FORUM OUTLINE
8.30am
REGISTRATION OPEN
Cargo Hall, South Wharf
9.00am
WELCOME
Tim Townsend
Partner & Private Wealth Adviser, Townsend Cobain Partners
9.15am
ALL-IN OR SPREAD YOUR BETS?
US Exceptionalism and the Path Forward
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Alice Berriman - Senior Consultant, Frontier Advisers
Sam Ruiz - Portfolio Specialist, T. Rowe Price
10.35am
NAVIGATING THE ERA OF AI
Opportunities and Risks for Investors
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Christopher Demasi - Portfolio Manager, Montaka Global Investments
Shane Hurst - Senior Portfolio Manager, ClearBridge Investments
11.40am
THE CASE FOR AUSTRALIA
Growth Stagnation or Hidden Potential?
Joe Wright - Deputy Portfolio Manager, Airlie Funds Management
Richard Maynier - Portfolio Manager, Northcape Capital
1.45pm
PUBLIC VS PRIVATE
Why Private Markets are Poised to Win
Chris Mauss - Managing Director - Private Equity, Partners Group
Steven Tang - Head of Portfolio Solutions, Zenith Investment Partners
2.50pm
REFINING THE FORMULA
Case Studies in Managed Account Evolution
Matthew Hattersley - Head of Dealer Group Engagement, SQM Research
Jim DeCarlo - Chief Executive Officer, Stellan Capital
Chris Carrodus - Head of Asset Consulting, Evidentia Group
4.15pm
DEMOGRAPHICS IS DESTINY
How a Changing Australia Will Impact Our Elections, Budget, and National Outlook
Mark McCrindle
Social Researcher, Trends Expert & Demographer
5.00-6.00pm
NETWORKING DRINKS
Cargo Hall, South Wharf