H&B | WEALTH SYMPOSIUM 2020

AGENDA  |  DAY 1

08:30

REGISTRATION – Peppers Lobby 

09:30

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

09:45

CHAPTER ONE

LOOKING AT THE WORLD THROUGH A DIFFERENT LENS

THE LUCKY COUNTRY  |  AUSTRALIA AND THE FUTURE OF GLOBALISATION

 

When Australia eventually comes out of its first recession in almost three decades, it faces a world that will be in many ways more difficult to navigate.  Caught in the middle of growing conflicts between the US and China, Australia is now actively seeking to hedge its bets by building closer ties with other regional powers. But will it be enough? Our opening speakers will provide their perspectives on how Australia will manage relationships with its key trading partners, and how developments in global geopolitics are set to impact the global economy in the years ahead.

SPEAKERS:

BOB TYSON, Ambassador (Ret’d)

RONALD TEMPLE, Managing Director, Co-Head of Multi-Asset and Head of US Equity, Lazard Asset Management

10:55

MORNING TEA 

11:15

INVESTING IN THE DIGITAL ECONOMY  

The onset of COVID-19 has accelerated the shift towards a digital economy, with the large US Technology companies being major beneficiaries of this trend. With their valuations rising to ever higher levels, how should investors address their growing dominance? Can they meet the market’s lofty growth expectations, or will innovation and competitive advantages shift to other companies, and potentially other countries? Speakers will discuss where they are seeing investment opportunities, and how investors can maintain balance and diversification within their equity portfolios. 
    

SPEAKERS:

SAM RUIZ, Portfolio Specialist, T. Rowe Price

MATT REYNOLDS, Investment Director, Capital Group

12:15

CHAPTER TWO

NEW IDEAS IN PORTFOLIO CONSTRUCTION 

RETHINKING FIXED INCOME IN A LOW-INCOME WORLD

It feels like an eternity ago when simple term deposits provided enough income! Times however have clearly changed, and fixed income allocations have become complex, given client demands for defensiveness, income, and liquidity. How should we best balance these competing objectives? Speakers in this session will discuss and debate the opportunity set in fixed income and how portfolios should be structured accordingly.

SPEAKER: 

JONATHAN TOLUB, Director, InvestSense 

1:20

LUNCH

14:20

IS IT DIFFERENT THIS TIME? ASSET ALLOCATION DECISIONS FOR 

THE NEXT DECADE

As investors, we are often reminded of the dangers of the belief that ‘this time it’s different’. Going beyond market valuations, are there other lessons we can learn from history, from global pandemics to trade wars, that could help us navigate the period ahead of us? This session will give us the opportunity to take a step back and share views on what are the key risks to mitigate, and potential drivers of return, that are set to have the greatest impact on portfolio construction over the next decade.

 

SPEAKER:

CRAIG FERGUSON, Director, Antipodean Capital Management

15:10

AFTERNOON TEA 

15:30

DRAWING THE LINE IN SOCIAL AND ETHICAL INVESTING

Advisers are questioning how to implement ethical or sustainable investing while an increasing number of investors are recognising environmental, social, and governance (ESG) factors as important drivers of value. Approaches have moved beyond negative screens that exclude certain sectors, towards proactively seeking out investments seen as ethical, sustainable, and/or achieving a positive impact for society. With ethical/sustainable investing expected to continue gaining greater traction and interest, can these types of strategies be implemented in a way that meets a client’s bespoke specifications while delivering long term returns?

SPEAKERS:

TONY ADAMS, Head of Sustainable Research, Lonsec

STUART PALMER, Head of Ethics Research, Australian Ethical Investment

LEAH WILLIS, Head of Client Relationships, Australian Ethical Investment

16:35

THE EMERGING MARKETS EXPERIMENT IS OVER

While it has been widely appreciated that emerging markets have attractive long-term growth prospects, this has not always translated into profits, with disruptions to global trade making the investment case more challenging. Looking forward, should the experiment of modern emerging market investing, which brings together markets as diverse as China, Russia, South Africa (and most recently, Kuwait), come to an end? Speakers in this session will discuss the case for and against emerging markets, delving into the key factors that will drive developed vs emerging market performance, and how they would set their international equities asset allocation.

SPEAKERS:

ALASTAIR REYNOLDS, Portfolio Manager, Martin Currie - part of Franklin Templeton

QIAO MA, Portfolio Manager – Asian Equities, Cooper Investors

17:35

END OF DAY ONE

18:30

SYMPOSIUM DINNER

H&B | WEALTH SYMPOSIUM