Low-cost ETF investing has proven to be an effective investment strategy over the long-term. Given the continued growth of the Australian ETF industry, how can financial advisors stay ahead of the curve?

Join S&P DJI and leading financial advisors to uncover prevailing trends and explore different investment strategies and best practices for passive investing.

Topics will include:

•Making the case for indexing, with an emphasis on consistent outperformance over long periods of time.

•How advisors can effectively incorporate passive strategies in portfolio allocation, including blending approaches with more active strategies.

•Exploring the role of ETFs in generating yield to meet retirement goals.

•Taking the advisory practice to the next level using advancements across the digital spectrum.

REPLAYS AND DOWNLOADS VIEW ALL
SPEAKERS VIEW ALL
Daphne van der Oord

S&P Dow Jones Indices

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Stuart Magrath

S&P Dow Jones Indices

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Michael Elsworth

Lonsec

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Nathan S. Ide

Private Capital Management

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Warwick Heeson

Oppenheim Legal

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Partners
ANZ ETFs (Associated)
ASX (Exchange)
BetaShares (Associated)
iShares (Associated)
Kaplan (Additional)
SSgA (Associated)
Van Eck (Associated)
Vanguard (Associated)
LOCATION
Sydney - Ivy Ballroom

Melbourne - Zinc Federation Square

Sydney

8:30 AM

Melbourne

12:30 PM

 

REGISTRATION

 

9:00 AM

1:00 PM

OPENING SPEECH

Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

 

9:05 AM

1:05 PM

THE CASE FOR INDEXING - SPIVA, PERSISTENCE, & SMART BETA

The active vs. passive scorecard continues to highlight the difficulty of active funds to consistently outperform relevant benchmarks over time. However, smart beta strategies tell a slightly different story.

*Session introduced by Vanguard and concluded by BetaShares

Speaker: Priscilla Luk, Head of Global Research & Design, Asia Pacific, S&P Dow Jones Indices

 

9:35 AM

1:35 PM

PRACTICE ESSENTIALS FOR ADVISORS

What is the role ETFs play in meeting the FoFA and Best Interest Duty obligations? The panel will discuss the effectiveness of ETFs in helping to meet these obligations as well as exploring how they can add value to their clients.

*Session introduced by iShares

Moderator: Stuart Magrath, Senior Director,  Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

Michael Elsworth, General Manager, Lonsec

Nathan Ide, Managing Director, Private Capital Management

Warwick Heeson, Corporate Lawyer, Oppenheim Legal

Nareena Aracas, Senior Financial Planner, Guideway Wealth Pty Ltd (Melbourne session only)

10:15 AM

2:15 PM

INCOME STRATEGIES IN RETIREMENT

A conversation on the role of ETFs in generating yield for pre and post-retirement.

*Session introduced by SSgA

Moderator: John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

Panelists:

Paul Moran, Principal, Moran Howlett

Claire Mackay, Principal & Head of Advice, Quantum Financial

10:35 AM

2:35PM

COFFEE BREAK

 

11:05 AM

3:05 PM

SMSF SPOTLIGHT

How is the SMSF sector driving growth in superannuation assets and ETFs in particular?

Speaker: Peter Hogan, Head of Technical, SMSF Association

11:25 AM

3:25PM

ETF Trading & Execution

A back to basics look at trading and execution best practices, including the role of market maker-evaluating the actual trading liquidity

*Session introduced by VanEck

Moderator: Daphne  van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

Panelists:

Adam Dawes, Senior Investment Advisor, Shaw & Partners

David Foodey, Co-Head Australian Cash Equity Execution, Deutsche Group (Sydney session only)

Brett Lesh, Portfolio Manager, Susquehanna (Sydney session only)

Steve Castellan, Director Progam Trading/ETF Sales, Deutsche Bank (Melbourne session only)

11:45 AM

3:45 PM

Global & Australian ETP Market Updates

What is the current ETP landscape in Australia and around the world? Take a look at the ETP flows to identity market trends and momentum.

Speakers:

John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

Andrew Campion, Senior Manager, Investment Products, ASX

12:15PM

4:15 PM

TAKING ADVISORY TO THE NEXT LEVEL

Robo advisors or digital tools are changing the advisor landscape rapidly. How can advisors leverage such digital advancement to commoditize the core aspect of asset allocation services?

*Session introduced by ANZ ETFS

Moderator: James Bailey, Global Head of Channel Management, S&P Dow Jones Indices

Panelists:

Darren Howard, Director, Merit Planning East

John O’Connell, Founder, Owners Advisory by Macquarie

Chris Brycki, Founder & CEO, Stockspot (Sydney session only)

12:55 PM

4:55PM

CLOSING REMARKS

Stuart Magrath, Senior Director,  Channel Management, Australia & New Zealand, S&P Dow Jones Indices

1:00 PM

5:00 PM

NETWORKING LUNCH/COCKTAIL

Daphne van der Oord

S&P Dow Jones Indices

VIEW BIO
Stuart Magrath

S&P Dow Jones Indices

VIEW BIO
Michael Elsworth

Lonsec

VIEW BIO
Nathan S. Ide

Private Capital Management

VIEW BIO
Warwick Heeson

Oppenheim Legal

VIEW BIO
Nareena Aracas

Guideway Wealth Pty Ltd.

VIEW BIO
Paul Moran

Moran Howlett Financial Planning

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Claire Mackay

Quantum Financial

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Peter Hogan

SMSF Association

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Adam Dawes

Shaw and Partners

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David Foodey

Deutsche Group

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Andrew Champion

Australian Securities Exchange

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James Bailey

S&P Dow Jones Indices

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Darren Howard

Merit Planning East

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John O'Connell

Macquarie Banking & Financial Services

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Chris Brycki

Stockspot

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John Davies

S&P Dow Jones Indices

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Priscilla Luk

S&P Dow Jones Indices

VIEW BIO
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