H&B | WEALTH SYMPOSIUM 2020

AGENDA  |  DAY 2

09:00

WELCOME – Great Ocean Road Ballroom 

09:15

TECHNOLOGY INVESTING: CAPTURING APPLES THAT FALL FAR FROM THE TREE

While technology as an investment theme is well understood, it can be difficult to assess exposure and make allocation decisions based on existing sector classifications. The consensus understanding of technology focuses on ‘traditional’ hardware and software companies, such as Apple and Google. 

However, is it still relevant to define technology as a single sector exposure, or is a broader definition required? This session will explore these questions, taking a more holistic approach to investing in the technology thematic.
 

SPEAKER:

HARI BALKRISHNA, Associate Portfolio Manager, Global Equity Fund, T. Rowe Price

10:00

BELIEVING IN BULLS, BEARS, AND UNICORNS – DEFINING YOUR INVESTMENT PHILOSOPHY

Like 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:

PAUL KEARNEY, Founder & CEO, Kearney Group

GISELLE ROUX, Investment Strategist
JAMES WEIR, Director, Steward Wealth

DAVID WRIGHT, CEO, Zenith Investment Partners 

 

11:10

MORNING TEA

11:30

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.

SPEAKER:

CRAIG FERGUSON, Director, Antipodean Capital Management

12:30

DRIVING POSITIVE BEHAVIOURAL CHANGE

Behavioural finance continues to be an expanding field of research, based on the growing realisation that investment decision making is not necessarily based on rational analysis. This session will explore practical applications and techniques that advisers are successfully using not just with their clients, but in their own practices and decision-making processes.

SPEAKER:
ANDREW INWOOD, Principal, CoreData

13:45

CLOSING REMARKS

14:00

LUNCH

14:30

SYMPOSIUM CLOSE

H&B | WEALTH SYMPOSIUM 2020