A Complimentary Event for Financial Advisers

Accredited to 3.75 FPA and 2 SMSFA CPD Credits

The financial advice landscape is shifting. When seeking opportunities for your clients, are you fully armed with the techniques and solutions needed to meet today's challenges and stay ahead of the game?

The 2019 Indexing & ETF Masterclass will provide Australian financial advisers with new insights into the evolving marketplace. We encourage you to invest a half-day on March 5th in Melbourne or on March 7th in Sydney to listen and interact with other practitioners who have leveraged ETFs and other index solutions, to support the evolution of their business and improve their service to clients.

Speakers View All >
Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Geoff Eliason

Peak Capital

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Mark Holzworth

Holzworth Partners

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Shaun Wurzbach

S&P Dow Jones Indices

View Bio >
Stuart Magrath

S&P Dow Jones Indices

View Bio >
Exchange Partner
ASX (Exchange)
Partners
BetaShares (Exchange)
iShares (Associated)
ETF Securities
SSgA (Associated)
Van Eck (Associated)
Vanguard (Exchange)
Education Partner
Kaplan (Additional)
Location

8:30 – 9:00

REGISTRATION

9:00 – 9:05

 

WELCOME & OPENING REMARKS

Daphne van der Oord, Head of Australia & New Zealand, S&P DJI

9:05 – 9:30

KEYNOTE: MANAGING RISK AND ASSET ALLOCATION WITH INDEX-BASED SOLUTIONS

Professional portfolio management allows advisers to focus on client discussions and relationships as well as business growth. What happens when advisers outsource the CIO function?

 

Speaker:

Geoff Eliason, Principal, Chief Compliance Officer, Peak Capital Management

9:30 – 10:00

panel: building the right fit with Customized indices

How can advisers use customised index solutions to build investment strategies for their clients?

 

Moderator:

Daphne van der Oord, Head of Australia & New Zealand, S&P DJI

 

Panelists:

·      Geoff Eliason, Principal, Chief Compliance Officer, Peak Capital Management

·      Mark Holzworth, Director, Holzworth Partners

·      Shaun Wurzbach, Global Head of Financial Adviser Channel, S&P DJI

10:00 – 10:30

fireside chat: etf market developments Here and abroad

Interviewer:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

 

Interviewees:

·      John Davies, Global Head of Exchange Traded Products, S&P DJI

·      Andrew Weaver, Manager, Investment Products, ASX

10:30 – 10:50

COFFEE BREAK

10:50 – 11:10

Financial Advisers, ETFs and Indexing in North America

A discussion of some of the practices in the U.S. that might be applicable to the Australian market.

 

Speaker:

Shaun Wurzbach, Head of Financial Adviser Channel, S&P DJI

11:10 – 11:50

PANEL: INDEXING, ETFS AND PRACTICE MANAGEMENT

A peer-to-peer discussion on how advisers can use index-tracking investment vehicles to expand their capabilities in portfolio construction.

 

Moderator:

Shaun Wurzbach, Global Head of Financial Advisers Channel, S&P DJI


Panelists:

·      Andrew Wielandt, Managing Partner, Investment Adviser, Dornbusch Partners

·      Terry O’Sullivan, Financial Planner, Right Fit Financial Adviser

·      Jon Reilly, Managing Director, Chief Investment Officer, Implemented Portfolios

11:50  – 12:15

OPTIMIZING YOUR resourceS to SUPPORT YOUR BUSINESS

The S&P DJI team is here to provide research and education content and tools for you to share with your clients. Make the most of these complimentary resources.

 

Speaker:

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

 

12:15  – 12:55

SHOP TALK WITH ETF PRACTITIONERS TO ENHANCE YOUR BUSINESS

An opportunity to have a direct Q&A with a panel of ETF industry practitioners and thought leaders who will address any questions you have when constructing your ETF portfolios.

 

Moderator:

John Davies, Global Head of Exchange Traded Products, S&P DJI

 

Panelists:

·      Peter Harper, Executive Director, BetaShares *Sydney

·      Blair Modica, Associate Director, Adviser Business, Betashares *Melbourne

·      Christian Obrist, Head of iShares, Australasia, BlackRock

·      Kris Walesby, CEO, ETFS Management

·      Meaghan Victor, Vice President, Head of SPDR ETFs for Australia, SSGA

·      John Caulfield, Vice President, Institutional Business Development, VanEck *Sydney

·      Damon Gosen, Vice President, Business Development, VanEck *Melbourne

·      Balaji Gopal, Head of Product Strategy, Vanguard Australia

12:55 – 13:00

 

CLOSING REMARKS

Stuart Magrath, Head of Channel Management, Australia & New Zealand, S&P DJI

13:00 – 14:00

NETWORKING LUNCH

 

Daphne van der Oord

S&P Dow Jones Indices

View Bio >
Geoff Eliason

Peak Capital

View Bio >
Mark Holzworth

Holzworth Partners

View Bio >
Shaun Wurzbach

S&P Dow Jones Indices

View Bio >
Stuart Magrath

S&P Dow Jones Indices

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Andrew Weaver

ASX

View Bio >
Andrew Wielandt

Dornbusch Partners

View Bio >
Terence O’Sullivan

Right Fit Financial Advisors

View Bio >
Jon Reilly

Implemented Portfolios

View Bio >
Peter Harper

Betashares

View Bio >
Blair Modica

Betashares

View Bio >
Christian Obrist

BlackRock

View Bio >
Kris Walesby

ETF Securities Australia

View Bio >
Meaghan Victor

State Street Global Advisors

View Bio >
Damon Gosen

VanEck Australia

View Bio >
John Caulfield

VanEck Australia

View Bio >
Balaji Gopal

Vanguard Australia

View Bio >
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