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Advisers Big Day Out - Regional

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

About   Agenda   Register

ADVISERS BIG DAY OUT (ABDO) - REGIONAL ROADSHOW 2024

16 JULY - 02 AUGUST 2024

Offering 5.25 CPD hours

The Advisers Big Day Out (ABDO), has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia.

The program is Financial Standard's professional development roadshow, attended by financial advisers around the country each year.

ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers and be kept up-to-date with the diverse range of investment opportunities while gaining CPD hours.

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 is accredited for 5.25 learning hours, divided into the following categories:

  • Legislated CPD: 5.25
    • General: 1.5 hours
    • Technical competence: 3.75 hours
  • Knowledge areas: 5.25
    • Credit: 0.75
    • Economics: 1.25
    • Managed investments: 1.00
    • Securities: 0.75
    • Super and retirement: 1.50

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 2024 EVENT PARTNERS
Allianz Retire+
Aoris
Generation Life
La Trobe Financial
 
Mercer
Millbrook Group
State Street Global Advisors

ADVISERS BIG DAY OUT (ABDO) - REGIONAL ROADSHOW 2024

Agenda is subject to change

8:55am

Welcome from Financial Standard

9:00am

The economics for alternatives

  • Persistent inflation and cooling economies make investments with growth, yield, and low volatility characteristics increasingly hard to come by.
  • This presentation reviews Australian and US economic conditions, demonstrating the economics are set for alternative investments to provide generational opportunities for investors. 

Michael Watson (Sunshine Coast, Hobart, Ballarat, Geelong, Newcastle, Central Coast)
Director, head of distribution, La Trobe Financial

Andrew Evans (Cairns, Gold Coast)
Senior manager client partnerships, La Trobe Financial.

David Tagg (Wollongong, Canberra)
Head of product, La Trobe Financial

  Find out more about Michael, Andrew and David
La Trobe Financial - Michael Watson

Michael Watson is Director, Head of Distribution at La Trobe Financial.

Michael has over 20 years' experience in financial services and joined the business in 2013.

Prior to joining La Trobe Financial, Michael's career has spanned diverse disciplines including credit, portfolio, marketing and distribution with Big 4 Australian banks and an NBFI.

Michael holds an MBA from Deakin University, a Bachelor of Business (Economics & Marketing) from La Trobe University, and additionally obtained a Diploma of Financial Planning and a Certificate IV in Mortgage Broking.  Michael resides in Melbourne.

La Trobe Financial - Andrew Evans

Andrew Evans joined La Trobe Financial in June 2016 as a Senior Manager Client Partnerships for the Asset Management Division.

Andrew is responsible for servicing and managing existing financial adviser relationships in Queensland. Prior to joining La Trobe Financial, Andrew was Principal Consultant for his own innovative consulting business. Andrew has over 25 years' experience in financial services.

Over this time, he has held a variety of state based and national distribution roles in such areas as funds management, investment platforms, investment banking, life Insurance, retail banking, practice development, commercial and residential property.

Due to Andrew's extensive Industry experience, he is always looking to add value to the Advisers he services. Consequently, Andrew is regarded as a 'trusted adviser' to many of his clients, where he assists them to grow strong, successful businesses.

Andrew's passion and energy for Financial Planning and Investing, make him a popular and highly regarded business development professional amongst many of the leading financial planning practices.

He also holds Diplomas in Financial Planning and Financial Markets.

La Trobe Financial - David Tagg

David joined La Trobe Financial in February 2024 and is Head of Product. David has over 30 years of experience in funds management, wealth management and investment banking.

Prior to joining La Trobe Financial, David spent 13 years at Commonwealth Bank (CBA) within various roles including Head of Wholesale Investments and Commonwealth Private Bank Chief Investment Officer.

In July 2022 David also assumed responsibility for leading all of Commonwealth Private's Advice business. Prior to CBA David was a Director of Institutional Business at Société Générale Asset Management, and before that Head of Wholesale at Colonial First State Funds Management.

David holds an Advanced Diploma in Financial Services and a Graduate Diploma in Applied Finance. David resides in Sydney.

9:40am

Asking the hard questions

  • Take a dive into the fields of Macroeconomics, Financial Advice and Investment Management as we pose to you some of the more challenging questions that exist such as "When will the rate cuts begin?"
  • Whilst a definitive, exact and accurate answer to each question may be elusive, we will investigate all the necessary variables within thoughtfully designed frameworks such that when these questions arise in your discussions with clients, or indeed amongst each other, you can take comfort in what the answer may be.

Ivor Kay (Gold Coast, Sunshine Coast, Cairns)
Regional manager QLD/WA, State Street Global Advisors

Alex Brown (Hobart, Ballarat, Geelong, Newcastle)
Business development manager, State Street Global Advisors

Andrew Turner (Canberra, Wollongong, Central Coast)
Business development manager, State Street Global Advisors

  Find out more about Ivor, Alex and Andrew
SSGA - Ivor Kay

Ivor has long and distinguished career in the wealth management industry with over 20 years sales experience working across several different roles and products. Whilst at State Street he has been responsible for servicing existing and new clients across our institutional client base as well as representing our ETF, Managed Funds and Managed Account strategies to the intermediary market. Ivor's prior experience includes specializing in insurance, superannuation and investment products whilst also running distribution teams at AXA and AMP.

Ivor has a Masters of Applied Finance, a Bachelor of Laws & Arts (Hist), an Advanced Diploma of Financial Services and the CFA Certificate in ESG Investing.

SSGA - Alex Brown

Alex has over 10 years sales experience working in the Wealth Management industry, across several different roles and products. Whilst at State Street he has been responsible for servicing existing and new clients across ETFs, Managed Funds and Managed Accounts ranging from index to active strategies, with prior experience specializing in retirement investments at Allianz Retire+. Prior to that he was responsible for working with both new and existing clients at BT in the wealth platform market.

Alex has a Masters of Applied Finance from Macquarie University, a Bachelor of Economics from Newcastle University and a Diploma of Financial Markets specializing in debt securities.

SSGA - Andrew Turner

Andrew has over 10 years experience working in the Funds Management industry, across multiple firms and asset classes. At State Street Global Advisors he is responsible for the NSW/ACT/SA regions and bringing the firms Indexing and Active investment capabilities to market including its range of ETFs, Managed Funds and Managed Accounts. Prior to this, he worked at specialist unlisted infrastructure manager Palisade Investment Partners (a Pinnacle affiliate) and prior to this, he worked for Pinnacle Investment Management an ASX 200 listed multi-affiliate investment group.

Andrew has a Masters of Commerce specialising in Finance, a Bachelor of Applied Finance & a Bachelor of Commerce Accounting from Macquarie University.

10:20am

Portfolio construction in the current market

Jeff Wells (Cairns, Gold Coast, Sunshine Coast, Hobart)
Principal, senior investment consultant, Mercer

Andrew Stewart (Geelong, Ballarat, Newcastle, Central Coast, Canberra, Wollongong)
Principal, senior investment consultant, Mercer

  Find out more about Jeff and Andrew
Mercer - Jeff Wells

Jeff Wells is a Principal in Mercer's Investments business.  He is involved in preparing advice to institutional and wealth management clients on investment issues including strategy formulation, portfolio construction and manager selection and monitoring. Jeff also a member of both the property research team, and the performance monitoring and reporting services specialist team.

Prior to joining Mercer in July 1997, he gained seven years of experience in consulting and administration of corporate superannuation at Sedgwick Noble Lowndes and AXA.

Jeff holds a Bachelor of Arts (Economics) from the University of British Columbia in Canada, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia.

Mercer - Andrew Stewart

Andrew Stewart is a Principal in Mercer's Investments business based in Sydney.  His main responsibilities include providing asset allocation, manager selection, portfolio construction, regulatory advice and overall investment strategy advice to consulting clients within the wealth management and the endowment and foundation client segments. Andrew is also a part of the investment solutions team for the managed accounts unit.

Before joining Mercer in February 2020, Andrew gained more than eight years of experience within the multi-family office and wealth management industries working as an investment manager advising clients on asset allocation, investment selection and overall strategy across the ultra-high- and high-net-worth client space.

Andrew holds a Bachelor of Commerce (Accounting and International Business) and Bachelor of Laws (Corporate and Commercial Law) from the Bond University. He is a holder of the right to use the Chartered Financial Analyst® designation.

11:00am

Morning tea

11:30am

Help your clients unlock their dream retirement

  • 43% of Australians want to retire before they turn 65 years old. Our research highlights the importance of being financially ready, maximising retirement income through income layering, and having access to the Age Pension immediately when they reach pension age to avoid the most expensive mistake retirees can make.
  • In this session, we will explore how you can avoid "Regret Risk" by giving your clients more certainty when it comes to future income for as long as they live, whilst protecting themselves and their partners with a regular income guaranteed for life.
  • We will also illustrate case study examples to optimise your clients' retirement income, addressing longevity and sequencing risks that are tailored specifically to their holistic retirement goals, objectives, and financial situations.

Felipe Araujo
Executive Director and General Manager, Generation Life

  Find out more about Felipe
Generation Life - Felipe Araujo

Felipe is Generation Life's Executive Director and General Manager. He joined the Group in 2017 as Head of National Key Accounts and was appointed General Manager of Distribution in 2019. Felipe joined the Group from the Westpac Bank where he held several leadership and national strategy positions, most recently as Director of the Westpac Premium Victoria team. With over 14 years' experience in financial services across Australia and Brazil, Felipe held key positions at Accenture Group, Investments XP based in Brazil and Director role at the Australia Brazil Chamber of Commerce. Felipe holds a Bachelor of Economics and Finance and is a Graduate of the AICD.

12:10pm

Property Credit and investment portfolios

  • Major reasons driving growth in the private/property credit market
  • Key benefits and risks
  • The role property credit can play in investment portfolios

Andrew Slattery
Head of investments, Millbrook Group

Peter Mill
Head of distribution, Millbrook Group

Beatriz Marchueta
National Investment Manager, Millbrook Group

  Find out more about Andrew, Peter and Beatriz
Millbrook Group - Andrew Slattery

Andrew Slattery has over 15 years of experience in the financial services sector with expertise in private banking, relationship management, credit structuring and investment management. He has held senior roles at leading firms NAB Private Wealth and ANZ Private. Andrew started his banking career at Citigroup in their Global Transactions business.

Andrew holds a Bachelor of Commerce (Accounting & Finance), Graduate Diploma of Banking & Finance, Diploma in Financial Planning and Chartered Banker status.

Millbrook Group - Peter Mill

With over 20 years professional experience in distribution and strategic management roles at APN, AXA, ING and boutique Managers, Peter has a deep understanding of the Australian and APAC wealth management markets. He has developed extensive relationships with key market participants, including private wealth advisory groups, researchers, asset consultants, platforms, advisers and investors.

Millbrook Group - Beatriz Marchueta

As National Investment Manager, Beatriz brings a wealth of knowledge from her past experience at La Trobe Financial, where she honed her skills in relationship management. Her impressive 7-year tenure in the industry, coupled with her quadrilingual proficiency in English, Portuguese, Spanish, and French, positions her uniquely to connect with a diverse range of clients on a global scale.  Beatriz is recognized for her meticulous and methodical approach, enhancing customer satisfaction and company branding. Recently, she has been active in networking events and was nominated as a finalist for the 'Rising Star - Distribution' at the Financial Standard MAX Awards. Beatriz holds a double degree in Security, Terrorism, Counterterrorism and Politics, International Relations from the Murdoch University in Perth.

12:50pm

Lunch

1:30pm

Global equities - winning by not losing

  • Owning the winners is always much more exciting than avoiding the losers. Let's be honest: at a barbecue, no-one talks about the disaster stocks they didn't own. However, steering clear of the worst-performing stocks-the bottom 20%-is crucial to a successful investment strategy.
  • In this discussion, we explore key financial metrics that can help identify companies which end up in the disaster zone, and just how impactful avoiding such losers is to investment returns.
  • We make the case that owning quality businesses is the most durable path to wealth creation, and we discuss how we define and think about business quality.

Rohan Brotherson
Senior Business Development Manager, Aoris

Daniel Micallef
Investment director - distribution, Aoris

  Find out more about Rohan and Daniel
Aoris - Rohan Brotherson

Rohan Brotherson is a Senior Business Development Manager at Aoris and has 10 years' experience in financial services spanning distribution, funds research, financial advice, and banking.

Rohan holds a Bachelor of Business (B.Bus) majoring in Finance and Business Law from University of Technology, Sydney (UTS), and a Master of Financial Planning (MFinPlan) from Kaplan

Aoris - Daniel Micallef

Daniel has over 10 years' experience in financial markets and at Aoris he is responsible for business development in NSW, Victoria and Queensland. Prior to co-founding Aoris with Stephen, Daniel worked in the advisory team at Evans & Partners in Sydney and was a relationship manager at UBS Wealth Management. He developed an understanding of both domestic and international markets, and specialised in managing relationships and portfolios for a number of institutional, high-net-wealth clients and charitable organisations.

2:10pm

Rethinking retirement income portfolios

  • The Australian superannuation system is the envy of the world and yet it has concentrated on accumulation since inception.
  • The changing legislative, demographic and social setting means that innovation in retirement income is here. A new era of retirement income solutions meets the evolving needs of Australian retirees and adds a broader set of innovative options available to financial advisers.
  • In this session, we delve into providing certainty for clients and aligning new-age retirement strategies to meet the needs of an ageing population. We will use real-life case studies to help advisers understand the characteristics of these new-age solutions, how to apply them alongside existing retirement income strategies and the significant value added for clients in accumulation and retirement considering the dangerous decade leading up to retirement and beyond.

Andrew Stewart (Canberra)
Head of distribution wealth, Allianz Retire+

Ryan Harbin (Cairns, Sunshine Coast, Gold Coast)
State manager QLD, Allianz Retire+

Natalie Philips (Newcastle, Central Coast, Wollongong)
State manager NSW, Allianz Retire+

Marcus Cleary (Hobart, Ballarat, Geelong)
State manager VIC, Allianz Retire+

  Find out more about Andrew, Ryan, Natalie and Marcus
Allianz Retire+ - Andrew Stewart

Andrew is an experienced financial services leader spending the past 28 years working in distribution, marketing, and product-related roles.  Andrew began his career as Business Development Manager at Asgard, before moving into leadership roles with Colonial First State, IOOF and Commsec Adviser Services. Andrew has experience across the spectrum of financial services products including managed funds, platforms, alternative investment, and stock broking.  Andrew was most recently Head of Product and Adviser Services at Ausiex after over a decade at Commonwealth Bank. Andrew Holds a Bachelor of Commerce degree, and Graduate Certificate in Management from the AGSM.

Allianz Retire+ - Ryan Harbin

Ryan has over 10 years of sales experience in the Wealth Management business, has worked across several products, and brings expertise in retirement income solutions, managed funds, and investment products.  Ryan holds a bachelor's degree in commerce and a Master of Business Administration.

Allianz Retire+ - Natalie Phillips

Natalie started her career supporting Advisers from an advice perspective. She has spent over 15 years in Advice across the Wealth Management Business, specialising in retirement income solutions, strategies, and Aged Care. Natalie is extremely passionate about helping advisers build robust solutions whilst managing key risks for clients in Retirement. Natalie holds an Advanced Diploma in Financial Planning.

Allianz Retire+ - Marcus Cleary

Marcus has over two decades of experience working within the advice and wealth sector which saw him driving, developing, and implementing sales strategy and retention for the Australian and New Zealand Wholesale market. Throughout his career, Marcus was responsible for developing long-term relationships with key advisers, national and boutique dealer groups, platforms and research to deliver sustained funds under advice and new funds flow. Marcus holds a Diploma in Financial Planning from Deakin University.

2:50pm

Closing remarks

BOOK YOUR SEAT


16 JULY - 02 AUGUST 2024

8:30 AM - 3:00 PM

EARN UP TO
5 CPD HOURS

COMPLIMENTARY FOR
FINANCIAL ADVISERS

SELECT LOCATION

Cairns Tuesday, 16 July 2024 Crystalbrook Bailey
Room: Aria
Sunshine Coast Thursday, 18 July 2024 Sofitel Noosa Pacific Resort
Room: Laguna Room 1
Gold Coast Friday, 19 July 2024 The Langham Gold Coast
Room: Cullinan
Hobart Tuesday, 23 July 2024 The Henry Jones Art Hotel
Room: Jones & Co
Ballarat Thursday, 25 July 2024 Mercure Ballarat
Room: Victoria 1/Conservatory
Geelong Friday, 26 July 2024 Rydges Geelong
Room: Broadside
Newcastle Tuesday, 30 July 2024 Rydges Newcastle
Room: Macquarie/Hannell
Central Coast Wednesday, 31 July 2024 Crowne Plaza Terrigal Pacific
Room: Avoca/Terrigal 
Wollongong Thursday, 01 August 2024 Novotel Wollongong Northbeach
Room: Norfolk
Canberra Friday, 02 August 2024 Hotel Realm
Room: National Ballroom 4

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