2022 Platforms, Wraps and Advice Technology Conference

Registration

Welcome Address by Conference Chair

Industry Landscape KEYNOTE: Investment Trends Details the Evolving Shape of the Industry

Speaker:

• Sarah Brennan, CEO, Investment Trends

KEYNOTE: Lead Sponsorship

Speaker:

• Matthew Esler, Co-Founder, Padua Financial Group

10:10

PANEL: Advice Technology

• How is it changing? Describe the pain points encountered by advisers and how they are being addressed.
• What products are available? Which products address which problems?
• What technology can support it? There are a range of technology approaches – are they mutually exclusive?

Speakers:

• Robert DeDominicis, CEO, GBST
• Patrick Clarke, General Manager – Retirement Solutions, Generation Life
• Matthew Esler, Co-Founder, Padua Financial Group

10:50

Morning Tea

KEYNOTE: Gold Sponsor

Speaker:

• Indy Singh, Executive Chairman, Fiducian

Networking Lunch

13:30

SUPERANNUATION PANEL: The Consolidation of the Superannuation Industry

• Is APRA’s merger agenda driving an industry where superannuation funds are too big to fail?
• Provided small to medium funds continue to perform, should they be allowed to survive and thrive?
• What are the dangers of an industry with too few funds?

Speakers:

• Russell Mason, Superannuation Lead, Deloitte
• Ben Facer, Chief Strategy Officer, NGS Super
• Andrew Proebstl, CEO, legalsuper

FINANCIAL ADVICE PANEL: The Challenge for the Industry

• What will a change of Government or perhaps a change of minister mean for financial planning?
• Is there a danger that financial planners are simply not being listened to and how should that change?
• What are the commercial models that are working for licensees and what should they be avoiding?

Speakers:

• Darren Steinhardt, CEO, Infocus
• Jaime Johns, General Manager, Madison Financial
• Paul-Harding Davis, Managing Director, AdviceIQ

Afternoon Tea

15:40

PANEL: Managed Accounts Deep-Dive

• Are licensee managed accounts products sustainable and advisable in a tightening regulatory environment?
• Three of the major research and ratings houses are playing key roles in managed accounts. How is that playing out?
• Who is really winning from managed accounts – is it really a win-win for advisers and their clients?

Speakers:

• Toby Potter, CEO, IMAP
• Daniel Vanderzeil, Director – Managed Accounts, Colonial First State
• Lukasz de Pourbaix, Chief Investment Officer, Lonsec

16:10

FINANCIAL ADVICE KEYNOTE: Advice in a Post-Bank World

Speaker:

• Marianne Perkovic

16:40

KEYNOTE: Residential Property Investment

Speaker:

• Louis Christopher, CEO & Founder, SQM Research

17:10

Closing Remarks and Day 1 Wrap-Up

19:00

Conference Drinks

19:30-22:00

Dinner with Keynote

Welcome Address by Conference Chair

08:40

PANEL: Retirement Income

• Are advisers educating their clients enough about retirement income adequacy and how to live well in retirement?
• What is wrong with the current retirement income policy settings and what can be improved?
• Annuities are a retirement income product cornerstone, but what else is out there?

Speakers:

• Greg Hansen, Senior Business Strategy Manager, HUB24
• Russell Mason, Superannuation Lead, Deloitte
• Andrew Proebstl, CEO, legalsuper

PANEL: How the Evolution of Ecosystems will Impact the Platform Market

• There is hot competition between platforms, research houses and software providers to grow their businesses in a consolidating financial services industry. How is that playing out?
• Why have the new models evolved and are we going to see them work in harmony or bifurcate?
• What role is technology playing in the evolutionary process?

Speakers:

• Rick Di Cristoforo, Director of Research Products (AU/NZ), Morningstar
• Indy Singh, Executive Chairman, Fiducian Group
• Robert DeDominicis, CEO, GBST
• Paul-Harding Davis, Managing Director, AdviceIQ
• Darren Steinhardt, CEO, Infocus

09:50

PANEL: ESG Affect on Platform

• When ESG products on platforms pass the Greenwashing test
• How do the early movers such as Australian Ethicals, Nanuk etc. distinguish themselves in an increasingly crowded market?
• ESG investment has become mainstream, but how well are financial advisers informed about what distinguishes one product from another?

Speakers:

• Russell Mason, Superannuation Lead, Deloitte
• Leah Willis, Head of Client Relationships (National), Australian Ethical
• Justin Medcalf, Financial Adviser, ethinvest

10:30

Morning Tea

11:00

PANEL: Cryptocurrency – Future of Investing?

• How comfortable are financial advisers with talking to their clients about cryptocurrency and its place in their investment strategies?
• Do managed funds represent one of the safest ways for clients to put a toe in the water on crypto?
• How comfortable are the ratings houses with crypto products?

Speakers:

• Craig Hobart, Head of Distribution, Monochrome
• Irene Guiamatsia, Head of Research, Investment Trends
• Sarah Brennan, CEO, Investment Trends

Closing Remarks and Conclusions

Networking Lunch