H&B | THEMATIC FORUM 2022 | SYDNEY

AGENDA

09:00

REGISTRATION – The Langham

09:30

WELCOME – VANESSA STOYKOV, CEO, Evolution Media Group

09:45

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

Today, most information concerning both our personal and professional lives is stored online, and with the onset of 5G technology and IoT (Internet of Things), increasingly our physical environments will be connected online too. Unfortunately, our ability to secure all this data and infrastructure has failed to keep pace, leaving us vulnerable now that we need to adopt wartime cyber security measures. 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.
    
GUEST SPEAKER:

BENJAMIN MOSSÉ, Chief Executive, Mossé Security 

10:30

MORNING TEA 

10:50

WHEN THE BEST DEFENSE IS A GOOD OFFENSE  |  THEMATIC CREDIT INVESTING LATE IN THE MARKET CYCLE  

Oh, for the days when clients were happy with term deposits! Over recent years,

managing the defensive allocation became considerably more complicated in

the era of zero rates and quantitative easing. Looking forward, with higher

inflation and central banks poised to take away the punch bowl – our task will not

become any easier! Government bonds have lost aspects of their defensiveness,

credit spreads have tightened, and defaults may be set to rise from historic

lows. Against this complex backdrop, our speaker in this session will discuss

their framework for assessing opportunities and themes in credit, and where the

risk-return equation looks most attractive.

SPEAKER:

ANDY MARK, Vice President, Product Strategist, PIMCO

11:40

RETURNS MADE IN AUSTRALIA  |  THEMES FOR OUTPERFORMANCE OVER THE NEXT DECADE  

For most investors, Australia has lived up to its ‘lucky country’ tag, with

multi-decade economic expansion and dual housing and commodity booms

underpinning our impressive returns over the past several decades. Looking forward in the post-COVID world, many expect that conditions will become more challenging. Is it time to aggressively cut our home-equity bias, and/or change our approach to investing in our market? Our speaker in this session will share their views on what themes and return drivers are available to investors to

achieve outperformance in the years ahead. 
    
SPEAKERS:

GIAN PANDIT, Deputy Head of Equities, Ausbil Investment Management 

SALMAN SIDDIQI, Co-Portfolio Manager & Investment Analyst, Ausbil Investment

Management

12:30

LUNCH

13:30

PUTTING PRINCIPLES INTO PRACTICE  | NAVIGATING THE CLIMATE CONVERSATION WITH CLIENTS

Addressing climate change, among other ethical and ESG-related concerns, has

become a prominent topic of discussion between advisers and their clients. It

introduces a host of challenges, with the risk being a disconnect between the

client’s values and objectives, and what their actual investment portfolio looks

like. Our speaker will discuss how advisers can better understand the psychology

behind motivations to tackle climate change, as well as how to more effectively

bring clients ‘on the journey’ to aligning their investments with their personal

values and beliefs.

SPEAKERS: 

REBECCA HUNTLEY, Author and Researcher on Climate Change Communications

LEAH WILLIS, Head of Client Relationships, Australian Ethical

14.30

PRIVATE FOR LONGER  |  ACCESSING THEMATIC GROWTH IN PRIVATE MARKETS 

Traditionally, private equity has been a space dominated by institutional

investors and family offices. However, with early-stage companies increasingly

electing to stay private for longer, a broader set of investors is being drawn into

this rapidly developing asset class. Is this a sign of froth and investors chasing

growth? Or is there a genuine opportunity set for investors to access? Our

speaker in this session will discuss taking a thematic approach to private equity

return expectations in the current market and the types of companies that can

be accessed through private equity strategies.  

SPEAKER:

ANNA KILMARTIN, Principal, Private Equity, KKR Sydney – an investment

manager partner of Channel Capital

15:20

AFTERNOON TEA 

15:40

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. 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? In this session our speaker will revisit the case for investing in Emerging Markets, and discuss the key aspects investors need to consider when making an allocation.

SPEAKER:

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

16:30

THE ART OF GROWTH  |  THEMES AND IDEAS FOR KEEPING YOUR PRACTICE RELEVANT

The number of financial advisers across Australia has fallen below 20,000 and

the cost of quality financial advice has skyrocketed. This is happening as

demand for financial advice is perhaps greater than ever, with baby-boomers

now entering their retirement/decumulation phase en-masse, and

intergenerational wealth transfers prompting the next generation to also seek

out financial advice. With tax and superannuation laws under the constant

threat of change, and financial markets becoming more volatile and difficult to

navigate – the opportunity for financial advisers to grow and add value is clearly

evident. In such a rapidly changing environment for advice – how can we not just grow – but thrive? In this closing session our speaker will provoke us into

thinking proactively about ways to evolve our practices and maintain relevance

in the years ahead.

SPEAKER:

VANESSA STOYKOV, CEO, Evolution Media Group

17:15

PRE-DINNER DRINKS – The Langham

17:45

DINNER – The Langham

20:00

FORUM TO CONCLUDE