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Future Investing Forum

Future Investing Forum 2024

About   Agenda   Register

FUTURE INVESTING FORUM FOR FINANCIAL ADVISERS

Thursday, 23 May 2024 - Melbourne | In person and live-streamed

Offering 5 CPD hours, subject to FAAA approval

To be held for the first time this year, the Future Investing Forum will showcase how the investment landscape is changing for financial advice professionals and their clients.

The forum will offer thought leadership on the future of existing investment vehicles and platforms, as well as discussing evolving asset classes and emerging themes.

This inaugural event provides financial advisers with an understanding of the investment opportunities of tomorrow for both retail and wholesale clients, while also looking at how the typical advice client will change in the coming years, and offering strategies to get - and stay - ahead of this.

CPD INFORMATION

Financial Standard's suite of events for financial advisers are accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to Legislated CPD categories. For comparison, given the Future Investing Forum is running for the first time in 2024, the Retirement Income was accredited for 4.50 learning hours in 2023, divided into the following Legislated CPD categories:

  • General: 1.25 hours
  • Technical competence: 2.75 hours
  • Client care and practice: 0.50 hours

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.

THANK YOU TO OUR EVENT PARTNERS
Cboe Global Markets
Keystone Capital
 
Mason Stevens

FUTURE INVESTING FORUM FOR FINANCIAL ADVISERS

Agenda subject to change.

8:30am

Registrations open
Barista coffee available

9:00am

Welcome from Financial Standard

9:10am

Session 1: Investment Leadership

  • A look ahead to the 2024 investment leadership awards, and methodology
  • How each asset class is performing, what trends key for advisers
  • How can advisers better understand the investment leadership awards to benefit their client portfolios

John Dyall
Head of Investment Research, Rainmaker Information

  Find out more about John
John Dyall, Rainmaker Information

John Dyall has 30 years of experience working with clients on both the institutional 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 RMIT University and has been a CFA charterholder since 1998.

9:45am

Session 2: ETFs to become the investment vehicle of choice

  • ETFs are receiving positive net flows, while managed funds have received negative net flows
  • Advantages of ETFs compared to other investment vehicles

Oran D'Arcy
Director, Investment Products

  Find out more about Oran
Oran D

Oran has over eighteen years of experience in financial markets, across Europe and APAC. His experience includes securities lending, funds management, and ETP product development and distribution. Currently, Mr D'Arcy is Director of Investment Products at Cboe Australia, where he is responsible for the development and execution of sales strategies, client initiatives, and ETP product suite development. 

10:25am

Session 3: Alternatives - A growing investment space to diversify portfolios

  • Growth in the private debt sector
  • Alternatives for high-net-worth clients

Tom Waltham
Co-Founder and Joint-Managing Director, Keystone Capital

  Find out more about Tom
Tom Waltham, Keystone Capital

Tom has over 25 years of experience in the finance sector. During his time at Keystone, Tom has overseen the origination, establishment, and management of 350 loans. Tom also founded Capital United, a multi award winning debt advisory and broking firm. Previously, Tom was an accountant and a Senior Business Banking Manager for National Australia Bank Limited.

Tom has a Bachelor of Accounting from University SA, a postgraduate Master's in Science & Technology Commercialisation from the University of Adelaide, a Diploma of Finance and Mortgage Management from NSW TAFE, and a Certificate IV in Financial Services from Swinburne University.

11:05am

Break

11:30am

Session 4: Platforms for investing and how'll they change

  • Why more advisers are using more platforms
  • Managed accounts growth, dominated by SMAs
  • The client journey using platforms

12:10pm

Session 5: Future outperformance will come from different factors

  • Reviewing strong global equities returns over the past 12 months, that were driven by a small proportion of stocks.  Furthermore, the behaviour of equities markets has been dominated by the unusually significant outperformance of traditional growth, quality, and momentum factors.

  • Discuss the impact of recent market moves on future returns

  • Explore the rationale for considering other factors and long-term structural changes in the economy when seeking outperformance from global equities allocations.

Tom King
Chief Investment Officer, Nanuk Asset Management

  Find out more about Tom
Tom King, Nanuk Asset Management

Tom has been at Nanuk since its inception in 2009 and serves as a Director, Chief Investment Officer, and Portfolio Manager, bringing over 20 years of experience in equity funds management, investment banking and private equity.

He previously worked as an Investment Manager at Consolidated Press Holdings Limited, an Associate Director at NM Rothschild & Sons (Australia) Ltd and an Investment Analyst at Herschel Asset Management Ltd. He holds a first-class honours degree in Engineering from the University of Melbourne and is an Olympic Gold Medallist.

12:50pm

Session 6: ESG investing - a changing landscape

  • How investments are aligning people, planet and profit
  • How greenwashing regulation has changed the game and what to advisers need to
    look for moving forward

Rachel Alembakis
Stewardship manager, U Ethical

  Find out more about Rachel
Rachel Alembakis

Rachel Alembakis is stewardship manager at U Ethical. In her role, she is responsible for managing U Ethical's active ownership activities including proxy voting, direct and collaborative engagements with companies and engagements with key stakeholders.

Rachel was the managing editor and founder of FS Sustainability for 12 years. She has more than two decades' experience as a financial journalist covering a broad range of investment issues. Rachel holds an MSc in Politics of the World Economy from the London School of Economics and Political Science, a BA in journalism and a BS in political science from Boston University.

1:30pm

Lunch

2:10pm

Session 7: Digital assets - A 101 course

  • Investing in digital assets through an SMSF
  • Regulatory changes for digital assets

2:50pm

Session 8: Demographic shifts

  • Who will be the typical advice client in 10 years and beyond
  • How will financial literacy impact demand for advice

3:30pm

Event concludes

BOOK YOUR SEAT


THURSDAY, 23 MAY 2024

8:30AM - 3:30PM


GRAND HYATT MELBOURNE & AVAILABLE ONLINE


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