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Lonsec Symposium

Lonsec

Tuesday, 7 May 2019 from 8:30 am to 5:00 pm (AEST)

Lonsec Symposium

Registration Information

Type End Quantity
Lonsec Symposium 06/05/2019 Free  

Event Details

Portfolio construction in changing times!

This exclusive event will educate, entertain and provide networking opportunities (during breaks and post presentation cocktails).

We are excited to announce our keynote speakers; Alan Dupont and Bernard Salt, who will be joined by a cast of leading industry specialists. Our engaging agenda is designed to deliver genuinely compelling and actionable insights, in a series of presentations and panel discussions.

Key topics:

  • Geopolitical upheaval driving uncertainty
  • The return of sequencing, inflation and regulatory risk and their impact on portfolios
  • Exciting insights into the future of retirement products
  • The broader challenges facing the advice industry
  • How to provide the best solutions for your clients

CPD points will be made available. Seats are limited so don't miss out. This event offers a great opportunity to learn, network with peers and chat with our experts

Agenda 

8.30AM – Registrations

9.00AM – Welcome and introduction (5mins) 

9.05AM – Alan Dupont (45mins)

9.50AM – Peter Green, Lonsec (20mins)

10.10AM – Morning Tea (20mins)

Networking opportunity

10.30AM – Deanne Baker, Lonsec (20mins)

The aging demographic is driving government policy – what does it all mean?

10.50AM – Fidelity (15mins)

11.05AM – Challenger (15mins)

11.20AM – PIMCO (15mins)

11.35AM – Panel (40mins)

  • Trustees – What do they have to consider?
  • Product – What products are being brought to market to deal with this?
  • Portfolios – How do these new product types fit within traditional advice & portfolio construction?

Panel Members: Challenger, Fidelity, Lonsec, PIMCO & SuperRatings 

Moderator: Veronica Klaus, Lonsec

12.15PM – Lunch (45mins)

Networking opportunity

Is risk really back?

1.00PM – Pendal (15mins)

1.15PM – Investors Mutual Limited (15mins)

1.30PM – Lukasz de Pourbaix (15mins)

1.45PM – AllianceBernstein (15mins)

2.00PM – Panel (40mins)

  • Drawdown risk
  • Inflation risk
  • Regulatory risk
  • Longevity risk

Panel Members: AllianceBernstein, Pendal, Investors Mutual Limited & Lonsec 

Moderator: Brook Sweeney, Lonsec 

2.40PM – Ian Knox, Lonsec  (30mins)

3.10PM – Bernard Salt (45mins)

Volatility in world markets and its impact on the structure of financial planning advice and portfolio construction

3.55PM – Closing remarks (5mins)

4.00PM – Networking Drinks & Canapes

Networking opportunity




Have questions about Lonsec Symposium ? Contact Lonsec

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When & Where


The Westin Hotel

1 Martin Pl
Sydney, NSW 2000
Australia

Tuesday, 7 May 2019 from 8:30 am to 5:00 pm (AEST)


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Organiser

Lonsec

Through our individual businesses, Lonsec Research, Lonsec Investment Solutions and SuperRatings, we connect advisers, fund managers, super funds and individuals with the must have tools, data and information to make better investment decisions, grow funds, engage better with members, implement new product solutions.

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