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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

Griffin Treloar
Business development manager, Financial Standard

9:10am

Session 1: ETFs to become the investment vehicle of choice

  • ETF AUM continues to grow and ETFs are becoming the vehicle of choice for many advisers and investors.
  • This session will focus on ETF market growth, and our experts discuss the many strategies that are now available using this vehicle.

Panelists:

  • Oran D'Arcy, Director, Investment Products, Cboe Global Markets (chair)
  • Mark Carlile, Head of Wholesale - Australia & New Zealand, J.P. Morgan Asset Management
  • Evan Metcalf, Chief Executive Officer, GlobalX
  • Jamie Mead, Chief Executive Officer, Talaria Asset Management
  Find out more about Oran, Mark, Evan and Jamie
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.

Mark Carlile, JP Morgan Asset Management

Mark Carlile, Executive Director, is the Head of Wholesale, Australia and New Zealand for J.P. Morgan Asset Management, based in Melbourne. An employee since 2014, Mark is responsible for overseeing the wholesale distribution strategy and team across financial adviser and HNW channels. Before this, he worked at Vanguard Investments Australia for 6 years where he was National Manager Key Accounts Research and Platforms. Prior to that, he held senior distribution roles within Goldman Sachs JBWere Asset Management including National Manager Key Accounts, Key Account Manager and State Manager WA. Prior to these roles, he held management roles within the ANZ Group. Mark has over 30 years of Financial Services Industry experience.

Evan Metcalf, Global X

Evan Metcalf was appointed Chief Executive Officer of Global X ETFs Australia in 2022. He is responsible for the overall strategy and management of the business. He has been with the firm (previously ETF Securities) since 2014 and was a foundational member of the Australian operations.

Evan's previous role at the firm was Head of Product, where he was responsible for product development, product management and capital markets while acting as a senior portfolio manager. He was previously Co-Head of Portfolio Management and Head of Operations.

Prior to joining Global X ETFs Evan held roles in derivatives and structured products at Credit Suisse in London and similar roles at ANZ and Westpac.

Evan is a CFA charterholder and holds a Bachelor of Commerce in Finance (Hons) and a Bachelor of Science in Mathematics from the University of New South Wales and a Master of Science in Financial Mathematics from Kings College, London.

Jamie Mead, Talaria Asset Management

Jamie is the Chief Executive Officer of Talaria Asset Management.

He has held a range of senior roles in the global asset management sector including four years at Deephaven Capital Management, a US based multi-strategy hedge fund, and most recently was a Partner at Tyrus Capital, a Europe based multibillion-dollar investment firm managing global equities funds.

He spent the early part of his career at Morgan Stanley followed by Goldman Sachs, working on investment, corporate development, product development, business operations, sales & marketing, and strategy.

Jamie holds a Master of Engineering (MEng) from Loughborough University in the UK and co-founded Talaria Asset Management in 2018.

9:50am

Session 2: Digital Assets in 2024

  • An overview of latest news and regulatory changes in digital assets
  • The opportunity in digital assets
  • Investing in digital assets through ETFs

Evan Metcalf, Chief Executive Officer, GlobalX

  Find out more about Evan
Evan Metcalf, Global X

Evan Metcalf was appointed Chief Executive Officer of Global X ETFs Australia in 2022. He is responsible for the overall strategy and management of the business. He has been with the firm (previously ETF Securities) since 2014 and was a foundational member of the Australian operations.

Evan's previous role at the firm was Head of Product, where he was responsible for product development, product management and capital markets while acting as a senior portfolio manager. He was previously Co-Head of Portfolio Management and Head of Operations.

Prior to joining Global X ETFs Evan held roles in derivatives and structured products at Credit Suisse in London and similar roles at ANZ and Westpac.

Evan is a CFA charterholder and holds a Bachelor of Commerce in Finance (Hons) and a Bachelor of Science in Mathematics from the University of New South Wales and a Master of Science in Financial Mathematics from Kings College, London.

10:30am

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.

11:10am

Break

11:40am

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

  • The rise of multi-platform adoption
  • Leveraging managed accounts to scale and grow
  • Charting the adviser's path to success

David Johnson
Sales Director - VIC & TAS, Mason Stevens

Andrew Height
Managing Director / Senior Adviser, Height Capital

  Find out more about David and Andrew
David Johnson, Mason Stevens

David is a seasoned financial services professional with a wealth of experience spanning over 16 years. His expertise encompasses various facets of the industry, including Investments, Platforms, Insurance, Business Development, Key Account Management, and People Management roles. Having witnessed the rise of multi-platform adoption and the surge in managed accounts firsthand, David's expertise lies in navigating these trends and guiding financial advisers towards success.

At Mason Stevens, he plays a pivotal role in providing clients with access to a truly universal offering including global investments, administration and technology, and unique insight to a range of investment options. With a dedication to excellence and a commitment to delivering exceptional value, David exemplifies Mason Stevens' mission to empower financial advisers to grow and scale their businesses and thrive in today's complex financial landscape.

Andrew Height, Height Capital

Andrew has been in the Financial Services sector for close to 20 years. Over this time Andrew became a Senior Advisor and Partner of a boutique Financial Planning firm prior to going out on his own and launching Height Capital in 2017.

Andrew has a passion for helping clients achieve the best outcome for their personal situation.  He provides a great blend of technical, strategic and investment knowledge to help clients achieve their financial objectives.

Andrew is a Certified Financial Planner, a Self-Managed Super Fund (SMSF) Specialist Advisor with the SMSF Association and holds a Bachelor of Business.

12:20pm

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.

1:00pm

Lunch

1:40pm

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

Panelists:

  • Rachel Alembakis, Stewardship manager, U Ethical
  • Nathan Fradley, Specialist financial adviser, Fradley Advice
  • Estelle Parker, Co-Chief Executive Officer, Responsible Investment Association Australasia
  Find out more about Rachel, Nathan and Estelle
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.

Nathan Fradley

Nathan Fradley is a self-employed, Independent (923A) Specialist Financial adviser, specialising on emotionally & technically complex client situations including Aged Care, Divorce and Estates.

Nathan also leads Ethos ESG in Australia, working with Financial Planners, Investment Consultants and Fund Managers to improve their ESG decision making, reporting and client engagement using tech and his expertise.

If that's not enough Nathan is also the Co-Host of the popular financial adviser Podcast "Challenge the Standard", and is makes frequent appearances speaking at conferences talking all things responsible investment and advice.

Estelle Parker, RIAA

With a distinguished 20-year career at the Department of Foreign Affairs and Trade, Estelle Parker brings crucial expertise in government relations, policy-making, and themes important to responsible investors, including human rights and the SDGs. As a leader driving RIAA's research, certification, policy, standards, and working group programs, her leadership has elevated these initiatives to achieve heightened levels of professionalism, impact, and value delivery for our members, aligning seamlessly with RIAA's strategic objectives.

Beyond her organisational impact, Estelle is a respected figure in the responsible investment landscape, serving as a strong advocate on influential global and government committees, including the Principles for Responsible Investment's Global Policy Reference Group, the Global Sustainable Investment Alliance and the Australian Government's Natural Capital Working Group. Additionally, she serves as the Convenor of the Taskforce on Nature-Related Financial Disclosures official Consultation Group for Australia and Aotearoa New Zealand, and the Steering Committee for the Australian Sustainable Finance Institute. She is also a member of the Council of the Australian Institute for International Affairs (Victoria).

2:20pm

Session 7: Q&A - The future of investing

Panelists:

  • Eliza Bavin, senior journalist, Financial Standard (chair)
  • Oran D'Arcy, director, investment products, Cboe Global Markets
  • Tom Waltham, co-founder and joint-managing director, Keystone Capital
  Find out more about Eliza
Eliza Bavin, Financial Standard

Eliza is a senior journalist at Financial Standard. She has been a finance journalist for close to a decade having worked across television, digital and print media. 

2:50pm

Close and networking drinks

BOOK YOUR SEAT


THURSDAY, 23 MAY 2024

8:30AM - 3:30PM


GRAND HYATT MELBOURNE & AVAILABLE ONLINE


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