H&B | WEALTH SYMPOSIUM 2020

AGENDA  |  DAY 2  |  THURSDAY 12 NOVEMBER 2020

09:55

LOG-ON – Who has left the house and who’s been to a restaurant? Maybe even…the hairdresser…or a party? A small one of course…outside…but at least we now have the sun bringing us back to life… 

10:00

WELCOME – Tim Townsend, Partner, TownsendCobain  

10:05

SESSION THREE

THE ROAD TO HELL... IS PAVED WITH HIGH YIELD

Valuations are high, interest rates are low, but investors still expect growth and income. The pious will call for reducing return expectations, which will close part of the gap, but can our clients survive on these lower yields?

As advisers, we have been pitched a broad array of solutions, but all likely involve taking on some form of additional risk. Perhaps the road to capital destruction is paved with chasing returns?

Should we simply stay the course and stick broadly with balanced portfolios, or is the 60/40 portfolio ‘doomed’ as some now suggest? Speakers in this session will share their perspectives on how we should achieve a balance between lower return expectations and extracting higher yields.

SPEAKERS:

NELSON YUAN, Alternative Strategist, PIMCO

10:35

GROUP DISCUSSION BREAKOUT

11:00

RECONVENE AS GROUP – Q&A

11:15

SESSION FOUR

BLENDING ART AND SCIENCE IN INVESTMENT COMMITTEES

While investment committees can take various forms, there are often common factors behind those which prove to be successful over time. This workshop session will debate and discuss best practices, both in the initial setup, and ongoing meetings and outcomes derived from having a committee in place.

    
SPEAKERS:

CRAIG FERGUSON, Director, Antipodean Capital Management

DAMIEN HENNESSY, Founder, Heuristic Investment Systems

11:45

GROUP DISCUSSION BREAKOUT

12:05

RECONVENE AS GROUP – Q&A

12:15

DAY TWO CLOSE

H&B | WEALTH SYMPOSIUM