8.00 – 8.45

Registration

8.45 – 8.50

Welcome & Opening Remarks

Bruce Schachne, Chief Commercial Officer, S&P Dow Jones Indices

8.50 – 9.15

What’s Next for the Economy, Markets and Investment Strategies?

After a year of turbulent markets and slowing global growth, our Chief Economist will share his outlook on global and Australian markets, economic conditions and how investment strategies may be changing.

Presenter:

Rajiv Biswas, Executive Director, Asia-Pacific Chief Economist, S&P Global Market Intelligence

9.15 - 9.45

Global and Australian Passive Investing Trends to Watch

Our panel of industry leaders will provide an update on market developments, investor sentiment and the key trends defining the future direction of index-based investments, including ETFs and derivatives.    

Moderator:

Julie Ballard, Director, Channel Management, Australia & New Zealand, S&P Dow Jones Indices

Panelists:

Andrew Weaver, Senior Manager, Investment Products, ASX

Minah Kim, Senior Director, Equity Index & Cryptocurrency Products, Asia Pacific, CME Group

9.45 – 10.25

Evidence-Based Portfolio Construction in Challenging Markets

This session will explore asset allocation challenges in today’s market environment and look at how research can inform investment philosophy and portfolio construction. The panel will consider how current conditions may affect stock pickers vs. sector/country allocators and what’s driving the growth of passive investing internationally and in Australia.

Presenter and moderator:

Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices

Panelists:

Tamara Haban-Beer Stats, Director, ETF and Index Investments Specialist, BlackRock

Victor Huang, Practice Leader Australia, Milliman

Andrew Jones, ETF Investment Product Manager, Vanguard Investment Australia (Sydney)

Libby Newman, Investment Specialist, Vanguard Investments Australia (Melbourne)

10.25 – 10.55

Morning Tea & Networking

10.55 – 11.35

Refocusing on Income for Retirement Planning

The last year has seen a resurgence of inflation in many markets worldwide. Consecutive rate increases made by global central banks to maintain price stability have resulted in higher yields and inverted yield curves. Is this short-term dislocation leading to a long-term normalization? This session will discuss recent trends and developments in the global bond market, explore the various dimensions of fixed interest and consider some of the other income-focused investment solutions available.

Moderator:

Randolf Tantzscher, Managing Director, Global Head of Growth & Development, Fixed Income Indices, S&P Dow Jones Indices

Panelists:

Kanish Chugh, Head of Distribution, Global X ETFs Australia

Jamie Hannah, Deputy Head of Investment & Capital Markets, VanEck Australia (Sydney)

Damon Gosen, Director, Business Development, VanEck Australia (Melbourne)

Alexandre Ventelon, Executive Director, Head of Research, Wealth Management, Morgan Stanley Wealth Management

Vessela Tasker, Founding Director, Greenwood & Co (Melbourne)

11.35– 12.15

Sustainability Investment Solutions Showcase

In 2023, companies, investors and policymakers are navigating new push-and-pull dynamics between managing near-term risks and making meaningful progress on longer-term sustainability goals. What are the key sustainability trends driving investment decision-making today?

Presenter and moderator:

Michael Salvatico, Head of Asia, Pacific, Middle East & Africa ESG Solutions, S&P Global Sustainable1

Panelists:

Xinting Jia, ESG Investment Strategist, APAC, State Street Global Advisors

Will Hart, Director, ESG & Sustainable Investment, E&P Financial Group

12.15 – 12.55

Best Practices for Building Value, Driving Growth and Creating Efficiency with Index-Based Solutions

In this session, we will look at how advisers have developed and successfully implemented advice models heavily reliant on the use of index-based solutions. We’ll discuss how index-based investment inclusions have helped simplify day-to-day practices and enhanced the opportunity set while strengthening client relationships.

Moderator:

Brent Kopp, Senior Director, Wealth Management Channel, S&P Dow Jones Indices

Panelists:

Dean Anderson, Founder & CEO, Kernel Wealth Management

Tim Farrelly, Principal, farrelly's Investment Strategy

Vinnie Wadhera, Executive Director, Institutional & Adviser Business, Head of Portfolio Solutions, Betashares

12.55 – 13.00

Closing Remarks

Daphne van der Oord, Head of Australia & New Zealand, S&P Dow Jones Indices

13.00 – 14.00

Networking Lunch