Lonsec and Milliman Retirement Symposium 2018 - Sydney

Not all income is created equal!

Hear how Trump's populist politics are affecting the income in your portfolios.

In a world where income is hard to come by, find out how these policies are impacting you and your clients! At this year's event we will distil the dangers of overreaching for yield and put the spotlight on risky yield plays as we move into a low growth world.

CPD points will be made available

Agenda

1.45pm - Arrival & registration

2.00pm - Welcome & introduction

• Lukasz de Pourbaix — Acting CEO, Lonsec Research
• Veronica Klaus — Head of Investment Consulting, Investment Consulting, Lonsec

2.10pm - Using big data to engage with clients and solve the retirement riddle

• Wade Matterson — Practice Leader Australia, Milliman

2.30pm - Income investing in a risky world

• Peter Green — Head of Listed Products & General Manager Australian Equities, Lonsec Research

2.40pm - Differing lenses on income investing

• Moderator: Peter Green — Head of Listed Products, Lonsec Research
• Gopi Karunakaran — Portfolio Manager, Ardea
• Michael O’Neill — Portfolio Manager, Investor Mutual
• Ashley O’Connor — Investment Strategist, Invesco
• Philipp Hofflin — Portfolio Manager, Lazard

3.10pm - The Rise of Populism and its impact on Markets

• Guy Bruten — Chief Economist, AllianceBernstein (AB)

3.25pm - The return of volatility and why it’s here to stay

• Vimal Gor — Head of Fixed Income, Pendal (Sydney)

3.40pm - Portfolio Implications – Is this Structural Or Noise

• Frank Wirds — Client Portfolio Manager Quant Equities, Robeco

3.50pm - Wrap-up

• Chris Schroder — Head of Business Development, Lonsec Research

4.00pm - Networking drinks & canapés

Why attend this event?

• Understand why some sources of income are riskier than others (especially now)
• Recognise and manage key risks within your Retirement portfolios (and are they appropriate) in an increasingly volatile world
• Learn how Big Data insights can help understand your clients better
• Find out how the rise of populism is impacting your clients' investments