09:00
WELCOME – Tracey McNaughton, Chairperson
09:20
BEYOND STRATEGY | THE TWO-ENGINE ADVICE MODEL
When strategy isn't enough, how do you align growth and operations to scale exceptional client experiences?
Sales and service delivery cannot operate in isolation. This session explores the "two-engine" framework, revealing how execution discipline and AI integration build a scalable business. Discover how to eliminate friction across the client journey, using technology not to replace human interaction, but to anticipate needs, foster intergenerational loyalty, and deepen connections far beyond traditional investment performance.
SPEAKERS:
MARK ZAGLAS, Principal, Encore
DAMON RISCALLA, Head of Practice Development, Trellia Wealth Partners
MARCUS AINGER, Partner, Primestock Wealth Management
10:20
MORNING TEA
10:50
TOTAL INCOME | DEFENSE AND FRANKING
When inflation persists, how do you meet surging income demands while ensuring that you are adequately compensated for underlying risks?
This session unites Australian credit and equity income to discuss forward returns in a permanently higher rate regime. We examine navigating domestic debt markets to capture elevated yields without the illiquidity constraints of crowded private credit, while concurrently unpacking how sustainable, franked dividends deliver a powerful, tax-effective engine to meet client income needs.
SPEAKERS:
PHIL STRANO, Head of Australian Credit Research, Yarra Capital Management
ANDREW HAMILTON, Portfolio Manager, Antares
11:50
THE TOTAL CREDIT LENS | LIQUID DEFENSE, PRIVATE YIELD
In a rising rate environment, how are you balancing your fixed income allocation for immediate liquidity and structural yield?
To combat macro volatility and duration pain, this session explores the power of a credit barbell. We examine pairing of liquid credits with global private credit. A session to explore how a dual approach to portfolio construction could balance defensive capital stability with the robust illiquidity premium of global private markets.
SPEAKER:
PETE ROBINSON, Managing Director, Senior Portfolio Manager, Barings Asset-Based Finance Australia, Barings
12:50
LUNCH
13:50
THE VALUE EVOLUTION | NAVIGATING GLOBAL EQUITIES
How do advisers look after client capital while extracting alpha in a highly concentrated, expensive market?
This session unites three distinct approaches to capturing global alpha. We explore a patient, contrarian lens designed to unearth mispriced anomalies, alongside a rigorous, valuation driven approach to large cap equities. We contrast these fundamental philosophies with a disciplined, systematic framework that exploits data signals to eliminate behavioral bias.
A session on how human conviction and quantitative precision interpret today’s valuation dispersion to deliver sustainable, long-term returns.
SPEAKER:
BRAD KINKELAAR, Senior Managing Director | Portfolio Manager, Barrow Hanley Global Investors
BRUCE APTED, Head of Portfolio Management – Asia Pacific, Systematic Equity Active, State Street Investment Management
Incoming...PM Capital
14:50
AFTERNOON TEA
15.20
THE PRIVATE ANTIDOTE | PRIVATE EQUITY IN A HIGH-RATE WORLD
When the era of cheap debt ends, how does private equity actually generate returns?
It has been argued that, for a decade, falling rates masked private market execution and, the question remains, whether persistent inflation and a higher cost of capital have killed financial engineering. This session explores the brutal evolution of global private equity and examines how top tier managers are returning to true operational alpha to drive organic growth & strategic transformation. We explore how accessing fundamentally sound, unlisted global compounders provides essential portfolio resilience in a volatile macro regime.
16:20
NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
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, Chief Technology Officer, Your Future Strategy
17:20
SYMPOSIUM DAY 1 CONCLUDES
18:30
SYMPOSIUM DINNER