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S&P DJI combines global reach with local expertise, working with exchanges around the world to build indices for both the local and international investment communities.
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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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The last decade has brought about great change to Australia’s indexing & ETF market. Financial advisors have a broad spectrum of products at their fingertips as well as developments in regulatory compliance, economic policies, and digital disruptors to deal with on a daily basis. Given all these changes, how can advisors continue to stay ahead of the curve as we enter a new decade?
As we celebrate the 20th anniversary of the S&P/ASX 200, the leading gauge of the Australian market with over AUD 5.5 billion assets tracked by ETFs, S&P Dow Jones Indices and the ASX are bringing together industry professionals and market practitioners to discuss how they are pinpointing unique opportunities and mitigating unprecedented challenges to continue to meet the needs of investors amid this ever-evolving investment landscape.
Topics will include:
8:30 – 9:00 |
REGISTRATION |
9:00 – 9:05 |
WELCOME & OPENING REMARKS Daphne van der Oord,
Head of Australia & New Zealand, S&P DJI |
9:05 – 9:35 |
HOW CURRENT MARKET CONDITIONS COULD IMPACT YOUR CLIENTS’ PORTFOLIOS Michael Jones, Chairman & CEO, Caravel Concepts |
9:35 – 10:05 |
PANEL: etf market developments Here and abroad for
a new decade Moderator: David Tuckwell,
Editor, ETF Stream Panelists: · John Davies, Global Head of Exchange Traded Products,
S&P DJI · Andrew Weaver, Senior Manager, Investment Products, ASX |
10:05 – 10:45 |
panel: INDEXING FOR RETIREMENT
PLANNING WITHOUT SLOWING THINGS DOWN Moderator:
Stuart
Magrath,
Head of Channel Management, Australia & New Zealand, S&P DJI Panelists: · Felicity Thomas, Senior Private Wealth Adviser, Ord Minnett · Nathan Ide, Managing Director, Private Capital
Management Pty Ltd. · Gary Stone, Managing Director, Share Wealth Systems · Josef Stadler, Head of Advice, Bell Partners (Sydney) |
10:45 – 11:05 |
COFFEE BREAK |
11:05 – 11:25 |
making sense of esg integration with sustainable
ESG DATA Priscilla
Luk,
Managing Director, Head of Global Research & Design, APAC, S&P DJI |
11:25 – 12:05 |
PANEL: USING PASSIVE SOLUTIONS
IN YOUR PRACTICE Moderator: Stuart Magrath, Head of Channel Management, Australia &
New Zealand, S&P DJI
· Michael Jones, Chairman & CEO, Caravel Concepts · Brett Taggart, Managing Director, Bell Partners (Sydney) · Gary Stone, Managing Director, Share Wealth Systems · David Haintz, Principal, Global Adviser Alpha |
12:05 – 12:30 |
case study: HOW THE AUSTRALIAN
s&P DJI TEAM CAN help SUPPORT YOUR PRACTICE Moderator:
Stuart Magrath,
Head of Channel Management, Australia & New Zealand, S&P DJI Panelists: · Brett Taggart, Managing Director, Bell Partners (Sydney) · Josef Stadler, Head of Advice, Bell Partners (Sydney) |
12:30 – 12:55 |
get the most out of your Q&A
WITH ETF PRACTITIONERS Moderator: John Davies, Global Head of Exchange Traded Products,
S&P DJI Panelists: · Peter Harper, Executive Director, Capital Markets and Institutional Business, BetaShares · Christian Obrist, Head of iShares Australia, BlackRock · Ganesh Balendran, Co-Head of Sales, ETF Securities
(Melbourne) · Chad Hitzeman, Business Development Manager, ETF Securities (Sydney) · Jonathan Shead, Head of Investments, Australia, SSGA (Melbourne) · Meaghan Victor, Head of SPDR ETFs Asia Pacific Distribution, SSGA (Sydney) · Damon Gosen, Vice President, Business Development, VanEck
(Melbourne) · John Caulfield, Vice President, Institutions and
Intermediaries, VanEck (Sydney) · Balaji Gopal, Head of Product Strategy, Australia, Vanguard |
12:55 – 13:00 |
CLOSING REMARKS Stuart Magrath, Head of Channel Management,
Australia & New Zealand, S&P DJI
|
13:00 – 14:00 |
NETWORKING LUNCH |
Senior Director & Head of Channel Management, Australia and New Zealand
View BioHead of the Global SPDR ETFS Asia Pacific Distribution
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