8:00 – 8:30 AM                Registration

8:30 – 8:40 AM                Welcome & Opening Remarks

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

8:40 – 9:00 AM                What’s Shaping the Economy Today?

Vishrut Rana, Senior Economist, Asia Pacific, S&P Global Ratings

9:00 – 9:30 AM                The State of Play for ETFs and Indexing

While volatility and inflationary concerns continue to dominate headlines, the growth trajectory of the global and domestic ETF markets continues to show optimism. What’s been trending and what can we expect in the coming year?

Moderator:

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

Speakers:

Tom Digby, Head of ETF Business Development and Capital Markets, Asia Pacific, Invesco

Andrew Campion, General Manager, Investment Products & Strategy, ASX (Sydney)

Andrew Weaver, Senior Manager, Investment Products, ASX (Melbourne)

9:30 – 10:00 AM             Active Fund Managers and the Rise of Passive Investing
How are active managers faring in the current environment of greater volatility and dispersion and what could that mean for the future for passive investing?

Moderator:

Vinnie Wadhera, Executive Director, Institutional & Adviser Business, Betashares

Speakers:

Maya Beyhan, Senior Director, ESG Specialist, Index Investment Strategy, S&P Dow Jones Indices

10:00 – 10:20 AM           Why What’s Under the ETF Hood Matters

Not all ETFs are created equal. With more than 300 products now available in the Australian market, it’s important to understand what to look for when evaluating ETFs.

Speakers:

Nathan Umapathy, Manager of the Passive Equities sector, Lonsec Research (Sydney)

Michael Elsworth, General Manager, Specialised Research, Lonsec Research (Melbourne)

10:25 – 10:45 AM           Morning Tea

10:45 – 11:30 AM           The Continuing Evolution of Managed Accounts

Managed Accounts and ETF model portfolio adoption are on the rise. How can indices help investors align allocation strategies with investment objectives and what should they consider when constructing investment portfolios in view of market megatrends and the expanding landscape of solutions?

Moderator:

Toby Potter, Chair, Institute of Managed Account Professional (Sydney)

Tim Farrelly, Principal, Farrelly’s Investment Strategy (Melbourne)

Panelist:

Duncan Burns, Head of Investments and Head of Equity Index Group, Asia Pacific, Vanguard

Uwe Helmes, Vice President, Lead Strategist, Model Portfolio Solutions, BlackRock Australia

Sinead Schaffer, Vice President, ETF Model Portfolio Strategist, State Street Global Advisors

11:30 AM – 12:15 PM    Constructing Income Strategies Across Asset Classes

Rising interest rates have created additional risks and opportunities for income-seeking investors. Explore the potential role of index-based strategies in building diverse income streams while helping keep risk in check.

Moderator:

Manny Damianakis, Head of Sales, Global X ETFs (Melbourne)

Speakers:

Jason Ye, Director, Factor and Thematic Indices, S&P Dow Jones Indices

Jessica Tan, Director, Fixed Income Indices, S&P Dow Jones Indices

Andy Sharp, CEO and President, Altere Financial

12:15 – 12:55 PM           Building Successful Advice Practices with ETFs and Model Portfolios

Hear how advisors at the leading edge of indexing are incorporating ETFs in their model portfolios and client solutions to scale and drive growth in their practices.

Moderator:

Deborah Draeger, Senior Director, S&P Dow Jones Indices

Panelists:

Andrew Wielandt, Principal, DP Wealth Advisory

Craig Saunders, Group Head of Sales, Bell Financial Group Limited

Tim Farrelly, Principal, Farrelly’s Investment Strategy (Sydney)

James Weir, Director, Steward Wealth (Melbourne)

12:55 – 1:00 PM              Closing Remarks

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

1:00 – 2:00 PM                Networking Lunch