Lonsec Symposium

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

9.05AM – Geopolitical Risk In a More Volatile World

Alan Dupont, Cognoscenti Group

9.50AM – Listed products – Dealing with Increasing Complexity as the Channel Matures

Peter Green, Lonsec

10.10AM – Alternatives – Managing Expectations through Macro Regime Shifts

Deanne Baker, Lonsec

10.30AM – Morning Tea

Networking opportunity

10.50AM – The Future Is Now

The aging demographic is driving government policy, which is influencing portfolio construction and product innovation – what does it all mean?

Jeremy Cooper, Challenger

Caitriona Wortley, Allianz Retire+

Richard Dinham, Fidelity

Bill Buttler, SuperRatings

Michael Elsworth, Lonsec

12.05 PM – Panel Discussion and Q&A

12.35 PM - Lunch

Networking opportunity

1.35 PM – Risk Is Back

Greater risk is evident in retirement, which has been ignored due to a rising market.

Veronika Klaus, Lonsec

Roy Maslen, AllianceBernstein

Michael O'Neill, IML

Vimal Gor, Pendal

2.35 PM - Panel Discussion, Q&A

3:05 PM - A Retirement Challenge - A Portfolio Perspective

Lukasz de Pourbaix, Lonsec

3.35 PM – Planning to Prosper: Issues & Opportunities for Wealth Management in the 2020s

Bernard Salt

4.20 PM – Closing remarks

4.25 PM – Networking Drinks & Canapes

Networking opportunity