brett Taggart, Managing Director, Bell Partners (Sydney)

·     Gary Stone, Managing Director, Share Wealth Systems

·     David Haintz, Principal, Global Adviser Alpha

12:05 – 12:30

case study: HOW THE AUSTRALIAN s&P DJI TEAM CAN help SUPPORT YOUR PRACTICE

Moderator: Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

 

Panelists:

·     Brett Taggart, Managing Director, Bell Partners (Sydney)

·     Josef Stadler, Head of Advice, Bell Partners (Sydney)

12:30  – 12:55

get the most out of your Q&A WITH ETF PRACTITIONERS

Moderator:

John Davies, Global Head of Exchange Traded Products, S&P DJI

 

Panelists:

·     Peter Harper, Executive Director, Capital Markets and Institutional Business, BetaShares

·     Christian Obrist, Head of iShares Australia, BlackRock

·     Ganesh Balendran, Co-Head of Sales, ETF Securities (Melbourne)

·     Chad Hitzeman, Business Development Manager, ETF Securities (Sydney)

·     Jonathan Shead, Head of Investments, Australia, SSGA (Melbourne)

·     Meaghan Victor, Head of SPDR ETFs Asia Pacific Distribution, SSGA (Sydney)

·     Damon Gosen, Vice President, Business Development, VanEck (Melbourne)

·     John Caulfield, Vice President, Institutions and Intermediaries, VanEck (Sydney)

·     Balaji Gopal, Head of Product Strategy, Australia, Vanguard

12:55 – 13:00

 

CLOSING REMARKS

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

13:00 – 14:00

NETWORKING LUNCH

 

Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Michael Jones

CARAVEL Concepts, LLC

View Bio >
David Tuckwell

ETF Stream

View Bio >
Peter Harper

BetaShares

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Stuart Magrath

S&P Dow Jones Indices

View Bio >
Felicity Thomas

Ord Minnett

View Bio >
Nathan Ide

Private Capital Management

View Bio >
Gary Stone

Share Wealth Systems

View Bio >
Josef Stadler

Bell Partners

View Bio >
Priscilla Luk

S&P Dow Jones Indices

View Bio >
David Haintz

Global Adviser Alpha

View Bio >
Brett Taggart

Bell Partners

View Bio >
Andrew Weaver

ASX

View Bio >
Jonathan Shead

State Street Global Advisors

View Bio >
Meaghan Victor

State Street Global Advisors

View Bio >
Christian Obrist

BlackRock

View Bio >
Chad Hitzeman

ETF Securities

View Bio >
Ganesh Balendran

ETF Securities Australia

View Bio >
Damon Gosen

VanEck Australia

View Bio >
John Caulfield

VanEck Australia

View Bio >
Balaji Gopal

Vanguard Australia

View Bio >
Processing ...