H&B | WEALTH SYMPOSIUM 2020

AGENDA  |  DAY 3  |  TUESDAY 17 NOVEMBER 2020

09:55

LOG-ON – Put your slippers on, get in a comfortable chair and take some time to enjoy the upcoming discussion and socialise as best we can with what we’ve got.  Upon reflection, while this time has been incredibly challenging, the world as a whole has changed and looking out to other countries, some have been utterly devastated. We are still the lucky country. 

10:00

WELCOME – Tim Townsend, Partner, TownsendCobain  

10:05

SESSION FIVE

IS AUSTRALIA ENTERING A LOST DECADE?

At first glance, Australia is the goldilocks economy. It continues to enjoy the world’s longest economic expansion, is blessed with abundant resources, stable democratic government and institutions, and positive demographics underpinned by immigration.

And yet, there are serious causes for concern. Our resources boom depends on China, whose growth rate has already slowed significantly. Our once dominant banking sector has been seriously impaired by low interest rates and the royal commission. And we are on the precipice of our own version of quantitative easing, with the economy seemingly unable to kick into a higher rate of growth.

Is it time to end our home-country bias? Or can our local market continue to deliver attractive returns? Speakers in this session will weigh the arguments for and against investing in Australia.

SPEAKERS:

PHILIPP HOFFLIN, Portfolio Manager/Analyst, Lazard Asset Management

JONATHAN TOLUB, Director, InvestSense

10:35

GROUP DISCUSSION BREAKOUT

10:55

RECONVENE AS GROUP – Q&A

11:10

SESSION SIX

BELIEVING IN BULLS, BEARS, AND UNICORNS – DEFINING YOUR 

INVESTMENT PHILOSOPHY

ILike the much-maligned company mission statement, investors often question the practical benefits of having an investment philosophy. However, the process of writing each of its key elements can spark much internal discussion and debate, leading to a focus on a clear set of agreed-upon investment principles, which can be communicated to clients in a clear and concise manner. Speakers 

in this session will discuss the steps they underwent in defining their investment philosophy, sharing lessons learnt and the key questions that arose from this process. 

    
SPEAKERS:

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

JOSHUA DRAKE, Director, Crosbie Wealth 

TOM ALMOND, Managing Director, ThomasPrice

11:40

GROUP DISCUSSION BREAKOUT

12:00

RECONVENE AS GROUP – Q&A

12:15

DAY THREE CLOSE

H&B | WEALTH SYMPOSIUM