| 8.30AM | REGISTRATION OPEN Cargo Hall, South Wharf |
| 9.00AM | WELCOME Tim Townsend Partner & Private Wealth Adviser, TownsendCobain Partners |
| 9.15AM | SWIMMING AGAINST THE TIDE When and Where to Be Contrarian in a Consensus-Driven World Regina Liu - Head of APAC Investment Specialist, International Equity Group, J.P. Morgan Dmitry Solomakhin - Portfolio Manager, Fidelity |
| 10.35AM | PASSING THE BATON How Growth and Return Drivers will Change Over the Next Cycle Qiao Ma - Partner & Portfolio Manager, Munro Partners Cameron Robson - Portfolio Manager / Analyst, Northcape Capital |
| 11.40AM | WHY NOT JUST TERM DEPOSITS? The Role of Fixed Income in a New Higher for Longer Era Tim Farrelly - Principal, farrelly's Investment Strategy Joran Laird - Global Fixed Income Portfolio Specialist, T. Rowe Price |
| 1.45AM | BEYOND THE BLUEPRINT Shifting to a Dynamic Approach to Property and Infrastructure Justin Pica - Principal, Global Portfolio Manager, CBRE Investment Management Matthew Sgrizzi - Chief Investment Officer, LaSalle Global Solutions |
| 2.50PM | ALTERNATIVE THINKING Crafting Portfolios with a New Edge Michael Armitage - Consultant, Fundlab Strategic Investments Kyle Lidbury - Head of Investment Research, Perpetual Private |
| 4.15PM | INNOVATE OR STAGNATE Strategies for Future-Proofing Your Practice Andrew Inwood - Founder, CoreData Group |
| 5.00-6.00PM | NETWORKING DRINKS Cargo Hall, South Wharf |
| 8.30AM | REGISTRATION OPEN Cargo Hall, South Wharf |
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| 9.00AM | WELCOME Tim Townsend Partner & Private Wealth Adviser, TownsendCobain Partners |
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| 9.15AM | SWIMMING AGAINST THE TIDE When and Where to be Contrarian in a Consensus-Driven World As we emerged from the shadows of Covid lockdowns, investors debated what the shape of the recovery would be. Fast forward to today, and optimism for a soft landing amidst the slowdown has become the prevailing narrative. Looking towards the remainder of 2024, with the anticipation of interest rate cuts, increased fiscal stimulus, and the burgeoning excitement around AI, a critical question arises: Is there still room for contrarian views? In our opening session, our speakers will challenge us to venture beyond the current market narratives. Assessing the market and economic cycles ahead, we will consider whether this moment presents a prime opportunity to adopt decisive, contrarian positions in our portfolios. THOUGHT LEADERS: Regina Liu Head of APAC Investment Specialist, International Equity Group, J.P. Morgan Dmitry Solomakhin Portfolio Manager, Fidelity IDEA EXCHANGE - Table Discussion
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| 10.15AM | MORNING TEA | |
| 10.35AM | PASSING THE BATON How Growth and Return Drivers Will Change Over the Next Cycle The advent of Chat-GPT has marked a watershed moment in Artificial Intelligence, igniting a global wave of innovation. As we navigate this new landscape, a diverse array of winners is emerging beyond the initial frontrunners, with firms across a spectrum of sectors racing to leverage AI to propel future earnings growth. In parallel to the AI revolution, emerging economies such as India, Indonesia, and Mexico are poised for a period of robust growth. This shift comes as China faces a myriad of challenges, including a deep property market downturn, demographic pressures, and rising tensions with key trading partners. For investors, these developments present prompt a critical question which our speakers will explore: Are we on the brink of a new era in market leadership, transitioning away from the dominance of large caps and developed markets? THOUGHT LEADERS: Qiao Ma Partner & Portfolio Manager, Munro Partners Cameron Robson Portfolio Manager / Analyst, Northcape Capital IDEA EXCHANGE - Table Discussion
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| 11.40AM | WHY NOT JUST TERM DEPOSITS? The role of Fixed Income in a new higher for longer era As we transition out of the zero-interest rate era, we find ourselves grappling with the implications of a likely new 'higher for longer' period of interest rates. This shift has sparked a renaissance for traditional term deposits, presenting a challenging dilemma for advisers: Should our clients be content with the seemingly risk-free, low-cost return on offer? Given the turbulent performance of bonds during the recent rate hike period, the inclination towards the simplicity and perceived safety of term deposits is understandable. Yet, this session aims to delve deeper into the fixed income universe, suggesting that abundant opportunities await those prepared to adopt a more sophisticated approach to this asset class. Our speakers will navigate the landscape of fixed income investments, highlighting strategies to capitalise on the 'higher for longer' era. THOUGHT LEADERS: Tim Farrelly Principal, farrelly's Investment Strategy Joran Laird Global Fixed Income Portfolio Specialist, T. Rowe Price IDEA EXCHANGE - Table Discussion
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| 12.40PM | LUNCH | |
| 1.45PM | BEYOND THE BLUEPRINT Shifting to a Dynamic Approach to Property and Infrastructure In the wake of rapid technological advancements and evolving societal needs, the property and infrastructure sector is at the cusp of significant transformation. This shift promises new opportunities but there are significant short-term challenges. Rising interest rates and changing demand patterns have led to numerous assets trading below their book value, with the threat of forced sales undermining investor confidence. Price volatility has also increased, with widening dispersion between listed and unlisted assets. In response to these challenges, our speakers will unpack how dynamic approaches to investing in the asset class are being developed, with the traditional ‘set and forget ‘approach carrying greater risks in this rapidly evolving landscape. THOUGHT LEADERS: Justin Pica Principal, Global Portfolio Manager, CBRE Investment Management Matthew Sgrizzi Chief Investment Officer, LaSalle Global Solutions IDEA EXCHANGE - Table Discussion
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| 2.50PM | ALTERNATIVE THINKING Crafting Portfolios with a New Edge While alternatives have come to be perceived by many investors as expensive, complex, and opaque, they remain integral to some of the world's most successful investment programs, providing essential diversification that mitigates risks and enhances returns. This session will explore the approaches and strategies of institutional investors, family offices, and leading wealth management practices that have successfully integrated alternative investments into their portfolios. Delving into the challenges of implementation, our speakers will also share their learnings and key considerations when considering the benefits and costs of different approaches to accessing alternatives. THOUGHT LEADERS: Kyle Lidbury Head of Investment Research, Perpetual Private Michael Armitage Consultant, Fundlab Strategic Investments IDEA EXCHANGE - Table Discussion
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| 3.55PM | AFTERNOON TEA | |
| 4.15PM | INNOVATE OR STAGNATE? Strategies For Future-Proofing Your Practice In an era where new technologies dramatically reshape our industry and client expectations continue to escalate, the key to sustained practice growth lies in our adaptability and commitment to innovation. This session will dissect the trends poised to accelerate and those expected to remain constant, analysing their implications for our strategic planning and operating models. Drawing on the ideas from firms at the forefront of innovation, especially in the application of AI and Machine Learning, our speaker will present actionable takeaways and key areas of focus. In a competitive landscape that increasingly rewards innovators and may sideline the less adaptable, this session is designed to arm you with the strategies needed to ensure your practice doesn't just survive but truly thrives. THOUGHT LEADER: Andrew Inwood Founder, CoreData Group Presentation to be directly followed by open Q&A |
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| 5.00-6.00PM | NETWORKING DRINKS Cargo Hall, South Wharf |