8:00 AM – 8:25 AM

REGISTRATION

8:25 AM – 8:35 AM

WELCOME & OPENING REMARKS

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

8:35 AM – 9:00 AM

WHAT’S DRIVING SHIFTS IN THE GLOBAL AND AUSTRALIAN ECONOMIES?

Global trends including inflation, geopolitics and tech advancements are shaping Australia’s economy. What implications might they have for investment strategies?

Speaker: Louis Kuijs, APAC Chief Economist, S&P Global Ratings

9:00 AM – 9:45 AM

HOW ARE ETFS CHANGING THE INVESTMENT LANDSCAPE?

ETFs continue to flourish, offering flexibility and cost efficiency. Gain actionable insight into the latest developments in this market and learn how ETFs are being used to strengthen investment strategies and align with client objectives.

Moderator: Sue Lee, Director and APAC Head of Index Investment Strategy,
S&P Dow Jones Indices

Panelists:

·       Irene Guiamatsia, Head of Research, Investment Trends

·       Te Okeroa, Head of Sales, Trading and Customer, AUSIEX (Sydney)

·       Neil Sparks, Head of Membership & Corporate Development, SMSF Association (Melbourne)

9:45 AM – 10:40 AM

CIO PANEL: INSIGHTS ON MODEL PORTFOLIOS AND MANAGED ACCOUNTS

A panel of eminent CIOs will discuss how they are incorporating index-based instruments within model portfolios and managed accounts to align investment strategies with evolving objectives and client expectations.

Moderator: Toby Potter, Chair, Institute of Managed Account Professionals

Panelists:

·       Kieran Canavan, Founder & Chief Investment Officer, Findex & Centric

·       Dan Farmer, Chief Investment Officer, MLC Asset Management

·       Michael McCorry, Managing Director, Chief Investment Officer, BlackRock Australia

·       Jonathan Shead, Head of Investments, Australia, State Street Global Advisors

10:40 AM – 11:10 AM

MORNING TEA

11:10 AM – 11:55 AM

25 YEARS OF THE S&P/ASX INDICES - EXPANDING THE OPPORTUNITY SET: FIXED INCOME, FACTORS AND MORE

Explore the 25-year evolution of the S&P/ASX indices and recent innovations in equity, fixed income, factor and thematic strategies. How are these innovations helping investors navigate today’s market?

Speakers:

·       Sean Freer, Director, Exchanges Product Management, S&P Dow Jones Indices

·       Jessica Tan, Principal, Fixed Income Indices, S&P Dow Jones Indices

·       Jason Ye, Director, Factors and Dividend Indices, S&P Dow Jones Indices

11:55 AM – 12:50 PM

BUILDING COMPELLING VALUE PROPOSITIONS WITH ETFs

Industry leaders with varying perspectives will explore the transformative role of ETFs in advisory growth. This panel will share how they are applying ETF strategies to cater to the needs of diverse client groups, particularly HNW/Private Wealth, while driving business growth and enhancing client satisfaction in today’s competitive landscape. The panel will also feature the FAAA Adviser of the Year, who will share how they have built a thriving practice based on ETF portfolios.

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

Panelists:

·       John Cachia, Founder & Strategic Wealth Adviser, Thriving Wealth

·       Craig Keary, CEO, Selfwealth (Melbourne)

·       Tim Rocks, Chief Investment Officer, Evans and Partners (Sydney)

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

·       Marcus Wallace, Head of Listed Market Sales, Vanguard Australia

12:50 PM – 1:35 PM

LUNCH PANEL: THE CONTINUING EVOLUTION OF AUSTRALIAN CAPITAL MARKETS

Hear from key ETF industry participants as they reflect on the past quarter century. How are recent ETF innovations transforming the industry and impacting market efficiency?

Moderator:

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

Tim Brennan, Global Head of Capital Markets, S&P Dow Jones Indices (Sydney)

Panelist:

·       Andrew Campion, General Manager, Investment Products, ASX (Sydney)

·       Peter Harper, Head of Distribution and Capital Markets, Betashares

·       Lisa Lautier, Partner, K&L Gates

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

·       Alex Zaika, Chief Executive Officer, Australia, Global X ETFs

1:35 PM – 1:45 PM

CLOSING REMARKS

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

1:45 PM – 2:00 PM

NETWORKING