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
MACRO THEORY TO MARKET REALITY | ARCHITECTING THE NEW DEFENSE
How do you translate a volatile global macro outlook into actual portfolio defense?
Understanding global macro volatility is only half the battle while advisers face the real challenge of translating that top-down view into a fixed income allocation that actually defends capital. A session that unites high level macro forecasting with bottom-up credit execution. What forces are driving current market dislocations, how to navigate credit & duration risk, exploiting credit inefficiencies and building flexible, resilient allocations for today's market.
SPEAKERS:
PHIL STRANO, Head of Australian Credit Research, Yarra Capital Management
BRUCE APTED, Head of Portfolio Management – Asia Pacific, Systematic Equity Active, State Street Investment Management
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:
Incoming...Barings Asset-Based Finance Australia
12:50
LUNCH
13:50
DON'T MISS THE BOAT | NAVIGATING GLOBAL EQUITIES
In today's complex global landscape, filled with market concentration, valuation dispersion and geopolitical shifts, where can investors find true opportunity?
Our speaker will provide a framework for identifying resilient, long-term value in global equities. We will examine key themes shaping the market, including supply chain reconfiguration, the energy transition, and evolving rate dynamics. A session covering a fundamental, valuation driven approach to stock selection, highlighting the importance of patience and a long-term perspective.
SPEAKER:
BRAD KINKELAAR, Senior Managing Director | Portfolio Manager, Barrow Hanley Global Investors
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.
SPEAKER:
Incoming...MLC Asset Management
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