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Advisers Big Day Out - Capital Cities

ADVISERS BIG DAY OUT (ABDO) - CAPITAL CITIES ROADSHOW 2024

About   Agenda   Register

ADVISERS BIG DAY OUT (ABDO) - CAPITAL CITIES ROADSHOW 2024

12 - 20 MARCH 2024

Offering up to 4.5 CPD hours

The Advisers Big Day Out (ABDO), offers financial advisers a one-day event featuring thought leadership presentations, networking, and opportunities for professional development.

The roadshow spans multiple cities, allowing advisers to engage with expert fund managers and stay updated on the latest strategies and trends in diverse asset classes.

Following their participation in ABDO, advisers will gain valuable market projections, insights, and product knowledge, all while earning legislated CPD hours for a full day's attendance.

CPD INFORMATION

ABDO is accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to Legislated learning areas. The Advisers Big Day Out was accredited for 4.5 learning hours in 2023, divided into the following Legislated CPD categories:

  • General: 1.5 hours
  • Technical competence: 3 hours

If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD.

THANK YOU TO OUR EVENT PARTNERS
Alliance Bernstein
Futurity_logo
La Trobe Financial
Perennial Partners
Yarra Capital

ADVISERS BIG DAY OUT (ABDO) - CAPITAL CITIES ROADSHOW 2024

Agenda is subject to change.

8:30am

Registrations open

8:55am

Welcome from Financial Standard

Master of Ceremonies - Christopher Page
managing director, Rainmaker Group

  Find out more about Chris
Christopher Page, Managing Director, Rainmaker Group

Christopher Page is the founder and managing director of the Rainmaker Group of companies, which includes: Rainmaker Information, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts, FS Sustainability, Money magazine and SelectAdviser. At Rainmaker Group, he leads business development, product innovation, strategic planning and customer relationship management.

9:00am

Macro overview

La Trobe Financial

9:40am

Modern approach to value investing

  • Markets continue to evolve, so must investment styles
  • Major factors driving the market and how to position for these
  • Key stock ideas for the current environment

Stephen Bruce
Lead Portfolio Manager, Perennial Partners

  Find out more about Stephen
Stephen Bruce

Stephen joined Perennial Value in April 2000 as an Equities Analyst, before being promoted to the role of Research Coordinator in 2006. In 2007, he became the Deputy Portfolio Manager for the Perennial Value Shares for Income Trust and then became Lead Portfolio Manager in 2011. In 2011, Stephen also became Co-portfolio Manager for the Perennial Value Australian Shares Trust and was promoted to Lead Portfolio Manager in 2018. Stephen has responsibility for overseeing the management of all boarder cap Australian Equities portfolios and provides analyst coverage for the banking, healthcare, telco and agricultural sectors. Stephen commenced his career as a Chartered Accountant with KPMG in Sydney and has held financial accounting roles with Morgan Stanley and Deutsche Bank in London. Stephen holds a Bachelor of Economics degree from the University of Sydney and a Master of Commerce from the University of New South Wales. He is a Chartered Accountant and also a CFA charter holder.

10:20am

Challenges create opportunities

  • Private sector companies are the largest employers globally, but also major contributors to pollution
  • They hold significant political influence worldwide
  • Addressing global issues like climate change, health, and inequality requires collaboration with the private sector alongside government efforts, offering investment opportunities

Daniel Roarty
Chief Investment Officer-Sustainable Thematic Equities, Alliance Bernstein

  Find out more about Daniel
Daniel Roarty

Daniel C. Roarty is the Chief Investment Officer of AB's Sustainable Thematic Equities team, managing a suite of geographically diverse strategies dedicated to achieving the UN Sustainable Development Goals (SDGs). He joined the firm in 2011 as global technology sector head on the Global Research Growth team and was appointed to his current role in 2013. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. Today, Daniel plays an active role in the sustainable investing community, acting as a subject-matter expert around the globe.

11:00am

Morning tea

11:40am

Bridging the income gap: strategies for enhancing the regularity and stability of distributions

  • Many clients in retirement are seeking reliable sources of income to fund their lifestyle but don't want to sell off assets
  • While yields are higher today then twelve months ago, so too is the cost of basic goods and services
  • This session will explore the opportunities and risks associated with enhancing income through active management

Phil Strano
Senior Portfolio Manager, Yarra Capital Management

Roy Keenan
Co-Head of Fixed Income, Yarra Capital Management

  Find out more about Phil and Roy
Phil Strano

Phil has over 30 years' investment experience both in asset management and institutional banking. In 10 years managing portfolios and 20 years analysing financial markets/securities, Phil has amassed extensive experience in all major credit segments. These include listed/unlisted, rated/unrated, investment and sub-investment grade, bonds/loans and derivative instruments.

Roy Keenan

Roy is a senior leader within the Fixed Income team at Yarra Capital Management, focusing on Australian Fixed Income and Credit. He has over 30 years' investment experience both in asset management and trading, specialising in credit products since 1995. He has been part of the investment management team for the Yarra Enhanced Income Funds since the Funds' inception in 2002 and continues to manage these Funds. Before transitioning to Yarra Capital Management, Roy was Head of Australian Credit at Goldman Sachs Asset Management.

12:20pm

Education and Wealth Transfer

Futurity Investment Group

  • How you can offer your clients a flexible and tax-effective solution to education funding and estate planning certainty
  • How Education Bonds can assist your clients with strategic solutions across wealth creation, tax-paid investing, planning and investing for the future costs of education, and securely passon on wealth to future generations

1:00pm

Closing remarks and lunch

2:30pm

Event concludes

BOOK YOUR SEAT


12 - 20 MARCH 2024

8:30 AM - 3:30 PM

EARN UP TO
4.5 CPD HOURS

COMPLIMENTARY FOR
FINANCIAL ADVISERS

SELECT LOCATION

Perth Tuesday, 12 March 2024 Hyatt Regency
Room: North Ballroom
Click here for directions
Adelaide Wednesday, 13 March 2024 Crowne Plaza
Room: Visionary Ballroom
Click here for directions
Melbourne Thursday, 14 March 2024 Zinc at Federation Square
Click here for directions
Brisbane Tuesday, 19 March 2024 Sofitel Brisbane Central
Room: Lyon
Click here for directions
Sydney Wednesday, 20 March 2024 Four Seasons Hotel
Room: Grand Ballroom
Click here for directions

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