H&B | WEALTH SYMPOSIUM 2021 | NSW

AGENDA  |  DAY 2

09:30

WELCOME – Tim Townsend, Founding Partner of TownsendCobain

09:45

CRYPTOCURRENCY AND THE BLOCKCHAIN | REVOLUTIONARY TECHNOLOGY OR THE GREATEST BUBBLE IN HISTORY? 

Perhaps no other issue confounds investors more than whether Bitcoin and other cryptocurrencies are a legitimate investment, with new investment vehicles being launched that are moving crypto closer to mainstream asset class status. While the debate continues, the issue for advisers is that many of our clients are looking at this space with a strong sense of FOMO (Fear of Missing Out), and are looking for quick gains among the over five thousand 

cryptocurrencies now in circulation. Putting our preconceived notions of crypto aside, this session will take a deep dive into the underlying technology, the factors that differentiate different cryptocurrencies, and key developments that are set to impact crypto markets over the medium-long term. 

SPEAKERS:

PROFESSOR ELLIE RENNIE, Future Fellow & Principal Research Fellow, Digital Ethnography Research Centre, RMIT University 

MATT REYNOLDS, Investment Director, Capital Group 

CHAPTER ONE

10:45

A NEW GAME PLAN FOR AUSTRALIAN EQUITIES 

While Australia is known as the lucky country, the challenges for future investment returns are well known. There are heightened risks and less room to move, with rising geopolitical tensions, a heavy debt burden, and ongoing COVID-related impacts complicating the outlook. As our single largest country allocation, what does this mean for our investment approach? This session will 

explore the different options available to investors, considerations for building portfolios, and the role that market neutral strategies can play moving forward. 

 
    
SPEAKER:

SEAN FENTON, Chief Investment Officer, Sage Capital – an investment manager partner of Channel Capital 

11:30

LUNCH

12:00

RAISING YOUR RISK PROFILE  |  IS IT WORTH THE RISK? 

The outlook for returns over the next decade is challenging, with many expecting lower returns, given that our starting point for valuations is at already high levels. This presents difficult questions when assessing our clients’ objectives, and the appropriate levels of risk to take to achieve them. While the 

standard risk profile questionnaire has been in use for many years – its shortcomings are well known and there is widespread debate on how to properly assess both tolerance and capacity for risk. How can advisers move beyond 

current practices and implement a dynamic process that helps to deepen the client relationship? 

   

SPEAKER: 

TIM FARRELLY, Principal, farrelly’s Investment Strategy 

12:45

REDEFINING GROWTH IN 2022 AND BEYOND 

While we are familiar with the dangers of saying ‘this time it's different’, it is becoming increasingly clear that the approach for business and investment success over the next 20-30 years is set to differ from the last 20-30 years. Over time, the winners and losers from our response to COVID-19 will become apparent, and structural investment trends, such as the push to achieve net-zero emissions by 2050, will assert themselves. In this session, our speaker will discuss the characteristics of companies successfully achieving growth in our 

emerging new world, and the implications for our business and investment strategy. 

SPEAKER:

ANDREW INWOOD, Principal, CoreData

 

13:45

CLOSING ANNOUNCEMENTS 

14:00

VIRTUAL SYMPOSIUM CONCLUDES