08:55
REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE
How do you care for yourself, your staff, and your family in an unpredictable world of rapid change? Stress and anxiety arise from how we view things and can be alleviated by taking responsibility for our perceptions, attitudes and actions. How we conduct our life either raises our vibration, allowing us to choose our responses or takes us down the darker corridors of regret, justification, and mental ruminations. This session will offer simple self-care practices that can enrich our connection with a broader community and educate us on how to make choices that encourage mental well-being. John will share practical ways to reduce stress and anxiety and positively influence others.
SPEAKER:
JOHN TOOMEY, Wellbeing Thought Leader, Wide Awake Wellness | Global Chair,
Workplace Wellness Initiative, The Global Wellness Institute, Miami
09:50
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
10:40
MORNING TEA
11:10
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 interest rate dynamics. The session will emphasize a fundamental, valuation-driven approach to stock selection, highlighting the importance of patience and a long-term perspective.
Learn how to look beyond short-term noise, focus on quality businesses, and construct a portfolio positioned for sustainable growth in an ever-changing world.
SPEAKER:
KEVIN BERTOLI, Co-Portfolio Manager, PM Capital
12:00
FINAL SESSION
13:00
CLOSING REMARKS
13:30
LUNCH & SYMPOSIUM CONCLUDES