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Best Practice Forum - Exchange Traded Products (ETPs)

ETP Forum

Available on demand, until 5 August 2022 - online

Offering 4.25 CPD hours

The Exchange Traded Products (ETP) Forum is a part of Financial Standard's annual Best Practice series for the financial advice community.

Investing has changed and the products offered are evolving quickly. ETPs are not just another distribution channel. They are a vehicle for innovation.

As asset classes increase in number and sophistication, investors are rapidly discovering that these products are an excellent investment option to diversify, limit risk and capitalise on opportunity.

Commit to being at the forefront ETP practice and knowledge by attending the ETP Forum 2022, in person or virtually.

 
 

CPD Information

Financial Standard's Best Practice Forums are accredited by the Financial Planning Association (FPA) for CPD hours aligned to FASEA learning areas and ASIC Knowledge Requirements.

If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD.

 
Gold Partner
Event Partner - Platinum
 
Silver Partners
Event partner - CBOE
Event Partner - Perpetual
 
Event partner - SSGA
Event partner - VanEck
 

Agenda and speakers are subject to change.

8:30am

Registrations and coffee cart open

8:55am

Welcome from Financial Standard

9:00am

Overview on the Australian ETP market from the perspective of:

  • Funds flow of the most popular strategies.
  • New product trends.

John Dyall
Head of Investment Research, Rainmaker Information

  Find out more about John

John Dyall has over 20 years of experience working with clients on both the institutional side (large superannuation funds) and retail side of investment advice. Currently Head of Investment Research at Rainmaker Information.

John has a Bachelor of Business in Economics and Finance from Royal Melbourne Institute of Technology (RMIT University) and has been a CFA charterholder since 1998.

9:30am

The Mathematical Wizard of Oz

  • Australian equities dominate most Australian investors' portfolios, but what is the best approach to take?
  • From his actuarial point of view, Cameron will untangle the Australian equities complex.
  • The outcome of active, passive and factor-based approaches will be considered as well as what the implications for Australian investors are.

Cameron McCormack
Portfolio Manager, VanEck

  Find out more about Cameron

Cameron leads investment performance analytics for the firm and is responsible for trade execution for equity and fixed income ETFs. Cameron was previously at Pacific Life Re Australia where he worked in the pricing and client solutions teams. Cameron graduated with a Bachelor of Commerce majoring in Actuarial Studies and Finance from the University of New South Wales and is an Associate of the Society of Actuaries (ASA).

10:10am

The current crypto environment, recent, and long term market performance

  • Why are issuers are bringing crypto ETFs to market?
  • How can advisers can use crypto assets as part of a client portfolio
  • What is next for crypto products in Australia

Moderator: Oran D'Arcy
Director, Investment Products, Cboe Australia

Panelist: Dan Annan
Chief Executive Officer, Cosmos Asset Management

Panelist: Ganesh Balendran
Senior Business Development Manager, ETF Securities

Panelist: William Spraggett
Director, Seed Partnerships

  Find out more about Oran, Dan, Ganesh, William

Oran D'Arcy leads fund listing efforts at Cboe Australia, joining the organisation in May 2021. Prior to joining Cboe Australia, Mr D'Arcy was National Business Development Manager at the Australian Stock Exchange where he was responsible for the creation and execution of sales strategy, client initiatives and product suite development. Mr D'Arcy has over 16 years' financial markets experience across Europe & Australia, and has previously held roles in account management at Macquarie Funds Group and led fixed income and securities-lending middle office teams at Citibank.

Dan is the chief executive officer of Cosmos Asset Management (CAM) and is responsible for leading the business operations and strategic direction. He has extensive experience in the local and global funds management industry, with over 15 years dedicated to Exchange Traded Funds (ETFs).

Before CAM, Dan was head of BetaShares Institutional ETF Business for three years. Prior to BetaShares, Dan held various roles within the iShares ETF business for BlackRock in the US and Australia. His final US post focused on capital markets, where he worked with global banks to incorporate equity and fixed income ETFs into their business models to support trading and liquidity of the ETF ecosystem.

Dan started his career with AllianceBernstein in 2002 with coverage of US and Canadian pensions, corporates, foundations and endowments.

Dan holds a Bachelor of Economics from St. Lawrence University, New York.

Ganesh Balendran is responsible for growing financial advisory and research relationships across New South Wales, Victoria, South Australia and Tasmania. He joined ETF Securities in 2016 and has previous experience with ANZ and ING Australia. Ganesh holds a Bachelor of Commerce in Finance and Information Systems along with a Graduate Diploma of Applied Finance and Investment.

Will is a partner and director of Seed Partnerships a corporate advisory and distribution firm. Prior to this role he was head of listed managed investments (LMI) at Bell Potter Securities where he was responsible for the research of listed investment companies (LIC), listed investment trusts (LIT) and exchange traded funds (ETF), and was actively involved in capital management initiatives. Formerly he was an Equities Analyst with Bell Potter Securities and IWL Limited, and an analyst with Goldman Sachs International. Will holds a bachelor of business, majoring in economics and finance, and has passed Level II of the CFA Program.

10:50am

Morning tea

11:20am

Investing Beyond the Pandemic

  • As we inch towards the end of the covid pandemic the economic horizon has transformed.
  • Lockdowns and stimulus have upended the way we live and work as well as disrupted global supply chains and ushered in a surge of inflation.
  • Added to rising geopolitical risk we think the investment landscape has altered dramatically and requires a new mindset.
  • Perpetual will look at the key investment themes likely to prosper in the changing environment ahead.

James Holt
Director, Investment Solutions, Perpetual Asset Management Australia

  Find out more about James

James is responsible for the listed and direct investment businesses and providing technical investment support to stockbrokers, financial advisers and investors of Perpetual Investments' funds. James has worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, James was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he has worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.

James has presented to numerous audiences of advisers and investors and has appeared in various media including CNBC, Sky News and the ABC. His articles have appeared in various publications including the Journal of Investment Strategy.

James graduated with a Bachelor of Economics from the Australian National University in 1996. He is a Certified Investment Management Analyst (CIMA) and previously lectured on "Managing an International Equity Portfolio" through Kaplan. He has completed the Perpetual Equity Investment Analyst Program (IAP). He is a Graduate Assessor at Perpetual and an industry participant and mentor of the Future IM/Pact Program to help bring greater diversity to investment management.

12:00pm

ESG & greenwashing: how did the investment industry end up here?

  • Why how investment returns are generated is crucial
  • Why ESG is controversial - and, hence, very, very difficult
  • Why outcomes are more important than "good intent"

Charles Brooks
Investment Specialist, Platinum Asset Management

  Find out more about Charles
​​​

Charles joined Platinum in 2014 as an investment specialist. Having previously worked in similar capacities at IFM Investors and Northward Capital / nabInvest, he brings with him a wealth of knowledge about the specialised needs, objectives and processes of institutional investors. Charles began his career in finance at Morgan Grenfell Asset Management in London. After backpacking around the world, he settled in Sydney and took up investment analyst and fund management roles at United Funds Management and later at MLC Investment Management. At Platinum, Charles' role focuses on serving as a conduit between our investment team on the one hand and our institutional clients and asset consultants on the other.

12:40pm

Adviser panel: Interest rates and inflation going up, while equities and geopolitical stability going down

Our panel shares their expert advice on how they use ETPs to protect capital and thrive in turbulent times.

Moderator: Natalie Grey
Senior Sales Manager, SSGA Australia

Panelist: Christian Schween
Executive Director, Asset Builder Financial Services

Panelist: Nicola Beswick
Senior Financial Advisor, FMD Financial

Panelist: Peter Leggett
Managing Director, Arrow Wealth Management

  Find out more about Natalie, Nicola and Peter
​​​

Natalie Grey is a Senior Sales Manager for SPDR ETFs at State Street Global Advisors Australia. She is responsible for developing strategies to drive distribution of our SPDR ETFs and Model Portfolios across our key client segments: Institutional Asset Owners, Institutional Asset Managers and Financial Intermediaries.

Prior to joining State Street in 2020, Natalie held several senior sales and business developments roles at companies including Challenger, Russell Investments, ING Investment Management (Australia), ABN Amro Asset Management (Australia), AMP Capital and Colonial First State.

Natalie holds a Diploma in Financial Planning from Deakin University and a Diploma in Business (Accounting) from Moreton Bay Institute.

Nicola Beswick is a financial adviser who empowers people to create a financially certain future. When Nicola's father was diagnosed with Multiple Sclerosis, this experience highlighted the importance of financial planning so Nicola said goodbye to her legal career to become a financial planner. Since entering the world of finance, Nicola has completed various qualifications including  CFP®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™. Nicola is the Chair of the Pro-bono Financial Advice Network (PFAN), a trusted network of passionate professionals who help Australians living with a personal health crisis to improve their financial wellbeing.

​​​

As Chair & Executive Director of Arrow Financial Group, specialist financial advice business Arrow Private Wealth, and present or past Chairman and/or Director for four medium Business Enterprises (Food, Boat Manufacturing, Wine Technology and Digital Media), plus a current NFP, Peter is regarded as a thought leader and visionary within his profession. He is sought after for his strategic thinking at both a senior corporate management level and to businesses, organisations, boards, NFPs, bible believing churches, and private wealthy families across Australia. His current clients include some of Australia's highest profiled businesspeople, professionals and emerging entrepreneurs.

1:20pm

Closing remarks and lunch


AVAILABLE ON DEMAND UNTIL
5 AUGUST 2022

9:00AM - 2:00PM

Cvent - ONLINE

COMPLIMENTARY FOR FINANCIAL ADVISERS
 

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