SESSION 1 IS IT DIFFERENT THIS TIME? 

ASSET ALLOCATION DECISIONS FOR THE NEXT DECADE

Anthony Doyle_BW_small.jpg

ANTHONY
DOYLE

Investment Specialist,

Fidelity International 

SESSION 2 THE ROAD TO HELL... IS PAVED WITH HIGH YIELD

SESSION 3 DRAWING THE LINE IN SOCIAL AND ETHICAL INVESTING

Andrew Canobi (003)_BW_small.jpg

ANDREW CANOBI

Director, Australia Fixed Income, Franklin Templeton

Jonathan Tolub_BW_small.jpg

JONATHAN TOLUB

Director,

InvestSense

Nelson Yuan_BW_small.jpg

NELSON

YUAN

Investment Analyst,

PIMCO

Stuart Palmer_BW_small.jpg

STUART

PALMER

Head of Ethics Research,

Australian Ethical Investment

Leah Willis_BW_small.jpg

LEAH

WILLIS

Head of Client Relationships, 

Australian Ethical Investment

SESSION 4 ACTIVE MANAGEMENT IS DEAD. LONG LIVE ACTIVE MANAGEMENT

Sean Fenton_BW_small.jpg

SEAN

FENTON

Chief Investment Officer,

Sage Capital – an investment manager

partner of Channel Capital

SESSION 5 LOST AND FOUND – GROWTH AT A REASONABLE PRICE

Qiao Ma F preferred_BW_small.jpg

QIAO MA

Portfolio Manager – Asian Equities, Cooper Investors 

Robertson Warryn_BW_small.jpg

WARRYN ROBERTSON

Portfolio Manager/Analyst,

Lazard Asset Management

Joel Fleming Headshot_BW_small.jpg

JOEL FLEMING

Yarra Capital Management, Portfolio Manager for the UBS Microcap Fund

SESSION 6 BURSTING THE BUBBLE OF DISRUPTIVE INNOVATION

Orbis Woldendorp S 001 print_BW_small.jp

SHANE

WOLDENDORP

Investment Specialist,
Orbis Investments

SESSION 7 FINDING ALTERNATIVE PATHS INTO PORTFOLIOS

Mathew Jeremy_BW_small.jpg

MATHEW

JEREMY

Director,

Quilla Consulting 

SESSION 8 BELIEVING IN BULLS, BEARS, AND UNICORNS

– DEFINING YOUR INVESTMENT PHILOSOPHY

a Anne Colour -4_BW_small.jpg

ANNE

CLARE

Equity Partner and Senior Financial Adviser, MiQ Private Wealth 

Josh Drahe_BW_small.jpg

JOSHUA

DRAKE

Head of Investment Strategy,

Crosbie Wealth

SESSION 9 RAISING YOUR RISK PROFILE | IS IT WORTH THE RISK?

Tim Farrelly (old but good quality)_BW_s

TIM

FARRELLY

Principal, farrelly’s Investment Strategy

SESSION 10 ESTABLISHING FRAMEWORKS FOR EFFECTIVE DECISION MAKING

Andrew Inwood_BW_small.jpg

ANDREW

INWOOD

Principal, CoreData

H&B | WEALTH SYMPOSIUM