08:50
BREAKOUT A or BREAKOUT B
BREAKOUT A
NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
BREAKOUT B
STRATEGIC BUSINESS SCALING | FROM SMALL PRACTICE TO INDUSTRY LEADER
In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.
Through practical insights and lived experiences, we'll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.
SPEAKERS:
PETER WORN, Joint Managing Director, Finura Group
DANIEL RICKARD, Director | Investment Strategy, Your Future Strategy
Your strategic decisions today directly shape the future value of your business. This session unpacks how every choice, particularly around client selection and pricing models, can drive significant impact on your firm's valuation and exit multiple. Learn why acting sooner rather than later to optimize these areas can generate profound positive effects on your ultimate enterprise value.
A session to navigate the complex journey of business growth with a comprehensive roadmap for expanding your financial practice. We'll explore strategic M&A approaches and models for scaling to a greater size.
SPEAKER:
PETER SMITH, Chairman & CEO, Evidentia Group
CHAPTER ONE
10:20
THE GREAT ESCAPE | WHEN EXITS CLOSE, NEW DOORS OPEN
What happens when traditional exit routes for private equity slam shut, yet unprecedented opportunities emerge from unexpected corners of the market?
A session to tackle the critical paradoxes in today's private markets. We'll explore why public companies are increasingly seeking private havens while private companies struggle to find traditional exits. Discover how this shift is creating both a 'great escape' to privacy and an explosion of secondary market opportunities, particularly as funding pressures, such as those affecting prestigious US endowments, drive significant deal flow.
Learn how today's market dislocations demand a complete rethinking of value creation and reshape private asset allocation decisions.
SPEAKERS:
DAVID CHAN, Portfolio Manager | Private Equity, MLC Private Equity
NIKLAS RISBERG, Director, Lexington Partners
11:20
MORNING TEA
11:50
QUALITY CONTROL | BUILDING PORTFOLIOS THAT ENDURE
In an era where market dominance often skews perception, are portfolios truly prepared for what lies ahead? While recent market trends have celebrated specific sectors, current valuations, geopolitical complexities, and evolving technological landscapes demand a vigilant re-evaluation of portfolio resilience.
This session moves beyond singular narratives to redefine what constitutes true quality investing. Discover how identifying high-quality companies that deliver sustainable growth and stability, even amidst market volatility, can strategically fortify portfolios. Learn how these defensive growth opportunities can fill a crucial gap, providing resilient foundations for enduring long-term value creation.
SPEAKER:
ALAN PULLEN, Portfolio Manager, Magellan Asset Management
12:50
POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
Australian investors have significantly increased their allocations to global equities in the past decade, which inevitably means 70 cents in each dollar is allocated to the US. Given that the US may no longer exhibit the same level of reliability it has since the GFC, what does that mean for global markets and Australians alike?
Specifically, we will examine how the intersection of technology, geopolitics, and trade is reshaping power dynamics and whether this could lead to a shift in the global economic centre away from the US towards other regions, such as Japan and the EU.
The session will take a geopolitical perspective, rather than a purely market-driven one, to analyse the key themes influencing the investment landscape. It will cover the current global climate and emphasize the crucial role of both financial and human capital in fostering robust economic relationships, particularly for service-based economies like Australia.
SPEAKER:
REBECCA SHRIMPTON, Australian Country Executive, The Asia Group
13:30
CLOSING REMARKS
13:35
LUNCH & SYMPOSIUM CLOSE