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Advisers Big Day Out 2021 - Capital Cities

Advisers Big Day Out (ABDO) 2021

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 each 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.


16-24 MARCH 2021

8:30AM - 2:00PM

6 CPD HOURS
COMPLIMENTARY
 
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 2021 Advisers Big Day Out has been accredited by the FPA for the following CPD hours:

FASEA CPD Areas
Technical Competence 6 hours
ASIC Knowledge Requirements
Financial Planning 1.5 hours
Fixed Interest 0 hours
Generic Knowledge 1.75 hours
Managed Investments 2.75 hours
Securities 0 hours
Total 6 hours

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.

Advisers Big Day Out (ABDO) 2021


16-24 MARCH 2021

8:30AM - 2:00PM

6 CPD HOURS
COMPLIMENTARY
 

Please only provide your business details in the below contact form. Your details will also be shown on your CPD certificate.

Perth Tuesday, 16 March 2021 Crown Perth
Great Eastern Hwy
Room: Grand Ballroom
Adelaide Wednesday, 17 March 2021 Intercontinental
North Terrace
Room: Ballroom
Melbourne Thursday, 18 March 2021 ZINC at Federation Square
Corner of Flinders and Swanston Street
Brisbane Tuesday, 23 March 2021 Pullman at King George Square
Corner of Ann & Roma Street
Room: Lincoln & Roosevelt
Sydney Wednesday, 24 March 2021 Four Seasons Hotel
199 George Street
Room: Grand Ballroom
 
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DETAILS UPDATED:
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By registering to this event you agree to receive relevant, event related communication from the partners of the Advisers Big Day Out.

Advisers Big Day Out (ABDO) 2021

Welcome Christopher Page, Rainmaker Group
Session 1 Unintended consequences
Steven Glass & Joy Yacoub, Pengana International Equities
  • With the imbalances created by the interest rate environment, are asset prices inflated?
  • The zombie apocalypse
  • Growing rich-poor divide. Where are we finding opportunities?
  Find out more about Steven and Joy

Steven Glass 
Deputy Portfolio Manager

Steven is the Deputy Portfolio Manager and Analyst of the Pengana International range of Funds.

He has over 20 years' experience as a portfolio manager and equities analyst.

Steven was awarded a Co-op scholarship at the University of New South Wales, where he graduated with a Bachelor of Commerce (Merit), majoring in Accounting and Finance, and a Masters of Commerce, majoring in Advanced Finance.

He has completed the Chartered Financial Analyst Program and has been awarded the CFA Charter.

Joy Yacoub
Executive Director

Joy is the Executive Director of Pengana's International range of Funds and leads the business and distribution strategy for the division.  

Joy has built her career in funds management over the last 14 years.

Joy holds a Bachelor of Economics and a Bachelor of Commerce from the University of New South Wales specialising in Econometrics, Finance and Business Law.

Session 2 Navigating Uncertainties in a Post-COVID World
Matt Reynolds, Investment Director, Capital Group
  • Which societal changes may become permanent post-COVID?
  • How might economic policy affect financial markets in the next few years?
  • Can scenario planning help you position your portfolio for the future?
  Find out more about Matt

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.

Session 3 Invest in tomorrow's winners
Charlie Lanchester, Managing Director, BlackRock
  • The market is changing rapidly with greater dispersion between winners and losers.
  • An active manager that picks the leaders of the future and focuses on delivering long term positive outcomes is additive to client portfolios.
  • Equities may generate a higher potential return that investors need in this low rate environment.
     
  Find out more about Charlie

Charlie Lanchester is the portfolio manager for the BlackRock Concentrated Industrial Share Fund.

Mr Lanchester was a long standing member of the Australian Equities team at Perpetual Investments. He was the lead manager of the Perpetual Industrial Share Fund and a portfolio manager for 10 years. As the Deputy Head of Equities he managed a team of analysts with a focus on performance measurement. Prior to Perpetual, Charlie worked as a senior telecoms analyst at Platinum Asset Management. Charlie began his investment career in London in 1992 where he worked at Schroder Investment Management as a UK equity analyst. Charlie is an associate of the UK Society of Investment Professionals and has a BA (hons) in Modern History from New College, Oxford.

Session 4 Global Listed Infrastructure - Infrastructure entering an investment super cycle
Gavin Peacock, Investment Officer, UBS
  • Long term megatrends including Decarbonisation, Digitisation and ageing of assets are creating a supercycle of investment opportunities for the global Infrastructure sector.
  • We explore how the listed infrastructure sector has evolved in recent years to benefit from these structural themes.
  • Why is now the perfect time to get exposure to the listed infrastructure sector given the triple discount entry point available vs equities, bonds and direct markets?
  Find out more about Gavin

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.

Session 5 Looking past the pitch
Julian Morrison, Head of Research Relationships & National Key Account Manager, Allan Gray
  • Every investment management firm claims it is different from its competitors - a superior investment team, an innovative investment strategy, and generally focusing on things others miss. And for this they charge a fee.
  • How can investors judge whether they are buying into a sound long term investment, or a compelling short term pitch?
  • Discover during this presentation four key principles to improve the likelihood of getting what you pay for.  
  Find out more about Julian

Julian joined Allan Gray Australia in 2010 as a Relationship Manager and was later appointed National Key Account Manager.  His role was later extended to manage research relationships and keep the market abreast of our portfolios, ensuring a deep understanding of our contrarian investment philosophy.

Previously he held roles with Morgan Stanley Investment Management in both London and Sydney. Julian is a member of the Allan Gray Australia Executive Team and holds a Bachelor of Arts (Honours - University of Sheffield); and the Chartered Financial Analyst designation. He also has a keen interest in the field of behavioural finance, pursued through both academic study and practical experience over the last 20 years.

Session 6 Discover the drivers & challenges for dividend income going forward for retirement portfolios?
Dr Don Hamson & Mark Cormack, Plato
  • Risks are elevated but so too are opportunities for active managers in income investing.
  • We will discuss why we believe 2021 heralds a rebound in dividends, driven by positive news on a number of fronts.
  • What will be the drivers of dividend income and total return, what are the risks and dividend traps going forward for retirement portfolios during these challenged times.
  Find out more about Don and Mark

Dr Don Hamson
Managing Director, Plato Investment management

Don is the founding Managing Director of Plato Investment Management. He is well known as a leader in the practical application of after-tax investing.

Prior to forming Plato, Don was Head of Active Equities, Asia Pacific at State Street Global Advisors. Don has also held various positions at Westpac Investment Management, including Chief Investment Officer and Head of Equities where he managed a $1B Imputation Fund.

Mark Cormack 
Director, Pinnacle Investment Management

Mark is a Director with Pinnacle Investment, one of Australia's leading boutique fund management companies with over $60 billion in funds under management.

Mark has over 25 years financial industry experience both in Australia and the UK and has been instrumental in the development of the Pinnacle investments retail facing fund management business.

Mark was also responsible for bringing Plato's Australian Shares Income Fund to the financial advisory market. Mark's qualifications include: Bachelor of Business Marketing from the University of Technology and Bachelor of Commerce (International Business) from the University of Queensland. Whilst in the UK Mark completed Investment Management Certification CFA IMC (UK).

Previous Highlights

Advisers Big Day Out (ABDO) 2021

Financial Standard will be working with our venue partners to ensure a COVID-safe environment, with government aligned practices to be employed.

Perth, Crown Perth

The Crown Perth's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Corporate events cannot exceed 140 people, or one person per two square metres
  • No food sharing stations are available

For more details relating to the Crown Perth's COVID safety plan, please click here.

Adelaide, Intercontinental North Terrace

The Intercontinental's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Corporate events cannot exceed 240 people, or one person per two square metres
  • No food sharing stations are available

For more details relating to the Intercontinental's COVID Safety plan, please click here.

Melbourne, Zinc at Federation Square

The Zinc's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Corporate events cannot exceed 325 people, or one person per four square metres
  • Food will be served to each table to minimise people congregation in one area
  • Table service coffee cart 

For more details relating to the Zinc's COVID Safety plan, please click here.

Brisbane, Pullman & Mercure at King George Square

The Pullman & Mercure's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Corporate events cannot exceed 240 people, or one person per two square metres
  • No food sharing stations are available

For more details relating to the Pullman & Mercure's COVID Safety plan, please click here.

Sydney, Four Seasons Hotel

The Four Seasons Hotel's COVID Safety Plan includes, but is not limited to:

  • Hand sanitiser placed at key points in the venue
  • Corporate events cannot exceed 270 people, or one person per two square metres
  • No food sharing stations are available

For more details relating to the Four Seasons Hotel's COVID Safety plan, please click here.

Advisers Big Day Out (ABDO) 2021

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