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Advisers Big Day Out 2020 - Regional: Video on Demand Series

Advisers Big Day Out (ABDO) Regional - Video on Demand Series

14 JULY 2020

6 CPD points available

The Advisers Big Day Out (ABDO) Wealth Management Regional Roadshow will be delivered as a Video on Demand program in 2020.

Advisers can access video content from Australia's leading investment managers, which will be delivered via the FS Aspire CPD platform, available to be viewed for six months.

ABDO is part of Financial Standard's professional development series. Over 2,000 advisers have already registered to Video on Demand programs in 2020.

Gain insight into some of the latest topical issues and be kept up-to-date with a diverse range of investment opportunities, while earning CPD points.

Available from Tuesday 14 July

Advisers Big Day Out (ABDO) Regional - Video on Demand Series

14 JULY 2020

6 CPD points available

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

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.
#Pending FPA approval

Further agenda items to be added shortly

COVID and Beyond - in the balance
  • Global growth was already weak prior to the COVID-19 lockdown. COVID has created significant economic damage.
  • The financial markets and the 'real' economy are out of step. The central bank cash splash is boosting the former but having little impact on the latter.
  • With interest rates at zero the only practical long-term investment option is equities but it will be a long and uneven haul out of the COVID crater.

Presented by:

  • Bruce Campbell, Strategic Advisor, Pyrford International
  • Michael Angwin, Director Intermediary Business, BMO Global Asset Management
  Find out more about the presenters

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

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.

A Pandemic Playbook: To Infinity and Beyond
  • Three major themes influencing central banks, politicians and investors
  • Capital market line: slope and key convictions
  • Building Better Risk Profiles: Alignment and Outcomes

Presented by:

  • Mary Nicola, Senior Vice President, Portfolio Manager, Global Multi-Asset, PineBridge Investments
  • Michael Bowen, Vice President, Business Development, PineBridge Investments
  Find out more about the presenters

Ms. Nicola joined the firm in 2020 and is responsible for the Global Multi-Asset team's client-facing activities in the Asia Pacific region, contributing to the firm's multi-asset strategy and portfolio implementation functions with a particular focus on Asia-based portfolios. Ms. Nicola has over 10 years of experience as an Economist and Macro Strategist and joins PineBridge Investments from Eastspring Investments in Singapore where she was a Global FX and Rates Strategist for the Multi-Asset Solutions team. During her tenure at Eastspring, Ms. Nicola was a strong advocate of ESG and helped to integrate ESG criteria into the firm's multi-asset investment process, including developing a unique scorecard to measure and track the performance improvement of sovereign bonds through an ESG lens.

Prior to this, Ms. Nicola was with Aviva Investors in Singapore as an Investment Strategist and Senior Economist for the Multi-Asset Strategy team, responsible for developing the firm's macroeconomic views on Asia, including Japan. She also spent five years at Standard Chartered Bank in Dubai and Hong Kong, and BNP Paribas in New York as an FX Strategist and Economist, respectively. Prior to her tenure in the investments industry, Ms. Nicola spent two years in the U.S. Peace Corps in Bulgaria. Ms. Nicola holds a Master's degree in International Affairs from Columbia University - School of International and Public Affairs and a Bachelor's degree in Economics and Political Science from Rutgers University.

Mr. Bowen joined PineBridge in 2014 and is responsible for distribution and client services across the financial advisory and related consultant channel for Australia and New Zealand. Prior to joining PineBridge, Michael was a Business Development Manager with Shed Enterprises and Senior Business Development Manager with the Rainmaker Group. Michael started his career as a Technical Marketing Officer at BHP Billiton (iron ore research) and has also distributed IT software solutions for Adobe Systems in New Zealand. Michael holds a Masters of Marketing from The University of Newcastle and a Masters of Applied Finance from Kaplan.

Delivering Alpha in Up and Down Markets
  • Investment philosophy matters: blending growth and quality stocks has consistently added value over rising and falling markets
  • Research matters: in-depth industry analysis and rigorous stock research is vital to understand changing market dynamics
  • An open mind matters: research insights give us conviction to buy into new/complex companies that can often be ignored

Dushko Bajic, head of Australian equities, growth, First Sentier Investors

  Find out more about the presenter

Dushko is responsible for managing the Wholesale Australian Share Fund and the Wholesale Concentrated Australian Share Fund as well as overseeing all facets of the Australian equities, growth investment process.

Prior to joining First Sentier Investors in July 2014, Dushko was an equity partner at Orion Asset Management where he led portfolio management responsibilities for ASX300 Australian equity funds. He was also a portfolio manager for the small cap Australian equity fund.

Previously Dushko worked at Credit Suisse Asset Management as a portfolio manager and analyst - Australian equities.

Dushko holds a Bachelor of Economics (joint Honours Economics and Econometrics) from the University of Sydney and is a CFA charterholder.

Destabilising effects of stability

Steven Glass, Deputy Portfolio Manager and Analyst, Pengana

  • Market instability and complacency can be dangerous.
  • What Investors should be aware of when it comes to behavioural biases and predictions.
  • Strategies to mitigate risks and volatility when investing in international markets.
  Find out more about the presenter

Steven is the Deputy Portfolio Manager and Analyst for the Pengana International Funds, (including the International Fund, International Ethical Fund, International Managed Risk Fund, and LIC, Pengana International Equities Limited (ASX:PIA). Steven has over 17 years' experience as a portfolio manager and equities analyst. Prior to joining Pengana, Steven spent 7 years at Hunter Hall International as an investment analyst and portfolio manager. He previously worked as an equities analyst at Tricom Securities and as an investment analyst at Platinum Funds Management.

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.

Multi-asset investing: Everyone's doing it but what should we look out for?

John Owen, Portfolio Specialist, MLC Asset Management

  Find out more about the presenter

John Owen is a Portfolio Specialist at MLC Asset Management, specialising in Australian shares and property securities. He joined MLC in 1994 to research Australian shares and listed property managers for MLC's portfolios. Since 2004, he has been responsible for communicating with advisers, Research Houses and investors on the investment approach and portfolio strategies of MLC and MLC Asset Management. John has worked in the financial services industry since 1979. Before joining MLC, he worked at Westpac Investment Management as Head of Australian shares research and was a manager of share portfolios for ten years.


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 Video On Demand series will be accessible to all existing FS Aspire CPD subscribers. For those you who aren't subscribers, once the series in live, registrants will be issued a free and private login to access the video content via FS Aspire CPD.

To be awarded CPD hours, you must watch any (or all) video and answer the related questions. You must pass the short quiz (five questions) in order to be awarded the CPD hours.

Once you have completed CPD content, you can access and download your CPD reports, in the FS Aspire CPD platform, as proof of completion.

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 event.

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

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