09:00
WELCOME – PAUL CHAPMAN, Chairperson
09:20
HONK IF YOU’RE ALLOCATED! NAVIGATING MARKETS WITH PURPOSE AND POISE
In a world where market headlines flash by at lightning speed, how do you keep your portfolio on the right road? Our expert panel cuts through the fog to illuminate clear pathways for strategic asset allocation.
We'll map out a framework that help you distinguish between crucial market signals and mere market noise. Our discussion will equip you with practical tools to build systematic decision-making processes that withstand emotional market swings. The panel will tackle head-on the eternal question: "When should we act, and when should we stay the course?
Leave with concrete strategies to communicate your allocation decisions to clients, helping them remain confident even when markets test their resolve.
SPEAKERS:
LUKASZ DE POURBAIX, Global Cross Asset Specialist, Fidelity International
FIL ANDRONACO, Director, InvestSense
GUEST MODERATOR:
GLEN HOLDER, Chief Executive Officer, Resonant Asset Management
10:10
MORNING TEA
10:40
THERE’S NO PLACE LIKE HOME | FINDING RESILIENCE IN DOMESTIC EQUITIES
Global markets are navigating a 'new investment order' marked by escalating geopolitical tensions, trade disputes, and increased volatility. And as most investors have been increasing an allocation to global equities, the question is whether this is even the right approach? Is there Australian exceptionalism?
In this environment, portfolio resilience is paramount. This session will explore how a strategic allocation to domestic equities can provide a crucial buffer against global headwinds. Our speaker will discuss how to dynamically manage factor exposures to optimize returns while mitigating risk. By understanding the interplay of global forces and domestic market dynamics, investors can build portfolios designed to weather the storm and capitalize on local strengths
SPEAKER:
BENJAMIN LEUNG, Head of Systematic Investment, Macquarie Asset Management
GUEST MODERATOR:
GLEN HOLDER, Chief Executive Officer, Resonant Asset Management
11:40
YIELDING TO CHANGE | THE FUTURE OF US DOMINANCE
Is the US dollar's reign as the world's go-to currency truly unshakable? The bedrock of US exceptionalism and its bonds as the ultimate safe haven are now openly debated. This session dives straight into the core question: Is a fundamental shift in US economic dominance genuinely likely, and if so, how soon?
Our speaker tackles the direct implications for your portfolio, guiding you through approaches for assessing and navigating this uncertain period. This session will evaluate the potential winners and losers amid market flux, and demonstrate how to express these views through your portfolio allocation.
SPEAKER:
AADITYA THAKUR, Portfolio Manager, PIMCO
GUEST MODERATOR:
FIL ANDRONACO, Director, InvestSense
12:45
LUNCH
13:45
MASTERING PRIVATE MARKET ALLOCATIONS
How do you optimize your portfolio across the full spectrum of public and private markets in today's rapidly evolving investment landscape? Our speakers in this session provide clarity on strategic allocation approaches, with special emphasis on navigating the expanding private markets universe.
We'll assess different approaches and methodologies for evaluating opportunities across the private markets spectrum.
Our discussion will equip you with practical tools for systematically evaluating private market opportunities, building balanced allocations through market cycles, and thinking effectively as an allocator.
SPEAKERS:
ANTONIO FERRER, Partner Global Head of Multi-Asset Portfolio Management, LGT Capital Partners
JAMES EDMONDS, Chief Operating Officer, Praemium
GUEST PANELIST:
JAMES GOULDSON, Head of Managed Portfolios & Partner, Koda Capital
14:50
AFTERNOON TEA
15.20
THE GREAT RESET | FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION
With the extreme momentum and valuation disparities in global markets resolving
in spectacular fashion, market participants continue to digest the effects of the
Trump tariffs and resetting of supply chains. What does this mean for global markets and equity indices?
Our speakers in this session share their insights on where value lies to create
long-term opportunities – the catalyst for a portfolio reset is upon us and we look
to answer the question on, where to from here?
SPEAKERS:
RICHARD RAUCH, Investment Director, Head of Portfolio Solutions (Australia), Brandywine Global
DAVID JENKINS, Client Portfolio Manager, GQG Partners
GUEST MODERATOR:
FIL ANDRONACO, Director, InvestSense
16:20
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
17:45
DRINKS & CANAPÉS – Long Chim
18:30
SYMPOSIUM DINNER – Long Chim