Fund managers are evolving their strategies to defend market share in Australia’s hyper competitive asset management market, and to seize growth opportunities in COVID-normal.

You’re telling us your disrupted sales teams can no longer rely on face to face meetings or conference coffee breaks. CEOs and country heads can’t rely on the annual conference calendar for market intelligence and client connection. And most clients have Zoom fatigue.

All this is against a backdrop of external factors such as a global recession, increasing investor expectations, and more digitally-driven client and counter party behaviours. With more pressure on people, compliance and budgets, fund managers still have to address the perennial challenge of standing out from the crowd – in a shrinking media landscape - and reaching fragmented retail direct, advised, family office and institutional investor audiences.

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Our panellists will explore how they have grown funds under management from direct, intermediated and institutional investors. Under the Chatham House rule they’ll share lessons learnt and their views on what it will take to succeed now.

1. Lessons learned targeting direct, advised & institutional investors over nearly 3 decades – Tim Samway, Chair @ Hyperion Asset Management

2. Growth hacking: attracting FUM as a lean start up – Benjamin Chong, Founder @ Right Click Capital

3. How media business models have changed, and how to take advantage of that – Victoria Turner, Managing Director @ Blueturn Consulting (formerly in growth roles at Macquarie, Perpetual and News Corp

4. Profile and positioning to attract investors, differentiate your fund and protect your reputation – Carden, Founder and Owner @ BlueChip

Joanna Davison, CEO of the Fund Executives Association of Australia whose members are the senior executives of industry super funds, (formerly First State and Russell Investments) will be our Chair, and provide an introduction to the changing context for super funds and their members.

Most importantly, we will provide you an opportunity to ask your questions to the panel and hold critical conversations with your peers.

EVENT DETAILS

Date: Thursday 3rd December 2020

Time: 3:30pm – 5:15pm followed by drinks 5:30pm – 7:00pm

Venue: The Women's Club (Level 4, 179 Elizabeth Street Sydney 2000) if you wish to attend in person with our panellists or attend our event live via Zoom Webinar.

Cost: FREE

*Due to COVID-19 event capacity restrictions, the in-person event will be a first come first serve basis. Please notify BlueChip Communication if you’d like to attend in-person.

Please RSVP by 19th November 2020 by registering below and letting us know if you'd like to attend our event in-person or online.