JAMES
DAKIN

Forum Chairperson

SESSION 1 THE LIQUIDITY PARADOX | STAYING PRIVATE IN A REBOUNDING MARKET

SPENCER
KUBIN

SESSION 2 WHERE CONVEXITY LIVES | MAXIMISING YOUR MOST REWARDING RISK DECISION

Portfolio Manager | Microcap Equities
Yarra Capital Management

SESSION 3 REAL ASSETS | STABILITY IN AN UNSTABLE WORLD

Managing Partner | Infrastructure,
Brookfield

Portfolio Manager & Partner,
Oak Hill Advisors

SESSION 4 FIXED INCOME EVOLVED | 60/40 IS DEAD, LONG LIVE INCOME

SESSION 5 THE STRUCTURAL DISCOUNT | FINDING VALUE IN THE PLUMBING

Partner
Pantheon

SESSION 6 CHEAP STOCKS DON'T STAY CHEAP

Investment Specialist,
Orbis Investments

SESSION 7 ARE YOU MISSING THE POINT?

Consumer Futurist