H&B | THEMATIC FORUM 2021

08:30

REGISTRATION – The Residence, Grand Hyatt Melbourne

09:00

WELCOME – JONATHAN RAMSAY, Director, InvestSense

09:15

TECHNOLOGY, ADVICE, AND INVESTING – WHY THE FUTURE IS NOW   

As access to information and investment products, tailored and personalised through AI and machine learning becomes increasingly seamless, the role of the financial/investment adviser will change. Indeed, our industry is just one example of a profession that will need to adapt to changing consumer preferences and work practices that are occurring in parallel with rapid advancements in technology.

What lessons can be learnt across multiple industries that are facing similar challenges? The questions we will tackle include what the main drivers of change are, how might these changes evolve over time; and actions we can take now in anticipating the future. 

In this opening session our speakers will provide a futurist’s perspective, with frameworks and insights to help anticipate both the threats and opportunities that will arise from societal trends and coming rapid technological developments. 
    
GUEST SPEAKERS:

SKEEVE STEVENS, Futurist/Future Crime Expert, Future Crime Agency 

SHANTI KORPORAAL, Futurist/Future Crime Expert, Future Crime Agency 

10:15

MORNING TEA 

10:35

THE SHIFT FROM ANALOG TO DIGITAL HEALTHCARE  

Our experience of healthcare is changing, with improved customer experiences, focus on prevention rather than treatment, personalised medicine, and advancements in longevity all creating new opportunities for companies to provide new and improved products and services. This session will explore how these trends are transforming the healthcare sector, and what this means for investors seeking to gain exposure to this thematic.

VIRTUAL PRESENTERS:

JAI JACOB, Managing Director, Portfolio Manager/Analyst Lazard Asset Management (New York)

RYAN HUTCHINSON, Director, Portfolio Manager/Analyst,Lazard Asset Management (New York)

11:25

EMERGING MARKETS: FROM CRISIS TO OPPORTUNITY  

Emerging Markets have been trading on attractive valuations, however history shows that they can be vulnerable to financial and other crisis events which cause large drawdowns. Given these risks, and the changing nature of the Emerging Markets index, how useful are historical valuations and events in guiding our asset allocation decisions and approach? Our speaker in this session will share their own lessons learned from past market crises in Emerging Markets, and the implications for successfully investing in the asset class today. 
    
VIRTUAL INTERVIEW:

DAVID WRIGHT, Chief Executive Officer, Zenith Investment Partners

RAJIV JAIN, Chairman & Chief Investment Officer, GQG Partners 

12:15

UNPACKING UNCONSTRAINED BONDS AND OTHER DEFENSIVE STRATEGIES 

The universe of strategies available in fixed interest has broadened significantly over the last several years, as investors have wrestled with the longer-term implications of quantitative easing and falling interest rates on defensive and income focused investing. Unconstrained bonds have been proposed as one way of improving diversification and returns, however present new questions and challenges for advisers seeking to make an allocation. This session will take a closer look at the opportunity set in fixed income, the strengths and weaknesses of different types of strategies, and how the global outlook for bond and credit markets should influence strategy and portfolio construction. 

PRESENTER:

CHARLIE JAMIESON, Executive Director, Chief Investment Officer, Jamieson Coote Bonds – an investment manager partner of Channel Capital

13:00

LUNCH

14:00

RETHINKING THE RETIREMENT JOURNEY  

We have seen that in major market downturns, such as the COVID-19 selloff in 2020, and the Global Financial Crisis in 2008, investors are influenced heavily by loss aversion and the temptation to switch to cash is significant. This presents a conundrum for investors approaching retirement, who need to maintain exposure to growth assets, but will become more sensitive to volatility. Our speaker in this session will challenge traditional approaches to retirement investing and discuss practical ways to manage clients’ risk tolerance and capacity when building retirement specific portfolios.

ACTIVE CASE STUDY: 

TIM DOWLING, Investment Specialist, Allianz Retire+

14.55

FIXED INTEREST INVESTING: BACK TO THE DRAWING BOARD 

The prospect of negative real returns and lower bond yields for the foreseeable future has investors questioning the role of fixed interest in portfolios, and whether it still can provide adequate diversification, income, and total returns. During this workshop session, using risk analysis systems we will seek to address these challenges, and understand how optimising exposure to different risk factors can improve diversification and expected outcomes in different market environments.  

MASTER CLASS:

FABIAN DIENEMANN, Account Manager, PIMCO

15:40

AFTERNOON TEA 

16:00

SOCIAL INFRASTRUCTURE – A NEW ASSET CLASS COMING OF AGE 

Australia’s growing and ageing population, increasing urbanisation, and changes in technology are creating new opportunities for investors to gain exposure to social infrastructure. This new asset class continues to develop and evolve, and has included assets in specialist disability accommodation, aged care, retirement housing and student accommodation. While investors have been attracted to the potential to bring further diversification to portfolios and generate a new alternative source of income, there are unique considerations and risks to be mindful of. This session will discuss how investors should approach investing in social infrastructure, how COVID-19 has impacted the opportunity set, and how to more effectively evaluate risk and return prospects in potential investments. 

PRESENTERS:

DAMIAN DIAMANTOPOULOS, Portfolio Manager & Head of Research Property, Australian Unity Wealth & Capital Markets 

RYAN BANTING, General Manager Social Infrastructure, Australian Unity Wealth & Capital Markets

16:45

THE ENERGY REVOLUTION AND THE RACE TO NET ZERO 

While governments will continue to argue over binding targets, investors have increasingly seen ‘net zero by 2050’ as the goal that will guide energy policy over the next several decades. Transitioning the global economy to zero carbon will require significant amounts of capital investment and is already creating winners and losers across different sectors. Our speaker in this session will discuss how this thematic is currently evolving in financial markets, and how investors can navigate the associated opportunities and risks. 

In the new ‘post-Trump’ world we see investor interest dramatically increasing in the investment opportunities being created by governments stepping up their commitments to meeting the net zero by 2050 target.

SPEAKERS:

STUART PALMER, Head of Ethics Research, Australian Ethical Investment

LEAH WILLIS, Head of Client Relationships, Australian Ethical Investment

17:30

CLOSE

17:30

PRE-DINNER DRINKS

17:45

DINNER

19:45

FORUM TO CONCLUDE