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

8 CPD POINTS*
COMPLIMENTARY
* Pending FPA approval
LOCATION
Perth Tuesday
17 March
Hyatt Regency Perth
99 Adelaide Terrace, Perth
North Ballroom
Adelaide Wednesday
18 March
Intercontinental Hotel
North Terrace, Adelaide
Ballroom
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
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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.
 

Advisers Big Day Out Postponement

Financial Standard has been closely monitoring COVID-19 developments, in particular, the recommendations for precautions to limit the spread of COVID-19.  With the Prime Minister announcing further steps to stem the spread of infection we have made the difficult decision not to proceed with the Advisers Big Day Out and we are now looking at options for rescheduling.

In making this decision, Financial Standard has considered both the government advice and the responsibility that we have as an organisation to manage the risk of infection and potential impacts for delegates, staff and their families, and the broader risks that this event could inadvertently impose on health systems and communities.  We've decided that at this time the only responsible course of action is to postpone this event.

It is with real regret that we postpone this, especially in light of all the work our speakers have put in preparing their presentations.  All will not be lost, as we will reschedule and will look at the many options to hold these important discussions.

We are working through the logistics of how the event will be rescheduled, and will be in touch as soon as possible with more information.

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.
Eliza Weaving
Director, Distribution
Eliza Weaving is a senior retail sales manager at Capital Group, responsible for wholesale sales. Eliza has over 20 years of industry experience. Previously she held a national distribution manager role at SG Hiscock and prior to that, held senior distribution roles at Equity Trustees and Vanguard Australia. Eliza holds a Bachelor of Economics degree and a Graduate Diploma in Financial Planning. Eliza is based in Melbourne.
Session 4 Advice technology; enhancing human interactions
Catalina Lopez & Peter Panigiris - Midwinter
 
  Find out more about the speakers
Catalina Lopez
Business Development Manager

Catalina Lopez is a Business Development Manager at Midwinter. She is passionate about helping financial advisors discover technology that simplifies advice delivery. After spending several years working as a Consultant for EY and as a Business Development Manager, Catalina understands what drives businesses is humans, and how well you connect with the humans you're trying to help. Catalina holds a Fist Class Honours Master's Degree in Law and Business from The University of Sydney.
Peter Panigiris
Business Development Manager

Peter joined Midwinter Financial Services in April 2019. Prior to Midwinter, Peter worked as a management consultant within the strategy team at EY, specialising in improving customer experience for the Wealth and Asset Management Industry. He has over 9 years' experience working in the financial services industry, having started his career as a paraplanner before moving on to the consulting space. In his role as Business Development Manager, Peter is responsible for helping to grow the Midwinter business and assisting clients by listening to and understanding their needs so these can be incorporated into Midwinter's software solutions.

  Morning Tea
Session 5 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 6 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 7 Global Listed Infrastructure - Decarbonisation initiatives changing demand for energy infrastructure
Gavin Peacock, CFA - UBS
 
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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.
  Lunch
Session 8 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 9 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 been accredited by the FPA for the following CPD hours:

FASEA CPD Areas
Technical Competence 8.00
ASIC Knowledge Requirements
Financial Planning 0.75
Fixed Interest 0.50
Generic Knowledge 1.75
Managed Investments 3.75
Securities 1.25
Total 8.00

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.

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

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