H&B | THEMATIC FORUM 2022 | MELBOURNE

AGENDA

09:00

REGISTRATION – Clarendon Ballroom, The Langham

09:30

WELCOME 

09:45

PROTECT YOUR INVESTMENTS IN TIMES OF CONFLICT  |  A SHORT GUIDE TO WARTIME CYBER SECURITY

Russia’s invasion of Ukraine has focused attention on cybersecurity and Australia’s ability to withstand a widescale cyber-attack. While, our IT systems and providers have become more adept at dealing with peacetime cyberthreats, we must now also prepare for wartime cyberthreats, which have the potential to disrupt key services we rely on, as well as inflict significant damage and losses to our business, clients, and investment portfolios. Our opening session on cybersecurity will look at this issue from two perspectives – firstly, the practical measures we can adopt now to improve our data security, and secondly, explore the broader societal and economic issues that our governments and corporations are grappling with, as countries increasingly engage in conflict through the virtual realm.
    
GUEST SPEAKER:

BENJAMIN MOSSÉ, Chief Executive, Mossé Security 

10:35

MORNING TEA 

10:55

INCORPORATING SUSTAINABILITY INTO A MACRO APPROACH

When we take a macro approach to investing – can it be compatible with sustainability considerations? Clearly, some strategies are more challenged than others in adopting a sustainable approach due to the nature of how they invest and the instruments they use. Our speaker in this session will share their perspectives on how macro funds can adopt a credible sustainable methodology, and assess the growing opportunity set of sustainable investments.

SPEAKER:

VIRGINIA MARTIN HERIZ, Portfolio Manager, J.P. Morgan Asset Management

11:50

THE GROWING RELEVANCE OF ENDOWMENT-STYLE INVESTING

Faced with limited access to private equity/debt and other alternative types of investments, advisers have typically overlooked the approaches taken by endowments to investing and portfolio construction. However, as private markets have continued to grow in scale and sophistication, institutional investors, family offices and adviser groups globally are now increasingly gaining access to these types of strategies, presenting new opportunities and challenges to how we invest capital for our clients. Our speaker in this session will share their own personal experiences learned in helping to establish and build investment processes for endowments, and the relevance of this approach for investors in future.
    
SPEAKER:

THOMAS WEBER, Managing Partner, LGT Capital Partners

 

GUEST FACILITATOR:

DAVID WRIGHT, CEO, Zenith Investment Partners

12:50

LUNCH

14:00

WHERE THE WILD THINGS ARE  |  FINDING CONTRARIAN OPPORTUNITIES IN OVERVALUED MARKETS

With the global economy potentially entering a period of stagflation, equity market valuations, which remain above historical averages, look vulnerable.  However, while index valuations are high, active managers are seeing value in different parts of the market. In this session, our speaker will share their perspectives on how investors could gain access to undervalued parts of the market and make the case for applying a contrarian strategy.

SPEAKER: 

GRAEME SHAW, Investment Specialist, Orbis Investments

14.45

REFOCUSING ON EMERGING MARKETS  |  IS NOW THE TIME?

Emerging markets have been a popular investment theme for some time, however investors have had mixed levels of success in accessing the higher growth rates on offer in these markets. With the US looking expensive, and Europe and Japan less dynamic in terms of growth opportunities, is now the time to take a closer look? Looking forward, caution may be warranted given the risks of a slowdown in China, rising interest rates, and developed countries rethinking their global supply chains. In this session our speaker will discuss the case for and against a direct allocation to Emerging Markets given the current environment, and what approaches are available to manage the key risks impacting the asset class. 

SPEAKER:

PATRICK RUSSEL, Director, Portfolio Manager/Analyst, Northcape Capital brought to you by Warakirri Asset Management

15:40

AFTERNOON TEA 

16:00

FINDING THE NEXT GOOGLE  |  THE NEXT WAVE OF INNOVATION IN BLOCKCHAIN AND CRYPTOCURRENCY

Perhaps no other investment theme confounds investors more than the emerging blockchain and cryptocurrency sector. Although there is a vast array of start-ups working on ideas that could significantly transform our financial system, and growing interest from clients, advisers are faced with the challenge of how to sift through the hype and gain exposure to genuine innovation and business model potential. During this session, our speaker will explore the latest developments in blockchain technology, and the investment potential of themes within this space including web 3.0, token-based economics, and the metaverse.

SPEAKER:

HEATH BEHNCKE, Managing Director & Portfolio Manager, Holon

GUEST FACILITATOR:

STEVE VALLAS, CEO, Blockchain Australia 

17:00

EVERYTHING IS (NOT) OKAY HERE  |  ADVISERS LEADING THE WAY IN VALUES DRIVEN INVESTING

Fire, flood, famine, pandemic, social upheaval, Sabre rattling and war. Despite the writing on the wall, many advisers and fund managers still take the position that clients (a.k.a. humans of the world) primarily seek investments that offer the highest risk-adjusted returns, with their personal values a secondary consideration. However, a growing number of advisers are challenging this status quo. In our final session of the day, we deep-drive into philosophy, implementation approaches, technology and lessons learned by those shaking up 'return-at-all-cost' mindsets and building deeper relationships with their clients through aligning investments with their values.

PANELISTS:

PAUL KEARNEY, Founder and CEO, Kearney Group

MICHELLE BRISBANE, Managing Director and Adviser, Ethical Investment Services

SUSHEELA PERES DA COSTA, Chair, Responsible Investment Association Australasia

JOHNY MAIR, Co-founder, Ethic

17:45

PRE-DINNER DRINKS – Alto Room Terrace, The Langham

18:30

DINNER – Alto Room, The Langham

20:30

FORUM TO CONCLUDE