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Advisers Big Day Out - Regional

Advisers Big Day Out - Regional Roadshow

15 February - 4 March 2022

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 and be kept up-to-date with the diverse range of investment opportunities while gaining CPD hours.

 
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 Advisers Big Day Out has been accredited by the FPA for the following CPD hours:

FASEA CPD Areas
Technical Competence TBC
ASIC Knowledge Requirements
Financial Planning TBC
Fixed Interest TBC
Generic Knowledge TBC
Managed Investments TBC
Securities TBC
Total TBC

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.

 
 
Event Partners
 

Sponsor - AMP Capital

Sponsor - Australian Ethical

Sponsor - BMO Global Asset Management

 

Sponsor - First Sentier Investors

Sponsor - Futurity Investment Group

Sponsor - Macquarie

Sponsor - Milford

Sponsor - Praemium

 

Advisers Big Day Out (ABDO) - Regional

8:30am Registrations open
8:55am Welcome from Financial Standard

Christopher Page - Master of Ceremonies
Managing Director, Rainmaker Group

  Find out more about Christopher

Christopher Page is the founder and managing director of the Rainmaker Group of companies, which includes: Rainmaker Information, Financial Standard, FS Advice - The Australian Journal of Financial Planning, FS Super - Journal of Superannuation Management, FS Private Wealth - Journal of Family Office Investments, FS Managed Accounts - The Journal for Managed Account Professionals, FSiTV, FS Sustainability, Industry Moves, Money magazine, SelectingSuper and SelectAdviser. At Rainmaker Group, he leads business development, product innovation, strategic planning and customer relationship management.

9:00am Managing Global Assets in a Volatile Environment
  • The importance of capital preservation when sequencing risk matters
  • Economic recovery from COVID-19 crisis driven by massive fiscal monetary stimulus
  • Is it all in the price? Financial asset valuations are sky high

Michael Angwin
Director Australia & New Zealand, BMO Global Asset Management (BMO)

  Find out more about Michael

Michael joined BMO Global Asset Management in 2014 and is responsible for managing the institutional and intermediary client channels 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, Master of Applied Finance and holds the CIMA designation. Michael lives in Sydney and supports both the Swans and Waratahs.

9:40am How to approach ethics conversations with your clients

Australian Ethical

  Speaker details to be provided shortly
 
10:20am The risks of market cap index and an alternative
  • Index funds do not aim to beat the market, rather to achieve the same returns. So what is an index and how do they work? What is the risk of cap-weighted indices?
  • GameStop: A case on investing vs indexing
  • Why now for value?

Andrew Francis
Chief Executive Officer, Realindex

Chris King
Head of Investments Sales and Key Accounts, First Sentier Investors

Iain McLear
Investment Manager, Realindex

  Find out more about Andrew, Chris and Iain

Andrew Francis was appointed Chief Executive of Realindex Investments in late 2008. Andrew has 25 years' experience in funds management, consulting and investment banking. Prior to joining Realindex, Andrew worked at Perpetual Investments as General Manager of global equities and Head of Institutional Sales, as well as roles at Mercer Investment Consulting and Macquarie Bank. Andrew has a Graduate Diploma in Applied Finance from FinSia and a Bachelor of Accounting and Finance from the University of New England.

Chris joined First Sentier Investors (previously CFS GAM) in October 2007 and is responsible for the management of the national sales team, who distribute First Sentier Investors products within the Australian Wholesale and Intermediary market place. Prior to that Chris had over 6 years' experience within Financial Markets at Aberdeen Asset Management, SEI Investment and HSBC Private Bank in London. In these roles he was responsible for looking after a variety of client relationships from Global Private Banks, Investment Distribution Platforms and Financial Advisors Networks. He completed BSC with Honours in Social Sciences specialising in Economics and Politics form the University Of Southampton (UK) in 2000. He also holds the Investment Management Certificate (IMC) from University College London.

Iain has 11 years' experience in financial services. Iain previously worked within CBA's Wealth Management Strategy team and has held various positions within First Sentier Investors and worked as a Research Assistant at Contango Asset Management. Iain has a Bachelor of Business (Honours) from the University of Technology and is a holder of the Certified Investment Management Analyst (CIMA) designation. Iain has completed his thesis on a conditional model for enhanced value and growth portfolios in the Australian market.

11:00am Morning tea
11:30am Commercial property: Investing for income with an eye to the future
  • Residential vs commercial property investment - the fundamental difference
  • Navigating the market: Tackling the big questions on investors' minds
  • The megatrends shaping emerging opportunities in real estate beyond COVID-19

Christopher Davitt
Fund Manager for the Wholesale Australian Property Fund, AMP Capital

  Find out more about Christopher

Christopher Davitt is the Fund Manager for the Wholesale Australian Property Fund (WAPF), a direct property fund which caters to retail investors. Christopher joined AMP Capital in March 2010 as a Portfolio Manager, with responsibility for investing a $500 million global mandate to invest in unlisted real estate funds. In September 2010 he became the Portfolio Manager of AMP Life's $1.7 billion property portfolio. Prior to joining AMP Capital, Christopher was a Vice President at MGPA based in London. From 2006 to 2008 he worked on acquisitions and special projects across Europe before being promoted to Assistant Fund Manager and given the responsibility for developing the strategic priorities for MGPA's European funds.

12:10pm 13 years of mistakes in franchise investing
  • The franchise investing philosophy has shown itself to be very effective for over 20 years
  • Dissecting past investment mistakes can result in valuable learnings to improve future investment decisions
  • We can also learn from successful investments to identify common factors underpinning their success

Luis Sarmiento
Investment Specialist Macquarie Professional Series, Macquarie

Damien Green
Head of Asia, Australia and the Middle East, Independent Franchise Partners

Michael Allison
Partner and Investor, Independent Franchise Partners

  Find out more about Luis, Damien and Michael

Luis heads up the investment specialist function for the Macquarie Professional Series, developing and delivering relevant investment content for financial advisers, researchers and institutional clients, to help them better support their clients. Luis has 25 years of industry experience. Prior to this role, Luis was a member of the Macquarie Technical Services Team within the Banking and Services Group, as well as a senior member of the Investment Governance Team for the Macquarie Wrap platform. Luis received a Bachelor of Economics from Macquarie University and is a Fellow of the Institute of Actuaries of Australia.

Damien is the Head of Australia, Asia and the Middle East for Independent Franchise Partners, LLP. Damien has 32 years of industry experience. Prior to joining the Firm in 2010, Damien was the as Head of the Australian business for Morgan Stanley Investment Management for six years. Damien received a B.A. in English Literature from La Trobe University, a Diploma in Applied Finance from FINSIA, and an MBA from the University of Melbourne.

Michael is a partner and investor at Independent Franchise Partners, LLP. Michael has 24 years of investment experience. Prior to founding the Firm in June 2009, Michael was Executive Director and a portfolio manager/ research analyst for Global and American Franchise portfolios at Morgan Stanley Investment Management. Michael joined Morgan Stanley in 2000 and served as a portfolio manager for global and European equity portfolios before joining the Franchise team in February 2005. Michael received a BComm. and a post-graduate diploma in Management Accounting, both from the University of Natal. He is a CFA(r) Charterholder and a Chartered Global Management Accountant.

12:50pm Unlocking the strategies within education bonds
  • Understand the 'Trust-like' tax structure
  • Explore the alternative strategies clients can access funds either tax - effectively or tax free from the structure
  • Understand the tax benefits of this structure over other structures for retirees wanting to assist in their grandchildren's education

Richard Atkinson
National Technical Sales Specialist, Futurity Investment Group

  Find out more about Richard

Richard has over 30 years' experience in Financial Services, as a financial planner, as product provider representative and technical consultant. He has spent the last 16 years working within the Insurance Bond sector, educating Financial Advisers to help solve client's often complex, tax, estate planning and age care problems using Australia's most flexible investment/tax structure - investment bonds. Richard brings this expertise to Futurity Investment Group to educate and assist advisers in how to use the tax effective Education Bond structure to greater effect in the previously mentioned fields of advice, plus education funding and beyond.

1:30pm Lunch
2:10pm Are you prepared for sustained inflation? We can show you how...
  • Drivers of inflation and the outlook for the ASX if inflation is sustained.
  • A look at some great case studies of Australian companies that provide good inflation hedges for a portfolio.

Jason Kururangi
Senior Analyst, Milford Asset Management

Michael Higgins
Portfolio Manager, Milford Asset Management

William Curtayne
Portfolio Manager, Milford Asset Management

  Find out more about Jason, Michael, William

Jason is a Senior Analyst based in our Sydney office, focusing on Australian equities. Prior to joining Milford in October 2020, Jason spent 8 years as a Portfolio Manager and Investment Analyst at Aberdeen Standard Investments focused primarily on the Australian market. During his career, Jason has covered many sectors including real estate, banks, diversified financials, resources, information technology and healthcare. Jason holds a Bachelor of Engineering (Hons) from the University of Auckland, a MA in Land Economy from the University of Cambridge, and is currently undertaking an Executive MBA from the University of Cambridge. He is also a CFA Charterholder.


Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.


William joined Milford in 2010 and has been working from Milford's Sydney office since its establishment in 2014. William is the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund. William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas. William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

2:50pm Harnessing technology to improve practice performance
  • Praemium looks at the latest industry research on how advisers are managing their client assets
  • what technology solutions can help to deliver improved efficiencies, better client outcomes and enhanced practice performance
  Find out more about Martin

Martin Morris is the Australian Head of Distribution and a Director of Praemium Australia Limited. Martin has 29 years of industry experience spanning both Australia and the UK markets, where he has held national roles in both product distribution and AFSL management. Martin has attained his MBA, is a Graduate of the Institute of Company Directors and is an accredited behavioural sales coach. Martin is responsible for mentoring and managing the distribution team to grow the Praemium platform and suite of solutions by helping advisers build more profitable, engaging and sustainable businesses.

3:30pm Closing remarks
15 FEB - 4 MAR 2022 8:30AM - 3:30PM
CPD HOURS TBC COMPLIMENTARY FOR
FINANCIAL ADVISERS
 
Please only provide your business details in the below contact form. Your details will also be shown on your CPD certificate.
 
Hobart Tuesday, 15 February 2022 Henry Jones art hotel
Bendigo Wednesday, 16 February 2022 Lakeside Hotel
Geelong Thursday, 17 February 2022 Novotel Geelong
Sunshine Coast Monday, 21 February 2022 Mantra Mooloolaba beach
Gold Coast Tuesday, 22 February 2022 QT Gold Coast
Cairns Thursday, 24 February 2022 Pullman International
Canberra Monday, 28 February 2022 Hyatt Hotel Canberra
Wollongong Tuesday, 1 March 2022 Novotel Wollongong Northbeach
Newcastle Wednesday, 2 March 2022 Noah's on the beach
Central Coast Friday, 4 March 2022 Pullman Magenta Shores Resort
   
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