09:00
WELCOME – PAUL CHAPMAN, H&B Chairperson
09:20
THE MORNING AFTER | GLOBAL SIDE EFFECTS OF US DEMOCRACY AND GEOPOLITICS
In a rapidly shifting geopolitical landscape, can we now understand the effects of the US elections on global dynamics? A session to challenge you to consider the intricate interplay between American democracy and international relations.
Our speakers will dissect the US electoral outcomes and their impact on US, Australian and Chinese relations, exploring how shifts in American leadership reverberate through diplomatic channels and economic partnerships. Simultaneously, we'll examine the broader geopolitical implications, questioning whether traditional alliances are evolving and how emerging powers are repositioning themselves on the world stage. A discussion to explore the far-reaching consequences of US electoral "hangovers" on global markets.
SPEAKERS:
RON TEMPLE, Chief Market Strategist, Lazard Asset Management (Virtual presenter)
THE HON. ARTHUR SINODINOS, Partner | Chair of Australia Practice, The Asia Group
10:25
MORNING TEA
10:55
HOME GROUND ADVANTAGE | OPPORTUNITIES ACROSS THE AUSTRALIAN CAPITAL STRUCTURE
In a global investment landscape, are we overlooking the potential in our own backyard? A session to ask advisers to reconsider the structural advantages of domestic markets across both credit and equities.
Our experts will dissect the unique characteristics of Australian credit markets today and the benefit for investors, exploring how local knowledge and regulatory familiarity can uncover yield opportunities. Simultaneously, we'll examine the Australian equity market, questioning whether there is any alpha left on the table or is passive the dominant force at hand.
A session to explore the domestic opportunity relative to global markets and explore whether it is worth having a home bias in our portfolios.
SPEAKERS:
DAMIEN HENNESSY, Head of Asset Allocation, Zenith Investment Partners
DAMON SHINNICK, Portfolio Manager, Western Asset Management
MIKE YOUNGER, Portfolio Manager, Prime Value Asset Management
12:05
PRIVATE PARTY | WHERE DEBT AND EQUITY MINGLE ON THE CAPITAL STACK
In today's investment landscape, private markets offer compelling opportunities to reduce volatility and generate unique returns. This session brings together experts in private debt and private equity to explore the full spectrum of possibilities across the capital stack.
Our speakers will discuss why quality companies are departing public markets and how to maintain exposure to industries via M&A financing and management buyouts to navigating co-investments, this session will provide a comprehensive view of the private market ecosystem.
A session to discuss strategies to enhance portfolio resilience & returns and understand why private markets are poised to become an increasingly crucial component of investment allocations in the coming years.
SPEAKERS:
CHRIS MAUSS, Managing Director I Private Equity, Partners Group
PAUL NAGY, Co-Founder, Epsilon Direct Lending
NICK FIELD, Portfolio Manager, Lonsec Investment Solutions
GUEST MODERATOR:
JONATHAN TOLUB, Director, InvestSense
13:15
LUNCH
14:15
BOOMERANG INVESTING | WHEN RETURNS COME BACK AROUND
As investors favour passive strategies more and more each day, the question remains, how can active managers generate strong returns moving forward?
A session that explores why poor business structures face increasing pressure as the cost of capital rises, creating opportunities on both sides of the trade. Learn how a well-crafted short book can provide capital protection, potentially cushioning portfolios during market downturns.
We'll examine working examples of long-short tactics in the Australian market, discussing how this approach can uncover hidden value and mitigate risks. For advisers seeking to diversify client portfolios beyond traditional long-only strategies, this session offers practical insights into incorporating long-short funds. Gain a fresh perspective on portfolio construction and risk management in a market where both opportunities and challenges are evolving rapidly.
SPEAKERS:
TOM RICHARDSON, Lead Portfolio Manager, Paradice Investment Management
JASON PETRAS, Director, Resonant Asset Management
15:15
AFTERNOON TEA
15.40
GLOBAL GEMS | UNEARTHING QUALITY IN A WORLD OF OPPORTUNITY
Is 'quality' the holy grail of global investing in today's uncertain markets? Join us for a deep dive into the essence of quality, focusing on top-tier businesses across sectors. We'll explore the spectrum from luxury brands to groundbreaking GLP-1 therapies, dissecting what truly defines quality in today's landscape. Our speakers in this session will cover market gems, examining tech giants, emerging consumer trends, and China's pivotal role. We'll tackle pressing issues like US election impacts, big tech's staying power, and navigating volatility.
This no-nonsense session offers practical insights to elevate your clients' global portfolios.
SPEAKERS:
PAUL LOUDON, Investment Manager, Walter Scott & Partners | Macquarie Asset Management
DOUGLAS TYNAN, Chief Investment Officer, GCQ Funds Management
JONATHAN TOLUB, Director, InvestSense
GUEST MODERATOR:
CRAIG FERGUSON, Director of Strategy, Antipodean Capital Management
16:50
VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY
We delve into servicing clients effectively while maximising revenue potential. In this session, our expert will share insights into tailoring your services to meet the unique needs and expectations of clients. We explore how to attract, retain, and deepen relationships with your clients, ultimately boosting your practice's bottom line. Our speaker will also discuss the narrative around repricing and service benchmarking clients to make sure your practice is appropriately rewarded for the level of service delivered. This is a session to discover best practices for providing exceptional service, personalised solutions and aligning pricing models appropriately.
SPEAKER:
JIM STACKPOOL, Founder, Certainty Advice Group
17:45
DRINKS & CANAPÉS
18:30
SYMPOSIUM DINNER – Number One Restaurant