H&B | WEALTH SYMPOSIUM 2020

AGENDA  |  DAY 2

09:00

WELCOME – Tim Farrelly, Principal, farrelly's Investment Strategy 

09:15

CHAPTER THREE

BUILDING RESILIENCE FOR THE PERIOD AHEAD

GLOBAL PANDEMICS AND THE CHALLENGES OF DEFEATING COVID-19 

 

The rapid transmission of COVID-19 has sharpened our focus on the risks of pandemics to the functioning of our society and will leave an impact for years to come. While New South Wales has been relatively successful in containing COVID-19, it continues to spread in many parts of the world, with Victoria’s experience highlighting the risk of a second wave occurring. Given this, what does a return to ‘normal’ potentially look like, and is zero transmission a realistic goal? During this session our speaker will discuss how the battle against COVID-19 is evolving globally, the potential for a vaccine to be successfully developed, and over what timeframes it could be feasibly distributed. 

SPEAKER:

MARY-LOUISE MCLAWS, Professor of Epidemiology, University of NSW            

10:20

SOMETHING OLD, SOMETHING NEW  | EVOLVING YOUR INVESTMENT PHILOSOPHY

While our investment philosophy is intended to be a stable set of principles against which we make decisions, its relevance and suitability can change over time. This is often a natural consequence of factors such as changes in our business, ability to implement certain approaches, client demographics, and what we see as our key strengths or competitive advantages. During this session we will discuss what are the tests to apply and key questions to ask 

when reviewing our investment philosophy, sharing lessons learnt and issues to focus on.
    
SPEAKER:

JOSHUA DRAKE, Head of Investment Strategy, Crosbie Wealth

JASON COGGINS, Head of Manager Research – Partner, Koda Capital 

11:15

MORNING TEA 

11:30

DECODING ADVICE  |  THE PRACTICE OF THE FUTURE 

Financial markets aside, the advice and wealth management industry continues to be in a state of flux, with changing governance, consumer preferences, and technology enabling new approaches to the provision of advice. How should advice groups address these changes and what will it take to prosper? Our speaker in this session will share his perspectives on the major structural trends impacting our profession, and the main considerations in defining your value proposition and strategy to take advantage of the opportunities emerging in the years ahead.

SPEAKER: 

IAN KNOX, Non-Executive Chair, Paragem 

13:20

LUNCH

12:20

A BRIDGE TOO FAR  |  LEADING OUR CLIENTS TO THE OTHER SIDE

In periods of significant uncertainty and change, the value of professional advice often become clearer to investors, who are looking for guidance and reassurance they are on the right path. As we position ourselves as their trusted advisers, how can we create and communicate a narrative that guides clients through market volatility? As practice leaders, what are they key attributes required to exercise resilient leadership? Our final session will explore these questions and provide ideas and inspiration for navigating our clients through this period.

 

SPEAKER:

ANDREW INWOOD, Principal, CoreData

 

13:30

CLOSING REMARKS

13:45

LUNCH

14:30

SYMPOSIUM CLOSE

H&B | WEALTH SYMPOSIUM