Advisers Big Day Out 2020 - Capital Cities

Advisers Big Day Out (ABDO)

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 more than 2,000 financial advisers around the country last year.

ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities.

17-25 MARCH 2020

8:30AM - 3:30PM

* Pending FPA approval
Perth Tuesday
17 March
Hyatt Regency Perth
99 Adelaide Terrace, Perth
North Ballroom
Adelaide Wednesday
18 March
Intercontinental Hotel
North Terrace, Adelaide
Melbourne Thursday
19 March
ZINC Federation Square
Swanston St &Flinders Street, Melbourne
Studio's 1 & 2
Brisbane Tuesday
24 March
Pullman Hotel
Ann St & Roma Street, Brisbane
Lincoln & Roosevelt Room
Sydney Wednesday
25 March
Four Seasons Hotel
199 George Street, Sydney
Grand Ballroom
ADDITIONAL COMMENTS (including dietary requirements):
By registering to this event you agree to receive relevant, event related communication from the partners of the Financial Standard's Advisers Big Day Out Roadshow.
Welcome Christopher Page, Rainmaker Group
Session 1 Slow growth...are we stuck with it?
Michael Angwin and Bruce Campbell - BMO Global Asset Management
Pyrford International

  Find out more about the speakers
Bruce Campbell
Strategic Advisor, Pyrford International

Bruce has over 40 years' experience in the international investment industry. After graduating from Melbourne University in 1969 Bruce managed the investment operations of an Australian based general insurance company for 12 years and then founded the predecessor company to Pyrford in Melbourne in 1982 - at that stage as part of the multi-national Elders IXL group. In 1987 Bruce moved the investment operations to London and in 1991 headed the buy-out of the investment management subsidiary from the Elders organisation. At that time the company's name was changed to Pyrford International. Bruce remained Chief Executive and Chief Investment Officer until 31 December 2010 at which time he took up the role of Investment Chairman. Bruce retired from Pyrford on 31 March 2015 and became a Strategic Investment Advisor to Pyrford on 01 April 2015.
Michael Angwin, Director Intermediary Business
BMO Global Asset Management (BMO)

Michael joined BMO in 2014 as the Director of Intermediary Business and is responsible for managing the financial advisory channel within Australia and New Zealand.   Prior to joining BMO Michael was a vice President at AQR Australia.   He started his career in equities at the Commonwealth Bank of Australia and has a Bachelor of Commerce (Management) and Masters in Applied Finance.
Session 2 Global fixed income markets - what role can government bonds play?
Martyn Simpson - Colchester Global Investors
  Find out more about the speaker

Martyn Simpson, CFA
Investment Officer

Martyn is an Investment Officer with Colchester Global Investors and has been with the firm since April 2015. Martyn manages portfolios, monitors risk on a daily basis and conducts fundamental economic research. He began his career in 1999 at Baring Asset Management in London where he was a member of the global fixed income team. From there he moved to Rand Merchant Bank in 2004 to manage offshore bond exposures for the company. In 2009 he joined Mercer where he evaluated fixed income managers across a range of strategies, initially in London but then transferring to Singapore in 2012. Martyn graduated from Newcastle University with a degree in Politics and East Asian Studies. He then received a full scholarship from SOAS where he completed an MA in Korean Studies. Martyn was a member of the Territorial Army in the UK and served in Iraq. He is a CFA charterholder.
Session 3 Defining the future: trends transforming the way we'll live by 2030.
Matt Reynolds - Capital Group
  Find out more about the speaker
Matt Reynolds
Investment Director

Matt Reynolds is an investment director at Capital Group. He has 22 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Matt worked as head of Australian equities at Colonial First State Global Asset Management. He holds a bachelor's degree in economics from The University of Sydney. He also holds the Chartered Financial Analyst® designation. Matt is based in Sydney.
  Morning Tea
Session 4 Capturing Global Income Opportunities
Adam Grotzinger - Neuberger Berman
  Find out more about the speaker
Adam Grotzinger
Managing Director

Adam Grotzinger, CFA, Managing Director, joined the firm in 2015. Adam is a Senior Fixed Income Portfolio Manager based in Chicago. Prior to joining Neuberger Berman, Adam worked in the Fixed Income teams at Franklin Templeton in Singapore, London and California.  Adam graduated Cum Laude from the University of Vermont with a B.S. in International Business and a minor in Political Science.  He is a Chartered Financial Analyst (CFA) Charterholder and member of the Chicago CFA society.
Session 5 Maximising retirement income
Daniel Pennell, CFA & Dr Don Hamson - Plato
  Find out more about the speakers
Daniel Pennell, CFA
Senior Portfolio Manager

Daniel joined Plato in November 2015. Prior, Daniel was a Portfolio Manager at Realindex Investments, Daniel has also held positions at State Street Global Advisors in Sydney and London. In Sydney, he was a Senior Investment Manager within the Global Structured Products Group, responsible for managing a broad range of strategies including ETFs, After Tax mandates, Smart Beta and optimised portfolios. In London, Daniel managed active strategies to a model portfolio and a range of global indexed products. Daniel has a Bachelor of Science with Honours from the University of Birmingham and holds the Chartered Financial Analyst (CFA) designation.
Dr Don Hamson
Managing Director

Don has over 25 years investment management experience and founded Plato Investment Management Limited in 2006. Prior to Plato, Don was Head of Active Equities, Asia Pacific and a member of the global Senior Management Group at State Street Global Advisors, responsible for over $10B in active and enhanced equity investments. Don previously held various positions at Westpac Investment Management, including Chief Investment Officer and Head of Equities where he managed the $1B Tax Effective Share Fund. Don has a PhD in Finance and a Bachelor of Commerce with First Class Honours from UQ, and a University Medal.
Session 6 Global Listed Infrastructure - Decarbonisation initiatives changing demand for energy infrastructure
Gavin Peacock, CFA & Daniel Foley, CFA - UBS
  Find out more about the speakers
Gavin Peacock
Co-Portfolio Manager

Gavin Peacock is Co-Portfolio Manager of CBRE Clarion's Australian REIT Strategy and Senior Research Analyst for listed property and infrastructure. Throughout his career, Gavin has gained extensive experience evaluating a range of real asset securities with a focus on the European, Asian, and Australian markets. Joining CBRE in 2006, Gavin was based in its London office responsible for covering the European and UK REIT sector before moving home to Sydney office in 2010. Prior to that, he worked at Colonial First State Investments (CFS) in Sydney as an analyst in the Investment Markets Research team. Gavin has over 18 years of financial industry experience.
Daniel Foley
Associate Portfolio Manager

Daniel is an Associate Portfolio Manager and, as a member of CBRE Clarion Securities' Global Infrastructure research team, is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. Daniel joined CBRE Clarion Securities' predecessor firm in 2006, and has over 13 years of financial industry experience. In his tenure with CBRE Clarion Securities and its predecessor firm, Mr. Foley has gained extensive, multi-disciplined experience evaluating real asset securities spanning developed and emerging markets across the globe. He has been an active member of the firm's Global Infrastructure research team since its inception.
Session 7 Rethinking Australian Equities
James Waterworth - Blackrock
  Find out more about the speaker
James Waterworth
Vice President, National iShares Specialist

Prior to rejoining BlackRock in September 2017, Mr. Waterworth worked for Societe Generale's Lyxor Asset Management as Director, UK & Ireland ETF sales based in London. Before this he worked for BlackRock in London as Vice President within EMEA corporate strategy and iShares UK & Ireland sales. Mr. Waterworth began his career in Sydney at UBS in equity derivatives sales. Mr. Waterworth holds a Master of Applied Finance from Macquarie University and a Bachelor of Commerce, with honours, from the University of Sydney.
Session 8 Will growth stocks beat value stocks forever?
Dr Graeme Shaw - Orbis
  Find out more about the speaker
Dr Graeme Shaw
Investment Specialist

Dr Graeme Shaw is an Investment Specialist based in Australia and a Director of Orbis Australia. Graeme joined Orbis in 1997 as an analyst and has worked in the areas of risk management, quantitative analysis, and Australian equities. Graeme holds a Doctorate in Philosophy from the University of Cambridge, a Masters of Science (Honours) from the University of Auckland and is a CFA Charter holder. Prior to joining Orbis he worked as a junior research fellow for Wolfson College at the University of Oxford.

2019 Highlights

CPD Information

The Advisers Big Day Out (ABDO) is accredited by the Financial Planning Association (FPA) for CPD hours aligned to FASEA learning areas and ASIC Knowledge Requirements.

The 2020 Advisers Big Day Out has not yet been accredited by the FPA and the learning hours have not yet been confirmed. In 2019 the program was accredited by the FPA for 8 learning hours, the FASEA CPD areas covered were General (2.75 hours) and Technical Competence (5.25 hours).

If you are after additional professional development content or would like to access the CPD content from 2019 check out Financial Standard's CPD program FS Aspire CPD.

In order to claim CPD learning hours, attendees must remain for the entirety of the event and fill in an online or print evaluation available to them on the day.

A CPD certificate will be issued to all attendees who handed in their evaluation within a week of attending ABDO. Membership to the FPA is not required to claim CPD learning hours.


Details surrounding the specific FASEA learning areas and ASIC Knowledge Requirements that will be covered over the course of the event will be listed here at least one week prior to the start of the roadshow.



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