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Lonsec Adviser Forum - Adelaide

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Date and Time

Location

Location

Hilton

233 Victoria Square

Adelaide, South Australia 5000

Australia

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Event description

Description

AGENDA

8.30am – 9.00am

Breakfast, tea & coffee served

9.00am – 9.05am – Chris Schroder, Lonsec

Welcome & introduction

9.05am – 9.25am Ben Moore, AllianceBernstein

Populism and global reflation

  • A review of the medium-term challenges and the impact on your clients.

9.25am – 9.45am – Chris Inifer, Allan Gray

Perfection is illusionary – exceptional will do

  • The challenge of selecting the best performing investment for your clients.

9.45am – 10.05amLukasz de Pourbaix, Lonsec

Building Lonsec’s managed accounts in volatile markets

  • Key investment factors considered when building managed accounts in volatile markets and our dynamic approach.

10.05am – 10.25am Ian Knox, Lonsec

Advice post Royal Commission – Profession or Industry

  • Using today’s technology and the definitions of best interest in the corps act – can a planner be a wealth manager and adviser at the same time?

10.25am – 10.30am – Chris Schroder, Lonsec

Wrap up & Q&A session

CPD Points will be made available

Date and Time

Location

Hilton

233 Victoria Square

Adelaide, South Australia 5000

Australia

View Map

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